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幣需AI報
steven
11 episodes
1 week ago
財金,AI,區塊鏈現在人幣需知道的任何事都在這裡發聲。
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Investing
Business
RSS
All content for 幣需AI報 is the property of steven and is served directly from their servers with no modification, redirects, or rehosting. The podcast is not affiliated with or endorsed by Podjoint in any way.
財金,AI,區塊鏈現在人幣需知道的任何事都在這裡發聲。
Show more...
Investing
Business
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EP8 | 懂王川普又來搞, 7/9關稅會不會再次衝擊??
幣需AI報
8 minutes 10 seconds
4 months ago
EP8 | 懂王川普又來搞, 7/9關稅會不會再次衝擊??

本集分析2025年7月9日川普政府關稅緩衝期結束對美台股市的衝擊。美國面臨停滯性通膨,特定產業承壓,其中非必需消費品與基本材料為最脆弱板塊。台灣出口導向經濟恐遭高達32%的直接關稅重擊,特別是傳統產業與汽車零組件。半導體業雖直接風險較低,但因高度依賴日本上游材料與設備,美國對日關稅恐間接推高其成本,形成第二波衝擊。報告最終探討了協商解決、全面課稅、混沌不明三種情境,並提供投資者應對策略。

幣需AI報
財金,AI,區塊鏈現在人幣需知道的任何事都在這裡發聲。