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史塔克實驗室
嘉豪
135 episodes
1 month ago
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Investing
Business
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Investing
Business
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EP147: 關稅是談完了沒,股市照樣飆?Tariffs Undecided, Market on Fire?
史塔克實驗室
21 minutes
5 months ago
EP147: 關稅是談完了沒,股市照樣飆?Tariffs Undecided, Market on Fire?
📌 本集重點整理: 🔶 台美關稅談判進展(00:40–03:00) 台灣已先釋出五大經貿籌碼換取對等待遇,美方態度為何依然曖昧? 🔶 汽車關稅歸零可能性(03:00–04:30) 如果川普回歸,汽車關稅真的可能歸零?台灣車市與進口價格會怎麼變動? 🔶 降息預期再升溫(04:30–06:00) 傳川普考慮撤換鮑爾,美國貨幣政策將更加寬鬆?背後的風險與機會在哪? 🔶 ETF高價股持股動態(06:00–08:30) 熱門ETF狂掃高價股,世芯、日月光、漢唐誰在發燙?短線題材與基本面如何平衡?
史塔克實驗室