{"id":10970,"date":"2024-08-16T17:20:50","date_gmt":"2024-08-16T09:20:50","guid":{"rendered":"https:\/\/blog.roboadvisor.com.tw\/?p=10970"},"modified":"2024-08-16T17:20:50","modified_gmt":"2024-08-16T09:20:50","slug":"%e9%98%bf%e7%88%be%e7%99%bc%e6%8a%95%e8%b3%87%e7%b5%84%e5%90%88%e7%b8%be%e6%95%88%e8%88%87%e5%85%a8%e7%90%83%e9%87%91%e8%9e%8d%e5%b8%82%e5%a0%b4%e5%9b%9e%e9%a1%a7-2024%e5%b9%b47%e6%9c%88","status":"publish","type":"post","link":"https:\/\/blog.roboadvisor.com.tw\/?p=10970","title":{"rendered":"\u963f\u723e\u767c\u6295\u8cc7\u7d44\u5408\u7e3e\u6548\u8207\u5168\u7403\u91d1\u878d\u5e02\u5834\u56de\u9867 \u2014 2024 \u5e74 7 \u6708"},"content":{"rendered":"\n

2024\u5e747\u6708\uff0c\u53f0\u80a1\u53d7\u5230\u5168\u7403\u5730\u7de3\u653f\u6cbb\u98a8\u96aa<\/a>\u5347\u6eab\u4ee5\u53ca\u65e5\u672c\u592e\u884c\u5347\u606f<\/a>\u4e26\u7e2e\u6e1b\u516c\u50b5\u8cfc\u8cb7\u898f\u6a21\u7684\u5f71\u97ff\uff0c\u5e02\u5834\u60c5\u7dd2\u660e\u986f\u8f49\u5f31\u3002\u9019\u4e9b\u56e0\u7d20\u5c0e\u81f4\u53f0\u80a1\u52a0\u6b0a\u6307\u6578\u5728\u7576\u6708\u51fa\u73fe\u5927\u5e45\u6ce2\u52d5\uff0c\u6700\u7d42\u6536\u65bc22,199\u9ede\uff0c\u55ae\u6708\u4e0b\u8dcc\u4e863.6%\uff0c\u8207\u4e0a\u6708\u76f8\u6bd4\u4e0b\u8dcc\u4e86833\u9ede\uff0c\u5e02\u5834\u6ce2\u52d5\u5e45\u5ea6\u9054\u52302,533\u9ede\u3002<\/p>\n\n\n\n

\"\"<\/figure>\n\n\n\n

2024\u5e747\u6708\u91d1\u878d\u5e02\u5834\u5256\u6790<\/strong><\/h2>\n\n\n\n

\u7f8e\u570b<\/strong><\/h3>\n\n\n\n

\u7f8e\u570b7\u6708\u4efd\u6a19\u666e500\u6307\u6578\u4e0a\u6f321.13%\uff0c\u9053\u74ca\u5de5\u696d\u6307\u6578\u4e0a\u6f324.41%\uff0c\u800c\u90a3\u65af\u9054\u514b\u6307\u6578\u5247\u4e0b\u8dcc0.75%\u3002VIX\u6307\u6578\u4e0a\u534731.52%\uff0c\u986f\u793a\u5e02\u5834\u6ce2\u52d5\u6027\u589e\u52a0\u3002\u7531\u65bc\u5927\u578b\u80a1\u7684\u672c\u76ca\u6bd4\u504f\u9ad8\uff0c\u6295\u8cc7\u8005\u5c07\u8cc7\u91d1\u5f9e\u5927\u578b\u79d1\u6280\u80a1\u8f49\u5411\u5c0f\u578b\u80a1\u548c\u5176\u4ed6\u8868\u73fe\u4e0d\u4f73\u7684\u677f\u584a\uff0c\u5c0e\u81f4\u7f85\u7d202000\u6307\u6578\u4e0a\u6f3210.10%\u3002<\/p>\n\n\n\n

