EPISODE · Mar 25, 2026 · 7 MIN
拆解“高市交易”与亚洲半导体新机遇
from 理财万事通 · host zaobao.sg 早报
今年以来，在人工智能（AI）产业链强劲需求与企业治理改革等因素带动下，日本与韩国股市表现亮眼，吸引大量资金流入。与此同时，不少投资者开始重新审视过度集中于美股的风险，寻求多元化配置。然而，进场日韩市场除了须面对市场波动，更不能忽视汇率变化对最终回报的侵蚀。 这一期的早报播客《理财万事通》，《联合早报》财经新闻主任沈越带你拆解“高市交易”与半导体超级周期的投资逻辑。See omnystudio.com/listener for privacy information.
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拆解“高市交易”与亚洲半导体新机遇
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