{"id":1412,"date":"2020-04-29T16:16:00","date_gmt":"2020-04-29T08:16:00","guid":{"rendered":"https:\/\/blog.roboadvisor.com.tw\/?p=1412"},"modified":"2020-04-29T16:16:00","modified_gmt":"2020-04-29T08:16:00","slug":"%e9%87%91%e8%9e%8d%e5%b8%82%e5%a0%b4%e5%8a%87%e7%83%88%e5%8b%95%e7%9b%aa%ef%bc%8c%e9%80%99%e5%80%8b%e8%b3%87%e7%94%a2%e4%bb%8d%e5%8f%97%e6%8a%95%e8%b3%87%e4%ba%ba%e9%9d%92%e7%9d%9e","status":"publish","type":"post","link":"https:\/\/blog.roboadvisor.com.tw\/?p=1412","title":{"rendered":"\u91d1\u878d\u5e02\u5834\u5287\u70c8\u52d5\u76ea\uff0c\u9019\u500b\u8cc7\u7522\u4ecd\u53d7\u6295\u8cc7\u4eba\u9752\u775e!"},"content":{"rendered":"\n<p>2020\u5e743\u6708\uff0c\u5168\u7403\u91d1\u878d\u5e02\u5834\u898b\u8b49\u4e86\u8a31\u591a\u6b77\u53f2\u6027\u7684\u7d00\u9304\uff0c\u7f8e\u570b\u80a1\u5e02\u555f\u52d5\u4e09\u6b21\u7194\u65b7\u6a5f\u5236(\u5728\u6b64\u4e4b\u524d\u50c5\u57281997\u5e74\u767c\u751f\u904e\u4e00\u6b21)\uff0cOPEC+\u806f\u76df\u74e6\u89e3\u5c0e\u81f4\u6cb9\u50f9\u5d29\u76e4\uff0c\u5168\u7403\u80a1\u5e02\u5f77\u5f7f\u5750\u96f2\u9704\u98db\u8eca\uff0c\u524d\u4e00\u5929\u91cd\u632b\u5343\u9ede\u5f8c\uff0c\u9694\u4e00\u5929\u53c8\u5f37\u52c1\u53cd\u5f48\uff0c\u6b77\u7d93\u5341\u5e74\u5927\u591a\u982d\u5f8c\uff0c\u6295\u8cc7\u4eba\u518d\u5ea6\u610f\u8b58\u5230\u98a8\u96aa\u7684\u53ef\u6015\u3002<\/p>\n\n\n\n<h3 class=\"wp-block-heading\"><strong>\u5e02\u5834\u5287\u70c8\u9707\u76ea\uff0cETF\u4e00\u76f4\u662f\u7a69\u5b9a\u4f86\u6e90<\/strong><\/h3>\n\n\n\n<p>\u8a31\u591a\u4e3b\u52d5\u578b\u6295\u8cc7\u4eba\u627f\u64d4\u4e0d\u8d77\u98a8\u96aa\uff0c\u7d1b\u7d1b\u68c4\u5b88\u9632\u7dda\uff0c\u9003\u96e2\u6230\u5834\uff0c\u53cd\u89c0<a href=\"https:\/\/blog.roboadvisor.com.tw\/?p=4881\">\u6307\u6578\u80a1\u7968\u578b\u57fa\u91d1(Exchange Traded Fund, ETF)<\/a>\u5728\u8fd1\u671f\u5e02\u5834\u7684\u5287\u70c8\u52d5\u76ea\u4e2d\uff0c\u4e00\u76f4\u662f\u7a69\u5b9a\u7684\u4f86\u6e90\uff0c\u800c\u9019\u4e0d\u662f\u7b2c\u4e00\u6b21\u3002ETF\u6210\u529f\u5730\u5ea6\u904e\u4e862008\u5e74\u7684\u91d1\u878d\u6d77\u562f\uff0c2013\u5e74\u7684\u7dca\u7e2e\u6050\u614c\uff0c2015\u5e74\u7684\u9ad8\u6536\u76ca\u50b5\u5238\u5927\u62cb\u552e\uff0c2018\u5e74\u7684\u4e2d\u7f8e\u8cbf\u6613\u6230\uff0c\u4ee5\u53ca\u76ee\u524d\u53d7\u51a0\u72c0\u75c5\u6bd2\u9a45\u4f7f\u7684\u5e02\u5834\u58d3\u529b\u3002<\/p>\n\n\n\n<p>\u5f9e\u4e0b\u5716\u53ef\u4ee5\u77ad\u89e3\uff0c\u7f8e\u570b\u80a1\u7968\u578bETF\u7e3d\u8cc7\u7522\u898f\u6a21\u5360\u6bd4\u9010\u5e74\u4e0a\u5347\uff0c\u88ab\u52d5\u5f0f\u6295\u8cc7\u5de5\u5177\u9010\u6f38\u53d7\u5230\u6295\u8cc7\u4eba\u9752\u775e\u3002<\/p>\n\n\n\n<figure