【超美股感SHOW EP19】美股驚見雙訊號？AI超級循環還會漲！第三季股債配置「避險指南」

✨Fundstrat觀點｜掌握華爾街第一手投資觀點✨ 2026下半年美股遭遇巨震，如何靠「防禦配置」鎖定勝局？本集全面拆解第三季股債配置策略，教你如何用投資等級債搭配 AI 超級循環掌握財富先機！ 🎁 限時領取美股最新投資報告，立刻加入凱基證券 👉 https://kgis.tw/8lbzqe 📈獲利成長抵銷高利率壓力美股仍具上行空間 ⚠️第三季震盪風險升溫防禦配置不可少 💰債市配置聚焦投等債掌握收益機會 👉 建立正確投資策略｜立即報名凱基每週線上講座 https://kgis.tw/86d4gv 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。 #AI超級循環 #美股 #防禦配置 #股債 #凱基證券 #享投資選凱基 01:06-07:28 獲利成長抵銷高利率壓力美股仍具上行空間 07:28-09:35 AI需求持續擴張亞洲科技股動能仍強 09:35-11:02 第三季震盪風險升溫防禦配置不可少 11:02-13:47 AI外溢效應擴散循環股接棒受惠 13:47-16:09 債市配置聚焦投等債掌握收益機會 16:09-16:36 資本支出浪潮未歇布局從AI走向全面擴散 -- Hosting provided by SoundOn

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【超美股感SHOW EP19】美股驚見雙訊號？AI超級循環還會漲！第三季股債配置「避險指南」

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This episode was published on July 19, 2026.

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