EPISODE · Apr 27, 2025 · 24 MIN
EP196 川普關稅政策下小資必懂的投資佈局策略ft.Dr.Selena楊倩琳
from 夢想家說美股 · host 施雅棠
川普先前已表明,汽車、鋼鐵、藥品、晶片等項目都會被納入特定關稅,也將於美東時間14日公布華府對半導體關稅最新政策; 據悉,川普依據貿易擴張法(Trade Expansion Act)第232條款(Section 232)研究對半導體課徵關稅,該法案授權白宮在進口商品威脅國家安全時展開調查並課稅,為何要這樣做? 1.請問一下川普關稅政策對於全球經濟的影響有那些? 2.若半導體面臨額外徵稅對台積電的影響? 3.後續美股的可能的影響及發展 4.今年的美國是否會降息?後續對債市的影響? 5.小資後續的投資應該如何佈局? -- Hosting provided by SoundOn
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EP196 川普關稅政策下小資必懂的投資佈局策略ft.Dr.Selena楊倩琳
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