市場觀測站EP176│台灣經濟狂飆市場焦慮同行首席拆解AI訂單與關稅夾擊下的市場焦慮 Ft.國泰世華銀行首席經濟學家林啟超

全球資金派對與AI超級引擎，把台灣推上前所未有的經濟榮景，台股急攻飆升，利多頻傳，搞得市場瀰漫起「高成長、高焦慮」的矛盾氛圍。金控首席經濟學家看下半年動向，支撐市場的寬鬆資金與AI硬體訂單兩大核心並未改變，惟面對聯準會政策未明、美國關稅端出301條款，投資人應警惕市場過熱後的成長趨緩風險。 🎙️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：國泰世華銀行首席經濟學家 #林啟超 🖊本集重點： AI引擎全速運轉台股急攻太狂關稅法源轉軌市場變數沒有消失資金寬鬆滿溢 AI支出改寫周期台美經濟都K型化股市與消費脫鉤台韓市值躍升 AI鏈重估進行式下半年市場動向看三條主線 ☆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EP176│台灣經濟狂飆市場焦慮同行首席拆解AI訂單與關稅夾擊下的市場焦慮 Ft.國泰世華銀行首席經濟學家林啟超

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