湯姆李論股市大漲與風險 episode artwork

EPISODE · Jun 4, 2025 · 8 MIN

湯姆李論股市大漲與風險

from 海外財經週報深入探討 · host DAWSON-刀神的海期教室

Tom Lee 預期市場即將出現一次「大幅度上漲」。 他指出,儘管最近市場表現不俗,許多投資者仍因關稅風險保持謹慎,但他認為關稅的影響不至於使市場大幅下跌。 Lee 強調,目前場外資金充裕且賣空興趣正在增加,顯示上漲的可能性更大。 他也提及,儘管房地產和汽車貸款違約率上升,但高收益債券市場的表現顯示經濟實際上正在增強,且住房價格下跌可能導致聯準會採取更鴿派的立場。 -- Hosting provided by SoundOn

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湯姆李論股市大漲與風險

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