市場觀測站EP124｜美股攻克關稅死亡之谷回升是陷阱還是新契機？ feat. 瑞銀投信全權委託部主管黃銘功

搶救90天對等關稅寬限期，台製AI產品輸美持續提前拉貨，台美科技產業緊密連動，COMPUTEX帶動美股5月強勁反彈。瑞銀集團卻下調美股的今年企業獲利至0％，就因風險和報酬正趨於均衡。在新台幣走升下，美元的匯率溢價紅利也正在消失。美股現在該搶反彈短打？或安心找買點長期佈局？ 🎙主持人：工商時報編輯部副主任 #陳碧芬 🎙來賓：瑞銀投信全權委託部主管 #黃銘功 🖊本集重點： 1. 川普總統手握IEEPA操縱關稅連美國法官都要起訴他 2. 瑞銀集團三大情境分析市場危機中看到罕見契機 3. 估測聯準會降息至少2碼上調標普500目標價位 4. 美股震盪4月下跌、5月走升川普關稅迷霧挫低科技個股評價 5. AI創新技術滲透率較電子商務發展快8倍 6. Q1提前拉貨淡季不淡 Q3慎防科技類股旺季難旺 7. 川普減稅法案可為美股加分瑞銀投信分享私藏三類成長股 ☆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

Episode metadata supplied by the publisher feed · Published May 31, 2025

Embed this episode

Attribution link and audio player

Ready to play

市場觀測站EP124｜美股攻克關稅死亡之谷回升是陷阱還是新契機？ feat. 瑞銀投信全權委託部主管黃銘功

0:00 30:26

1×

No transcript for this episode yet

We transcribe on demand. Request one and we'll notify you when it's ready — usually under 10 minutes.

Share this episode

Similar Episodes

No similar episodes found.

Similar Podcasts

The Course Mentors Podcast The Course Mentors Hey there, future course creator! Ever feel like turning your know-how into an online course is like trying to solve a Rubik's cube blindfolded? Well, grab your headphones because "The Course Mentors Podcast" is here to be your secret weapon! Meet Aimee and Odette (that's us!), your new best friends in the course creation world. We've been in the trenches for over a decade, and for the last five years, we've been rocking the online course space. Now we're here to spill all our secrets in bite-sized, 15-20 minute episodes that'll fit perfectly in your coffee breaks. No fluff, no filler - just real, actionable advice that'll take you from "um, what's a landing page?" to "holy moly, I just hit six figures!". We're talking everything from crafting your course to marketing it like a pro and building a business that'll have you pinching yourself. Whether you're dreaming of ditching the 9-to-5 grind, adding a sweet extra income str

Frequently Asked Questions

How long is this episode of 工商時報Podcast?

This episode is 30 minutes long.

When was this 工商時報Podcast episode published?

This episode was published on May 31, 2025.

Can I download this 工商時報Podcast episode?

Yes. Use the download control on the episode player to save the publisher-provided media file.

URL copied to clipboard!