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Chinatimes
@chinatimes.com
·
1 hour
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《基金》台股創史上最大漲點 安聯投信:關注企業獲利與AI投資趨勢
安聯投信台灣大壩基金經理人蕭惠中指出,近期市場波動主要反映市場對美國聯準會利率政策是否走向緊縮的擔憂;其次是市場持續去槓桿、估值修正。她認為,對於利率政策走向的擔憂,其實過去一段時間市場已在陸續消化,真正牽動市場情緒的是聯準會新任主席華許發出模稜兩可訊息,市場對利率走向感到困惑所致。 蕭惠中表示,隨著聯準會決議維持利率不變,緩解市場擔憂,加上聯準會最關注的通膨指標在6月降溫,...
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