\u7f8e\u570b6\u6708\u4efd\u6d88\u8cbb\u8005\u7269\u50f9\u6307\u6578\uff08CPI\uff09\u5e74\u589e\u7387\u964d\u81f33%\uff0c\u6838\u5fc3\u901a\u81a8\u7387\u70ba3.3%\uff0c\u5747\u4f4e\u65bc\u5e02\u5834\u9810\u671f\u3002\u500b\u4eba\u6d88\u8cbb\u652f\u51fa\u6307\u6578\uff08PCE\uff09\u5e74\u589e\u7387\u653e\u7de9\u81f32.5%\uff0c\u70ba\u4e94\u500b\u6708\u4f86\u6700\u4f4e\u3002\u7b2c\u4e8c\u5b63\u5ea6\u7684\u7d93\u6fdf\u6578\u64da\u986f\u793a\u901a\u8139\u98a8\u96aa\u5927\u5e45\u4e0b\u964d\uff0c\u800c\u5c31\u696d\u8d70\u5f31\u7684\u98a8\u96aa\u4e0a\u5347\u3002\u806f\u6e96\u6703\u7684\u8ca8\u5e63\u653f\u7b56\u7acb\u5834\u5df2\u5f9e\u63a7\u5236\u901a\u8139\u8f49\u70ba\u517c\u9867\u901a\u8139\u548c\u5c31\u696d\uff0c\u4e26\u8868\u793a\u82e5\u6578\u64da\u7b26\u5408\u9810\u671f\uff0c\u6700\u5feb\u53ef\u80fd\u57289\u6708\u964d\u606f<\/a>\u3002<\/p>\n\n\n\n

\u6b50\u5143\u5340\u8207\u82f1\u570b<\/h3>\n\n\n\n

\u5728\u6b50\u6d32\uff0cSTOXX\u6b50\u6d32600\u6307\u6578\u4e0a\u6f321.00%\uff0c\u82f1\u570b\u5bcc\u6642100\u6307\u6578\u4e0a\u6f322.5%\uff0c\u6cd5\u570bCAC40\u6307\u6578\u4e0a\u6f320.7%\uff0c\u5fb7\u570bDAX\u6307\u6578\u4e0a\u6f321.5%\u3002<\/p>\n\n\n\n

\u82f1\u570b6\u6708\u4efd\u901a\u81a8\u7387\u7dad\u6301\u57282.0%\uff0c\u8207\u4e0a\u6708\u6301\u5e73\uff0c\u670d\u52d9\u696d\u901a\u81a8\u7387\u7dad\u6301\u57285.7%\uff0c\u9ad8\u65bc\u82f1\u570b\u592e\u884c\u7684\u9810\u6e2c\u3002\u9019\u53ef\u80fd\u5c0e\u81f4\u82f1\u570b\u592e\u884c\u5ef6\u9072\u964d\u606f\u3002<\/p>\n\n\n\n

\u65e5\u672c<\/h3>\n\n\n\n

7\u6708\u4efd\u65e5\u7d93\u6307\u6578\u4e0b\u8dcc1.22%\uff0c\u53d7\u71c3\u6599\u50f9\u683c\u4e0a\u6f32\u548c\u65e5\u5713\u4e0b\u8dcc\u5f71\u97ff\uff0c\u6771\u4eac7\u6708\u4efd\u6838\u5fc3\u901a\u81a8\u7387\u5347\u81f32.2%\uff0c\u9023\u7e8c\u7b2c\u4e09\u500b\u6708\u52a0\u901f\u3002\u53e6\u5916\uff0c\u65e5\u672c\u592e\u884c\u57287\u6708\u5347\u606f15\u500b\u57fa\u9ede\u4e26\u7e2e\u6e1b\u516c\u50b5\u8cfc\u8cb7\u898f\u6a21\uff0c\u4f7f\u65e5\u5713\u532f\u7387\u5927\u6f322%\u3002<\/p>\n\n\n\n

