EPISODE · Jul 13, 2026 · 9 MIN
伊朗緊張再起，美股財報季能否續攻新高？
from 渣打市場洞察 · host 渣打銀行
油價衝擊加上伊朗緊張情勢再起，美股為什麼還能站上歷史新高？本集從即將登場的美國第二季財報季切入，拆解支撐這波行情的兩具引擎：AI 帶動的科技獲利，以及擴散到科技以外的企業盈餘成長。同時解析聯準會主席華許上任後的第一份會議紀要、五大工作小組將如何改寫政策節奏，以及實質殖利率站上 2008 年以來高點後，抗通膨債券浮現的布局機會。渣打銀行財富管理團隊帶你看懂波動背後的結構性趨勢，找到下一步資產配置的節奏。點此查看渣打最新市場觀點 。講者：投資策略部主管 劉家豪
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伊朗緊張再起，美股財報季能否續攻新高？
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