【廷豐無限電】2026.03.02 市場晨報

【廷豐無限電】2026.03.02 市場晨報：AI 狂熱與避險情緒的終極拉鋸今日市場呈現極端的「冰火兩重天」。當美股與台股沉浸在 AI 基礎建設帶來的噴發行情時，實體零售的疲軟與加密貨幣市場的「極度恐慌」正悄悄敲響警鐘。本集節目將帶您透視高報酬背後隱藏的結構性風險。本集節目大綱：美股 AI 信仰與現實：從 NVIDIA 與 Salesforce 的強勢看 AI 資本支出熱潮，對比零售巨頭 Lowe's 業績下滑所揭示的高利率衝擊。台股史詩級爆量：加權指數大漲 712 點站上 35,413 點新高，成交量逼近兆元天量，解析外資「現貨買進、期貨避險」的兩面手法。幣圈與外匯暗湧：加密貨幣恐慌指數跌至 11，近 4,000 億美元未平倉合約隱藏連鎖清算風險；解析美元受政策影響的非典型走勢。原油地緣博弈：庫存增加的壓力對決中東局勢的不確定性，油價如何在撕裂的力量中尋找平衡。留言告訴我你對這一集的想法： Powered by Firstory Hosting

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【廷豐無限電】2026.03.02 市場晨報

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