Fed重啟降息，台股狂飆無極限？美債ETF有翻身機會，此刻該勇敢追高還是戒慎恐懼？｜2025.09.15

from 投資不踩雷 · host 夏韻芬

台美接近達成重大貿易協議，美國聯準會（Fed）本週料將重啟一波降息，兩大利多挹注台股瘋漲，看不到天花板，與美日韓股同步不斷改寫新高，美債也展開反彈，10年期公債殖利率跌破4%，但川普對等關稅等政策陸續被判違憲，全球經貿局勢還有股匯債市，是不是面臨中秋變盤？該勇敢追高還是戒慎恐懼？主持：夏韻芬來賓：匯理國際政策諮詢集團董事長譚耀南、財經專家黃世聰（本集 9/14 於鏡新聞首播，9/15 鏡好聽播出） Podcast聲音後製：劉寶苓

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Fed重啟降息，台股狂飆無極限？美債ETF有翻身機會，此刻該勇敢追高還是戒慎恐懼？｜2025.09.15

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