稅改風暴下的投資新平衡：從減稅法案看美股板塊輪動與債券重估
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稅改風暴下的投資新平衡：從減稅法案看美股板塊輪動與債券重估
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這文探討了川普政府提出的新版稅改法案《One Big, Beautiful Bill Act》，該法案意在延續並擴大2017年減稅政策的核心內容。分析指出，這項法案短期內可望刺激 GDP 成長、擴大就業與企業利潤，但其背後也伴隨著長期財政赤字惡化的風險，預期將推升國債供給與長端利率水準。
在此背景下，美國股市可能出現結構性資金移動──資金自高估值的科技成長股撤出，轉向傳統能源、工業、金融等具備相對價值優勢的板塊。與此同時，作者也提醒投資人重新審視債券的配置策略，因應長期利率曲線變化帶來的潛在挑戰
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