EPISODE · Apr 27, 2026 · 11 MIN
脆弱停火、百元油價，科技股為何還能創新高？
from 渣打市場洞察 · host 渣打銀行
當中東地緣政治持續牽動市場神經，美國西德州原油一度逼近每桶100美元，美股卻悄悄創下歷史新高——這背後隱藏著什麼結構性訊號？本集「渣打市場洞察」帶你拆解一個顛覆直覺的現象：為什麼今天的百元油價，不再是1970年代那種足以引爆停滯性通膨的經濟殺手？渣打銀行財富管理團隊從全球能源強度的長期變化切入，解析中東停火劇本下的資產配置邏輯，並聚焦美國科技股領漲、亞股的雙引擎布局，以及聯準會年底前降息、美元走弱如何形塑新興市場債與黃金的多頭結構。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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脆弱停火、百元油價，科技股為何還能創新高？
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