市場觀測站EP162│關稅黑天鵝再飛股匯債如何重新站隊？feat.渣打銀行財富管理投資策略部主管劉家豪

2月長長假期，全球資產來了「大風吹」。股市先分化、匯市再分岔，黃金再度回到市場舞台中央。換了節奏和曲長的川普關稅，投資人的過敏程度淡化了些。外銀投資長建議著手三件事：一，檢查投資組合的「政策風險曝險」，尤其是關稅與財政赤字的連動；二，黃金與美元不要單押方向，可逢修正分批進場；三，面對匯率分化，記得先選資產再談幣別，必要時用分散配置取代猜匯。 🎙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. 長假後開紅盤，實況超乎想像 2. 關稅黑天鵝，牽動三角關係 3. 股債匯三種解讀，黃金再站高檔 4. 投資配置v.s.投機大浪的應有策略 5. 美元走弱但不崩，非美貨幣誰當家 6. 高市政府沒說的日圓區間價 ☆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 Feb 28, 2026

Embed this episode

Attribution link and audio player

Ready to play

市場觀測站EP162│關稅黑天鵝再飛股匯債如何重新站隊？feat.渣打銀行財富管理投資策略部主管劉家豪

0:00 22:31

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 22 minutes long.

When was this 工商時報Podcast episode published?

This episode was published on February 28, 2026.

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!