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    5. 理財周刊:2022投資大趨勢第7期
    2023投資風向 巴菲特買台積電給台股的警世

    理財周刊:2022投資大趨勢第7期

    Publisher 理財周刊
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    Released
    2022/12/25
    Language
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    Pages
    60
    ID
    333596
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    2022投資大趨勢 特刊第7期:2023投資風向 巴菲特買台積電給台股的警世

    明年全球經濟將進入衰退,似乎成了金融市場共識,關鍵在於衰退幅度會多大與時間持續多久?又何時落底?尤其,今年的十二月上旬,美國十年期與兩年期公債殖利率差距逾八十個基點,倒掛幅度是自1980年代以來最嚴重,更透露出經濟衰退的警訊。另外一個市場關心的焦點,會是升息循環何時結束?終端利率有多高?何時又能開始降息以振興景氣復甦?...請看《投資大趨勢 特刊 》第7期更多精采內容
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    特刊編輯室

    2股市預估明年上半年落底 投資先守後攻兩階段布局





    半導體風生水起



    4熱錢回流瘋狗浪,台股上演V轉秀!巴菲特帶風向 半導體回神



    8美中韓轉單接踵而來 半導體成熟製程現轉機



    11貨幣政策有轉向跡象,衰退交易成過去式!IP股與壽險股苦盡甘來





    電動車加速成長



    20產業前景透明度高 光學應用三雄 業績閃亮



    24營收創高者爭奇鬥妍 車用連接器客戶持續追單





    雲端需求加碼投資



    28雲端服務供應大廠逆勢加碼資本支出 伺服器供應鏈 明年大成長



    34伺服器廠營收成長動能增溫 散熱族群指標股後市看旺





    HPC捲土重來



    39應用板塊雜音漸消 跌深就是最大利多 高速傳輸股 接棒IP股輪動



    45中長期需求穩健 二○二三仍有兩成產能缺口 載板三雄 美系外資送暖
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    Released
    2022/12/25
    Language
    Traditional Chinese
    File format
    PDF: Fit in large screen
    Provide Adobe DRM
    Provide PDF
    Offer DRM free license
    No
    ID
    333596

    台灣經濟

    投資

    貿易戰

    車電概念股

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    理財周刊1291期:輝達驚奇2.0 引爆三大利多

    理財周刊1290期 點股成金特別版

    理財周刊1290期:《美中貿易談判讓步》 台股大解套

    理財周刊1289期:520行情vs.匯率大戰

    理財周刊1289期 點股成金特別版

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