渣打市場洞察
渣打銀行想搶先把握最新市場觀點？立即收聽「渣打市場洞察」Podcast。由渣打銀行專家團隊深入淺出探討全球財經趨勢和金融分析，協助你做出更好的投資理財決策。此Podcast頻道及其內容僅供一般參考，並不構成針對任何證券或其他金融工具訂立任何交易或採納任何避險、交易或投資策略的研究報告、獨立研究、要約、推薦或招攬行為。此Podcast內容僅用作一般評估，並未考慮任何特定人士或特定類別人士的具體投資目標、財務狀況或特定需求等，亦非專為任何特定人士或特定類別人士擬備，不應僅依賴此Podcast的任何內容作出任何投資決定。在作出任何投資決策之前，應該仔細閱讀相關發行文件並徵詢獨立的意見；考慮本身的具體投資目標、財務狀況、風險屬性或特定需求，判斷投資並自行負擔投資風險及投資結果。所有意見、預測和估計僅為Podcast內容發佈時之資訊，渣打銀行可隨時修改而毋須另行通知。過往表現並非未來績效的指標，渣打銀行並無... more
| Publishes | Weekly | Episodes | 68 | Founded | a year ago |
|---|---|---|---|---|---|
| Language |  Korean | Number of Listeners | Category | Business |
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Latest Episodes
隨著聯準會紐約分行行長威廉斯釋出鴿派訊號，市場對 12 月降息的預期大幅回升，打破了近期的膠著狀態。本集節目將深入剖析就業市場數據背後的意涵，以及美元走勢的潛在轉折。同時，針對美股配置，我們將探討為何採取「槓鈴式策略」能有效平衡風險與報酬，並解析 AI 晶片產業的競爭格局與中國股市的投資機會。
點此查看渣打最新市場觀點 。
講者：
投資策略部主管 劉家豪
受先前美國政府停擺影響，市場陷入「數據迷霧」，致使聯準會 12 月利率決策更顯撲朔迷離。儘管總經訊號不明，科技產業卻展現清晰前景。輝達財測顯示AI 獲利動能穩健，抵銷了部分宏觀不確定性。本集節目也將剖析債券配置思維，同時審視亞洲市場分歧，面對日本財政擴張與匯率波動風險，相較於評價面具優勢的中國科技股，投資人應如何調整資產配置？
點此查看渣打最新市場觀點 。
講者：
投資策略部 陳映文Christy
美國政府停擺結束，但政治風險與資料延遲仍讓市場充滿不確定。本集重點解析美國經濟、聯準會政策、股債匯市與黃金展望，並提供科技、防禦行業、亞洲配置、公債佈局時點等實戰策略。
點此查看渣打最新市場觀點 。
講者：
投資策略部主管 劉家豪
自下半年以來持續的股市的漲勢還能走多遠？面對美股偏高的評價面，下一波動能將從何而來？本集也將解析美國政壇的兩大問題：創紀錄的政府關門僵局是否將意外解除，以及最高法院對川普關稅合法性的審查，可能帶來什麼結果。在策略上，即使評價面偏高，AI 驅動的美國科技股是否仍值得布局？立即收聽，協助您掌握影響年底市場布局的最新策略觀點。
點此查看渣打最新市場觀點 。
講者：
投資策略部 陳映文 Christy
2025 年底前，全球市場走勢會怎麼發展？美國「軟著陸」機率升高、黃金回檔成佈局良機、美元短線反彈但中長期仍偏弱。本集節目帶你深入解析股市、債市與匯市的最新策略方向，掌握年底投資關鍵布局。
點此查看渣打最新市場觀點 。
講者：
投資策略部主管 劉家豪
黃金突破歷史新高後短線回調，是泡沫破裂還是健康修正？本集節目將剖析黃金背後的結構性推動力、川普2.0效應、聯準會政策走向與信貸市場風險，幫助你掌握投資黃金與科技股的策略重點。
點此查看渣打最新市場觀點 。
講者：
投資策略部主管 劉家豪
面對美中貿易戰拉鋸、黃金價格驚人飆升，以及投資人情緒過熱的市場矛盾訊號。本集節目分析美中貿易博弈的潛在走向，並剖析川普總統所面臨的「不可能的三位一體」困境。同時聚焦企業基本面，審視美國銀行業韌性與 AI 相關類股的獲利驅動力，並分析中國「四中全會」的戰略與發展。此外，節目也探討金價飆破 4,200 美元後的結構性支撐與短期情緒過熱風險。
點此查看渣打最新市場觀點 。
講者：
投資策略部 陳映文 Christy
美股財報季進入關鍵時刻！當AI投資浪潮持續推升科技股獲利，全球政治不確定性和財政支配地位卻讓黃金價格首度飆破 4,000 美元。本集節目將深度解析當前市場的「高估值」與「高風險」並存的格局，該如何分散過度集中的美股部位、為何現在是鎖定中期公債殖利率的好時機，以及黃金在您的投資組合中，扮演什麼樣不可或缺的核心避險角色。把握全球市場的再平衡機會，讓您的資產配置更穩健！
點此查看渣打最新市場觀點 。
講者：
投資策略部主管 劉家豪
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渣打市場洞察 launched a year ago and published 68 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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