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鉅亨買基金總經理張榮仁分析,華許希望市場減少對Fed前瞻指引的依賴,重新聚焦通膨、就業與金融條件等基本面數據。代表未來市場定價將更直接反映經濟變化,投資人不能再單純依靠降息預期作為投資判斷依據。從區域布局來看,台股、美股、日股及韓股仍是AI受惠程度較高的市場,...
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If you click 'Accept all', we and our partners, including 248 who are part of the IAB Transparency & Consent Framework, will also store and/or access information on a device (in other words, use …