EPISODE · Jan 2, 2026 · 5 MIN
股市軍火庫 壽險兆元重兵布陣【談股論金 EP101】
from 談股論金 · host 先探投資週刊
2026年IFRS 17正式上路，壽險投資邏輯全面翻轉。本集解析為何選股從賺差價走向領股息，評價重心轉向淨值與CSM，並拆解壽險資金看好的AI用電、高現金流與大型權值股新方向。 【單集重點】 1. 淨值成長比ＥＰＳ更重要 2. 看好ＡＩ用電需求 3. 高現金流量列布局重點 -- Hosting provided by SoundOn
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股市軍火庫 壽險兆元重兵布陣【談股論金 EP101】
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