EPISODE · Jan 23, 2026 · 28 MIN
理財宇宙EP85-川普的嘴，騙人的鬼
from 宇宙頻道9527 · host 大宇
這集大宇跟彥光老師分析了川普頻繁利用關稅與爭議話題影響市場的策略，並比喻為「帶風向」，以創造買入機會的手段。彥光老師更進一步討論全球美債持有比例的消長，點出中國與俄羅斯轉向增持黃金的成功佈局，對比台灣央行持有美債的現狀與壓力。此外，也探討了歐洲軍工產業的競爭力與美、日、德等國的歷史包袱對其軍事發展的影響。最後也預測AI人工智慧仍是未來的核心投資主軸，並點名看好Google在應用工具與架構上的競爭優勢。 -- Hosting provided by SoundOn
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理財宇宙EP85-川普的嘴，騙人的鬼
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