Name: Recapping Day 1 of the Bitcoin 2021 conference
Uploaded: 2021-06-04T21:08:12Z
Duration: P179S
Description: Yahoo Finance's Zack Guzman joined Yahoo Finance Live to recap day 1 of the Bitcoin 2021 conference.

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Yahoo Finance Markets and Data Editor <a data-i13n="cpos:1;pos:1" href="https://www.yahoo.com/author/jared-blikre/?.tsrc=fin-srch">Jared Blikre</a> analyzes three top market takeaways from Friday's trading session. His analysis covers the unprecedented flow of capital into the stock market, explores scenarios for Federal Reserve monetary policy in 2025, and highlights market sectors positioned to succeed in 2025.
To watch more expert insights and analysis on the latest market action, check out more Market Domination Overtime <a data-i13n="cpos:2;pos:1" href="https://finance.yahoo.com/videos/series/market-domination-overtime/">here</a>.
This post was written by <a data-i13n="cpos:3;pos:1" href="https://www.yahoo.com/author/angel-smith/">Angel Smith</a>

Yahoo Finance Markets and Data Editor Jared Blikre analyzes three top market takeaways from Friday's trading session. His analysis covers the unprecedented flow of capital into the stock market, explores scenarios for Federal Reserve monetary policy in 2025, and highlights market sectors positioned to succeed in 2025. To watch more expert insights and analysis on the latest market action, check out more Market Domination Overtime&nbsp;here. This post was written by Angel Smith

Stocks see $100B in inflows: Market Takeaways

Sizemore Capital Management chief investment officer Charles Sizemore joined Market Domination Overtime to analyze current stock market trends.
Sizemore explains that the market rally seen post-election was driven by two factors: the decisive election outcome between Vice President Kamala Harris and President-elect Donald Trump, which had been expected to be closer, and expectations of lower taxes and reduced regulation.
"What we're seeing now is the sort of hangover effect, what's the other side of a Trump presidency," he notes, pointing to uncertainty and potential inflationary pressures.
The Federal Reserve's stance has also influenced market sentiment, with Sizemore noting that the central bank is "trying to get ahead of this." Fed Chair Powell's recent statement that the Fed is in "no hurry" to cut rates has contributed to the rally's decline.
In this environment, Sizemore advises investors to be selective. He expresses skepticism about inflation's retreat, stating, "I think the Fed did a victory lap a little too early." He adds: "If you're looking to invest fresh capital, I would say beware of inflation and look for sectors that are less susceptible to it."
To watch more expert insights and analysis on the latest market action, check out more Market Domination Overtime <a data-i13n="cpos:1;pos:1" href="https://finance.yahoo.com/videos/series/market-domination-overtime/">here</a>.
This post was written by <a data-i13n="cpos:2;pos:1" href="https://www.yahoo.com/author/angel-smith/">Angel Smith</a>

Sizemore Capital Management chief investment officer Charles Sizemore joined Market Domination Overtime to analyze current stock market trends. Sizemore explains that the market rally seen post-election was driven by two factors: the decisive election outcome between Vice President Kamala Harris and President-elect Donald Trump, which had been expected to be closer, and expectations of lower taxes and reduced regulation. "What we're seeing now is the sort of hangover effect, what's the other side of a Trump presidency," he notes, pointing to uncertainty and potential inflationary pressures. The Federal Reserve's stance has also influenced market sentiment, with Sizemore noting that the central bank is "trying to get ahead of this." Fed Chair Powell's recent statement that the Fed is in "no hurry" to cut rates has contributed to the rally's decline. In this environment, Sizemore advises investors to be selective. He expresses skepticism about inflation's retreat, stating, "I think the Fed did a victory lap a little too early." He adds: "If you're looking to invest fresh capital, I would say beware of inflation and look for sectors that are less susceptible to it." To watch more expert insights and analysis on the latest market action, check out more Market Domination Overtime&nbsp;here. This post was written by Angel Smith

Fed did an early 'victory lap' on inflation: Portfolio Mgr.

