[心得] 接下來還有一堆不確定因素影響盤勢
1.川普只是宣布90天內對台灣等75國關稅先用10%,90天後呢?
就算到最後不用32%,以川普的性格肯定要求比10%高吧
2.台積電受到景氣變數+川普關稅和要求,以往的高獲利高毛利高營收
未來一年或會受到挑戰
3.美國對中國課了125%稅,中國對美國也課了84%稅,會衝擊一堆美企
獲利展望不好美股如果還有下修空間,台股撐得住?
總之只要川普關稅的不確定性仍存在,加上景氣下行,今年操盤真的要十分小心風險
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