台股邁向3萬點回檔是機會？Fed降息美債卻現抗藥性？日銀升息與熱錢大挪移全解析ft.乾隆來、朱岳中｜2025.12.15

from 投資不踩雷 · host 夏韻芬

美國聯準會（Fed）舉行今年最後一場決策會議，降息一碼沒有意外，意外的是內部暗潮洶湧，陷入多年來最嚴重的分歧，美國總統川普，明年指派新主席進去，能夠如意施壓降息得逞嗎？歐洲央行週四（12/18）、日本央行週五（12/19）也將公布最新決策，這不但是三大央行今年最後一場決策會議，也將決定明年2026年的市場格局，AI泡沫會繼續愈吹愈大，還是會被戳破，不是輝達執行長黃仁勳決定，最後恐怕還是三大央行說了算。如果川普施壓得逞，Fed明年更積極降息，歐銀短期內看不到降息壓力，日銀則準備持續往升息之路邁進，會不會激發日圓利差交易平倉潮，造成全球熱錢大遷徙，資金板塊大挪移？對明年台股展望與選股策略有什麼影響？主持：夏韻芬來賓：今周刊專欄作家乾隆來、基金教授朱岳中（本集 12/14 於鏡新聞首播，12/15 鏡好聽播出） Podcast聲音後製：劉寶苓

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台股邁向3萬點回檔是機會？Fed降息美債卻現抗藥性？日銀升息與熱錢大挪移全解析ft.乾隆來、朱岳中｜2025.12.15

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