EPISODE · Aug 16, 2026 · 11 MIN
美國聯準會按兵不動，歐日央行為何還要升息？
from 渣打市場洞察 · host 渣打銀行
七月美國通膨與就業同步降溫，聯準會為何反而是美歐日三大央行裡唯一能按兵不動的一個？本集從中東僵局出發，拆解同一場衝突如何讓油價與歐洲天然氣走出兩條路，把三大央行推向不同政策軌道，也說明美國公債中短天期與長端殖利率為何分化。此外，我們也將剖析美股漲勢擴散的訊號，從電網設備訂單到儲能需求，解析人工智慧的下一個瓶頸為何是電力而非晶片，以及台灣供應鏈的延伸機會。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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美國聯準會按兵不動，歐日央行為何還要升息？
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