class=\"wp-block-image\"><img decoding=\"async\" src=\"https:\/\/blog.roboadvisor.com.tw\/wp-content\/uploads\/2020\/04\/11124-1024x606.png\" alt=\"\" class=\"wp-image-5508\"\/><\/figure>\n\n\n\n<p>\u4ee5\u4e0b\u70ba\u7f8e\u570bETF\u8207\u7f8e\u570b\u5171\u540c\u57fa\u91d1\u7684\u8cc7\u91d1\u6de8\u6d41\u91cf\u5716\uff0c\u53ef\u4ee5\u5f88\u660e\u986f\u89c0\u5bdf\u52302020\u7b2c\u4e00\u5b63\uff0c\u4e5f\u5c31\u662f\u75ab\u60c5\u7206\u767c\u9019\u500b\u968e\u6bb5\uff0c\u4e3b\u52d5\u578b\u5171\u540c\u57fa\u91d1\u7684\u6de8\u6d41\u51fa\u91cf\u70ba\u8fd1\u4e94\u5e74\u65b0\u9ad8\uff0c\u800cETF\u4ecd\u5448\u73fe\u6de8\u6d41\u5165\u7684\u60c5\u6cc1\u3002<\/p>\n\n\n\n<figure class=\"wp-block-image\"><img decoding=\"async\" src=\"https:\/\/blog.roboadvisor.com.tw\/wp-content\/uploads\/2020\/04\/010104-1024x738.png\" alt=\"\" class=\"wp-image-5509\"\/><\/figure>\n\n\n\n<p>\u9032\u4e00\u6b65\u7814\u7a762020\u5e74\u7b2c\u4e00\u5b63\u7f8e\u570b\u80a1\u5e02ETF\u7684\u4ea4\u6613\u72c0\u6cc1\uff0c\u7576\u5e02\u5834\u6ce2\u52d5\u589e\u52a0\u6642\uff0cETF\u7684\u4ea4\u6613\u6d3b\u52d5\u66f4\u662f\u71b1\u7d61\u3002<\/p>\n\n\n\n<p>\u4ee5\u4e0b\u662f2020\/02\/24\u81f32020\/03\/23\u7f8e\u570bETF\u4ea4\u6613\u6578\u64da\u7684\u91cd\u9ede:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>\u9019\u6bb5\u671f\u9593\uff0c\u7f8e\u570b\u4e0a\u5e02\u7684ETF\u4ea4\u6613\u7e3d\u984d\u4f54\u5168\u90e8\u80a1\u5e02\u4ea4\u6613\u768437\uff05\u3002 \u57282019\u5e74\uff0c\u4ed6\u5011\u50c5\u4f54\u4e8627\uff05\u3002<\/li>\n\n\n\n<li>\u9019\u6bb5\u671f\u9593\uff0c\u7f8e\u570b\u4e0a\u5e02\u7684ETF\u5e73\u5747\u6bcf\u5929\u4ea4\u6613\u8fd12560\u5104\u7f8e\u5143\uff0c\u7d04\u70ba2019\u5e74\u5e73\u5747\u6bcf\u65e5\u4ea4\u6613\u91cf\u7684\u4e09\u500d\u3002<\/li>\n\n\n\n<li>\u57283\u67089\u65e5\u7576\u9031\uff0c\u7f8e\u570bETF\u4ea4\u6613\u91cf\u6fc0\u589e\u81f3\u5275\u7d00\u9304\u76841.4\u842c\u5104\u7f8e\u5143\u3002<\/li>\n<\/ul>\n\n\n\n<figure class=\"wp-block-image\"><img decoding=\"async\" src=\"https:\/\/blog.roboadvisor.com.tw\/wp-content\/uploads\/2020\/04\/02154-1024x535.png\" alt=\"\" class=\"wp-image-5511\"\/><\/figure>\n\n\n\n<p>\u53e6\u5916\uff0c\u9664\u4e86\u7f8e\u570b\u5e02\u5834\u5448\u73fe\u9019\u6a23\u72c0\u6cc1\uff0c\u53f0\u7063\u80a1\u5e02\u5e02\u5834\u4e5f\u6709\u5448\u73fe\u985e\u4f3c\u7684\u72c0\u6cc1\uff0c\u5728\u5e02\u5834\u6ce2\u52d5\u5927\u6642\uff0c\u53f0\u7063ETF\u7684\u4ea4\u6613\u7e3d\u984d\u4f54\u6bd4\u96a8\u4e4b\u589e\u52a0\u3002<\/p>\n\n\n\n<figure