主持人 黃斐瑜 本集來賓 盧燕俐 林友銘 陳威良 呂忠達 💡本集重點： ★美債上限火急.AAA評級恐不保? 穆迪:6/15是死線!! ★無擔保負債7500兆! 富爸爸作者:美國早就破產了!! ★輝達飆天價.市值近兆美元 外資喊加碼上看500美元!! ★輝達本益比高達197倍 AI美夢能支撐? 該居高思危!? ★市場打臉巴菲特!台積周漲34元.衝上近1年新高價!! ★想像題材持續發威? 內資熱錢超前部署下個接班人!? ★貴到被吃豆腐? 散戶追買 美債ETF"溢價"逾3%!? ★不要只看現金股利! 金融股"總殖利率"仍有5%!? ★美債危機國內金融曝險1.38兆 蔡明忠:核彈級威脅!! ★GDP連2季衰退.景氣燈號6藍 台灣恐步入L型衰退!? ★美.台經濟走衰 資產配置的新常態"債>股.股=債"!? ★母以子貴題材夯怎卡位? 公允價值法vs.權益法有差!? ★"公允價值看股價.權益看獲利" 母以子貴選股撇步!! ★每月有現金流? "月配息"股債ETF吸金突破兆元!! -- Hosting provided by SoundOn
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