市場觀測站EP114｜巴菲特精準躱過美股下跌資金流向長期升息的這一國 feat.路博邁投信投資長王昱如

超級央行周落幕了。在川普之亂下，各大央行演了一場空虛，美股則持續不振。股神巴菲特早就料到市場劇情會這樣走，提早加碼日股標的，順便搭上日銀的升息列車。基金專家告訴你，第1季美股和台股的疲弱已吃掉你先前的投資獲利，別想用攤平方式扳回局勢，換個賽道到日本，會有一番不同的風景。 🎙主持人：工商時報編輯部副主任 #陳碧芬 🎙來賓：路博邁投信投資長 #王昱如 🖊本集重點： 1. 日銀升息的態度與決心一致，肯定要與美國利差縮小 2. 川普關稅亂源令人煩，日本前首相先打好預防針 3. 正式日本的結構改革，低配占比重新調整 4. 日股變化多元，大型股有看頭、小型股有蜜糖 5. 日圓匯率不甜之後，能做什麼？ 6. 台積電熊本廠帶來日本資產的新角度 ☆點擊查看更多收聽平台 ☆點擊瀏覽相關閱讀【📧歡迎來信】想敲碗下集Podcast主題？或與我們分享您的想法歡迎來信：[email protected] ---- 讓您掌握先機，投資無往不利 ✔瀏覽工商時報官網：https://ctee.com.tw/ ✔訂閱工商時報YT：https://pse.is/4uhbph ✔追蹤工商時報FB：https://www.facebook.com/ctee.fans/ ✔加入工商時報LINE：https://line.me/ti/p/@ccf6523h -- Hosting provided by SoundOn

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市場觀測站EP114｜巴菲特精準躱過美股下跌資金流向長期升息的這一國 feat.路博邁投信投資長王昱如

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