Market Domination Overtime Hosts <a data-i13n="cpos:1;pos:1" href="https://www.yahoo.com/author/julie-hyman/?.tsrc=fin-srch">Julie Hyman</a> and <a data-i13n="cpos:2;pos:1" href="https://www.yahoo.com/author/josh-lipton/">Josh Lipton</a> outline key events investors should monitor in the coming week.
A wave of quarterly earnings reports is expected, with industry leaders Nvidia (<a data-i13n="cpos:3;pos:1" href="https://finance.yahoo.com/quote/NVDA">NVDA</a>), Walmart (<a data-i13n="cpos:4;pos:1" href="https://finance.yahoo.com/quote/WMT">WMT</a>), Lowe's (<a data-i13n="cpos:5;pos:1" href="https://finance.yahoo.com/quote/LOW">LOW</a>), Gap (<a data-i13n="cpos:6;pos:1" href="https://finance.yahoo.com/quote/GAP">GAP</a>), TJX Companies (<a data-i13n="cpos:7;pos:1" href="https://finance.yahoo.com/quote/TJX">TJX</a>), Williams-Sonoma (<a data-i13n="cpos:8;pos:1" href="https://finance.yahoo.com/quote/WSM">WSM</a>), and Palo Alto Networks (<a data-i13n="cpos:9;pos:1" href="https://finance.yahoo.com/quote/PANW">PANW</a>) all set to release their results.
Several Federal Reserve officials will take the stage throughout the week. Scheduled speakers include Chicago Fed president Austan Goolsbee, Cleveland Fed president Beth Hammack, Fed Governor Lisa Cook, Fed Governor Michelle Bowman, and Fed Vice Chair for Supervision Michael Barr.
The housing market will also be in the spotlight with the upcoming release of Housing Starts and Building Permits data.
To watch more expert insights and analysis on the latest market action, check out more Market Domination Overtime <a data-i13n="cpos:10;pos:1" href="https://finance.yahoo.com/videos/series/market-domination-overtime/">here</a>.
This post was written by <a data-i13n="cpos:11;pos:1" href="https://www.yahoo.com/author/angel-smith/">Angel Smith</a>

Market Domination Overtime Hosts Julie Hyman and Josh Lipton outline key events investors should monitor in the coming week. A wave of quarterly earnings reports is expected, with industry leaders Nvidia (NVDA), Walmart (WMT), Lowe's (LOW), Gap (GAP), TJX Companies (TJX), Williams-Sonoma (WSM), and Palo Alto Networks (PANW) all set to release their results. Several Federal Reserve officials will take the stage throughout the week. Scheduled speakers include Chicago Fed president Austan Goolsbee, Cleveland Fed president Beth Hammack, Fed Governor Lisa Cook, Fed Governor Michelle Bowman, and Fed Vice Chair for Supervision Michael Barr. The housing market will also be in the spotlight with the upcoming release of Housing Starts and Building Permits data. To watch more expert insights and analysis on the latest market action, check out more Market Domination Overtime&nbsp;here. This post was written by Angel Smith

Nvidia earnings, FedSpeak: What to Watch

October’s consumer data showed a slight uptick in inflation, raising concerns about potential future inflation. Yahoo Finance Senior Columnist <a data-i13n="cpos:1;pos:1" href="https://www.yahoo.com/author/rick-newman/">Rick Newman</a> tells Market Domination Overtime Co-hosts <a data-i13n="cpos:2;pos:1" href="https://www.yahoo.com/author/julie-hyman/">Julie Hyman</a> and <a data-i13n="cpos:3;pos:1" href="https://www.yahoo.com/author/josh-lipton/">Josh Lipton</a> that he’s focusing on bond market signals rather than just inflation numbers. Newman explains that these indicators suggest that inflation could rise under a Trump administration due to policies like tariffs and immigration restrictions.
While the Fed may cut rates again in December, Newman notes that further cuts could be limited as the market adjusts its expectations.
​​To watch more expert insights and analysis on the latest market action, check out more Market Domination Overtime <a data-i13n="cpos:4;pos:1" href="https://finance.yahoo.com/videos/series/market-domination-overtime/">here</a>.
This post was written by <a data-i13n="cpos:5;pos:1" href="https://www.yahoo.com/author/cindy-mizaku/">Cindy Mizaku</a>.

