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金臨天下

信貸緊縮警報 鮑爾曲線最嚴重倒掛 獲利年減7%?美股財報季有憂沒有喜

10 Apr 2023

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主持人 黃斐瑜 本集來賓 曾俊洲 陳威良 馮志源 王映亮 💡本集重點: ★信貸緊縮警報銀行不借錢 美國經濟加速衰退中!? ★非農放緩暫停升息? 桑默斯:美經濟碰到"雙面風險"!! ★"鮑爾曲線"創最嚴重倒掛 經濟衰退敲響降息警鐘!? ★經濟衰退警鈴響 黃金進場好時機?美股短空中多!? ★特斯拉墨西哥廠準備投產 台廠"在地化供應鏈"催油門!? ★面板跳脫景氣循環? 2023年車用營收"上看兩成"!? ★陸MLCC廠發漲價函 報價迎曙光?台廠"錢"景亮!? ★運價揚帆+罷工事件 航運股醞釀漲勢?短打安全!? ★電價喊漲.用電大戶成本增! 四檔節電概念股聚光!? ★終結寬鬆?趕走禿鷹? 日銀植田和男上任五大難題!? -- Hosting provided by SoundOn

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