EPISODE · Jul 6, 2026 · 7 MIN
聯準會最鷹派的時刻已經過了嗎？
from 渣打市場洞察 · host 渣打銀行
市場對聯準會升息的擔憂是否正在修正？本集解析原油下跌影響通膨、央行政策、美元與公債殖利率，並進一步討論科技股的投資意涵。渣打銀行財富管理團隊觀察，若全球央行鷹派壓力接近高峰，下半年市場焦點可能從「利率風險」轉向「成長與資金輪動」。投資人接下來需要關注的是通膨與企業獲利是否能支撐新的市場敘事。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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聯準會最鷹派的時刻已經過了嗎？
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