市場觀測站EP155│2026新投資節奏為何該看軍工股？ feat.國泰世華銀行資深策略分析師王玠仁

2026年，投資邏輯翻頁、投資節奏也要重新思考。AI科技股仍在，但高估值意味著追價伴隨高風險；市場不再獎勵題材，而是重回結構與輪動。金融專家點明，各國國防預算已成為長期承諾，軍工產業具備訂單能見度高、供應鏈排他、不依賴景氣的硬底子，成為少數真正站得住腳的配置方向。2026年的投資思維，如何轉向多些穩健均衡，少些激進押注，或許是投資人此刻該思索的課題。 🎙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：國泰世華銀行資深策略分析師 #王玠仁 🖊本集重點： 1. 2026年投資第一課：學會不追高 2. AI不會泡沫，但低基期個股正在找舞台 3. 不要把歐洲、日本當冷門市場 4. 軍工製造是國家級長期訂單 5. 台灣產業經濟二分法，央行陷入兩難 6. 2026年進可攻、退可守的策略 ☆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EP155│2026新投資節奏為何該看軍工股？ feat.國泰世華銀行資深策略分析師王玠仁

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