{"id":7318,"date":"2024-01-02T14:53:25","date_gmt":"2024-01-02T06:53:25","guid":{"rendered":"https:\/\/blog.roboadvisor.com.tw\/?p=7318"},"modified":"2024-01-02T14:53:25","modified_gmt":"2024-01-02T06:53:25","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%a7-2023%e5%b9%b412%e6%9c%88","status":"publish","type":"post","link":"https:\/\/blog.roboadvisor.com.tw\/?p=7318","title":{"rendered":"\u963f\u723e\u767c\u6295\u8cc7\u7d44\u5408\u7e3e\u6548\u8207\u5168\u7403\u91d1\u878d\u5e02\u5834\u56de\u9867 \u2014 2023\u5e7412\u6708"},"content":{"rendered":"\n

\u672c\u6708\u5168\u7403\u5e02\u5834\u5728\u8036\u8a95\u884c\u60c5\u52a0\u6301\u4e4b\u4e0b\uff0c\u7d50\u675f\u5f37\u52c1\u53cd\u5f48\u7684\u4e00\u5e74\u3002\u9032\u51652023\u5e74\u524d\uff0c\u5168\u7403\u5c0d\u65bc\u7d93\u6fdf\u524d\u666f\u8207\u901a\u8ca8\u81a8\u8139\u6d88\u9000\u7684\u901f\u5ea6\u62b1\u6301\u8457\u60b2\u89c0\u614b\u5ea6\uff1b\u7136\u800c\uff0c\u7576\u6211\u5011\u56de\u9867\u904e\u53bb\u4e00\u5e74\uff0c\u8870\u9000\u4e26\u672a\u767c\u751f\u3001\u500b\u4eba\u6d88\u8cbb\u7dad\u6301\u5f37\u52c1\u3001\u5c31\u696d\u6210\u9577\u5f37\u52c1\uff0c\u5168\u7403\u50b5\u5e02\u7531\u718a\u8f49\u725b\u3001\u80a1\u5e02\u8fce\u4f86\u4eae\u773c\u7684\u6210\u7e3e<\/strong><\/mark>\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\uff1a2023\/01\/01~2023\/12\/31\u3002<\/p>\n\n\n\n

2023\u5e7412\u6708\u91d1\u878d\u5e02\u5834\u5256\u6790<\/strong><\/h2>\n\n\n\n

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

\u7f8e\u570b12\u6708\u4efd\u5ef6\u7e8c\u4e0a\u500b\u6708\u7684\u8868\u73fe\uff0c\u6a19\u666e500\u6307\u6578\u6536\u6f324.42%\uff0c\u9053\u74ca\u5de5\u696d\u6307\u6578\u6536\u6f324.84%\uff0c\u90a3\u65af\u9054\u514b\u6307\u6578\u6536\u6f325.52%\uff0cVIX\u6307\u6578\u4e0b\u8dcc3.64%\u3002<\/p>\n\n\n\n

\u7f8e\u570b11\u6708\u4efd\u6d88\u8cbb\u8005\u7269\u50f9\u6307\u6578 (CPI) \u5e74\u589e\u7387\u9023\u7e8c\u5169\u500b\u6708\u4e0b\u964d\u70ba3.1%\u3001\u6838\u5fc3\u901a\u81a8\u5e74\u589e\u7387\u6301\u5e73\u70ba4%\uff0c\u4e142023\u5e74\u4e0b\u534a\u5e74\u5e74\u5316\u6838\u5fc3\u901a\u81a8\u7387\u70ba1.9%\uff0c\u4f4e\u65bc\u806f\u6e96\u6703\u7684\u9577\u671f\u76ee\u6a192%\u3002\u7f8e\u570b\u806f\u6e96\u6703\u572812\u6708\u7684\u5229\u7387\u6c7a\u7b56\u6703\u8b70\u4e4b\u4e2d\uff0c\u9023\u7e8c\u7b2c\u4e09\u6b21\u9054\u6210\u66ab\u505c\u5347\u606f\u7684\u6c7a\u8b70\uff0c\u540c\u6642\u5e02\u5834\u9810\u671f\u806f\u6e96\u6703\u5c07\u65bc2024\u5e74\u4e0a\u534a\u5e74\u555f\u52d5\u964d\u606f\u3002\u7f8e\u570b11\u6708\u4efd\u975e\u8fb2\u5c31\u696d\u4eba\u6578\u65b0\u589e\u6578\u4e0a\u589e\u70ba19.9\u842c\u4eba\u3001\u5931\u696d\u7387\u964d\u81f33.7%\uff0c\u5c31\u696d\u6578\u64da\u5f37\u52c1\uff1b\u76f8\u8f03\u4e4b\u4e0b\uff0c\u7f8e\u570b11\u6708\u4efdISM\u88fd\u9020\u696dPMI\u6301\u5e73\u70ba46.7\uff0c\u9023\u7e8c\u7b2c13\u500b\u6708\u4f4e\u65bc\u666f\u6c23\u69ae\u67af\u7dda\uff0c\u88fd\u9020\u696d\u666f\u6c23\u4ecd\u4e0d\u898b\u597d\u8f49\u3002\u5728\u5e74\u672b\u901a\u81a8\u7269\u50f9\u58d3\u529b\u6e1b\u8f15\u3001\u7d93\u6fdf\u8870\u9000\u7591\u616e\u6d88\u6563\u4e4b\u969b\uff0c\u806f\u6e96\u6703\u4e3b\u5e2d\u9b91\u5a01\u723e\u65bc\u8a18\u8005\u6703\u4e0a\u8868\u793a\u300c\u627f\u8a8d\u4e26\u76f8\u4fe1\u6211\u5011\u53ef\u80fd\u8655\u65bc\u6216\u63a5\u8fd1\u672c\u8f2a\u9031\u671f\u7684\u5cf0\u503c\u5229\u7387\u3002\u964d\u606f\u5df2\u7d93\u9032\u5165\u8996\u91ce\uff0c\u806f\u6e96\u6703\u6b63\u5728\u601d\u8003\u3001\u8a0e\u8ad6\u4f55\u6642\u5408\u9069\u300d\uff0c\u6697\u793a\u6b64\u6b21\u5347\u606f\u5faa\u74b0\u5df2\u9032\u5165\u5c3e\u8072\u3002<\/p>\n\n\n\n

