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愛榭克：美降息循環將至　成長期至少到「這時候」！｜#美股筆記 EP35 #愛榭克 #降息 episode artwork

EPISODE · Jul 11, 2024 · 7 MIN

愛榭克：美降息循環將至　成長期至少到「這時候」！｜#美股筆記 EP35 #愛榭克 #降息

from 財訊 《Wealth Magazine》 · host 財訊雙週刊

#財訊 #美股筆記 #愛榭克 #美股 參考歷史經驗，當景氣回到回補庫存循環，通常可再續行一段時間。 從耐久財訂單來看，此波擴張週期應有很大機率繼續前進到明年上 半年，目前股價的高點，自然也不會是行情的終點。 《各節重點》 ▲ 美經濟成長動能扎實 ▲ 通膨續消，降息在望 ▲ 汲取歷史經驗，耐久財訂單反映景氣擴張有餘裕 ▲ 修正難免，把握輪動節奏擇優逢回布局 歡迎成為《財訊》頻道的會員並獲得專屬福利： https://www.youtube.com/channel/UCh2hilgoPIY-kiy1yFCc-xA/join 週年慶活動開跑囉：5/9-8/31 只要訂週年慶任一年期以上活動，就能抽限量版一卡通（內含儲值金 500 元)！ 立即訂：https://user220490.pse.is/5sddxf 活動一》現在訂，財訊全年最優惠！ 立即訂：https://user220490.pse.is/5vqfrh 活動二》現在訂，送萬國通路✈20吋行李箱 立即訂： https://user220490.pse.is/5vqftq ★ 原文連結→ ★ 商業合作請洽 [email protected]，或撥專線 (02)2551-2561 轉 255。 主持｜Frances 陳對 企劃｜吳匡庭 攝影｜吳尚哲 吳雨軒 剪輯｜吳尚哲 後製｜曾維欣 錄影時間｜2024.7.3 -- Hosting provided by SoundOn -- Hosting provided by SoundOn

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愛榭克：美降息循環將至　成長期至少到「這時候」！｜#美股筆記 EP35 #愛榭克 #降息

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This episode is 7 minutes long.

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This episode was published on July 11, 2024.

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