EPISODE · Apr 29, 2026 · 14 MIN
MI41. 聯準會放鷹VIX飆，AI資本支出惹憂 | 美股破霧 007
from AI聊 · host Alice & Isaac
本集Alice與Issac解析美股分歧走勢！聯準會維持利率不變，但內部鷹派雜音推升VIX與美債殖利率。盤後Meta等巨頭財報雖佳，龐大AI資本支出卻引發獲利疑慮。建議投資人勿盲目追高高估值科技股，適度轉向能源或防禦型資產；台股早盤AI半導體權值股恐面臨高檔震盪壓力。 -- Hosting provided by SoundOn
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MI41. 聯準會放鷹VIX飆，AI資本支出惹憂 | 美股破霧 007
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