\u81fa\u7063<\/h3>\n\n\n\n

\u57282024\u5e747\u6708\uff0c\u53f0\u80a1\u52a0\u6b0a\u6307\u6578\u6536\u65bc22,199\u9ede\uff0c\u55ae\u6708\u4e0b\u8dcc\u4e863.6%\uff0c\u76f8\u6bd4\u4e0a\u6708\u768423,032\u9ede\u4e0b\u8dcc\u4e86833\u9ede\uff0c\u5e02\u5834\u6ce2\u52d5\u660e\u986f\uff0c\u7576\u6708\u6700\u9ad8\u9ede\u8207\u6700\u4f4e\u9ede\u7684\u9707\u76ea\u5e45\u5ea6\u9054\u52302,533\u9ede\u3002<\/p>\n\n\n\n

7\u6708\u4efd\u7684\u6d88\u8cbb\u8005\u4fe1\u5fc3\u6307\u6578\uff08CCI\uff09\u7e3d\u6307\u6578\u8f036\u6708\u4e0a\u5347\u4e862.67\u9ede\uff0c\u9054\u523075.36\u9ede\uff0c\u9019\u662f\u81ea2021\u5e749\u6708\u4ee5\u4f86\u7684\u8fd1\u4e09\u5e74\u65b0\u9ad8\u3002\u5176\u4e2d\uff0c\u300c\u7269\u50f9\u6c34\u6e96\u300d\u6307\u6a19\u4e0a\u5347\u6700\u591a\uff0c\u800c\u300c\u6295\u8cc7\u80a1\u7968\u6642\u6a5f\u300d\u6307\u6a19\u5247\u4e0b\u964d\u6700\u591a\uff0c\u53cd\u6620\u51fa\u6d88\u8cbb\u8005\u5c0d\u7269\u50f9\u7684\u64d4\u6182\u52a0\u5287\uff0c\u4ee5\u53ca\u5c0d\u80a1\u5e02\u6295\u8cc7\u7684\u8b39\u614e\u614b\u5ea6\u3002<\/p>\n\n\n\n

\u6b64\u5916\uff0c7\u6708\u7684\u6d88\u8cbb\u8005\u7269\u50f9\u6307\u6578\uff08CPI\uff09\u5e74\u589e\u7387\u70ba2.52%\uff0c\u5275\u4e0b\u8fd1\u4e94\u500b\u6708\u7684\u65b0\u9ad8\uff0c\u4e26\u9023\u7e8c\u7b2c\u4e09\u500b\u6708\u8d85\u904e2%\u7684\u8b66\u6212\u7dda\u3002\u4e3b\u8a08\u7e3d\u8655\u6307\u51fa\uff0c\u98b1\u98a8\u51f1\u7c73\u5c0d\u53f0\u7063\u8fb2\u696d\u9020\u6210\u640d\u5931\uff0c\u63a8\u9ad8\u4e86\u852c\u679c\u50f9\u683c\uff0c\u9019\u53ef\u80fd\u57288\u6708\u4efd\u9032\u4e00\u6b65\u5f71\u97ff\u7269\u50f9\uff0c\u4f7f\u6574\u9ad4CPI\u6f32\u5e45\u8d85\u904e7\u6708\u3002<\/p>\n\n\n\n

\u672c\u6708\u7f8e\u5143\u514c\u53f0\u5e63\u532f\u7387\u5c0f\u5e45\u9707\u76ea\u8d70\u9ad8\uff0c\u6700\u7d42\u4ee532.74\u5143\u6536\u76e4\u3002<\/p>\n\n\n\n

\u5168\u7403\u50b5\u5e02<\/h3>\n\n\n\n

\u7f8e\u570b3\u500b\u6708\u516c\u50b5\u6b96\u5229\u7387\u5f9e5.42%\u8dcc\u81f35.28%\uff0c2\u5e74\u671f\u516c\u50b5\u6b96\u5229\u7387\u5f9e4.75%\u5347\u81f34.76%\uff0c10\u5e74\u671f\u516c\u50b5\u6b96\u5229\u7387\u5f9e4.39%\u8dcc\u81f34.14%\u3002\u82f1\u570b10\u5e74\u671f\u516c\u50b5\u6b96\u5229\u7387\u5f9e4.18%\u8dcc\u81f33.97%\u3002\u65e5\u672c10\u5e74\u671f\u516c\u50b5\u6b96\u5229\u7387\u5f9e1.05%\u5347\u81f31.06%\u3002<\/p>\n\n\n\n

