市場觀測站EP170│油價破百通膨黏死！拆解Q2股債黃金新排序降息時程又要延到何時？feat.滙豐銀行國際財富管理部門資深副總裁李勝凱

中東局勢如灰犀牛持續盤據市場，荷姆茲海峽衝突已導致通膨呈現高度黏性。金融專家指出，投資人對此不是全面撤退，而是在第二季重新排序：債券先顧存續期間與信用風險，股票在AI之外加入電力、公用事業、銀行與國防航太，黃金則作為分散美元資產集中風險與市場波動的防守部位，以因應利率可能的新常態。 🎙️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：滙豐銀行國際財富管理部門資深副總裁 #李勝凱 🖊本集重點： 1.停火協議難平油價劇震 2.降息時程恐再延後年底前難見曙光 3.避險角色易位專家點名調整標的 4.關注股市Q2戰略核心的新明星 5.黃金避險新邏輯實體金條取代紙黃金 6.抗震投資組合不能沒有「它」 ☆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EP170│油價破百通膨黏死！拆解Q2股債黃金新排序降息時程又要延到何時？feat.滙豐銀行國際財富管理部門資深副總裁李勝凱

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