今年第二季AI話題成為市場焦點，相關AI概念股股價也隨之上漲，雖然近期大幅回調，但整體市場仍對AI概念股保持關注，是否還具有投資機會？除了關注個股發展，整體投資市場也隨著美國聯準會的貨幣政策變化而波動，中美科技戰的火藥是否會蔓延至股票市場，影響投資人的資產配置? 本集節目特別邀請野村e科技基金經理人謝文雄，分享如何在趨勢中進行投資布局。 -- 主持人 | 孝瑜、沛甫 與談人 | 野村e科技基金經理人謝文雄 -- 本集重點摘要： 景氣狀況分析及佈局策略 全球股市走勢與美國聯準會的政策分析及對台股的影響 野村e科技於AI領域及未來科技發展的觀察和預判 分析AI題材發展狀況 中美科技戰對台灣科技產業的影響 積極、穩健、保守型的投資人投資策略建議 -- ＊以上節目由今周刊與野村投信聯合製播 -- Hosting provided by SoundOn
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