October’s consumer data showed a slight uptick in inflation, raising concerns about potential future inflation.Yahoo Finance Senior Columnist Rick Newman tells Market Domination Overtime Co-hosts Julie Hyman and Josh Lipton that he’s focusing on bond market signals rather than just inflation numbers. Newman explains that these indicators suggest that inflation could rise under a Trump administration due to policies like tariffs and immigration restrictions. While the Fed may cut rates again in December, Newman notes that further cuts could be limited as the market adjusts its expectations. ​​To watch more expert insights and analysis on the latest market action, check out more Market Domination Overtime here. This post was written by Cindy Mizaku.

Bond market signals inflation ahead

Yahoo Finance Host <a data-i13n="cpos:1;pos:1" href="https://www.yahoo.com/author/julie-hyman/?.tsrc=fin-srch">Julie Hyman </a>takes a look at Friday's top stock market moves as Wall Street wraps up the trading week.
The post-election rally sparked by Donald Trump's victory showed signs of cooling as markets (<a data-i13n="cpos:2;pos:1" href="https://finance.yahoo.com/quote/%5EDJI">DJI, IXIC, GSPC)</a> digested Federal Reserve Chair Jerome Powell's latest monetary policy stance, in which he emphasized that the central bank remains in "no hurry" to implement interest rate cuts.
To watch more expert insights and analysis on the latest market action, check out more Market Domination Overtime <a data-i13n="cpos:3;pos:1" href="https://finance.yahoo.com/videos/series/market-domination-overtime/">here</a>.
This post was written by <a data-i13n="cpos:4;pos:1" href="https://www.yahoo.com/author/angel-smith/">Angel Smith</a>

Yahoo Finance Host Julie Hyman takes a look at Friday's top stock market moves as Wall Street wraps up the trading week. The post-election rally sparked by Donald Trump's victory showed signs of cooling as markets (DJI, IXIC, GSPC) digested Federal Reserve Chair Jerome Powell's latest monetary policy stance, in which he emphasized that the central bank remains in "no hurry" to implement interest rate cuts. To watch more expert insights and analysis on the latest market action, check out more Market Domination Overtime&nbsp;here. This post was written by Angel Smith

Tech stocks slide as Trump election rally cools

The popularity of weight-loss drugs like Novo Nordisk's (<a data-i13n="cpos:1;pos:1" href="https://finance.yahoo.com/quote/NVO">NVO</a>) Wegovy has raised concerns for investors in the food and beverage industry. Anheuser-Busch InBev (<a data-i13n="cpos:2;pos:1" href="https://finance.yahoo.com/quote/BUD">BUD</a>) <a data-i13n="cpos:3;pos:1" href="https://finance.yahoo.com/video/ab-inbev-ceo-no-1-215936614.html/">CEO Michel Doukeris </a>tells Yahoo Finance Executive Editor<a data-i13n="cpos:4;pos:1" href="https://www.yahoo.com/author/brian-sozzi/"> Brian Sozzi</a> that he thinks beer is immune to consumers' changing preferences as weight-loss drugs become more popular.
"If you look at the research and you look at the profile of these users and how they interact with beverages, it's fair to say that beer is a little bit separated. Why? It is still part of consumption, but because we are not in the sweet part of the industry," like wine and cocktails, AB InBev is less impacted by the weight-loss push, Doukeris explains.
The chief executive highlights AB InBev's lower calorie, lower carb, and non-alcoholic options, which also help appeal to those looking to maintain a balanced diet, saying, "In a way, beer fits well for this type of occasion."
To see every interview from Yahoo Finance Invest,<a data-i13n="cpos:5;pos:1" href="https://finance.yahoo.com/videos/event/invest/"> click here</a>. Watch the full interview with Michel Doukeris by <a data-i13n="cpos:6;pos:1" href="https://finance.yahoo.com/video/ab-inbev-ceo-no-1-215936614.html">clicking here.</a>
This post was written by Naomi Buchanan.

