台、美股狠踩巴菲特的「玩火警戒線」，美股集中度首破40％！股市還會狂多久？｜編輯室好好說207

from 今周大耳朵 · host 今周刊Business Today

自從四月對等關稅重挫全球股市之後，無論美股或台股，投資人學到的經驗都很一致，「只要AI熱潮不退，包括關稅在內的所有利空消息，都只會造成短暫震盪，股市還是一路上漲。」一位基金經理人說。但若看巴菲特指標、集中風險度都創下新高。史無前例的異象，讓經濟在樂觀中交雜著些許隱憂。 – 主持人 | 今周刊總編輯許秀惠與談人 | 今周刊副社長兼總主筆楊紹華期數主題 | 1504期股市還會狂多久 --- ★當期雜誌 https://reurl.cc/3M09KR ★點連結加入Podcast專屬交流社群 https://discord.gg/ZCYX3MseRh -- Hosting provided by SoundOn

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台、美股狠踩巴菲特的「玩火警戒線」，美股集中度首破40％！股市還會狂多久？｜編輯室好好說207

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