{"id":11718,"date":"2024-10-11T13:48:52","date_gmt":"2024-10-11T05:48:52","guid":{"rendered":"https:\/\/blog.roboadvisor.com.tw\/?p=11718"},"modified":"2024-10-11T13:48:52","modified_gmt":"2024-10-11T05:48:52","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%b49%e6%9c%88","status":"publish","type":"post","link":"https:\/\/blog.roboadvisor.com.tw\/?p=11718","title":{"rendered":"\u963f\u723e\u767c\u6295\u8cc7\u7d44\u5408\u7e3e\u6548\u8207\u5168\u7403\u91d1\u878d\u5e02\u5834\u56de\u9867 \u2014 2024\u5e749\u6708"},"content":{"rendered":"\n

2024\u5e749\u6708\uff0c\u53f0\u80a1\u5728\u591a\u91cd\u56e0\u7d20\u4e0b\u6301\u7e8c\u9707\u76ea\u3002\u7f8e\u570b\u7d93\u6fdf\u6578\u64da\u589e\u6dfb\u5e02\u5834\u4e0d\u78ba\u5b9a\u6027\uff0c\u4f46\u964d\u606f\u9810\u671f<\/a>\u8207AI\u7522\u696d<\/a>\u9700\u6c42\u5f37\u52c1\u5c0d\u5e02\u5834\u5e36\u4f86\u652f\u6490\u3002\u96a8\u8457\u7f8e\u570b\u7e3d\u7d71\u5927\u9078\u7684\u81e8\u8fd1\u548c\u4e2d\u6771\u5730\u7de3\u653f\u6cbb\u98a8\u96aa<\/a>\u6500\u5347\uff0c\u53f0\u80a1\u6ce2\u52d5\u5e45\u5ea6\u986f\u8457\uff0c\u6700\u7d429\u6708\u6536\u76e4\u65bc22,224.54\u9ede\uff0c\u55ae\u6708\u4e0b\u8dcc43.55\u9ede\uff0c\u986f\u793a\u51fa\u5e02\u5834\u5728\u591a\u91cd\u5f71\u97ff\u56e0\u7d20\u4e0b\u4ecd\u9700\u61c9\u5c0d\u6301\u7e8c\u7684\u58d3\u529b\u8207\u6311\u6230\u3002<\/p>\n\n\n\n

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

\u8cc7\u6599\u4f86\u6e90\uff1aMorningstar Direct\uff0c\u963f\u723e\u767c\u6295\u9867\u6574\u7406\u3002\u8cc7\u6599\u671f\u9593\uff1a2024\/01\/01~2024\/09\/30\u3002<\/p>\n\n\n\n

2024\u5e749\u6708\u91d1\u878d\u5e02\u5834\u5256\u6790<\/strong><\/h2>\n\n\n\n

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

\u7f8e\u570b9\u6708\u4efd\u6a19\u666e500\u6307\u6578\u4e0a\u6f322.14%\uff0c\u9053\u74ca\u5de5\u696d\u6307\u6578\u4e0a\u6f321.96%\uff0c\u90a3\u65af\u9054\u514b\u6307\u6578\u4e0a\u6f322.76%\u3002\u7f85\u7d202000\u6307\u6578\u4e0a\u6f320.6%\u3002\u6708\u521d\u7f8e\u80a1\u56e0\u7d93\u6fdf<\/a>\u8870\u9000\u7591\u616e\u518d\u8d77\u6709\u8f03\u5927\u7684\u6ce2\u52d5\uff0c\u4f46\u96a8\u8457\u7591\u616e\u89e3\u9664\u53ca\u7f8e\u570b\u806f\u6e96\u6703\u9810\u9632\u6027\u964d\u606f\u5169\u78bc\uff0c\u80a1\u5e02\u8dcc\u52e2\u9010\u6f38\u653e\u7de9\u7a69\u6b65\u8d70\u9ad8\u3002<\/p>\n\n\n\n

