Stock www.forum4hk.com: March 2026

【美股格局】中東局勢持續緊張，惟後市不用太悲觀？專家醒你跌市部署策略，趁低吸納光通訊及電力股！(#姚浩然 Patrick) 04.03.2026｜#BE｜#LITE｜#康寧｜#光通訊股

嘉賓：亨達財富管理董事總經理　姚浩然(Patrick)

東網Money18每日美股開市前，都會邀請美股專家分析市況，以及市場焦點，想緊貼市場脈搏？記住每逢美股交易日留意【美股格局】啦！

#美股分析 #台積電 #光通訊 #LITE #Sandisk #SK海力士 #三星 #EWY #記憶體 #BE #CAT #CIEN #GLW #英偉達業績 #選股策略 #美股2026 #東網 #東網Money18 #美股格局 #姚浩然

It looks like you're tuning in to Patrick Yiu (姚浩然) on Money18! As we navigate the market in early March 2026, the focus is clearly shifting from "AI hype" to "AI infrastructure and execution."

Based on the hashtags and Patrick’s typical analytical style, here is a breakdown of the key themes likely being discussed in this session:

1. The Memory & Semiconductor Tug-of-War

With SK Hynix and Samsung in the spotlight, the conversation is likely centered on the supply-demand balance of HBM (High Bandwidth Memory).

* The Conflict: While SK Hynix has traditionally led in HBM3e, Samsung's catch-up efforts are critical for the broader EWY (iShares MSCI South Korea ETF) performance.

* TSMC's Role: As the ultimate gatekeeper, TSMC’s 2nm progress remains the "anchor" for the entire sector.

2. Optical Networking & Infrastructure (The "Hidden" AI Play)

The inclusion of LITE (Lumentum), CIEN (Ciena), and GLW (Corning) suggests a pivot toward the physical layer of AI.

* Why it matters: Fast chips (Nvidia) are useless without fast "pipes." Analysts are currently looking at optical interconnects as the next bottleneck to be solved.

* LITE & GLW: These are classic plays on the increasing need for fiber and laser technology in massive data centers.

3. Cyclicals & Energy: CAT and BE

* Caterpillar (CAT): Often used as a proxy for global construction and data center build-outs. If Patrick is bullish here, it suggests a "soft landing" or "re-acceleration" thesis for the US economy.

* Bloom Energy (BE): With data centers consuming record amounts of power, fuel cell technology and independent power grids are becoming essential, not just optional.

4. The "Nvidia Earnings" Shadow

Even in 2026, Nvidia's guidance remains the North Star. The market is no longer just looking at hardware sales, but at how software integration is driving recurring revenue.

Quick Strategy Summary

| Sector | Key Stocks | Focus Area |

|---|---|---|

| Foundry/Logic | TSMC, NVDA | AI Chip Dominance |

| Memory | SK Hynix, Samsung | HBM Supply Chain |

| Networking | LITE, CIEN, GLW | Optical Infrastructure |

| Industrial/Power | CAT, BE | Data Center Expansion |

Patrick Yiu is known for his disciplined approach to valuations—he usually warns against chasing "vertical" charts without fundamental support.

Wednesday, March 18, 2026

【美股格局】拆解英偉達GTC大會亮點，何解股價倒跌？存儲板塊強勢，睇實美光業績！「光銅並存」無礙LITE升勢？(#姚浩然 Patrick) 18...

【美股速遞】黃仁勳:已收到中國訂單重啟H200晶片生產｜五層蛋糕｜亞馬遜料2036年雲端銷售額達6000億美元（18/3/2026)

Thursday, March 12, 2026

The Worst Scams of 2026 (People Are Losing Everything)

BlackRock CEO on if US-Iran conflict could derail economy as gas prices ...

特朗普也無法壓低油價，能源格局從此大洗牌？英sir教路超前部署：買油股不如買XX｜股壇C見（Part 1/2）｜20260312

Wednesday, March 11, 2026

【寶傑怎麼說LIVE】美軍AI擊殺鏈讓殲20變瞎子從伊朗看台海專訪胡振東 20260311 劉寶傑胡振東

2026年4月1日美國銀行新規上路！過去習以為常的5種操作將面臨重罰，第一條華人最易踩雷！#2026美國銀行新規#華人理財防雷#帳戶凍結危機#Z...

利世民財經短評｜香港負債全球第一！聯匯最大隱憂係乜？

【美股格局】特朗普訪華成關鍵，料戰事3月底前完結？市場資金壁壘分明，金融股要暫避？專家首選光通訊板塊，建議分注吸納！(#姚浩然) 11.03.2...

美以伊戰應該好快完結原因主要得一個 // 投資者在美國股市集中炒三個板塊 // 現時港股有一個板塊擁有好的值博率

Sunday, March 8, 2026

危中有機今週下注呢幾隻股！

Friday, March 6, 2026

房东收到的哪些付款被国税局认为是租金收入要报税？国税局如何知道你少报了租金收入？不报告所有的租金收入会怎样？#美国省税 #美国报税 #美国

Wednesday, March 4, 2026

How should we operate the investment strategy after Nvidia’s perfect fin...

英Sir爆：伊朗係雜音？美股有顆炸彈🧨！OpenAI靠財務魔術撐住？加密貨幣邏輯已斷？軍工、石油、黃金點部署#美股 #黃國英 #投資策略 #伊朗...

【美股格局】中東局勢持續緊張，惟後市不用太悲觀？專家醒你跌市部署策略，趁低吸納光通訊及電力股！(#姚浩然 Patrick) 04.03.2026...

姚浩然教你點樣亂市淘金 // 6隻可以吸納股.

Tuesday, March 3, 2026

【美股速遞】道指曾瀉1277｜特朗普「護航」承諾油價衝高回順｜金價曾挫逾6% 銀價插超過12%｜存儲板塊受壓｜Palantir 5連升（4/...

Sunday, March 1, 2026

陸東提「樓迷」一句：「樓市呢兩年係最後逃生窗❗️」❓｜13 Feb2026

【美股格局】拆解英偉達GTC大會亮點，何解股價倒跌？存儲板塊強勢，睇實美光業績！「光銅並存」無礙LITE升勢？(#姚浩然 Patrick) 18...