市場觀測站EP182│科技股漲到失速價高震盪股債洗牌下半年四大變數升溫 Ft. 渣打銀行財富管理投資策略部主管劉家豪

「有AI就買」的普漲行情，失靈了。科技股財報利多與股價表現出現脫鉤，企業成長故事講得再好，恐仍不敵現金流與資本回收率的「被」檢視。是投資人變聰明了？還是市場暗流處處？財管專家提醒，下半年還有四大變數挑戰市場，現在才剛碰到颱風邊緣，資金正從齊漲轉向分化，股市與匯市也背離，投資策略須由追逐指數，轉向選股、選債與掌握進場時機。 🎙️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：亞洲市場分化，市場提前進入「期中考」四大變數齊發，下半年波動恐成新常態從硬體到變現，AI投資邏輯正在轉變 AI軟體淘汰賽市場緊盯股價承受力 IPO巨浪來襲，考驗市場資金承接力 AI巨獸大籌資，當股東好，還是債權人佳？股債雙軌配置為投資組合留底盤 ☆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/ -- Hosting provided by SoundOn

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市場觀測站EP182│科技股漲到失速價高震盪股債洗牌下半年四大變數升溫 Ft. 渣打銀行財富管理投資策略部主管劉家豪

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