{"id":11324,"date":"2024-09-13T14:37:25","date_gmt":"2024-09-13T06:37:25","guid":{"rendered":"https:\/\/blog.roboadvisor.com.tw\/?p=11324"},"modified":"2024-09-13T14:37:25","modified_gmt":"2024-09-13T06:37:25","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%b48%e6%9c%88","status":"publish","type":"post","link":"https:\/\/blog.roboadvisor.com.tw\/?p=11324","title":{"rendered":"\u963f\u723e\u767c\u6295\u8cc7\u7d44\u5408\u7e3e\u6548\u8207\u5168\u7403\u91d1\u878d\u5e02\u5834\u56de\u9867 \u2014 2024\u5e748\u6708"},"content":{"rendered":"\n

2024\u5e748\u6708\uff0c\u53f0\u80a1\u5728\u7d93\u6b77\u4e86\u7f8e\u570b\u7d93\u6fdf\u8870\u9000\u7591\u616e<\/a>\u7b49\u591a\u91cd\u56e0\u7d20\u7684\u6ce2\u52d5\u5f8c\uff0c\u53d7\u60e0\u65bc\u7f8e\u570b\u964d\u606f<\/a>\u9810\u671f\u548cAI\u7522\u696d\u9700\u6c42\u5f37\u52c1\u7684\u96d9\u91cd\u63a8\u52d5\uff0c\u5e02\u5834\u60c5\u7dd2\u9010\u6f38\u7a69\u5b9a\u3002\u7136\u800c\uff0c\u5730\u7de3\u653f\u6cbb\u98a8\u96aa<\/a>\u3001\u7f8e\u570b\u7d93\u6fdf\u76f8\u95dc\u6578\u64da\u7684\u7591\u616e\u53ca\u7f8e\u570b\u7e3d\u7d71\u5927\u9078\u7684\u4e0d\u78ba\u5b9a\u6027\u4f9d\u7136\u5c0d\u5e02\u5834\u69cb\u6210\u58d3\u529b\u30028\u6708\u4efd\u53f0\u80a1\u52a0\u6b0a\u6307\u6578\u9707\u76ea\u5e45\u5ea6\u660e\u986f\uff0c\u6700\u7d42\u6536\u65bc22,268.09\u9ede\uff0c\u55ae\u6708\u4e0a\u6f320.3%\uff0c\u8207\u4e0a\u6708\u76f8\u6bd4\u4e0a\u6f32\u4e8668.74\u9ede\uff0c\u9707\u76ea\u5e45\u5ea6\u90542,989.47\u9ede\uff0c\u986f\u793a\u5e02\u5834\u5728\u591a\u91cd\u56e0\u7d20\u5f71\u97ff\u4e0b\u7684\u5287\u70c8\u6ce2\u52d5<\/a>\u3002<\/p>\n\n\n\n

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

2024\u5e748\u6708\u91d1\u878d\u5e02\u5834\u5256\u6790<\/strong><\/h2>\n\n\n\n

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

\u7f8e\u570b8\u6708\u4efd\u6a19\u666e500\u6307\u6578\u4e0a\u6f322.28%\uff0c\u9053\u74ca\u5de5\u696d\u6307\u6578\u4e0a\u6f321.76%\uff0c\u90a3\u65af\u9054\u514b\u6307\u6578\u4e0a\u6f320.65%\u3002VIX\u6307\u6578\u6700\u9ad8\u5347\u81f365\uff0c\u63a5\u8fd1\u65b0\u51a0\u75ab\u60c5\u6642\u7684\u9ad8\u9ede\uff0c\u7f85\u7d202000\u6307\u6578\u4e0b\u8dcc1.63%\u3002\u6708\u521d\u7f8e\u80a1\u56e0\u591a\u91cd\u56e0\u7d20\u4e0b\u8dcc\uff0c\u96a8\u8457\u9019\u4e9b\u56e0\u7d20\u4e00\u4e00\u6392\u9664\uff0c\u80a1\u5e02\u8dcc\u52e2\u9010\u6f38\u653e\u7de9\u3002<\/p>\n\n\n\n

