EPISODE · Jan 1, 2025 · 45 MIN
EP. 51 Fed 降息債券反跌？ 2025十大預測，哪些資產會鹹魚翻身？
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去年整體市場的表現再度跌破市場的眼鏡，出現了超大一條的創新高魚尾，整年的通膨看回不回，加上川普當選年末又暴走一波，AI帶動的全年逆襲一路從半導體噴到軟體，連幣圈和量子電腦也年末放出大煙火。而受傷的似乎只有債券？今年哪類的資產有機會鹹魚翻身？除了超強七巨頭外，被冷落許久的中小型股和新興市場會出現轉機嗎？ 認識多年的小老闆二三事 Nelson 黃大展每年都會做全年各資產的沙盤預演，他曾在大型法人服務多年，是帶領過千億資金的債券專家，可以看看專業法人的角度如何看待 2025。 有興趣的人可以去看他完整的2025預測文章： [https://bit.ly/4gAkE56](< https://bit.ly/4gAkE56>)>) -- Hosting provided by SoundOn
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EP. 51 Fed 降息債券反跌？ 2025十大預測，哪些資產會鹹魚翻身？
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