#下班國際線 台積電法說會變法會?大盤跌破季線..恐步上韓股後塵？施俊吉這麼看台股下一步！ft. 施俊吉Ep.59路怡珍 @TheStormMedia

Global markets are entering a volatile second half of 2026 as the AI investment boom, geopolitical tensions, and U.S. inflation continue to reshape the economic outlook. With new Federal Reserve Chair Kevin Warsh taking office, investors are closely watching whether the Fed could shift from rate cuts back to rate hikes—and what that means for global capital flows. In this episode of "The Global Line" , former Vice Premier of Taiwan Jun-ji Shih breaks down the Fed's policy framework, the impact of the U.S. dollar and the yen carry trade on global markets, and the strategic implications of TSMC's U.S. expansion, AI semiconductor competition, and South Korea's capital market and income distribution. Join us as we decode the key signals shaping today's global economy