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隨2025年美國總統川普上任，市場不確定性增加，台積電領銜的科技類股與市值型ETF績效落後。投資專家華倫老師認為，科技股跟傳產股會有輪動蹺蹺板現象，想避免美國針對貿易逆差祭出的嚴厲關稅政策，可關注內需為主的民生消費類股，做好資產平衡，降低過度偏重單一產業的系統性風險。 - 主持人｜靖璞、孝瑜 與談人｜理財作家 華倫老師 - ★立即加入Podcast專屬交流社群 | https://lihi.cc/cL6aH -- Hosting provided by SoundOn
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