
專業財經媒體第一選擇。 《工商時報》創刊於1978年12月1日,是一份積極報導經濟事務、國際貿易、國際財經、兩岸財經、投資理財、股市分析為主軸的專業財經報紙。 【市場觀測站】評析市場走勢、闡釋國際金融行情,提供讀者前瞻指引,洞察全球市場動向。 ☆更多收聽平台:lihi3.cc/P8PIe ☆想敲碗、建議,歡迎來信:cteepodcast@gmail.com ---- 讓您掌握先機,投資無往不利 ✔️瀏覽工商時報官網 :ctee.com.tw/ ✔️訂閱工商時報YT:pse.is/4uhbph ✔️追蹤工商時報FB:www.facebook.com/ctee.fans/ ✔️加入工商時報LINE:line.me/ti/p/@ccf6523h -- Hosting provided by SoundOn
| Publishes | Weekly | Episodes | 143 | Founded | 3 years ago |
|---|---|---|---|---|---|
| Language | Number of Listeners | Categories | BusinessBusiness NewsNews |

馬年行情快到抓不住,AI 評價模型重新定價,沉穩的債券不敵股市的活潑。金控首席經濟學家提醒,資金輪動速度極快,投資人必須轉向「反應速度」的競爭。
🎙主持人:工商時報編輯部副主任兼產經研究組組長 #陳碧芬
🎙來賓:富邦金控首席經濟學家 #羅瑋
🖊本集重點:
1. 馬年金融節奏,快馬加鞭向前衝
2. 政經議題高度連結市場訊號
3. AI主旋律不變,操作節拍已變
4. 資金大輪動的觀察線索
4. 債券配置以短克長
5. 留住流動性,確保配置的長假安穩
☆點擊查看... more
2026開年迄今不到40個交易日,全球股市連創高檔再震盪、美元走勢疲軟,華爾街熱門科技股也現跌勢。金控首席經濟學家認為,景氣基調仍偏向溫和成長,但市場估值重新定價實際上藏在每一個政策時機點中。投資人最怕的不是一時拉回,而是政策變動造成的市場重新定價來得又快又猛。
🎙主持人:工商時報編輯部副主任兼產經研究組組長 #陳碧芬
🎙來賓:富邦金控首席經濟學家 #羅瑋
🖊本集重點:
1. 股市先嗨再翻車,2026開年就大浪來襲
2. 政策大考年,擺明三大定價導火線
3. 美元當真走... more
火紅的矽光子概念股不僅是「概念」,將會決定台灣能否在AI算力擴張中的續航力。產業研究專家提醒,台灣的挑戰在於如何擺脫「薄利代工」的慣性,導入政策前瞻及整合平台,深耕高價值智財權的戰略引擎。這是一場關於「光」的革命,更是台灣半導體生態系從單點領先,邁向全面共榮的轉捩點。
🎙主持人:工商時報編輯部副主任兼產經研究組組長 #陳碧芬
🎙來賓:中華經濟研究院副院長 #陳信宏
🖊本集重點:
1. 數位轉型驅動矽光子不再只是單一產業
2. 中經院用73萬筆資料揭露全球矽光子趨勢
3.... more
台美關稅正式拍板,傳統產業迎來關稅調降至15%且不疊加的利多,這或許帶給業者喘息的機會,但要迎向光明未來,真正的考題才要揭示。川普政府要台積電投資、又要在地製造,政策智庫經濟學家提醒,防止台灣因此被掏空,要把合規、智慧製造做成中小企業也用得起的基礎建設,爭取非紅供應鏈的關鍵認證等新機會,把壓力轉成產業外溢與再成長的動能。
🎙主持人:工商時報編輯部副主任兼產經研究組組長 #陳碧芬
🎙來賓:中華經濟研究院副院長 #陳信宏
🖊本集重點:
1. 川普關稅15%不疊加,台股利多先落地 more
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謝謝工商時報 聽完沒學到工商知識,倒是我的台灣價值更高了
追蹤一陣子,覺得主持人跟來賓越來越有互動,獲益良多
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工商時報Podcast launched 3 years ago and published 143 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.
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