The popularity of weight-loss drugs like Novo Nordisk's (NVO) Wegovy has raised concerns for investors in the food and beverage industry. Anheuser-Busch InBev (BUD) CEO Michel Doukeris tells Yahoo Finance Executive Editor Brian Sozzi that he thinks beer is immune to consumers' changing preferences as weight-loss drugs become more popular. "If you look at the research and you look at the profile of these users and how they interact with beverages, it's fair to say that beer is a little bit separated. Why? It is still part of consumption, but because we are not in the sweet part of the industry," like wine and cocktails, AB InBev is less impacted by the weight-loss push, Doukeris explains. The chief executive highlights AB InBev's lower calorie, lower carb, and non-alcoholic options, which also help appeal to those looking to maintain a balanced diet, saying, "In a way, beer fits well for this type of occasion." To see every interview from Yahoo Finance Invest, click here. Watch the full interview with Michel Doukeris by clicking here. This post was written by Naomi Buchanan.

Beer is safe from weight-loss drug impacts, AB InBev CEO explains

Palantir (<a data-i13n="cpos:1;pos:1" href="https://finance.yahoo.com/quote/PLTR/">PLTR</a>) shares hit a record high after announcing the company will move its listing from the New York Stock Exchange to the Nasdaq on November 26. Market Domination Co-hosts <a data-i13n="cpos:2;pos:1" href="https://www.yahoo.com/author/julie-hyman/">Julie Hyman</a> and <a data-i13n="cpos:3;pos:1" href="https://www.yahoo.com/author/josh-lipton/">Josh Lipton</a> break down why investors are excited, despite analyst downgrades and ongoing valuation concerns.
To watch more expert insights and analysis on the latest market action, check out more Market Domination <a data-i13n="cpos:4;pos:1" href="https://finance.yahoo.com/videos/series/market-domination/">here</a>.
This post was written by <a data-i13n="cpos:5;pos:1" href="https://www.yahoo.com/author/cindy-mizaku/">Cindy Mizaku</a>.

Palantir (PLTR) shares hit a record high after announcing the company will move its listing from the New York Stock Exchange to the Nasdaq on November 26.Market Domination Co-hosts Julie Hyman and Josh Lipton break down why investors are excited, despite analyst downgrades and ongoing valuation concerns. To watch more expert insights and analysis on the latest market action, check out more Market Domination here. This post was written by Cindy Mizaku.

Palantir to list on Nasdaq as stock hits record high

President-elect Donald Trump has <a data-i13n="cpos:1;pos:1" href="https://finance.yahoo.com/video/drugmakers-fall-trump-picks-vaccine-155326732.html">selected</a> Robert F. Kennedy Jr. for the position of Secretary of Health & Human Services (HHS).
The appointment has drawn significant attention due to Kennedy Jr.'s controversial stance on vaccines, including his designation as one of the "Disinformation Dozen" during the COVID-19 pandemic. Following the announcement, vaccine-related stocks experienced a notable decline.
Yahoo Finance Senior Health Reporter <a data-i13n="cpos:2;pos:1" href="https://www.yahoo.com/author/anjalee-khemlani/?.tsrc=fin-srch">Anjalee Khemlani </a>analyzes the implications of this appointment and shares<a data-i13n="cpos:3;pos:1" href="https://finance.yahoo.com/news/analysts-think-wall-streets-reaction-to-the-rfk-jr-news-is-overdone-sort-of-144351507.html"> reactions from market analysts</a> regarding its potential impact on the healthcare sector.
To watch more expert insights and analysis on the latest market action, check out more Market Domination <a data-i13n="cpos:4;pos:1" href="https://finance.yahoo.com/videos/series/market-domination-overtime/">here</a>.
This post was written by <a data-i13n="cpos:5;pos:1" href="https://www.yahoo.com/author/angel-smith/">Angel Smith</a>

