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After Meeting EP. 104｜三個對立：以巴、中美、股債

EPISODE · Oct 29, 2023 · 43 MIN

After Meeting EP. 104｜三個對立：以巴、中美、股債

from MacroMicro 財經M平方 · host MacroMicro

兩大國際衝突：以巴衝突戰火越演越烈，油價現在不動未來動嗎？是否再度重演 70 年代禁運時的飆升？美國也宣布擴大對中國的晶片禁令，AI 板塊更是應聲下挫…，這兩大事件的觀察重點是什麼？未來又將如何發展呢？本集邀請研究員 Danny 來跟大家聊聊。 📌 以巴衝突會讓石油危機重演嗎？ 📌 美中科技戰再開打！限制與反制的升級 📌 禁令效應如何發酵：美中台與 AI 產業 📌 中國超額 1 兆國債救市看成因與成效 📌 關鍵圖表：從三大關鍵指標解析美債長端殖利率創高原因！ --- 【💥重磅課程】全球投資者養成計劃，把握限時 39 折優先最低價！ https://pse.is/5bly6e ✍️部落格 | 以巴衝突、晶片禁令，短期利空還是長線危機？ https://pse.is/59xesx 🎧全球投資者特輯 ｜以巴衝突、一帶一路…你應該知道的國際觀察力 https://pse.is/5azdzj --- 🎙 錄音時間：10/26 15:00 💻 研究員：Danny -- Hosting provided by SoundOn

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After Meeting EP. 104｜三個對立：以巴、中美、股債

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