About this episode
00:42 美國零售企業如何看待關稅帶來的影響，如何因應？
08:21 日用品、餐廳漲價如何對美國民眾的消費行為與供應鏈環節產生影響？
11:43 川普課關稅再減企業稅和個人稅。
17:27 站在投資角度如何看待下半年的市場，以及關稅如何帶動全球供應鏈重組？
25:49 科技巨頭 CSP 對關稅與資本支出狀的觀點。
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Podcast 回饋表單：https://statementdog.cc/PMOa8
Podcast 業務合作聯絡信箱：[email protected]
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