EPISODE · Jul 26, 2026 · 8 MIN
AI 盈餘能否壓過地緣風險風暴？
from 渣打市場洞察 · host 渣打銀行
油價上漲、中東衝突升溫、全球央行按兵不動，市場的不確定性正在增加。但有趣的是，股市焦點似乎沒有停留在地緣政治，而是重新回到企業獲利與 AI 商業化。本集聚焦三大關鍵議題：中東局勢與能源價格對市場的實際衝擊、AI 盈餘循環如何支撐美股與亞洲股市表現，以及央行利率政策進入觀察期後的股債配置機會。渣打銀行財富管理團隊帶您掌握當前最重要的投資線索，以及下半年值得追蹤的市場轉折點。點此查看渣打最新市場觀點 。講者：投資策略部主管 劉家豪
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AI 盈餘能否壓過地緣風險風暴？
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