EPISODE · Aug 8, 2025 · 8 MIN
美股下半年選股關鍵：ISM指數揭示經濟動能減緩
from MimiVsJames · host MimiVsJames
這篇深入的播客分析了2025年7月的美國ISM指數，揭示了經濟動能顯著趨緩的訊號。文章解釋了製造業與服務業PMI數據的共同疲軟，指出新訂單和就業市場的同步收縮預示著實質經濟放緩，即使表面數據暫時由過去訂單支撐。內容強調通膨並未快速降溫而是呈現黏性，以及聯準會可能在年底前降息的預期正快速升溫。最後，文章為投資者提供了下半年美股的選股策略，建議從「本夢比」轉向重視「穩健現金流、通膨轉嫁能力及政策概念」的標的。
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美股下半年選股關鍵：ISM指數揭示經濟動能減緩
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