【廷豐無限電】2026.03.10 市場晨報：非農後的利率迷局，資金防守戰正式打響

【廷豐無限電】2026.03.10 市場晨報：非農後的利率迷局，資金防守戰正式打響美國最新非農就業與通膨數據揭曉，市場正重新調整對聯準會利率路徑的預期。在風險情緒反覆的震盪行情中，台股外資與投信的籌碼較勁進入白熱化。本集節目將帶您透視全球資金流向，鎖定具備結構性增長動能的 AI 算力與能源轉型題材。本集節目大綱：宏觀局勢解析：美國失業率與勞動成本數據對「軟著陸」敘事的衝擊，以及美元指數在利率路徑再定價下的強弱變化。美股與產業動態：能源價格波動對企業獲利與通膨預期的影響；AI 基礎設施建設如何支撐科技巨頭的資本支出信心。台股盤勢與籌碼：加權指數挑戰高檔壓力區的關鍵指標；拆解外資賣超與投信買超背後的產業配置差異。加密貨幣與外匯：BTC 主導地位攀升下的資金防守配置；觀察日圓及商品貨幣在利率波動中的表現分化。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】2026.03.10 市場晨報：非農後的利率迷局，資金防守戰正式打響

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