市場觀測站EP185│別只盯科技七雄！資金輪動加速，中小型股獲利面浮現轉機 Ft.富蘭克林證券投顧研究部資深副總經理羅尤美

美股反攻再寫歷史新高，AI熱潮為市場注入動能無虞。但財管專家警告，投資人應警惕「漲多就是最大風險」，科技股7月的劇烈修正，延燒至今市場多空分歧，波動的核心並非單純的選舉政治雜音，而是高利率環境引發的「殺估值」壓力。漲幅已過大的AI概念股面臨高估值維繫的難題；在此同時，資金板塊輪動跡象顯著，投資人應跳脫單一市場或產業的思維。估值相對偏低、獲利改善的中小型股、金融、醫療及部分傳產類股，將是強化投資組合韌性的關鍵。 🎙️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：富蘭克林證券投顧研究部資深副總經理 #羅尤美 🖊本集重點：期中選舉雜訊太多，利率才是估值緊箍咒 AI行情汰弱留強，三類玩家命運大風吹獲利由科技七雄擴散，小型股迎來春天？評價、獲利、動能三關鍵不能省略亞洲半導體握訂單，AI基建關鍵角色股債重做壓力測試，分批布局取代猜底部 ☆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 -- Hosting provided by SoundOn

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市場觀測站EP185│別只盯科技七雄！資金輪動加速，中小型股獲利面浮現轉機 Ft.富蘭克林證券投顧研究部資深副總經理羅尤美

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