市場觀測站EP49｜明年AI、債券還夯嗎？2024投資前景這樣看 feat.路博邁投信投資長王昱如

2023年即將步入尾聲，在熬過40年來最激進的暴力升息後，投資人都將目光聚焦在降息時間點，但這連聯準會主席鮑爾自己都難以肯定，一切得依數據發展行事。明年是全球大選年，除了要持續緊跟市場變動，財經專家更點出觀察明年全球經濟的三大方向：利率、消費和政策，建議投資人培養觀察總經重要數據的習慣，學習靈活調整債券投資部位，深入挖掘AI類股價值，做好資產配置，迎接生「龍」活虎的2024年。 🎙主持人：工商時報編輯部副主任 #陳碧芬 🎙來賓：路博邁投信投資長 #王昱如 🖊本集重點： 1. 聯準會何時降息消費、就業數據成關鍵 2. 歐美貨幣政策分歧地緣風險恐加劇 3. 美國經濟軟著陸機率大 4. 債市供需不平衡浮現投資空間 5. AI進入驗收期明年不能空口無憑 6. 2024生「龍」活虎「主動」更能握先機 ☆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EP49｜明年AI、債券還夯嗎？2024投資前景這樣看 feat.路博邁投信投資長王昱如

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