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EP113.[趨勢]AI泡沫化 The Impact from DeepSeek
Episode 3
Friday, 4 April, 2025

 對於市場來說2025最重要的事情當然就是川普上任,川普講求實效但不按照套路,用出人意料這個詞語算是很客氣的說法,用驚嚇跟衝擊來形容會比較精準,這對市場情緒不是好事,反映在行情上就是川普沒事丟一句話市場就開始震盪,接下來四年很可能都會是這樣的震盪不安的走勢,弄得不好就會變成股災了。特別是川普這次上任第一天就簽了一百多個行政命令,很明顯鐵了心要大動作改革,動作幅度與頻率肯定不會小,所以川普在任的這幾年,不太可能出現前幾年那種隨便買隨便漲的行情,大家皮繃緊一點,該停損停利就停損停利,該定期定額就定期定額,該短打就短打,不要期待長線全壘打了。對於喜歡存股的投資人來說,這幾年會很不好過,不過也正好可以檢視自己在投資上的盲點,像是存股到底有甚麼缺點 小額贊助支持本節目: https://open.firstory.me/user/ckl1x1ob1p3ff086633pezuzr 留言告訴我你對這一集的想法: https://open.firstory.me/user/ckl1x1ob1p3ff086633pezuzr/comments Powered by Firstory Hosting

 

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