EPISODE · Jun 1, 2026 · 10 MIN
荷姆茲會談可能如何牽動股債配置？
from 渣打市場洞察 · host 渣打銀行
油價、通膨、聯準會利率路徑與股票評價，為何同時受到荷姆茲海峽局勢牽動？本集從渣打銀行財富管理團隊的最新觀察出發，解析美伊談判與能源價格如何影響通膨預期、央行政策與股債配置節奏，並說明在企業獲利仍具支撐、但投資人部位偏集中的環境下，投資組合為何更需要分散與風險控管。點此查看渣打最新市場觀點 。講者：投資策略部 陳映文 Christy
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荷姆茲會談可能如何牽動股債配置？
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