President-elect Donald Trump has selected Robert F. Kennedy Jr. for the position of Secretary of Health & Human Services (HHS). The appointment has drawn significant attention due to Kennedy Jr.'s controversial stance on vaccines, including his designation as one of the "Disinformation Dozen" during the COVID-19 pandemic. Following the announcement, vaccine-related stocks experienced a notable decline. Yahoo Finance Senior Health Reporter Anjalee Khemlani analyzes the implications of this appointment and shares reactions from market analysts regarding its potential impact on the healthcare sector. To watch more expert insights and analysis on the latest market action, check out more Market Domination&nbsp;here. This post was written by Angel Smith

How analysts are reacting to RFK Jr. as Trump's HHS pick

Bloom Energy (<a data-i13n="cpos:1;pos:1" href="https://finance.yahoo.com/quote/BE">BE</a>) stock rallied Friday afternoon after the company announced a new deal with American Electric Power (<a data-i13n="cpos:2;pos:1" href="https://finance.yahoo.com/quote/AEP">AEP</a>). Under the agreement, AEP will use Bloom's fuel cell technology to provide power solutions for artificial intelligence data centers.
Market Domination Hosts <a data-i13n="cpos:3;pos:1" href="https://www.yahoo.com/author/julie-hyman/?.tsrc=fin-srch">Julie Hyman</a> and <a data-i13n="cpos:4;pos:1" href="https://www.yahoo.com/author/josh-lipton/">Josh Lipton</a> break down the details.
To watch more expert insights and analysis on the latest market action, check out more Market Domination <a data-i13n="cpos:5;pos:1" href="https://finance.yahoo.com/videos/series/market-domination-overtime/">here</a>.
This post was written by <a data-i13n="cpos:6;pos:1" href="https://www.yahoo.com/author/angel-smith/">Angel Smith</a>

Bloom Energy (BE) stock rallied Friday afternoon after the company announced a new deal with American Electric Power (AEP). Under the agreement, AEP will use Bloom's fuel cell technology to provide power solutions for artificial intelligence data centers. Market Domination Hosts Julie Hyman and Josh Lipton break down the details. To watch more expert insights and analysis on the latest market action, check out more Market Domination&nbsp;here. This post was written by Angel Smith

Bloom Energy stock soars on American Electric Power deal

Alcoa (<a data-i13n="cpos:1;pos:1" href="https://finance.yahoo.com/quote/AA/">AA</a>) and Century Aluminum (<a data-i13n="cpos:2;pos:1" href="https://finance.yahoo.com/quote/CENX/">CENX</a>) shares jumped after China announced the end of the nation's export tax rebate for aluminum and copper.
Market Domination Co-hosts <a data-i13n="cpos:3;pos:1" href="https://www.yahoo.com/author/julie-hyman/">Julie Hyman</a> and <a data-i13n="cpos:4;pos:1" href="https://www.yahoo.com/author/josh-lipton/">Josh Lipton</a> unpack how the move could drive up production costs, tighten global supply chains, and potentially benefit US producers.
To watch more expert insights and analysis on the latest market action, check out more Market Domination <a data-i13n="cpos:5;pos:1" href="https://finance.yahoo.com/videos/series/market-domination/">here</a>.
This post was written by <a data-i13n="cpos:6;pos:1" href="https://www.yahoo.com/author/cindy-mizaku/">Cindy Mizaku</a>.

Alcoa (AA) and Century Aluminum (CENX) shares jumped after China announced the end of the nation's export tax rebate for aluminum and copper. Market Domination Co-hosts Julie Hyman and Josh Lipton unpack how the move could drive up production costs, tighten global supply chains, and potentially benefit US producers. To watch more expert insights and analysis on the latest market action, check out more Market Domination here. This post was written by Cindy Mizaku.