\u6839\u64da\u6700\u65b0\u5e02\u5834\u6578\u64da\u986f\u793a\uff0c2024\u5e747\u6708\u7f8e\u570b\u77ed\u671f\u8207\u9577\u671f\u516c\u50b5\u6b96\u5229\u7387\u51fa\u73fe\u5206\u5316\uff0c3\u500b\u6708\u516c\u50b5\u6b96\u5229\u7387\u5f9e5.42%\u4e0b\u964d\u81f35.28%\uff0c\u800c2\u5e74\u671f\u516c\u50b5\u6b96\u5229\u7387\u5247\u5fae\u5e45\u4e0a\u5347\u81f34.76%\u3002\u540c\u6642\uff0c10\u5e74\u671f\u516c\u50b5\u6b96\u5229\u7387\u5f9e4.39%\u8dcc\u81f34.14%\uff0c\u53cd\u6620\u51fa\u5e02\u5834\u5c0d\u672a\u4f86\u7d93\u6fdf\u589e\u9577\u7684\u64d4\u6182\u8207\u901a\u8139\u58d3\u529b\u7684\u7de9\u89e3\u3002\u82f1\u570b10\u5e74\u671f\u516c\u50b5\u6b96\u5229\u7387\u4e5f\u5f9e4.18%\u4e0b\u964d\u81f33.97%\uff0c\u800c\u65e5\u672c10\u5e74\u671f\u516c\u50b5\u6b96\u5229\u7387\u7565\u5fae\u4e0a\u5347\u81f31.06%\u3002\u9019\u4e9b\u8b8a\u5316\u986f\u793a\u51fa\u5e02\u5834\u5c0d\u5168\u7403\u7d93\u6fdf\u524d\u666f\u7684\u8907\u96dc\u770b\u6cd5\uff0c\u9577\u671f\u6295\u8cc7\u8005\u53ef\u80fd\u6703\u7e7c\u7e8c\u9752\u775e\u7a69\u5065\u6536\u76ca\u7684\u56fa\u5b9a\u6536\u76ca\u8cc7\u7522<\/a>\u3002<\/p>\n\n\n\n

