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摩根大通高喊台股5萬點,過熱警訊卻已浮現:當最強基本面遇上最危險估值,投資人該如何應對?  | Morning早安學 EP1505 episode artwork

EPISODE · Jul 1, 2026 · 10 MIN

摩根大通高喊台股5萬點,過熱警訊卻已浮現:當最強基本面遇上最危險估值,投資人該如何應對? | Morning早安學 EP1505

from 今周大耳朵 · host 今周刊Business Today

台股正在成為全球AI資金最擁擠、也最令人興奮的戰場之一。一邊,摩根大通把台股目標再次上調,基準情景看到47000點,牛市情景更直接劍指50000點,理由非常明確:台灣是全球AI基礎設施建設中最純粹的股票市場敞口。 摩根大通在不到一個月內第二次上調台股目標,並認為台股牛市情景下仍有約20%上漲空間。 撰文|黑傑克 文章連結|https://bty.pse.is/995ftm - 【今周三十數位策展|更好的台灣】 響應今周倡議,免費抽百項好禮 https://btoday.cc/94nuxa -- Hosting provided by SoundOn

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摩根大通高喊台股5萬點,過熱警訊卻已浮現:當最強基本面遇上最危險估值,投資人該如何應對? | Morning早安學 EP1505

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