EPISODE · Jun 8, 2026 · 9 MIN
美股基本面最強，為何投資人情緒反成最大風險？
from 渣打市場洞察 · host 渣打銀行
美股全產業獲利評價面同步上修，照理說是最該樂觀的時刻；不過，渣打銀行財富管理團隊提醒投資人留意短期回檔風險。為什麼基本面越強，反而越要分散布局？本集深入拆解三個關鍵：投資人部位過度擁擠背後的數據訊號、SpaceX、OpenAI、Anthropic三檔上兆美元IPO將如何重塑指數權重與市場流動性，以及黃金正式超越美債成為全球最大儲備資產的結構性意義，並解析各國央行政策分歧下，投資人該如何調整資產配置節奏。點此查看渣打最新市場觀點 。講者：投資策略部主管 劉家豪
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美股基本面最強，為何投資人情緒反成最大風險？
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