\n\n\n\n

\u963f\u723e\u767c\u6838\u5fc3\u6295\u8cc7\u7d44\u5408\u7e3e\u6548\u56de\u9867<\/h2>\n\n\n\n
\n
\n
\n
 <\/td>\u672c\u6708\u6295\u7d44\u5831\u916c(%)<\/strong><\/td>\u57fa\u6e96\u6307\u6578\u5831\u916c(%)<\/strong><\/td>\u76f8\u5c0d\u6307\u6578\u8868\u73fe(%)<\/strong><\/td>\u5e74\u521d\u81f3\u4eca\u5831\u916c(%)<\/strong><\/td><\/tr>
\u963f\u723e\u767c\u6838\u5fc330<\/td>2.33<\/td>2.06<\/td>0.27<\/td>4.25<\/td><\/tr>
\u963f\u723e\u767c\u6838\u5fc335<\/td>2.36<\/td>2.03<\/td>0.33<\/td>4.62<\/td><\/tr>
\u963f\u723e\u767c\u6838\u5fc340<\/td>2.38<\/td>2.02<\/td>0.36<\/td>5.07<\/td><\/tr>
\u963f\u723e\u767c\u6838\u5fc345<\/td>2.54<\/td>2.12<\/td>0.42<\/td>5.40<\/td><\/tr>
\u963f\u723e\u767c\u6838\u5fc350<\/td>2.64<\/td>2.15<\/td>0.49<\/td>5.73<\/td><\/tr>
\u963f\u723e\u767c\u6838\u5fc355<\/td>2.73<\/td>2.30<\/td>0.43<\/td>6.12<\/td><\/tr>
\u963f\u723e\u767c\u6838\u5fc360<\/td>2.79<\/td>2.35<\/td>0.44<\/td>6.70<\/td><\/tr>
\u963f\u723e\u767c\u6838\u5fc365<\/td>2.88<\/td>2.38<\/td>0.49<\/td>6.86<\/td><\/tr>
\u963f\u723e\u767c\u6838\u5fc370<\/td>2.91<\/td>2.42<\/td>0.49<\/td>7.26<\/td><\/tr>
\u963f\u723e\u767c\u6838\u5fc375<\/td>2.90<\/td>2.44<\/td>0.47<\/td>7.58<\/td><\/tr>
\u963f\u723e\u767c\u6838\u5fc380<\/td>2.94<\/td>2.47<\/td>0.47<\/td>8.00<\/td><\/tr>
\u963f\u723e\u767c\u6838\u5fc385<\/td>3.04<\/td>2.55<\/td>0.49<\/td>8.23<\/td><\/tr>
\u963f\u723e\u767c\u6838\u5fc390<\/td>3.10<\/td>2.62<\/td>0.48<\/td>8.51<\/td><\/tr><\/tbody><\/table>
\u8cc7\u6599\u4f86\u6e90\uff1aMorningstar Direct\uff0c\u963f\u723e\u767c\u6295\u9867\u6574\u7406\u3002\u8cc7\u6599\u671f\u9593\uff1a2024\/01\/01~2024\/07\/31\u3002\u5e63\u5225 : \u7f8e\u5143
\u57fa\u6e96\u6307\u6578\u63a1\u7528\u76f8\u5c0d\u61c9\u80a1\u50b5\u6bd4\u7684\u5168\u7403\u80a1\u7968\u6307\u6578+\u5168\u7403\u7d9c\u5408\u50b5\u5238\u6307\u6578\u3002<\/figcaption><\/figure>\n<\/div>\n<\/div>\n<\/div>\n\n\n\n
    \n
  • \u672c\u6708\u5404\u570b\u80a1\u5e02\u8868\u73fe\u4e0d\u4e00\uff0c\u5728\u7f8e\u570b\u80a1\u5e02\u4ee5\u53ca\u67d0\u4e9b\u5c0f\u578b\u80a1\u5e36\u52d5\u4e0b\uff0c\u963f\u723e\u767c\u6838\u5fc3\u6295\u7d44\u6700\u4fdd\u5b88\u5230\u6700\u7a4d\u6975\u7684\u5831\u916c\u70ba2.33%\u81f33.10%\u3002<\/li>\n\n\n\n
  • \u9577\u671f\u4ee5\u4f86\uff0c\u5728\u6295\u8cc7\u7d44\u5408\u4e2d\u914d\u7f6e\u591a\u5143\u3001\u76f8\u95dc\u6027\u4f4e\u7684\u8cc7\u7522\u80fd\u5920\u6709\u6548\u964d\u4f4e\u6ce2\u52d5\u4e26\u63d0\u5347\u5831\u916c\u3002\u963f\u723e\u767c\u6295\u7d44\u5e74\u521d\u81f3\u4eca\u8868\u73fe\u5f9e\u6700\u4fdd\u5b88\u5230\u6700\u7a4d\u6975\u7684\u6295\u8cc7\u7d44\u5408\u5831\u916c\u70ba4.25%\u81f38.51%\u3002<\/li>\n<\/ul>\n\n\n\n

