2025 債市展望：川越亂流好債不愁

from 股雞閒聊 · host GOOGEE

概述近期市場波動，特別點出川普上任以來的關稅政策如何影響股市和債市，並透過數據比較今昔情況。他強調在波動時期，公債和投資等級債券是資金的避風港，並分析川普為解決財政和貿易赤字而壓低公債殖利率的行動，認為這對債券投資人有利。講者同時釐清了市場上的四個關於美債的疑慮，包括百年國債、到期債務、中日拋售及基差交易，透過真實數據證明這些多為假議題。最後，他指出當前新台幣升值且美債利率仍高的環境，是配置債券，特別是直接投資債券鎖定收益的良好時機，並說明壽險業與台積電等大型機構的投資偏好，呼應投資人可考慮將債券納入資產配置以保本並創造穩定收益。 -- Hosting provided by SoundOn

Episode metadata supplied by the publisher feed · Published May 12, 2025

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2025 債市展望：川越亂流好債不愁

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