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金臨天下

高點就在眼前 美股五月賣變三月賣 台積歐設廠傳緩 美科技股中年危機

19 Feb 2023

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主持人 黃斐瑜 本集來賓 馮志源 陳威良 紀緯明 許豐祿 【本集重點】 1.高盛.美銀喊還要再升3碼! 桑默斯:Fed恐急剎翻車!? 2.散戶搶進美股.投資額創高! 上演"迷因股熱潮2.0"!? 3.3月賣.快走開? 美股漲幅近滿足.台股也將跟上步伐!? 4.美1月"核心PCE"再飆高? 通膨反彈Fed"鷹"浪再起!? 5.美國"長.短天期公債"大不同! 進場投資前停看聽!? 6.市場預期Fed利率"先上後下" 美債ETF投資時機到!? 7.科技業遇逆風.裁員潮止不住! 美企巨頭陷"中年危機"!? 8.谷歌工程師跳槽開發ChatGPT? 前員工諷老東家"過時"!? -- Hosting provided by SoundOn

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