就是愛玩股
股債配失效? 壞消息不斷美債還能多差? 美債還能上車? 她調整股債比重逆風加碼｜楚狂人 ft. 投資理財作家 辣媽Shania（郭雅芸）｜財富狂犇｜玩股網20250628
02 Jul 2025
台股四月遇到關稅引發的股災，五月又碰台幣大漲，六月以為終於要擺脫前兩個月的陰霾時又碰以色列和伊朗中東衝突，所幸投資人樂觀認為這場衝突的經濟影響有限。 今天節目很榮幸邀請到投資理財作家 辣媽Shania ，來跟大家分享他自己如何調整手中的持股來安全渡過這段紛爭不斷的時間，近期短天期殖利率維持高檔，而最多人投資的長債債券殖利率已逼近或突破5%，投資人又該何去何從呢？ 主持：玩股網執行長 楚狂人 來賓：投資理財作家 辣媽Shania（郭雅芸） 02:04 上半年金融市場變化多端 調整配置降風險增獲利 08:42 股市已走二年多頭 漲勢還能持續多久？ 10:13 保守型投資人 靠母子基金投資安心睡好覺 15:38 美債價崩.台幣升值 手中債券該賣該留？ 18:09 台幣升值潮來襲？！ 還能擁抱美元資產嗎？ 24:27 3檔最夯高股息ETF 存股該以哪一檔為優先？ 〖錄影時間為2025-06-24，非影片上架日盤勢〗 留言告訴我你對這一集的想法： https://open.firstory.me/user/ckgt4pmfa3cjt0812r7uko63o/comments 楚狂人telegram 楚狂人FB 楚狂人終極投資組合策略課程介紹 Powered by Firstory Hosting
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