Alcoa, Century Aluminum shares jump as China cancels rebate

Jack

Yahoo Finance's Zack Guzman joined Yahoo Finance Live to recap day 1 of the Bitcoin 2021 conference.

Recapping Day 1 of the Bitcoin 2021 conference

Yahoo自家製

北大嶼山公路往機場方向交通意外 涉及 15 車

北大嶼山公路往機場方向交通意外 涉及 15 車

「林夏薇最搏命？」全因《黑色月光》內激情床上戲令網民觀眾見識薇薇罕見性感一面，誘人服裝再加意識大膽的暴力叉頸？統統不是問題，薇薇直言要拍唯美床戲，最大難度係如何耷低頭不見雙下巴⋯ 小編聽後笑到標眼淚，忠告業內攝影師，以後拍攝女藝人，再瘦再靚都要高角度，切勿低炒。

「林夏薇最搏命？」全因《黑色月光》內激情床上戲令網民觀眾見識薇薇罕見性感一面，誘人服裝再加意識大膽的暴力叉頸？統統不是問題，薇薇直言要拍唯美床戲，最大難度係如何耷低頭不見雙下巴⋯ 小編聽後笑到標眼淚，忠告業內攝影師，以後拍攝女藝人，再瘦再靚都要高角度，切勿低炒。

【娛樂訪談】《黑色月光》床上戲被叉頸 林夏薇反而最驚有雙下巴

自從《施政報告》進一步救市後，多個大發展商積極清倉減磅，並取得一定銷情，繼而多區二手市場如將軍澳、荃灣、屯門等，上月也錄得過百宗成交，但銷量提升同時，實際上無論新盤或二手市場都需要減價賣樓。雖然銷情大致顯示出賣方需要開出怎樣的價錢才能吸引到準買家，變相摸清市場的承接底線，但大家都擔心，究竟這個價位是否已經站穩？
翻查成交紀錄冊，新地啟德站「天璽 ‧ 天」經歷了四輪銷售後，撇除三宗取消交易個案，至今累計售出865個單位，套現102.2億元，平均售價1,181萬元。當市場著眼於過百億銷售金額，用上吸金等字眼來形容市況，實際上發展商卻是蝕本離場。
以一期全盤906個單位推算，賣出865個單位，相當於售出95%。新地表示投資額高達400億元，如果要達至收支平衡而不蝕本，一期餘下41個單位，以及二期584個單位，需要確保套現到298億元，相當於平均售價達到4,765萬元，才能收支平衡。
若純粹以地價成本251.61億元來推算，則一期餘貨及二期至少需要套現149.4億元，相當於每個單位平均賣到2,390萬才取回地價成本。縱然《施政報告》後，發展商成功賣出單位，但沒能做到價量齊升的程度。
又例如在《施政報告》後，華懋把跟市建局合作發展、位於長沙灣單幢項目「瑜悦」的198個單位全盤推出，最終一掃而空。單從銷情勢頭來看氣勢如虹，但若看銷售金額的話，該項目僅為發展商套現13.08億元。
而這個項目是華懋於2020年4月以9.1億元中標，可能計及發展成本，華懋未必需要蝕本，但市建局在今次售樓中則難以獲利。因為當時訂明，售樓收益達23億元，華懋便需向市建局分紅，現在距離分紅門檻還至少差10億元。
一手樓的售樓氣氛對二手市場的推動，在於超額認購下，部分買家會轉向即買即住的二手樓。只是與以往不同，二手業主堅持叫高價、或反價而上的個案已不復再。因為準買家絕對有權貨比三家，即使在一手新盤沒中簽，他們亦可留意二手市場，同時還能關注未來一手新盤。
雖然將軍澳、荃灣、屯門、元朗等多個地區於十月份錄得過百宗成交，但背後仍有不少業主需蝕讓離場。例如上月錄得105宗買賣的元朗區，按月反彈64%，有「溱柏」業主出售一個7座低層F室，實用面積511呎的兩房單位，最終以屋苑兩房新低價435萬元售出，實用呎價8,513元，比2017年買入價低了200萬元。
上月成交量直逼旺市的將軍澳區，全區促成了300宗成交，按月以倍數升幅計算，但在康城站的Sea to Sky，一個3座高層H室，實用面積753呎的三房套房連儲物室單位，最終僅以1,008.8萬元售出，較2020年買入價1,313.4萬元，賬面上蝕讓305.6萬元。
自全面撤辣開始，可說為二手業主在出售上拆牆鬆綁，但市面上見到的旺勢，純粹只是靠成交量支持。過去市場會強調量變質變，有量數支持價格便回升，但要看今日的環境是否仍然能做到。
縱然新盤在近期到達一定出貨量，但整體庫存消化至合理水平。一手新供應仍高見於108,000伙，接近歷史高位，間接抑制了發展商加價，而若真的要加價，也需要確保有龐大的購買力支持。
只是負資產突破40,000宗，封鎖大批市場潛在購買力，就要看全新買家會否積極參與支持，其中息口可能是重要因素。畢竟現在息口有回落，但回落幅度並不大，把資金放在無風險的定存仍比投資磚頭優越，就難以刺激投資者蜂擁爭奪資產。
環環相扣，本港息口走勢受制於美國市場，而美國總統大選後，新總統上任後的政策將成為左右大市的重要因素，這些會逐步影響之後的銷貨策略，因此值得我們繼續觀察。