    \u53f0\u5927\u7522\u5b78\u5408\u4f5c\u6295\u8cc7\u7d44\u5408\u7e3e\u6548\u56de\u9867<\/h2>\n\n\n\n
    <\/td>\u672c\u6708\u6295\u7d44\u5831\u916c(%)<\/strong><\/td>\u57fa\u6e96\u6307\u6578\u5831\u916c(%)<\/strong><\/td>\u76f8\u5c0d\u6307\u6578\u8868\u73fe(%)<\/strong><\/td>\u5e74\u521d\u81f3\u4eca\u5831\u916c(%)<\/strong><\/td><\/tr>
    \u53f0\u5927\u6295\u7d4430<\/td>2.25<\/td>2.24<\/td>0.01<\/td>4.46<\/td><\/tr>
    \u53f0\u5927\u6295\u7d4440<\/td>2.23<\/td>2.24<\/td>-0.01<\/td>5.44<\/td><\/tr>
    \u53f0\u5927\u6295\u7d4460<\/td>2.11<\/td>2.13<\/td>-0.02<\/td>7.82<\/td><\/tr>
    \u53f0\u5927\u6295\u7d4480<\/td>1.87<\/td>1.89<\/td>-0.03<\/td>10.33<\/td><\/tr><\/tbody><\/table>
    \u8cc7\u6599\u4f86\u6e90\uff1aMorningstar Direct\uff0c\u963f\u723e\u767c\u6295\u9867\u6574\u7406\u3002\u8cc7\u6599\u671f\u9593\uff1a2024\/01\/01~2024\/07\/31\u3002\u5e63\u5225 : \u7f8e\u5143
    \u57fa\u6e96\u6307\u6578\u63a1\u7528\u76f8\u5c0d\u61c9\u80a1\u50b5\u6bd4\u7684\u5168\u7403\u80a1\u7968\u6307\u6578+\u5168\u7403\u7d9c\u5408\u50b5\u5238\u6307\u6578\u3002<\/figcaption><\/figure>\n\n\n\n
      \n
    • \u672c\u6708\u53f0\u80a1\u5728\u5c0d\u7f8e\u570b\u7684\u7d93\u6fdf\u7591\u616e\u53ca\u65e5\u672c\u653f\u7b56\u7684\u5f71\u97ff\u4e4b\u4e0b\uff0c\u51fa\u73fe\u4e86\u5927\u5e45\u5ea6\u7684\u6ce2\u52d5\u3002\u53f0\u5927\u7522\u5b78\u5408\u4f5c\u6295\u8cc7\u7d44\u5408\u914d\u7f6e\u8f03\u9ad8\u6bd4\u4f8b\u65bc\u53f0\u7063\u80a1\u5e02\uff0c\u672c\u6708\u6700\u4fdd\u5b88\u5230\u6700\u7a4d\u6975\u7684\u5831\u916c\u70ba4.46%\u81f310.33%\u3002<\/li>\n<\/ul>\n\n\n\n

      \u7a69\u5b9a\u76c8\u6295\u8cc7\u7d44\u5408\u7e3e\u6548\u56de\u9867<\/h2>\n\n\n\n
      <\/td>\u672c\u6708\u6295\u7d44\u542b\u606f\u5831\u916c(%)<\/strong><\/td>\u57fa\u6e96\u6307\u6578\u542b\u606f\u5831\u916c(%)<\/strong><\/td>\u76f8\u5c0d\u6307\u6578\u8868\u73fe(%)<\/strong><\/td>\u5e74\u521d\u81f3\u4eca\u542b\u606f\u5831\u916c(%)<\/strong><\/td><\/tr>
      \u7a69\u5b9a\u76c8<\/td>0.45<\/td>0.45<\/td>0<\/td>3.08<\/td><\/tr><\/tbody><\/table>
      \u8cc7\u6599\u4f86\u6e90\uff1aMorningstar Direct\uff0c\u963f\u723e\u767c\u6295\u9867\u6574\u7406\u3002\u8cc7\u6599\u671f\u9593\uff1a2024\/01\/01~2024\/07\/31\u3002\u5e63\u5225 : \u7f8e\u5143
      \u57fa\u6e96\u6307\u6578\u63a1\u7528\u76f8\u5c0d\u61c9\u5168\u7403\u77ed\u671f\u50b5\u5238\u6307\u6578\u3002<\/figcaption><\/figure>\n\n\n\n
        \n
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        \n\n\n\n

        \u91d1\u878d\u5e02\u5834\u5c55\u671b<\/h2>\n\n\n\n

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        \n\n\n\n

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