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財經要雯 EP137 I 美股2H26還有高點？AI獲利開始兌現，油價、升息、戰爭都擋不住多頭？ episode artwork

EPISODE · Jun 30, 2026 · 32 MIN

財經要雯 EP137 I 美股2H26還有高點？AI獲利開始兌現，油價、升息、戰爭都擋不住多頭？

from 凱基證券樂活投資人 · host 凱基證券

📊 半導體暴跌只是洗盤？AI行情還沒結束，震盪反而可能是重新布局的機會？ ⚠️ 油價、升息、中東衝突接連干擾，美股2H26最大的風險到底是什麼？ 🤖 AI從燒錢變賺錢！企業資本支出持續暴衝，美股多頭的下一棒才正要開始！ 本節目資料僅供參考，投資人應獨立判斷，審慎評估並自負投資風險。 影片由凱基證券製作播出。 -節目主持：許娸雯 -成音剪輯：林佳欣 -製作團隊：凱基證券Ｘ聲動創意 -音樂來源：https://www.premiumbeat.com/zh-Hant/home -- Hosting provided by SoundOn

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財經要雯 EP137 I 美股2H26還有高點？AI獲利開始兌現，油價、升息、戰爭都擋不住多頭？

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