市場觀測站EP161│2026股優於債馬年布局三大關鍵 feat.富邦金控首席經濟學家羅瑋

馬年行情快到抓不住，AI 評價模型重新定價，沉穩的債券不敵股市的活潑。金控首席經濟學家提醒，資金輪動速度極快，投資人必須轉向「反應速度」的競爭。 🎙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：富邦金控首席經濟學家 #羅瑋 🖊本集重點： 1. 馬年金融節奏，快馬加鞭向前衝 2. 政經議題高度連結市場訊號 3. AI主旋律不變，操作節拍已變 4. 資金大輪動的觀察線索 4. 債券配置以短克長 5. 留住流動性，確保配置的長假安穩 ☆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EP161│2026股優於債馬年布局三大關鍵 feat.富邦金控首席經濟學家羅瑋

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