主持人 黃斐瑜 本集來賓 李其展 陳威良 曲建仲 温建勳 💡本集重點： ★美中重啟對話 普欽驚言:中國經濟購買力已超美!! ★2024唯一經濟萎縮工業大國 德銀:美硬著陸100%!? ★高盛警告:"延滯性通膨"發酵! Fed高層再釋"鷹"訊!? ★通膨+租金漲+補貼減 美"迫遷令"申請比疫前高50%!! ★三大投行下修陸GDP 物價指數剪刀差轉負不利企業!? ★華爾街大多頭轉空 美股牛市像"大崩盤前的強彈"!? ★再漲有限? 那斯達克創新高 美股現階段先賣一趟!? ★下半年停看聽! 強勢美元恐到頭?人民幣續貶難升!? ★台廠前進巴黎航展搶單 軍工股還有"原型機"行情!? ★庫克十年大計 穿戴頭盔"空間運算"取代桌機筆電!? ★除權息兩頭賺! 填息勝率高.天數短優於高殖利率!? ★聯發科否認奪谷歌大單 台AI概念股下半年有挑戰!? ★銅價近1月漲5%! 商品貨幣下半年有機會築底反彈!? -- Hosting provided by SoundOn
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