EPISODE · Jul 25, 2025 · 8 MIN
關稅、AI、內捲、匯率 台股下半年關鍵詞
from 謝金河話投資 · host 先探投資週刊
台股今年表現「卡卡」，很大的原因是受到關稅的「驚嚇」，及如火如荼正在進行中的大罷免，川普的關稅是國家大事，川普一宣布，整個國家、產業都會受到影響，台灣正在和美國談判關稅，稅率的高低不是說我們的談判專家有多大談判本領，而是台灣願意對美國讓步多少？ 【單集重點】 1. 台積電未創新高價的關鍵 2. 大立光給予市場很大信心 3. 兩個變數即將攤牌 4. 中國產業內捲近動搖國本 -- Hosting provided by SoundOn
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關稅、AI、內捲、匯率 台股下半年關鍵詞
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