工商時報Podcast
工商時報專業財經媒體第一選擇。 《工商時報》創刊於1978年12月1日，是一份積極報導經濟事務、國際貿易、國際財經、兩岸財經、投資理財、股市分析為主軸的專業財經報紙。 【市場觀測站】評析市場走勢、闡釋國際金融行情，提供讀者前瞻指引，洞察全球市場動向。 ☆更多收聽平台：lihi3.cc/P8PIe ☆想敲碗、建議，歡迎來信：cteepodcast@gmail.com ---- 讓您掌握先機，投資無往不利 ✔️瀏覽工商時報官網 ：ctee.com.tw/ ✔️訂閱工商時報YT：pse.is/4uhbph ✔️追蹤工商時報FB：www.facebook.com/ctee.fans/ ✔️加入工商時報LINE：line.me/ti/p/@ccf6523h -- Hosting provided by SoundOn
| Publishes | Weekly | Episodes | 145 | Founded | 3 years ago |
|---|---|---|---|---|---|
| Language |  Korean | Number of Listeners | Categories | NewsBusiness NewsBusiness |
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Latest Episodes
AI「脫虛向實」，2026年是關鍵年。儘管地緣衝突引發短期拋售，實體AI應用的落地正為市場注入實質獲利的信心。全球AI鏈的佈建從科技業擴散至傳產與內需，市場資金也在分化，從純軟體轉向實體產出的硬體鏈。當美國AI公司為獲利掙扎，亞洲AI產業鏈取得良機，國際投資熱錢也看到了！
🎙主持人：工商時報編輯部副主任兼產經研究組組長 #陳碧芬
🎙來賓：渣打銀行財富管理投資策略部主管 #劉家豪
🖊本集重點：
1. 全球股市震盪，資金亂了方寸？
2. AI資本支出未停，供應鏈的短線壓力測試 ... more
2月長長假期，全球資產來了「大風吹」。股市先分化、匯市再分岔，黃金再度回到市場舞台中央。換了節奏和曲長的川普關稅，投資人的過敏程度淡化了些。外銀投資長建議著手三件事：一，檢查投資組合的「政策風險曝險」，尤其是關稅與財政赤字的連動；二，黃金與美元不要單押方向，可逢修正分批進場；三，面對匯率分化，記得先選資產再談幣別，必要時用分散配置取代猜匯。
🎙主持人：工商時報編輯部副主任兼產經研究組組長 #陳碧芬
🎙來賓：渣打銀行財富管理投資策略部主管 #劉家豪
🖊本集重點：
1. 長假後開紅... more
馬年行情快到抓不住，AI 評價模型重新定價，沉穩的債券不敵股市的活潑。金控首席經濟學家提醒，資金輪動速度極快，投資人必須轉向「反應速度」的競爭。
🎙主持人：工商時報編輯部副主任兼產經研究組組長 #陳碧芬
🎙來賓：富邦金控首席經濟學家 #羅瑋
🖊本集重點：
1. 馬年金融節奏，快馬加鞭向前衝
2. 政經議題高度連結市場訊號
3. AI主旋律不變，操作節拍已變
4. 資金大輪動的觀察線索
4. 債券配置以短克長
5. 留住流動性，確保配置的長假安穩
☆點擊查看... more
2026開年迄今不到40個交易日，全球股市連創高檔再震盪、美元走勢疲軟，華爾街熱門科技股也現跌勢。金控首席經濟學家認為，景氣基調仍偏向溫和成長，但市場估值重新定價實際上藏在每一個政策時機點中。投資人最怕的不是一時拉回，而是政策變動造成的市場重新定價來得又快又猛。
🎙主持人：工商時報編輯部副主任兼產經研究組組長 #陳碧芬
🎙來賓：富邦金控首席經濟學家 #羅瑋
🖊本集重點：
1. 股市先嗨再翻車，2026開年就大浪來襲
2. 政策大考年，擺明三大定價導火線
3. 美元當真走... more
Key Facts
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Reviews
- 我愛黨
謝謝工商時報 聽完沒學到工商知識，倒是我的台灣價值更高了
Apple Podcasts2謝喜台 不喜離
Taiwana year ago - 支持！
追蹤一陣子，覺得主持人跟來賓越來越有互動，獲益良多
Apple Podcasts5匹希柆Taiwan2 years ago
Chart Rankings
How this podcast ranks in the Apple Podcasts, Spotify and YouTube charts.
Apple Podcasts | #3 | Taiwan/News/Business News |
Apple Podcasts | #69 |  Hong Kong/News/Business News |
Apple Podcasts | #81 |  China/News/Business News |
Apple Podcasts | #90 | Taiwan/News |
Apple Podcasts | #167 |  Austria/News/Business News |
Audience Metrics
Listeners, social reach, demographics and more for this podcast.
| Listeners per Episode | Gender Skew | Location | |||
|---|---|---|---|---|---|
| Interests | Professions | Age Range | |||
| Household Income | Social Media Reach | ||||
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Which podcasts are similar to 工商時報Podcast?
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How many episodes of 工商時報Podcast are there?
工商時報Podcast launched 3 years ago and published 145 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.
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