\u7f8e\u570b7\u6708\u4efd\u6d88\u8cbb\u8005\u7269\u50f9\u6307\u6578\uff08CPI\uff09<\/a>\u5e74\u589e\u7387\u964d\u81f32.9%\uff0c\u6838\u5fc3\u901a\u81a8\u7387\u70ba3.2%\uff0c\u5747\u4f4e\u65bc\u5e02\u5834\u9810\u671f\uff0c\u986f\u793a\u901a\u81a8\u58d3\u529b<\/a>\u6b63\u5728\u9010\u6f38\u7de9\u89e3\u3002\u500b\u4eba\u6d88\u8cbb\u652f\u51fa\u6307\u6578\uff08PCE\uff09\u5e74\u589e\u7387\u8207\u4e0a\u6708\u6301\u5e73\u70ba2.5%\uff0c\u7565\u4f4e\u65bc\u5e02\u5834\u9810\u671f\u3002\u9019\u4e9b\u6578\u64da\u9032\u4e00\u6b65\u978f\u56fa\u4e86\u5e02\u5834\u5c0d\u806f\u6e96\u67039\u6708\u964d\u606f<\/a>\u7684\u9810\u671f\uff0c\u4e26\u589e\u5f37\u4e86\u6295\u8cc7\u8005\u5c0d\u7f8e\u570b\u7d93\u6fdf\u524d\u666f\u7684\u4fe1\u5fc3\uff0c\u8a8d\u70ba\u7d93\u6fdf\u6709\u671b\u5be6\u73fe\u8edf\u8457\u9678\u3002\u5e02\u5834\u666e\u904d\u8a8d\u70ba\u806f\u6e96\u6703\u57289\u6708\u964d\u606f\u7684\u53ef\u80fd\u6027\u5927\u5e45\u589e\u52a0\uff0c\u9019\u6709\u52a9\u65bc\u63d0\u632f\u6295\u8cc7\u8005\u4fe1\u5fc3\uff0c\u4e26\u70ba\u80a1\u5e02\u5f8c\u7e8c\u8d70\u52e2\u5960\u5b9a\u4e86\u57fa\u790e\u3002\u7136\u800c\uff0c\u4ecd\u9700\u5bc6\u5207\u95dc\u6ce8\u672a\u4f86\u6578\u64da\uff0c\u4ee5\u8a55\u4f30\u7d93\u6fdf\u662f\u5426\u80fd\u7e7c\u7e8c\u5728\u4f4e\u901a\u81a8\u548c\u7a69\u5065\u589e\u9577\u4e4b\u9593\u53d6\u5f97\u5e73\u8861\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\u6f321.33%\uff0c\u82f1\u570b\u5bcc\u6642100\u6307\u6578\u4e0a\u6f320.1%\uff0c\u6cd5\u570bCAC40\u6307\u6578\u4e0a\u6f321.32%\uff0c\u5fb7\u570bDAX\u6307\u6578\u4e0a\u6f322.15%\u3002<\/p>\n\n\n\n

\u82f1\u570b7\u6708\u4efd\u901a\u81a8\u7387\u4e0a\u5347\u81f3\u57282.2%\uff0c\u8f03\u4e0a\u6708\u4e0a\u53470.2%\uff0c\u670d\u52d9\u696d\u901a\u81a8\u7387\u4e0b\u964d0.5%\u81f35.2%\u3002\u82f1\u570b\u570b\u5bb6\u7d71\u8a08\u5c40\u8868\u793a\uff0c7\u6708\u7269\u50f9\u4e0a\u6f32\u7684\u539f\u56e0\u4e3b\u8981\u662f\u5929\u7136\u6c23\u548c\u96fb\u529b\u8cbb\u7528\u7684\u964d\u5e45\u4e0d\u5982\u53bb\u5e74\u540c\u671f\u5927\u3002\u82e5\u901a\u81a8\u7e7c\u7e8c\u52a0\u901f\uff0c\u53ef\u80fd\u6703\u4f7f\u82f1\u570b\u592e\u884c\u96e3\u4ee5\u8fc5\u901f\u5be6\u65bd\u964d\u606f\u653f\u7b56\u3002<\/p>\n\n\n\n

