
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 | 157 | Founded | 3 years ago |
|---|---|---|---|---|---|
| Language | Number of Listeners | Categories | NewsBusinessBusiness News |

全球股市在AI概念股帶動下持續創高,但成熟市場長天期公債殖利率卻同步飆升,資產市值大幅縮水。資金正在尋找一個能同時兼顧收益、波動控管、又不必追高科技股的出口——答案指向整體規模達6.5兆美元的新興市場債。管理6.9兆美元資產的UBS瑞銀投信,首度在本節目公開拆解新興市場債的三大核心支撐:收益面的到期殖利率約6.6%仍具優勢、基本面上多數新興央行已預留降息空間、技術面則出現「僧多粥少」的資金追逐結構。陳碩存也警告,匯率風險最容易被輕忽,一旦管不住,票息與資本利得都可能被吞噬。新興市場債的風險不是消... more
習川會後,全球資金悄悄收到一個訊號:中國資產被低估,而且重新可交易。外資對中國的情緒已走完三段路——2024年的「冷」、2025年的「重新計算」,到2026年的「開始需要」。第一個反應不在北京、不在上海,而是在香港:IPO量衝到全球第二、離岸人民幣走強、金管局砸下逾兩千億人民幣做流動性工程,香港已成為十五五的「前車雷達,不是後照鏡」。
瑞銀投信投資研究部主管陳碩存用棒球局數點破核心邏輯:美國AI已打到四局上半,中國還在三局,資本支出尚未完全反映,港股IPO仍有大量低估優質標的。對台灣投資人而... more
習川會與Fed新主席同周登場,看似兩條獨立的新聞,卻共同指向同一個風險核心:全球貨幣秩序正在重寫。市場普遍盯著「華許會不會降息」,美國東北大學財務金融系教授邱萬鈞卻直指,縮減聯準會龐大資產負債表,才是這位非典型央行首長上任後真正的市場主菜。30年期美債殖利率衝破5%,等同於墊高全球資產的無風險利率基準,過去在低利率環境下享受高估值的科技股與新興市場,正面臨估值修正壓力。邱萬鈞特別點出台灣:美元部位必然重新定價,台股與全球資產高度連動,這波震盪絕無法置身事外。當貨幣緊縮與政治壓力夾擊聯準會獨立性,... more
台股總市值衝破148兆、兆元企業一年內從10家膨脹到17家——但指數創高,手中持股未必跟漲。這不是矛盾,而是「大者恆大」格局正在重新定義台灣資本市場的遊戲規則。
摩爾投顧分析師陳昆仁在節目中直指:ABF載板本益比從個位數飆上40至50倍,台達電從「風扇馬達公司」蛻變為AI基建核心權值股,背後關鍵只有一個——AI供應鏈的不可替代性。他也提醒,主動式ETF近期績效亮眼,但尚未歷經完整空頭考驗;市值型ETF含積量攀升,同樣暗藏集中風險。買兆元股,買的不是數字門檻,而是技術與訂單同步升級的競爭護城河... 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 3 years ago and published 157 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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