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第一,美股因為鮑爾點出估值過高而連跌三天,市場風險意識升溫。
第二,美國就業與 GDP 數據強勁,削弱降息預期,美債殖利率持續上行。
第三,英特爾與台積電傳出合作消息,股價反應分歧,引發市場熱議。
第四,台股面臨國際利空與連假因素,建議投資人採取避險策略,控制部位風險。
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