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

8\u6708\u4efd\u65e5\u7d93\u6307\u6578\u4e0b\u8dcc1.16%\uff0c\u53d7\u71c3\u6599\u50f9\u683c\u4e0a\u6f32\u548c\u65e5\u5713\u4e0b\u8dcc\u5f71\u97ff\uff0c\u6771\u4eac8\u6708\u4efd\u6838\u5fc3\u901a\u81a8\u7387\u5347\u9ad80.2%\u81f32.4%\uff0c\u9023\u7e8c\u7b2c\u56db\u500b\u6708\u52a0\u901f\u3002\u65e5\u672c\u592e\u884c8\u6708\u4e0a\u8abf\u57fa\u6e96\u5229\u7387\uff0c\u5f15\u767c\u65e5\u672c\u80a1\u5e02\u4e0b\u8dcc\u4e26\u52a0\u5287\u5168\u7403\u5e02\u5834\u52d5\u76ea\u3002\u592e\u884c\u7e3d\u88c1\u8868\u793a\uff0c\u82e5\u7269\u50f9\u7b26\u5408\u9810\u6e2c\uff0c\u53ef\u80fd\u6703\u518d\u6b21\u5347\u606f<\/a>\uff0c\u4f46\u4ed6\u5f37\u8abf\u56e0\u70ba\u9700\u8981\u4ed4\u7d30\u8a55\u4f30\u7576\u524d\u91d1\u878d\u5e02\u5834\u4e0d\u7a69\u5b9a\u5c0d\u901a\u81a8\u524d\u666f\u7684\u5f71\u97ff\uff0c\u6240\u4ee5\u4e0d\u6703\u6025\u65bc\u63a1\u53d6\u9032\u4e00\u6b65\u884c\u52d5\u3002<\/p>\n\n\n\n

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

\u57282024\u5e748\u6708\uff0c\u53f0\u80a1\u52a0\u6b0a\u6307\u6578\u6536\u65bc22268\u9ede\uff0c\u55ae\u6708\u4e0a\u6f320.3%\uff0c\u9707\u76ea\u5e45\u5ea6\u90542,989.47\u9ede\uff0c\u986f\u793a\u5e02\u5834\u5728\u591a\u91cd\u56e0\u7d20\u5f71\u97ff\u4e0b\u7684\u5287\u70c8\u6ce2\u52d5\u3002<\/p>\n\n\n\n

2024\u5e748\u6708\uff0c\u53f0\u7063\u6d88\u8cbb\u8005\u4fe1\u5fc3\u6307\u6578\uff08CCI\uff09\u905477.75\u9ede\uff0c\u6708\u53472.39\u9ede\uff0c\u591a\u9805\u6307\u6a19\u4e0a\u5347\uff0c\u53cd\u6620\u80a1\u5e02\u3001\u623f\u5e02\u71b1\u7d61\u53ca\u5167\u9700\u5f37\u52c1\u3002\u7136\u800c\uff0c\u8010\u4e45\u6027\u8ca1\u8ca8\u8cfc\u8cb7\u610f\u9858\u56e0\u9650\u8cb8\u4ee4\u5f71\u97ff\u4e0b\u964d\uff0c\u623f\u5e02<\/a>\u9762\u81e8\u6311\u6230\u3002\u5e02\u5834\u9700\u8b66\u60d5\u80a1\u5e02\u6ce2\u52d5\u53caAI\u6295\u8cc7\u6ce1\u6cab\u98a8\u96aa\u3002<\/p>\n\n\n\n

\u540c\u6708\u6d88\u8cbb\u8005\u7269\u50f9\u6307\u6578\uff08CPI\uff09\u5e74\u589e2.36%\uff0c\u9023\u7e8c\u56db\u500b\u6708\u8d85\u904e2%\u7684\u901a\u81a8\u8b66\u6212\u7dda\u3002\u98b1\u98a8\u5f71\u97ff\u63a8\u5347\u852c\u679c\u50f9\u683c\uff0c\u4f46\u5929\u6c23\u597d\u8f49\u4f7f\u6f32\u5e45\u5c0f\u65bc\u9810\u671f\u3002\u6838\u5fc3CPI\u5e74\u589e1.8%\uff0c\u85aa\u8cc7\u8abf\u6f32\u53ca\u570b\u969b\u7269\u50f9\u8b8a\u52d5\u5c07\u6301\u7e8c\u5f71\u97ff\u901a\u81a8\u3002<\/p>\n\n\n\n

\u672c\u6708\u7f8e\u5143\u514c\u53f0\u5e63\u532f\u7387\u986f\u8457\u56de\u843d\uff0c\u5728\u5e02\u5834\u6ce2\u52d5\u9010\u6f38\u8da8\u7de9\u7684\u80cc\u666f\u4e0b\uff0c\u53f0\u5e63\u5c55\u73fe\u4e86\u76f8\u5c0d\u5f37\u52e2\uff0c\u6700\u7d42\u4ee531.94\u5143\u6536\u76e4\uff0c\u5275\u4e0b\u8fd1\u671f\u7684\u4f4e\u9ede\uff0c\u5f70\u986f\u51fa\u8cc7\u91d1\u56de\u6d41\u65b0\u8208\u5e02\u5834<\/a>\u7684\u8da8\u52e2\u3002<\/p>\n\n\n\n