class=\"wp-block-image\"><img decoding=\"async\" src=\"https:\/\/blog.roboadvisor.com.tw\/wp-content\/uploads\/2020\/04\/12475-1024x590.png\" alt=\"\" class=\"wp-image-5512\"\/><\/figure>\n\n\n\n<p>\u5728\u7576\u524d\u7684\u5e02\u5834\u58d3\u529b\u4e0b\uff0c\u6295\u8cc7\u4eba\u4e4b\u6240\u4ee5\u8f49\u5411\u88ab\u52d5\u5f0f\u5de5\u5177\u2014ETF\u662f\u6709\u5145\u5206\u7406\u7531\u7684\uff1a\u5b83\u5011\u5728\u6295\u8cc7\u7d44\u5408\u7684\u5efa\u69cb\u4e2d\uff0c\u662f\u4e00\u7a2e\u5177\u6709\u5e73\u8861\u3001\u907f\u96aa\u548c\u63a7\u5236\u98a8\u96aa\u7684\u6709\u6548\u6295\u8cc7\u5de5\u5177\uff0c\u6b64\u5916\uff0c\u9078\u64c7ETF\u6295\u8cc7\u5de5\u5177\u7684\u6295\u8cc7\u4eba\uff0c\u591a\u6578\u70ba\u9577\u671f\u8cb7\u9032\u4e26\u6301\u6709(Buy and Hold)\u7684\u6295\u8cc7\u5c6c\u6027\uff0c\u56e0\u6b64\u5373\u4fbf\u9047\u5230\u5e02\u5834\u5de8\u5e45\u4fee\u6b63\uff0c\u5c0d\u65bc\u9019\u985e\u578b\u6295\u8cc7\u4eba\u4f86\u8aaa\uff0c\u662f\u4e00\u500b\u64bf\u4fbf\u5b9c\u7684\u7d55\u4f73\u6a5f\u6703\u3002<\/p>\n\n\n\n<h3 class=\"wp-block-heading\"><strong>\u5e02\u5834\u6ce2\u52d5\uff0c\u50b5\u5238ETF\u6210\u70ba\u50f9\u683c\u767c\u73fe\u7684\u5de5\u5177<\/strong><\/h3>\n\n\n\n<p>\u6b63\u5e38\u60c5\u6cc1\uff0cETF\u591a\u5c11\u6703\u56e0\u70ba\u6d41\u52d5\u6027\u8207\u9020\u5e02\u5546\u56e0\u7d20\u800c\u7522\u751f\u6298\u6ea2\u50f9\u3002\u6700\u8fd1\uff0c\u4e00\u4e9b\u6700\u5927\u50b5\u5238ETF\u7684\u4ea4\u6613\u50f9\u683c(Price)\u9060\u4f4e\u65bc\u5176\u6de8\u503c\uff08NAV\uff09\u3002\u96d6\u7136\u4e00\u4e9b\u5e02\u5834\u53c3\u8207\u8005\u8a8d\u70ba\u9019\u662f\u50f9\u683c\u932f\u4f4d\u7684\u539f\u56e0\uff0c\u4f46\u67d0\u4e9b\u4eba\u8a8d\u70ba\u50b5\u5238ETF\u5728\u6d41\u52d5\u6027\u5dee\u7684\u8cc7\u7522\u4e2d\uff0c\u5be6\u969b\u4e0a\u5177\u6709\u50f9\u683c\u767c\u73fe\u7684\u6a5f\u5236\u3002<\/p>\n\n\n\n<figure class=\"wp-block-image\"><img decoding=\"async\" src=\"https:\/\/blog.roboadvisor.com.tw\/wp-content\/uploads\/2020\/04\/02356-e1588154277865.jpg\" alt=\"\" class=\"wp-image-5515\"\/><\/figure>\n\n\n\n<p>\u6b63\u5e38\u60c5\u6cc1\uff0cETF\u591a\u5c11\u6703\u56e0\u70ba\u6d41\u52d5\u6027\u8207\u9020\u5e02\u5546\u56e0\u7d20\u800c\u7522\u751f\u6298\u6ea2\u50f9\u3002\u6700\u8fd1\uff0c\u4e00\u4e9b\u6700\u5927\u50b5\u5238ETF\u7684\u4ea4\u6613\u50f9\u683c(Price)\u9060\u4f4e\u65bc\u5176\u6de8\u503c\uff08NAV\uff09\u3002\u96d6\u7136\u4e00\u4e9b\u5e02\u5834\u53c3\u8207\u8005\u8a8d\u70ba\u9019\u662f\u50f9\u683c\u932f\u4f4d\u7684\u539f\u56e0\uff0c\u4f46\u67d0\u4e9b\u4eba\u8a8d\u70ba\u50b5\u5238ETF\u5728\u6d41\u52d5\u6027\u5dee\u7684\u8cc7\u7522\u4e2d\uff0c\u5be6\u969b\u4e0a\u5177\u6709\u50f9\u683c\u767c\u73fe\u7684\u6a5f\u5236\u3002<\/p>\n\n\n\n<p>\u4f8b\u5982: