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金臨天下

緩升息太樂觀 鮑爾2/2恐放鷹 連4G都不准 美傳完全封殺華為

02 Feb 2023

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主持人 黃斐瑜 本集來賓 殷乃平 林宏文 謝晨彥 李永年 【本集重點】 1.通膨捲土重來? 克魯曼:市場太自信高通膨已結束!! 2.別高興太早? 緩升息市場太樂觀 鮑爾2/2恐放鷹!? 3.估值仍過高! 傳奇投資人葛拉漢警告:美股再跌5成!! 4.市場瀰漫樂觀氣氛 經濟學人:原物料飆恐推升通膨!? 5.一日行情?喝了再上? 台股萬五激戰 關注Fed動向!? 6."殺積盤"才是好買點? 台積無懼產業利空上看585!? 7.聯電回購受阻卻收小紅! 今年主要貢獻看"車用IC"!? -- Hosting provided by SoundOn

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