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

2024\u5e748\u6708\uff0c\u5168\u7403\u50b5\u5e02\u5f37\u52e2\u4e0a\u63da\uff0c\u4e3b\u8981\u56e0\u7f8e\u570b\u7d93\u6fdf\u9762\u81e8\u8870\u9000\u98a8\u96aa\uff0c\u806f\u6e96\u6703\u614b\u5ea6\u8f49\u8da8\u6eab\u548c\uff0c\u5e02\u5834\u666e\u904d\u9810\u671f\u964d\u606f\u6b21\u6578\u8207\u5e45\u5ea6\u5c07\u64f4\u5927\uff0c\u5e36\u52d5\u7f8e\u570b10\u5e74\u671f\u516c\u50b5\u6b96\u5229\u7387\u5f9e4.14%\u4e0b\u6ed1\u81f33.91%\u3002\u540c\u6642\uff0c\u5fb7\u570b\u8207\u65e5\u672c\u768410\u5e74\u671f\u516c\u50b5\u6b96\u5229\u7387\u4e5f\u8ddf\u96a8\u4e0b\u964d\u3002\u5728\u6b64\u60c5\u6cc1\u4e0b\uff0c\u65b0\u8208\u5e02\u5834\u50b5\u5238\u8868\u73fe\u5c24\u70ba\u7a81\u51fa\uff0c\u53d7\u7f8e\u5143\u8cb6\u503c\u52a9\u76ca\uff0c\u7f8e\u5143\u8a08\u50f9\u7684\u5831\u916c\u7387\u4ecb\u65bc2.02%\u81f34.53%\u4e4b\u9593\u3002\u6b64\u5916\uff0c\u98a8\u96aa\u6027\u8f03\u9ad8\u7684\u8cc7\u7522\u5982\u975e\u6295\u8cc7\u7b49\u7d1a\u50b5\u5238\u8207\u53ef\u8f49\u63db\u50b5\u5238\u57fa\u91d1\u57288\u6708\u540c\u6a23\u5448\u73fe\u7a69\u5065\u8868\u73fe\u3002\u7136\u800c\uff0c\u96a8\u8457\u5168\u7403\u901a\u81a8\u58d3\u529b\u653e\u7de9\uff0c\u901a\u81a8\u9023\u7d50\u50b5\u5238\u7684\u8868\u73fe\u8f03\u70ba\u5e73\u975c\uff0c\u4e2d\u8cc7\u4f01\u696d\u50b5\u5238\u57fa\u91d1\u56e0\u4e2d\u570b\u7d93\u6fdf\u75b2\u8edf\u800c\u9304\u5f97\u5c11\u91cf\u8667\u640d\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
 <\/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>2.23<\/td>2.01<\/td>0.22<\/td>5.75<\/td><\/tr>
\u963f\u723e\u767c\u6838\u5fc335<\/td>2.35<\/td>2.00<\/td>0.35<\/td>6.21<\/td><\/tr>
\u963f\u723e\u767c\u6838\u5fc340<\/td>2.47<\/td>2.00<\/td>0.47<\/td>6.74<\/td><\/tr>
\u963f\u723e\u767c\u6838\u5fc345<\/td>2.62<\/td>2.16<\/td>0.46<\/td>7.23<\/td><\/tr>
\u963f\u723e\u767c\u6838\u5fc350<\/td>2.76<\/td>2.19<\/td>0.57<\/td>7.68<\/td><\/tr>
\u963f\u723e\u767c\u6838\u5fc355<\/td>2.85<\/td>2.23<\/td>0.62<\/td>8.15<\/td><\/tr>
\u963f\u723e\u767c\u6838\u5fc360<\/td>3.01<\/td>2.25<\/td>0.76<\/td>8.84<\/td><\/tr>
\u963f\u723e\u767c\u6838\u5fc365<\/td>3.09<\/td>2.29<\/td>0.90<\/td>9.09<\/td><\/tr>
\u963f\u723e\u767c\u6838\u5fc370<\/td>3.19<\/td>2.30<\/td>0.89<\/td>9.56<\/td><\/tr>
\u963f\u723e\u767c\u6838\u5fc375<\/td>3.32<\/td>2.32<\/td>1.00<\/td>9.96<\/td><\/tr>
\u963f\u723e\u767c\u6838\u5fc380<\/td>3.43<\/td>2.35<\/td>1.08<\/td>10.46<\/td><\/tr>
\u963f\u723e\u767c\u6838\u5fc385<\/td>3.56<\/td>2.37<\/td>1.19<\/td>10.82<\/td><\/tr>
\u963f\u723e\u767c\u6838\u5fc390<\/td>3.68<\/td>2.38<\/td>1.30<\/td>11.19<\/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\/08\/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