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市場觀測站EP131│美元走弱 資金出逃 滾滾熱錢究竟流向何方? feat.渣打銀行財富管理投資策略部主管劉家豪 episode artwork

EPISODE · Jul 19, 2025 · 18 MIN

市場觀測站EP131│美元走弱 資金出逃 滾滾熱錢究竟流向何方? feat.渣打銀行財富管理投資策略部主管劉家豪

from 工商時報Podcast · host 工商時報

在川普關稅成本全面壓頂之前,財管專家分析,國際熱錢已先溜出美元部位、衝向投資人許久不在意的新興市場。在熱錢簇擁下,新台幣、日圓和人民幣的偏升態勢明確,也造就當地股債市場的熱絡。 🎙主持人:工商時報編輯部副主任兼產經研究組組長 #陳碧芬 🎙來賓:渣打銀行財富管理投資策略部主管 #劉家豪 🖊本集重點: 1. 政經時勢讓人難心安 熱錢也要躲開弱勢美元 2. 投資人好多年不看它 黃花閨女可能玉樹臨風? 3. 弱勢美元讓新興市場政府賺很大 當地貨幣債券意外崛起 4. 兩組亞幣前景可特別關注 5. 當紅韓星、啦啦隊長都來搶賺新台幣 ☆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EP131│美元走弱 資金出逃 滾滾熱錢究竟流向何方? feat.渣打銀行財富管理投資策略部主管劉家豪

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