【周三居韭屋】美中谈判有进展，川普投顾护盘，Palantir财报亮眼却大跌、迪士尼要去阿布达比打造新乐园！
2025-05-15 11:02:03
💡美联储本次利率不变，今年首次降息延后；英国成为首个完成贸易协议国，中美谈判有乐观进展，市场情绪大幅回暖，股市还能涨吗？
💡Palantir 财报亮眼，但估值过高导致股价大跌，市场藉机修正泡沫，投资人是否有更好的入场方式，避免追高风险？
💡迪士尼将在阿布达比打造新乐园，扩展潜在客源市场，Disney+ 订阅成长稳健，营运趋势持续向上，相对不受关税影响，迪士尼成为动盪时期的防禦型选择。
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