
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 | 129 | Founded | 2 years ago |
|---|---|---|---|---|---|
| Language | Number of Listeners | Categories | NewsBusinessBusiness News |

黃仁勳炫風來台、行程一個接一個,速度快到讓人抓不住。像極了AI類股,說風就是雨,衝漲領跌讓人摸不著頭緒,更衍生出「非理性繁榮」的疑慮。財富管理專家看的比較樂觀,經濟基本面還在支撐金融市場,企業獲利高能見度推升AI題材,產業鏈「有機成長」將更久更長。
🎙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. AI股價爆發,是最好的時代、也是最壞的時代
2. 股市驚驚漲,有「基」之彈讓人心疑
3. AI是... more
沒有上演世紀大和解,美國總統川普與中國國家主席習近平的釜山會談,讓全球股匯市隨之落寞收黑。金融專家直切重點,美中角力沒有停歇,美元獨大、人民幣力爭上游,黃金暴衝,市場暗潮洶湧,避險與投機並存。
🎙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. 中美世紀大和解來了嗎?
2. 為何聯準會連月降息,美元照樣走強?
3. 為明年匯率契約轉換先做準備
4. 跑百米速度!黃金價格會飆到哪兒?
5.... more
一周來,國際股匯市都在橫盤,美元不夠弱、新台幣不夠強,新興市場則持續強勢反彈,指數創下2021年以來的新高。跨國基金經理人分析,新興市場涵蓋的國家上百個,難得大家的經濟財政條件今年改善方向一致,在市場上顯露光茫。
🎙主持人:工商時報編輯部副主任 #陳碧芬
🎙來賓:瑞銀投信基金經理人 #黃子祐
🖊本集重點:
1. 各國氣川普高關稅,主流資金也「棄」美元
2. 全球資金在轉彎,機構法人先選新興市場
3. 原物料出口支撐新興經濟體收益
4. 政府紀律遵節... more
川普用關稅議題大耍全世界,今年的股、債、匯市滿滿都是人為干預的波動,所幸資金行情仍舊推升指數創高。全球財富管理龍頭UBS瑞銀集團認為,接下來的12個月,預估美國經濟也不會硬著陸,許多風險資產也值得投資人留意。
🎙主持人:工商時報編輯部副主任 #陳碧芬
🎙來賓:瑞銀投信基金經理人 #黃子祐
🖊本集重點:
1. 聯準會降息趨勢,瑞銀估到2026Q1都不變
2. 都是錢的問題,美國政府關門、美股創新高
3. 美債未來12個月走勢都是同一個方向
4. 關稅收入杯水車薪,美國... more
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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
追蹤一陣子,覺得主持人跟來賓越來越有互動,獲益良多
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工商時報Podcast launched 2 years ago and published 129 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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