市場觀測站EP122｜關稅談判轉折關鍵周黃仁勳造勢AI股衝浪再起 feat. 國泰世華銀行首席經濟學家林啟超

美國加徵關稅本周出現關鍵轉折，全球金融市場歡聲雷動，彌補了「川普人工熊市」的重挫黑洞。然而，並不是正式永久協議的此次中美貿易諮商結果，投資人要如何安心重返常軌？重拾對美國部位「無風險資產」的信心？首席經濟學家帶著聽眾，一步步探究。 🎙主持人：工商時報編輯部副主任 #陳碧芬 🎙來賓：國泰世華銀行首席經濟學家 #林啟超 🖊本集重點： 1. 美國進口貨幣數量變動窺見高關稅的後作力 2. 一切都回不去了～全球經濟正朝結構調整方向走 3. 美國信用資產陷疑慮 3分真、7分假 4. 經常帳長期順差國匯率常有升值空間 5. 輝達產品賣進中東黃仁勳站台COMPUTEX 6. AI價值開創經濟克服關稅成本層層加疊 ☆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EP122｜關稅談判轉折關鍵周黃仁勳造勢AI股衝浪再起 feat. 國泰世華銀行首席經濟學家林啟超

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