\u7f8e\u570b8\u6708\u4efd\u6d88\u8cbb\u8005\u7269\u50f9\u6307\u6578\uff08CPI\uff09\u5e74\u589e\u7387\u75317\u6708\u76842.9%\u964d\u81f32.5%\uff0c\u540c\u6642\u4e5f\u5275\u4e0b2021\u5e742\u6708\u4ee5\u4f86\u6700\u5c0f\u7684\u5e74\u589e\u5e45\uff0c\u6838\u5fc3\u901a\u81a8\u7387\u70ba3.2%\uff0c\u7b26\u5408\u5e02\u5834\u9810\u671f\u4e26\u8207\u524d\u503c\u6301\u5e73\uff0c8\u6708\u6578\u64da\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\u653e\u7de90.3\u500b\u767e\u5206\u9ede\u81f32.2%\uff0c\u7b26\u5408\u5e02\u5834\u9810\u671f\u3002\u6838\u5fc3PCE\u5e74\u589e\u7387\u5247\u4e0a\u53470.1\u500b\u767e\u5206\u9ede\u81f32.7%\uff0c\u7b26\u5408\u9810\u671f\u3002\u9019\u8868\u660e\u6838\u5fc3\u901a\u81a8\u58d3\u529b\u4f9d\u7136\u5b58\u5728\uff0c\u53ef\u80fd\u6703\u70ba\u806f\u6e96\u6703\u7684\u6c7a\u7b56\u5e36\u4f86\u65b0\u7684\u6311\u6230\u30028 \u6708\u88fd\u9020\u696d\u6307\u6578\uff08ISM\uff09\u96d6\u5f9e 7 \u6708\u7684 46.8 \u5347\u81f3 47.2\uff0c\u4f46\u4ecd\u4f4e\u65bc\u7d93\u6fdf\u5b78\u5bb6\u9810\u671f\u7684 47.5\uff0c\u9023\u7e8c\u7b2c\u4e94\u500b\u6708\u4e0d\u53ca50\u69ae\u67af\u7dda\u3002\u5de5\u5ee0\u8a02\u55ae\u548c\u751f\u7522\u653e\u7de9\u901f\u5ea6\u52a0\u5feb\u6574\u9ad4\u4ecd\u7136\u4f4e\u8ff7\uff0c\u7f8e\u570b\u88fd\u9020\u696d\u5360\u6574\u9ad4\u7d93\u6fdf\u7684 10.3%\uff0c\u4f46\u9084\u662f\u6703\u51fa\u73fe\u4e00\u5b9a\u7a0b\u5ea6\u7684\u5f71\u97ff\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\u6f321.65%\uff0c\u82f1\u570b\u5bcc\u6642100\u6307\u6578\u4e0a\u6f320.49%\uff0c\u6cd5\u570bCAC40\u6307\u6578\u4e0a\u6f320.97%\uff0c\u5fb7\u570bDAX\u6307\u6578\u4e0a\u6f323.06%\u3002<\/p>\n\n\n\n

\u82f1\u570b7\u6708\u4efd\u901a\u81a8\u73872.2%\uff0c\u8207\u4e0a\u6708\u6301\u5e73\uff0c\u670d\u52d9\u696d\u901a\u81a8\u7387\u4e0a\u6f320.4%\u81f35.6%\u3002\u82f1\u570b\u8ca1\u653f\u90e8\u526f\u90e8\u9577\u6307\u51fa\uff1a\u300c\u591a\u5e74\u7684\u9ad8\u901a\u81a8\u5df2\u7d93\u5c0d\u7d93\u6fdf\u9020\u6210\u4e86\u5f71\u97ff\uff0c\u76ee\u524d\u7684\u7269\u50f9\u6c34\u6e96\u4f9d\u7136\u9060\u9ad8\u65bc\u56db\u5e74\u524d\u3002\u300d\u4ed6\u9084\u8868\u793a\uff0c\u901a\u81a8\u56de\u843d\u81f3\u8f03\u70ba\u53ef\u63a7\u7684\u6c34\u5e73\u662f\u4ee4\u4eba\u6b61\u8fce\u7684\u8b8a\u5316\u3002<\/p>\n\n\n\n

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

8\u6708\u4efd\u65e5\u7d93\u6307\u6578\u4e0a\u6f320.53%\uff0c\u6771\u4eac9\u6708\u6838\u5fc3\u901a\u81a8\u5e74\u589e\u73872%\uff0c\u7b26\u5408\u5e02\u5834\u9810\u671f\uff0c\u8f038\u6708\u653e\u7de90.4\u500b\u767e\u5206\u9ede\uff0c\u9019\u4e3b\u8981\u6b78\u56e0\u65bc\u65e5\u672c\u653f\u5e9c\u518d\u6b21\u5c0d\u6c34\u96fb\u3001\u74e6\u65af\u7b49\u516c\u5171\u8a2d\u65bd\u7684\u4f7f\u7528\u8cbb\u9032\u884c\u88dc\u8cbc\u3002\u5982\u679c\u4e0d\u8a08\u5165\u9bae\u98df\u548c\u71c3\u6599\uff0c\u6838\u5fc3\u4e2d\u7684\u6838\u5fc3\u5e74\u589e\u7387\u57288\u6708\u548c9\u6708\u4fdd\u6301\u4e00\u81f4\uff0c\u7686\u70ba1.6%\u3002\u7d93\u6fdf\u5b78\u8005\u6307\u51fa\uff0c\u8003\u616e\u5230\u65e5\u672c\u7684\u653f\u6cbb\u53ca\u6d77\u5916\u7d93\u6fdf\u7b49\u4e0d\u78ba\u5b9a\u56e0\u7d20\uff0c\u65e5\u672c\u592e\u884c\u53ef\u80fd\u572810\u6708\u4f8b\u6703\u4e0a\u7dad\u6301\u5229\u7387\u4e0d\u8b8a\u3002\u4e0d\u904e\uff0c12\u6708\u6216\u660e\u5e74\u521d\u7684\u60c5\u6cc1\u5c1a\u5f85\u89c0\u5bdf\u3002<\/p>\n\n\n\n

