EPISODE · Jul 20, 2026 · 9 MIN
通膨降溫後，油價會再度打亂投資節奏嗎？
from 渣打市場洞察 · host 渣打銀行
美國通膨降溫，是否代表聯準會的政策壓力已經解除？本集從油價再度上升切入，分析通膨、利率與地緣政治之間的連動，並說明為何現階段債券配置仍應鎖定收益、控制存續期間。同時觀察亞洲股市行情能否由台灣、韓國擴散至中國與印度，以及科技業財報中的 AI 資本支出與變現進度，如何影響下一階段的市場主導因素。點此查看渣打最新市場觀點 。講者：投資策略部 陳映文 Christy
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通膨降溫後，油價會再度打亂投資節奏嗎？
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