About this episode
富邦期權通 投資理財變輕鬆
- 美國非農修正創歷史，勞動市場降溫加大降息壓力
- 台股半導體展催化，先進封裝、CPO、ASIC 科技股強勢上攻
- 市場預期 9／17 FOMC 降息機率達100%，全年降息三次機率增至 61％
- 建議聚焦先進封裝、矽光子、ASIC、HBM 等新興供應鏈題材布局股期
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