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

\u57282024\u5e749\u6708\uff0c\u53f0\u80a1\u52a0\u6b0a\u6307\u6578\u6536\u65bc22224\u9ede\uff0c\u55ae\u6708\u4e0b\u8dcc0.19%\uff0c\u9ad8\u4f4e\u9ede\u9707\u76ea\u5e45\u5ea6\u90542,257.04\u9ede\uff0c\u5e02\u5834\u4f9d\u7136\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\u905477.84 \u9ede\uff0c\u6708\u5347 0.09 \u9ede\uff0c\u4e26\u5275\u4e0b 2020 \u5e74 4 \u6708\u4ee5\u4f86\u65b0\u9ad8\uff0c\u591a\u9805\u6307\u6a19\u8207\u524d\u6708\u4e26\u7121\u592a\u5927\u7684\u8b8a\u5316\u3002\u300c\u672a\u4f86\u534a\u5e74\u6295\u8cc7\u80a1\u7968\u6642\u6a5f<\/a>\u300d\u6307\u6578\u7565\u964d\uff0c\u53cd\u6620\u570b\u969b\u5c40\u52e2\u5c0d\u6295\u8cc7\u60c5\u7dd2\u7684\u5f71\u97ff\u6709\u9650\u3002\u96a8\u8457\u592e\u884c\u4fe1\u7528\u7ba1\u5236\u52a0\u5287\uff0c\u9996\u8cb8\u65cf\u548c\u8cc7\u91d1\u4e0d\u8db3\u7684\u63db\u5c4b\u65cf\u53ef\u80fd\u9000\u51fa\u5e02\u5834\uff0c\u5f71\u97ff\u8cfc\u5c4b\u4fe1\u5fc3\u548c\u5efa\u5546\u63a8\u6848\u8a08\u5283\u3002<\/p>\n\n\n\n

2024\u5e749\u6708\u53f0\u7063CPI\u5e74\u589e\u7387\u964d\u81f31.82%\uff0c\u5275\u516b\u500b\u6708\u65b0\u4f4e\uff0c\u56de\u843d\u81f32%\u4ee5\u4e0b\u3002\u4e3b\u8a08\u7e3d\u8655\u6307\u51fa\uff0c\u7531\u65bc\u53bb\u5e74\u540c\u671f\u98b1\u98a8\u5c0e\u81f4\u57fa\u671f\u8f03\u9ad8\uff0c\u52a0\u4e0a\u852c\u83dc\u5fa9\u8015\u9806\u5229\u53ca\u6cb9\u6599\u8cbb\u4e0b\u6ed1\uff0c\u901a\u81a8\u986f\u8457\u56de\u964d\u3002\u6838\u5fc3CPI\u589e\u95771.79%\uff0c17\u9805\u91cd\u8981\u6c11\u751f\u7269\u8cc7CPI\u5e74\u6e1b0.01%\uff0c\u6301\u7e8c\u63a7\u5236\u57281%\u4ee5\u4e0b\u3002<\/p>\n\n\n\n

\u672c\u6708\u7f8e\u5143\u514c\u65b0\u53f0\u5e63\u532f\u7387\u986f\u8457\u56de\u843d\uff0c\u53f0\u5e63\u5728\u5e02\u5834\u6ce2\u52d5\u8da8\u7de9\u7684\u80cc\u666f\u4e0b\u5c55\u73fe\u5f37\u52e2\uff0c\u4ee531.651\u5143\u6536\u76e4\uff0c\u5347\u503c3.7\u5206\uff0c\u6210\u4ea4\u91d1\u984d\u905413.17\u5104\u7f8e\u5143\u3002\u6b64\u532f\u7387\u6c34\u6e96\u53cd\u6620\u51fa\u8cc7\u91d1\u56de\u6d41\u65b0\u8208\u5e02\u5834\u7684\u8da8\u52e2\u3002<\/p>\n\n\n\n