自從《施政報告》進一步救市後，多個大發展商積極清倉減磅，並取得一定銷情，繼而多區二手市場如將軍澳、荃灣、屯門等，上月也錄得過百宗成交，但銷量提升同時，實際上無論新盤或二手市場都需要減價賣樓。雖然銷情大致顯示出賣方需要開出怎樣的價錢才能吸引到準買家，變相摸清市場的承接底線，但大家都擔心，究竟這個價位是否已經站穩？ 翻查成交紀錄冊，新地啟德站「天璽 ‧ 天」經歷了四輪銷售後，撇除三宗取消交易個案，至今累計售出865個單位，套現102.2億元，平均售價1,181萬元。當市場著眼於過百億銷售金額，用上吸金等字眼來形容市況，實際上發展商卻是蝕本離場。 以一期全盤906個單位推算，賣出865個單位，相當於售出95%。新地表示投資額高達400億元，如果要達至收支平衡而不蝕本，一期餘下41個單位，以及二期584個單位，需要確保套現到298億元，相當於平均售價達到4,765萬元，才能收支平衡。 若純粹以地價成本251.61億元來推算，則一期餘貨及二期至少需要套現149.4億元，相當於每個單位平均賣到2,390萬才取回地價成本。縱然《施政報告》後，發展商成功賣出單位，但沒能做到價量齊升的程度。 又例如在《施政報告》後，華懋把跟市建局合作發展、位於長沙灣單幢項目「瑜悦」的198個單位全盤推出，最終一掃而空。單從銷情勢頭來看氣勢如虹，但若看銷售金額的話，該項目僅為發展商套現13.08億元。 而這個項目是華懋於2020年4月以9.1億元中標，可能計及發展成本，華懋未必需要蝕本，但市建局在今次售樓中則難以獲利。因為當時訂明，售樓收益達23億元，華懋便需向市建局分紅，現在距離分紅門檻還至少差10億元。 一手樓的售樓氣氛對二手市場的推動，在於超額認購下，部分買家會轉向即買即住的二手樓。只是與以往不同，二手業主堅持叫高價、或反價而上的個案已不復再。因為準買家絕對有權貨比三家，即使在一手新盤沒中簽，他們亦可留意二手市場，同時還能關注未來一手新盤。 雖然將軍澳、荃灣、屯門、元朗等多個地區於十月份錄得過百宗成交，但背後仍有不少業主需蝕讓離場。例如上月錄得105宗買賣的元朗區，按月反彈64%，有「溱柏」業主出售一個7座低層F室，實用面積511呎的兩房單位，最終以屋苑兩房新低價435萬元售出，實用呎價8,513元，比2017年買入價低了200萬元。 上月成交量直逼旺市的將軍澳區，全區促成了300宗成交，按月以倍數升幅計算，但在康城站的Sea to Sky，一個3座高層H室，實用面積753呎的三房套房連儲物室單位，最終僅以1,008.8萬元售出，較2020年買入價1,313.4萬元，賬面上蝕讓305.6萬元。 自全面撤辣開始，可說為二手業主在出售上拆牆鬆綁，但市面上見到的旺勢，純粹只是靠成交量支持。過去市場會強調量變質變，有量數支持價格便回升，但要看今日的環境是否仍然能做到。 縱然新盤在近期到達一定出貨量，但整體庫存消化至合理水平。一手新供應仍高見於108,000伙，接近歷史高位，間接抑制了發展商加價，而若真的要加價，也需要確保有龐大的購買力支持。 只是負資產突破40,000宗，封鎖大批市場潛在購買力，就要看全新買家會否積極參與支持，其中息口可能是重要因素。畢竟現在息口有回落，但回落幅度並不大，把資金放在無風險的定存仍比投資磚頭優越，就難以刺激投資者蜂擁爭奪資產。 環環相扣，本港息口走勢受制於美國市場，而美國總統大選後，新總統上任後的政策將成為左右大市的重要因素，這些會逐步影響之後的銷貨策略，因此值得我們繼續觀察。

