EP111 I 2026全球投資展望：AI狂潮續航？股債匯商品配置全攻略！ ft.凱基投顧總經策略部 Carl

1. AI估值過高與變現力質疑！明年科技股能否續領風騷？或主流會換角？ 2. 財政紀律擔憂與Fed獨立性壓力下，美債配置策略應如何調整？ 3. 通膨趨勢與需求環境變化，黃金、白銀如何投資？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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EP111 I 2026全球投資展望：AI狂潮續航？股債匯商品配置全攻略！ ft.凱基投顧總經策略部 Carl

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