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升息遇逆風!趁市場打冷顫 基金操盤手教戰投資標的這樣挑|美股筆記第二季 EP2 feat.瀚亞投信林元平 episode artwork

EPISODE · Mar 9, 2022 · 16 MIN

升息遇逆風!趁市場打冷顫 基金操盤手教戰投資標的這樣挑|美股筆記第二季 EP2 feat.瀚亞投信林元平

from 財訊 《Wealth Magazine》 · host 財訊雙週刊

#升息 #財訊 #美股筆記 #瀚亞 聯準會對通膨的論調,已調整為高通膨對美國經濟復甦構成「嚴重威脅」。 如何正確解讀聯準會未來升息步調?將是接下來要留意的重點。 而在這樣的環境下,哪些產業趨勢仍然明確,是2022年不能錯過的重點呢? 0:00 精彩片段 1:16 升息潮下的美股 4:24 有下修風險的產業 7:25 2022 年趨勢明確向上的產業 10:52 主題投資 vs 價值投資 13:20 第二季你該做的事 15:50 2022 投資人必須關注的指標 ★ 商業合作請洽 [email protected] 或撥專線 (02)2551-2561 轉 255。 主持|Frances 陳對 來賓|瀚亞投信-Eric 林元平 企劃|陳禹志、吳匡庭 攝影|吳尚哲 剪輯|吳尚哲 後製|吳尚哲 -- Hosting provided by SoundOn -- Hosting provided by SoundOn

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升息遇逆風!趁市場打冷顫 基金操盤手教戰投資標的這樣挑|美股筆記第二季 EP2 feat.瀚亞投信林元平

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