說明:這集錄音時間是 4/9 中午(尚未公布關稅暫緩 90 天) 00:07 川普課徵關稅事件的目的。 18:56 目前市場的修正是在交易什麼預期?投資人該如何應對當前的系統性風險? 34:40 當前如何挖掘相對影響較小的廠商或未來的贏家? 44:54 以長期趨勢來看,當前的世界體系變革會帶來哪些趨勢與機會? ______________________  ̄ ̄ ̄ ̄ ̄ ̄ ̄ ̄ ̄ ̄ ̄ ̄ ̄ ̄ ̄ ̄ ̄ ̄ ̄ ̄ ̄ ̄ Podcast 回饋表單:https://statementdog.cc/PMOa8 Podcast 業務合作聯絡信箱:[email protected]
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