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

2024\u5e749\u6708\uff0c\u5168\u7403\u50b5\u5e02<\/a>\u5728\u7f8e\u806f\u5132\u964d\u606f\u53ca\u7f8e\u570b\u7d93\u6fdf\u97cc\u6027\u652f\u6490\u4e0b\u5448\u73fe\u5206\u5316\u8da8\u52e2\u3002\u7f8e\u806f\u5132\u964d\u606f\u5f8c\uff0c\u7f8e\u570b10\u5e74\u671f\u516c\u50b5\u6b96\u5229\u7387\u4e00\u5ea6\u8dcc\u81f33.62%\uff0c\u5f8c\u56de\u5347\u81f33.80%\uff0c\u4e26\u9023\u7e8c41\u9031\u9304\u5f97\u8cc7\u91d1\u6de8\u6d41\u5165\u3002\u6b50\u6d32\u56e0\u7d93\u6fdf\u75b2\u5f31\uff0c\u50b5\u5238\u6b96\u5229\u7387\u4e0b\u964d\uff0c\u4e9e\u592a\u5730\u5340\u5247\u53d7\u65e5\u5143\u8cb6\u503c\u5f71\u97ff\u6ce2\u52d5\u52a0\u5287\uff0c\u65b0\u8208\u5e02\u5834<\/a>\u50b5\u5238\u5728\u7f8e\u5143\u8d70\u5f31\u80cc\u666f\u4e0b\u8868\u73fe\u4eae\u773c\u3002\u5c55\u671b\u672a\u4f86\uff0c\u4e3b\u8981\u592e\u884c\u964d\u606f\u5faa\u74b0\u6f38\u660e\uff0c\u50b5\u5e02\u6b96\u5229\u7387\u66f2\u7dda\u6599\u5c07\u9661\u5ced\uff0c\u6295\u8cc7\u7b49\u7d1a\u516c\u53f8\u50b5\u5177\u5438\u5f15\u529b\u3002\u5efa\u8b70\u9748\u6d3b\u589e\u6301\u5b58\u7e8c\u671f\u8f03\u77ed\u7684\u512a\u8cea\u50b5\u5238\uff0c\u4ee5\u61c9\u5c0d\u7d93\u6fdf\u653e\u7de9\u548c\u5730\u7de3\u98a8\u96aa\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>1.48<\/td>1.51<\/td>-0.03<\/td>7.32<\/td><\/tr>
\u963f\u723e\u767c\u6838\u5fc335<\/td>1.50<\/td>1.55<\/td>-0.05<\/td>7.80<\/td><\/tr>
\u963f\u723e\u767c\u6838\u5fc340<\/td>1.52<\/td>1.59<\/td>-0.07<\/td>8.36<\/td><\/tr>
\u963f\u723e\u767c\u6838\u5fc345<\/td>1.59<\/td>1.65<\/td>-0.07<\/td>8.94<\/td><\/tr>
\u963f\u723e\u767c\u6838\u5fc350<\/td>1.63<\/td>1.69<\/td>-0.06<\/td>9.43<\/td><\/tr>
\u963f\u723e\u767c\u6838\u5fc355<\/td>1.73<\/td>1.77<\/td>-0.04<\/td>10.02<\/td><\/tr>
\u963f\u723e\u767c\u6838\u5fc360<\/td>1.78<\/td>1.82<\/td>-0.04<\/td>10.78<\/td><\/tr>
\u963f\u723e\u767c\u6838\u5fc365<\/td>1.82<\/td>1.87<\/td>-0.05<\/td>11.07<\/td><\/tr>
\u963f\u723e\u767c\u6838\u5fc370<\/td>1.86<\/td>1.93<\/td>-0.07<\/td>11.60<\/td><\/tr>
\u963f\u723e\u767c\u6838\u5fc375<\/td>1.95<\/td>1.99<\/td>-0.04<\/td>12.10<\/td><\/tr>
\u963f\u723e\u767c\u6838\u5fc380<\/td>2.00<\/td>2.04<\/td>-0.04<\/td>12.67<\/td><\/tr>
\u963f\u723e\u767c\u6838\u5fc385<\/td>2.08<\/td>2.10<\/td>-0.02<\/td>13.13<\/td><\/tr>
\u963f\u723e\u767c\u6838\u5fc390<\/td>2.15<\/td>2.16<\/td>-0.01<\/td>13.58<\/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\/09\/30\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