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After Meeting EP. 183｜2026 開局爆強，美國資產續抱關鍵

EPISODE · Jan 10, 2026 · 44 MIN

After Meeting EP. 183｜2026 開局爆強，美國資產續抱關鍵

from MacroMicro 財經M平方 · host MacroMicro

本週行情圍繞著 2026 CES 消費性電子展演出，不論是被點名或是被挑戰的企業行情波動都蠻劇烈的，股指方面 S&P 500、費城半導體指數、台灣加權指數也都紛紛創下歷史新高。 本集邀請美國研究員 Ralice 來聊聊，今年美國經濟基本面：就業、消費、投資怎麼看？美國資金面哪些值得關注？2026 資產應該如何配置？ 📌 美國就業需要擔心嗎？ 📌 美國政策面：消費與投資！ 📌 怎麼看 2026 的利率路徑與購債？ 📌 美國資產還能續抱！ 📌 用戶提問：台灣屬於新興市場嗎？該怎麼分析台灣？ 【🔥 即將登場】超早鳥同步倒數！創辦人Rachel 主講 2026 全球經濟展望 https://pse.is/8hq8de 【✍️ 展望系列九】兩大面向解讀，美國資產還能續抱關鍵！ https://pse.is/8k7lt9 【👉 MM 使用心得調查】2/3 前限時填問卷回饋，即享「主體課程／MEO 展望分享會」NT$200 折價券！ https://pse.is/8hxvqw --- 🎙 錄音時間：01/08 12:15 💻 研究員：Ralice -- Hosting provided by SoundOn

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After Meeting EP. 183｜2026 開局爆強，美國資產續抱關鍵

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