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市場觀測站EP72│輝達翻轉5月行情!COMPUTEX 6月接棒舞AI feat.富蘭克林投顧研究部資深副總經理羅尤美 episode artwork

EPISODE · Jun 1, 2024 · 24 MIN

市場觀測站EP72│輝達翻轉5月行情!COMPUTEX 6月接棒舞AI feat.富蘭克林投顧研究部資深副總經理羅尤美

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AI龍頭NVIDIA不再是一個人的武林,美股S&P500 今年Q1財報中頻繁出現「AI」用字,集氣推翻「5月獲利了結」的傳統,6月登場的台北電腦展Computex有望接棒舞動科技類股價格再衝一波。然而對於「恐高族」來說,此時進場債券、債券基金或中概類股,或許反而能買得更安心。 🎙️主持人:工商時報編輯部副主任 #陳碧芬 🎙️來賓:富蘭克林投顧研究部資深副總經理 #羅尤美 本集重點: 輝達財報亮眼振奮AI族群 美國經濟強韌美股續看好 AI時代別忘了公用事業類股 美債&通膨觀察指標 中國股市、房地產如何評估 資產配置建議 ☆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EP72│輝達翻轉5月行情!COMPUTEX 6月接棒舞AI feat.富蘭克林投顧研究部資深副總經理羅尤美

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