胡‧說樓市｜10月樓市轉旺，但旺量不旺價?

ViuTV《出租大叔》張達倫由模特兒減薪入讀2004年TVB藝員訓練班，轉眼入行20年，達倫笑言幾乎做匀全台最紅女藝人前度，如今外型、演技更趨成熟「Timing啱啱好」，誰說九運只旺中女？達倫話：大叔都啱。

ViuTV《出租大叔》張達倫由模特兒減薪入讀2004年TVB藝員訓練班，轉眼入行20年，達倫笑言幾乎做匀全台最紅女藝人前度，如今外型、演技更趨成熟「Timing啱啱好」，誰說九運只旺中女？達倫話：大叔都啱。

【娛樂訪談】《出租大叔》張達倫：九運淨係中女？大叔都啱！

《黑色月光》內地反應熱烈，當中林夏薇飾演反派卓慧雲令觀眾又愛又恨，今次除了血拼楊茜堯(楊怡)，更初遇經典梟雄「霍景良」，薇薇坦承當年追看《創世紀》，如今竟然有機會同久休復出的鋒哥郭鋒合作，興奮之餘更大讚前輩，尤其臨場加入掌摑鋒哥戲份，令劇情更夠張力、角色更暗黑，難怪令觀眾睇到咬牙切齒⋯⋯

《黑色月光》內地反應熱烈，當中林夏薇飾演反派卓慧雲令觀眾又愛又恨，今次除了血拼楊茜堯(楊怡)，更初遇經典梟雄「霍景良」，薇薇坦承當年追看《創世紀》，如今竟然有機會同久休復出的鋒哥郭鋒合作，興奮之餘更大讚前輩，尤其臨場加入掌摑鋒哥戲份，令劇情更夠張力、角色更暗黑，難怪令觀眾睇到咬牙切齒⋯⋯

【娛樂訪談】《黑色月光》暗黑林夏薇血拼楊茜堯再遇上「霍景良」…

https://video.media.yql.yahoo.com/v1/video/sapi/hlsstreams/95bbe94e-2e62-3468-8c4e-ee51ef2fe20b?site=tv&region=HK&lang=zh-Hant-HK&devtype=desktop&src=sapi

Yahoo Finance's Zack Guzman joined Yahoo Finance Live to recap day 1 of the Bitcoin 2021 conference.

雅虎香港電視

Recapping Day 1 of the Bitcoin 2021 conference

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