EPISODE · Nov 23, 2025 · 6 MIN
總經訊號不明? 穿越迷霧，盤點股債布局機會
from 渣打市場洞察 · host 渣打銀行
受先前美國政府停擺影響，市場陷入「數據迷霧」，致使聯準會 12 月利率決策更顯撲朔迷離。儘管總經訊號不明，科技產業卻展現清晰前景。輝達財測顯示AI 獲利動能穩健，抵銷了部分宏觀不確定性。本集節目也將剖析債券配置思維，同時審視亞洲市場分歧，面對日本財政擴張與匯率波動風險，相較於評價面具優勢的中國科技股，投資人應如何調整資產配置？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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總經訊號不明? 穿越迷霧，盤點股債布局機會
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