iShares iBoxx\u7f8e\u5143\u6295\u8cc7\u7d1a\u516c\u53f8\u50b5\u5238ETF\uff08LQD\uff09\uff0c\u9019\u662f\u540c\u985e\u578b\u4e2d\u898f\u6a21\u6700\u5927\uff0c\u6d41\u52d5\u6027\u6700\u5f37\u7684\u7f8e\u570b\u50b5\u5238ETF\u3002 3\u670812\u65e5\uff0cLQD\u7684\u5e02\u50f9(Price)\u6bd4\u5176\u6de8\u503c(NAV)\u4f4e\u7d045\uff05\u3002 \u6df1\u5165\u4e86\u89e3\u4e0b\u9762\u7684\u539f\u56e0\uff1a\u5927\u591a\u6578LQD\u5167\u7684\u6210\u5206\u50b5\u5238\u4ea4\u6613\u4e0d\u983b\u7e41\uff0c\u4e26\u4e14\u5e02\u5834\u60c5\u7dd2\u4e26\u672a\u5b8c\u5168\u5d4c\u5165\u55ae\u500b\u50b5\u5238\u50f9\u683c\u4e2d\uff0cLQD\u7684\u7576\u5929\u63db\u624b\u4ea4\u6613\u91cf\u63a5\u8fd190,000\u6b21\uff0c\u4f46LQD\u524d\u4e94\u5927\u6301\u6709\u4e4b\u50b5\u5238\u5e73\u5747\u4ea4\u6613\u91cf\u50c5\u70ba37\u6b21\u3002\u5728\u52d5\u76ea\u7684\u4ea4\u6613\u4e2d\uff0cLQD\u7684\u5e02\u50f9\u6210\u70ba\u5e02\u5834\u53c3\u8207\u8005\u5c0d\u516c\u53f8\u50b5\u5238\u4f30\u503c\u6700\u53ca\u6642\u4e14\u6700\u6709\u7528\u7684\u8a0a\u606f\u3002<\/p>\n\n\n\n<figure class=\"wp-block-image\"><img decoding=\"async\" src=\"https:\/\/blog.roboadvisor.com.tw\/wp-content\/uploads\/2020\/04\/1212-1024x745.png\" alt=\"\" class=\"wp-image-5516\"\/><\/figure>\n\n\n\n<p>\u56e0\u6b64\uff0c\u9019\u4e9b\u50b5\u5238ETF\u7684\u8fd1\u671f\u6298\u50f9\u4e26\u4e0d\u662f\u53cd\u6620ETF\u7d50\u69cb\u5b58\u5728\u554f\u984c\u3002 \u76f8\u53cd\uff0c\u6295\u8cc7\u4eba\u61c9\u8a72\u5c07ETF\u8996\u70ba\u5e02\u5834\u50f9\u683c\u7684\u9818\u5148\u6307\u6a19\uff0c\u56e0\u70baETF\u53ef\u4ee5\u50b3\u8f38\u6709\u95dc\u5e02\u5834\u7684\u5be6\u8cea\u8a0a\u606f\u3002<\/p>\n\n\n\n<p>\u5c0d\u65bc\u50b5\u5238ETF\u7684\u666e\u904d\u6279\u8a55\u662f\uff0c\u5b83\u5011\u4e26\u672a\u5728\u58d3\u529b\u5927\u7684\u5e02\u5834\u74b0\u5883\u4e2d\u7d93\u904e\u6e2c\u8a66\u3002\u4f46\u662f\uff0c\u5728\u6700\u8fd1\u7dca\u5f35\u7684\u5e02\u5834\u74b0\u5883\u4e2d\uff0c\u50b5\u5238ETF\u5728\u5e02\u5834\u4e2d\u63d0\u4f9b\u4e86\u50f9\u683c\u767c\u73fe\u7684\u6e05\u6670\u6027\u3002<\/p>\n\n\n\n<h3 class=\"wp-block-heading\"><strong>ETF<\/strong><strong>\u4e0d\u65b7\u5730\u901a\u904e\u5e02\u5834\u6e2c\u8a66<\/strong><\/h3>\n\n\n\n<p>\u4eca\u5e74\u4e09\u6708\u70ba\u81ea\u91d1\u878d\u5371\u6a5f\u4ee5\u4f86\u6700\u56b4\u91cd\u7684\u5e02\u5834\u52d5\u76ea\uff0c\u6295\u8cc7\u4eba\u7d1b\u7d1b\u5c0b\u6c42<a