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 | 122 | Founded | 2 years ago |
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Language | Number of Listeners | Categories | BusinessNewsBusiness News |
降息向來是官方因應景氣疲弱的第一道手段。美國聯準會9月17日宣布降息1碼,政策焦點也從通膨轉向勞動市場的疲軟跡象。鮑爾主席強調這是「風險管理」。然而,投資人應該視之為報福音?還是要小心會被割韭菜?本集讓我們從債券基金經理人的專業觀點,深入了解降息循環的背後關鍵。
🎙主持人:工商時報編輯部副主任 #陳碧芬
🎙來賓:路博邁債券基金經理人 #鄭吉良
🖊本集重點:
• 聯準會降息的前因後果
• 鮑爾指的「風險管理」,風險到底是什麼?
• 未來降息路徑解析
• 國際債市走向 關鍵在... more
這次不是詐騙了,政府真的要普發現金1萬元。然而,在萬物皆漲,體感溫度爆表的現在,能減緩民怨發燒嗎?產經學者預判,接下來臺灣的經濟成長將因川普關稅影響而放緩,普發現金本意在於提振內需,實際上大部份都會被民眾存起來了。你也會嗎?
🎙主持人:工商時報編輯部副主任 #陳碧芬
🎙來賓:中央大學經濟系教授 #吳大任
🖊本集重點:
1. 進口汽車要降價了?省了關稅還降貨物稅
2. 消費信心軟趴趴 內需動能哪兒去了?
3. 房地產持有成本偏低 每個家庭擁房二、三間
4. 國人購房信... more
官方預測今年經濟成長率,上半年和下半年會出現罕見的極大落差;AI、半導體和傳統產業的景氣也呈現兩極化。產業經濟學者深究原因,不僅來自美國川普關稅新政策的衝擊,還有政府過往政策的漏失所致。
🎙主持人:工商時報編輯部副主任 #陳碧芬
🎙來賓:中央大學經濟系教授 #吳大任
🖊本集重點:
1. 川普關稅大作亂 AI、半導體紅通通錯配傳產青筍筍
2. 重大國際經貿協議談不定 影響台灣傳統產業甚鉅
3. 台幣匯率大幅升貶 一再左右出口產業更替
4. 美國早年放棄晶片製造在先 才... more
全體基金公司規模7月首度突破新台幣10兆元,寫下市場里程碑,也顯示國人面對高度不確定風險下,仍選擇了持續投資。金融專家提醒,今年來美元偏弱,匯率變化也衍生了避險成本,投資人投資前要先把握這堂必修課。
🎙主持人:工商時報編輯部副主任 #陳碧芬
🎙來賓:滙豐投信資深副總裁 #顏誌緯
🖊本集重點:
1. 弱勢美元指數8月屢屢觸及97,是低點?或支撐點?
2. 聯準會降息整整延遲8個月,9月還會放鴿子?
3. 匯率掛帥,境外基金十大關鍵議題
4. 認識避險級別有助於鎖定匯率... 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 122 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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