EPISODE · May 23, 2025 · 9 MIN
減息後的市場節奏 資金走向與板塊輪動有何啟示？
澳洲儲備銀行宣布今年內第二次減息，將利率降至 3.85%。雖然政策被形容為「審慎」，但市場已迅速作出反應。資金會否因利率轉向而調整配置？投資者又應如何看待目前的板塊輪動與估值空間？
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減息後的市場節奏 資金走向與板塊輪動有何啟示？
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