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玉約投資大小事

玉山投信

接軌世界、放眼未來,掌握第一手財經資訊。不管是理財新手、投資老手,我們都將提供您不同層面的國際視野、國內外財經訊息及理財內容。 《玉約投資大小事》和您一起實現投資夢想! 【財經熱話題】掌握最新財經動態、國際大事,用更寬廣的角度為您做觀點剖析。 【基智理財】提供您不同的投資工具,快速找到財富的捷徑,理財好簡單! 【Fund心享退】提早實現財富自由,超前部署退休人生,自己的生活自己作主! - 玉山投信投資網:www.esunam.com YT頻道:www.youtube.com/@ESUN_AM 官方Line@:lin.ee/hutXG7D - 您可以在Apple Podcast、Google Podcast、Spotify、KKBOX、Sound On等平台訂閱收聽,也歡迎下載【玉約投資大小事】,收聽更多內容,記得要訂閱追蹤哦! -- Host... more

PublishesTwice monthlyEpisodes74Founded3 years ago
Language
Korean
Number of ListenersCategories
BusinessInvestingEducation

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Artwork for 玉約投資大小事

Latest Episodes

台股不僅突破3萬點大關,更是成功晉升全球第7大市值市場!隨著時間即將進入馬年,大家都希望台股多頭能持續「馬力十足」,投資人該如何坐穩這班多頭列車,由優質龍頭股領軍,讓台股布局不僅能「馬到成功」,還能精準掌握重電、環保龍頭等產業的隱形冠軍?

本集特別邀請009803經理人Kyle,帶大家拆解馬年台股的質變與獲利趨勢,透過009803獨特的「換股二刀流」,一次擁有市值龍頭與隱形冠軍兩大台股多頭引擎!

00:38 馬年台股展望:內需與出口雙引擎,指數挑戰新高

02:15 AI打破傳統科技產業庫... more

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過去一年市場多頭股債雙收,不論股票或債券投資人都樂開懷,進入2026年想繼續在投資上嘗甜頭,要怎麼布局、挑選哪些標的、觀察什麼指標,都是重點問題。

好的,大家的疑問我們都聽到了,本集一次帶你看懂最想知道的:全球經濟有什麼底氣持續溫和成長?如何解讀聯準會溫和降息?AI一樣是推動美股、台股的核心引擎嗎?在高檔震盪下,哪一種債券最適合拿來當投資避震器?答案都在節目裡喔。

00:29 先說結論:2026年投資多頭延續、股優於債

01:15 關稅與衰退疑慮退燒,全球經濟比想像穩

04:16 聯... more

時間來到2025年尾聲,盤點今年全球股票、債券資產,以及成熟市、新興市場、商品市場,到底誰的漲幅才是年度冠軍?進入2026年市場多頭行情還能續航多久?哪些市場最值得聚焦?

本集壓軸特別邀請玉山投信投資長Grace,替大家總盤點全球經濟成績單,以及明年該如何聰明布局、提前搭上多頭機會列車!

00:35 2025年總盤點!股債齊揚,全球多頭欣欣向榮

01:35 聯準會年底降息加購買國庫券,牽動全球資金動向

04:39 美股明年怎麼走?還是得看川普臉色

05:25 歐元區沒有AI加持... more

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時間一下進入2025年尾聲,從AI熱潮到全球降息預期,今年台股歷經多空消息的震盪洗禮,依舊順利繳出亮眼成績單,未來台股動能還可以維持高成長嗎?2026年投資關鍵又是什麼?

本集<基智理財>將由大家的好朋友Ryan,以及009803經理人楊立楷,雙帥聯手,替大家解答台股2026年投資趨勢、打造與強者同行的投資組合!

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追蹤我們獲得最新理財情報:www.esunam.com

訂閱YT頻道:www.youtube.com/@ESUN_AM

官方Line@:lin.... more

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4.9 out of 5 stars from 42 ratings
  • 好聽

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  • 逃不過范姐法眼

    Ryan沒這麽誠懇過…

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  • 聽完收穫滿滿

    每集均收聽,增加自己財商知識。每集來賓均有不同的觀點,收穫良多。

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  • 內容豐富

    內容有趣又生動!

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玉約投資大小事 launched 3 years ago and published 74 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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