#升息 #財訊 #美股筆記 #瀚亞 聯準會對通膨的論調，已調整為高通膨對美國經濟復甦構成「嚴重威脅」。 如何正確解讀聯準會未來升息步調？將是接下來要留意的重點。 而在這樣的環境下，哪些產業趨勢仍然明確，是2022年不能錯過的重點呢？ 0:00 精彩片段 1:16 升息潮下的美股 4:24 有下修風險的產業 7:25 2022 年趨勢明確向上的產業 10:52 主題投資 vs 價值投資 13:20 第二季你該做的事 15:50 2022 投資人必須關注的指標 ★ 商業合作請洽 [email protected] 或撥專線 (02)2551-2561 轉 255。 主持｜Frances 陳對 來賓｜瀚亞投信－Eric 林元平 企劃｜陳禹志、吳匡庭 攝影｜吳尚哲 剪輯｜吳尚哲 後製｜吳尚哲 -- Hosting provided by SoundOn
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