href=\"https:\/\/blog.roboadvisor.com.tw\/?p=4881\">ETF<\/a>\u4f86\u8f49\u79fb\u98a8\u96aa\u548c\u8cc7\u7522\u914d\u7f6e\u3002\u5728\u6240\u6709\u74b0\u5883\u4e2d\uff0cETF\u7684\u8868\u73fe\u7b26\u5408\u7576\u521d\u8a2d\u8a08\u8981\u6c42\uff0c\u9019\u9805\u5de5\u5177\u70ba\u5e02\u5834\u63d0\u4f9b\u4e86\u6d41\u52d5\u6027\u548c\u900f\u660e\u6027\u3002<\/p>\n\n\n\n<p>ETF\u4e00\u6b21\u53c8\u4e00\u6b21\u5730\u7d93\u904e\u5e02\u5834\u6e2c\u8a66\uff0c\u800c\u4e14\u4ed6\u5011\u6bcf\u6b21\u90fd\u901a\u904e\u4e86\u6e2c\u8a66\u3002<\/p>\n\n\n\n<p><\/p>\n\n\n\n<p><br \/><\/p>\n","protected":false},"excerpt":{"rendered":"<p>2020\u5e743\u6708\uff0c\u5168\u7403\u91d1\u878d\u5e02\u5834\u898b\u8b49\u4e86\u8a31\u591a\u6b77\u53f2\u6027\u7684\u7d00\u9304\uff0c\u7f8e\u570b\u80a1\u5e02\u555f\u52d5\u4e09\u6b21\u7194\u65b7\u6a5f\u5236(\u5728\u6b64\u4e4b\u524d\u50c5\u57281997\u5e74\u767c\u751f\u904e\u4e00\u6b21 [&hellip;]<\/p>\n","protected":false},"author":2,"featured_media":1413,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[21,10],"tags":[55,414],"class_list":["post-1412","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-etf","category-10","tag-etf","tag-414"],"blocksy_meta":{"styles_descriptor":{"styles":{"desktop":"","tablet":"","mobile":""},"google_fonts":[],"version":6}},"_links":{"self":[{"href":"https:\/\/blog.roboadvisor.com.tw\/index.php?rest_route=\/wp\/v2\/posts\/1412","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/blog.roboadvisor.com.tw\/index.php?rest_route=\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/blog.roboadvisor.com.tw\/index.php?rest_route=\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/blog.roboadvisor.com.tw\/index.php?rest_route=\/wp\/v2\/users\/2"}],"replies":[{"embeddable":true,"href":"https:\/\/blog.roboadvisor.com.tw\/index.php?rest_route=%2Fwp%2Fv2%2Fcomments&post=1412"}],"version-history":[{"count":0,"href":"https:\/\/blog.roboadvisor.com.tw\/index.php?rest_route=\/wp\/v2\/posts\/1412\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/blog.roboadvisor.com.tw\/index.php?rest_route=\/wp\/v2\/media\/1413"}],"wp:attachment":[{"href":"https:\/\/blog.roboadvisor.com.tw\/index.php?rest_route=%2Fwp%2Fv2%2Fmedia&parent=1412"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/blog.roboadvisor.com.tw\/index.php?rest_route=%2Fwp%2Fv2%2Fcategories&post=1412"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/blog.roboadvisor.com.tw\/index.php?rest_route=%2Fwp%2Fv2%2Ftags&post=1412"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}