EPISODE · Apr 9, 2021 · 18 MIN
S2E2 - 美國 2.2 兆大基建案存在什麼投資機會？
from 財報狗 - 掌握台股美股時事議題 · host 財報狗 - 台灣最大基本面投資平台
美國每一任總統都會有其名留青史的重大政策，拜登總統則是推出兩兆美元的大基建案。這也成為這週台股強勢股的重點區域之一，一口氣點燃了三個產業領域的多頭漲勢，分別是原物料、充電樁以及美國房市概念股。 在這之中，哪些存在著隱憂，哪些是即便沒有基建案，也具備著剛性需求？
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S2E2 - 美國 2.2 兆大基建案存在什麼投資機會？
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