【周三居韭屋】美国经济不着陆，第四季该投甚么？
2024-10-16 15:16:27
近期美股投资情绪大幅好转，似乎已经把7、8月的衰退风险抛诸脑后，不过也即将迎来美股Q3财报季的考验，到底市场有没有太过乐观很快就能见分晓。与此同时，投资人可以检验手上的持股，在第四季的一开头就提前调整部位，准备迎接年底行情。
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00:00 正片开始
01:20 美股Q4展望I：科技、消费
06:42 美股Q4展望II：通讯服务、公用事业、医疗保健
11:04 本周市场焦点
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