EP45 華爾街的狂熱與理性:股市泡沫邊緣的大多頭,我們該如何應對並從中獲利? episode artwork

EPISODE · Oct 2, 2025 · 9 MIN

EP45 華爾街的狂熱與理性:股市泡沫邊緣的大多頭,我們該如何應對並從中獲利?

from 楊博士:揭密法人投資思維

從聯準會調降利率的策略到市場的矛盾反應,全球股市持續刷新紀錄,各大指數站上歷史新高。投資人正處於一種既亢奮又焦慮的狀態,市場似乎漲不停。美國股市特別是科技類股,呈現出令人驚訝的「跌不下來」特性。儘管面臨通貨膨脹壓力、就業數據走弱,甚至美國政府可能關門等負面訊息,市場總能快速消化這些利空,股價持續攀升。許多投資人開始擔心,這樣一直漲下去真的正常嗎?到底是什麼力量在推動這波漲勢?我們該如何應對並從中獲利?如果不敢冒險追進漲多的科技類股,以法人思維角度,還有那些股票可能補漲?例如從NIKE公布的財報營收獲利佳,且可以發現,其庫存仍處於健康的低水位之下,對應台灣的NIKE概念股,例如,百和。 -- Hosting provided by SoundOn

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EP45 華爾街的狂熱與理性:股市泡沫邊緣的大多頭,我們該如何應對並從中獲利?

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