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

\u6b50\u6d32\u65b9\u9762\uff0cSTOXX\u6b50\u6d32600\u6307\u6578\u6536\u6f323.71%\uff0c\u82f1\u570b\u5bcc\u6642100\u6307\u6578\u6536\u6f323.75%\uff0c\u6cd5\u570bCAC40\u6307\u6578\u6536\u6f323.18%\uff0c\u5fb7\u570bDAX\u6307\u6578\u6536\u6f323.31%\u3002<\/p>\n\n\n\n

\u6b50\u6d32\u592e\u884c12\u6708\u7dad\u6301\u57fa\u6e96\u5229\u7387\u4e0d\u8b8a\uff0c\u4e26\u5ba3\u5e03\u958b\u59cb\u7e2e\u6e1b\u8cc7\u7522\u8ca0\u50b5\u8868\u7684\u8a08\u756b\uff1b\u5373\u4fbf\u6b50\u5143\u5340\u7b2c\u4e09\u5b63\u7d93\u6fdf\u840e\u7e2e0.1%\uff0c\u7d93\u6fdf\u8655\u65bc\u8870\u9000\u908a\u7de3\uff0c\u6b50\u6d32\u592e\u884c\u4ecd\u5c07\u78ba\u4fdd\u57fa\u6e96\u5229\u7387\u7dad\u6301\u65bc\u8db3\u5920\u9ad8\u7684\u6c34\u6e96\uff0c\u76f4\u5230\u901a\u81a8\u56de\u6b782%\u76ee\u6a19\u3002<\/p>\n\n\n\n

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

12\u6708\u4efd\u65e5\u7d93\u6307\u6578\u4e0b\u8dcc0.07%\u3002\u65e5\u672c11\u6708\u4efd\u6838\u5fc3CPI\u5e74\u589e\u73872.5%\uff0c\u70ba\u4e00\u5e74\u4f86\u6700\u4f4e\u589e\u5e45\uff0c\u800c\u65e5\u672c\u592e\u884c\u6301\u7e8c\u7dad\u6301\u8ca0\u5229\u7387\u653f\u7b56\u4e0d\u8b8a\uff0c\u4e26\u7121\u63d0\u524d\u6536\u56de\u5bec\u9b06\u8ca8\u5e63\u653f\u7b56\u4e4b\u8de1\u8c61\u3002<\/p>\n\n\n\n

\u81fa\u7063<\/h2>\n\n\n\n

\u53f0\u706312\u6708\u52a0\u6b0a\u6307\u6578\u4e0a\u6f322.85%\uff0c\u85c9\u7531\u7a69\u5065\u7684\u57fa\u672c\u9762\u8207\u7522\u696d\u76f8\u95dc\u984c\u6750\u5e36\u52d5\uff0c\u5168\u5e74\u4e0a\u6f3226.06%\uff0c\u5c45\u65b0\u8208\u4e9e\u80a1\u4e4b\u51a0\u3002\u570b\u767c\u6703\u516c\u5e0311\u6708\u666f\u6c23\u71c8\u865f\uff0c\u7d93\u6fdf\u91cd\u56de\u4ee3\u8868\u666f\u6c23\u597d\u8f49\u7684\u9ec3\u85cd\u71c8\u3002<\/p>\n\n\n\n

2023\u5e74\u5916\u8cc7\u7d42\u7d50\u9023\u7e8c\u4e09\u5e74\u7684\u8ce3\u8d85\uff0c\u5168\u5e74\u5ea6\u6de8\u8cb7\u8d852,754\u5104\u5143\uff0c\u5e6b\u52a9\u53f0\u80a1\u6210\u4ea4\u503c\u5275\u4e0b\u6b77\u53f2\u6b21\u9ad8\u4e26\u63a8\u5347\u53f0\u7063\u6574\u9ad4\u7d93\u6fdf\u8868\u73fe\u3002\u53d7\u7f8e\u570b\u806f\u6e96\u6703\u5347\u606f\u5faa\u74b0\u8207\u51fa\u53e3\u75b2\u5f31\u5f71\u97ff\uff0c\u53f0\u5e63\u514c\u7f8e\u5143\u532f\u7387\u5168\u5e74\u5fae\u8cb60.08%\u3002<\/p>\n\n\n\n

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

\u7f8e\u570b3\u500b\u6708\u516c\u50b5\u6536\u76ca\u7387\u5f9e5.40%\u8dcc\u81f35.39%\uff0c2\u5e74\u671f\u516c\u50b5\u6536\u76ca\u7387\u5f9e4.69%\u8dcc\u81f34.25%\uff0c10\u5e74\u671f\u516c\u50b5\u6536\u76ca\u7387\u5f9e4.33%\u8dcc\u81f33.87%\u3002\u82f1\u570b10\u5e74\u671f\u516c\u50b5\u5f9e4.18%\u8dcc\u81f33.54%\u3002\u65e5\u672c10\u5e74\u671f\u516c\u50b5\u5f9e0.68%\u8dcc\u81f30.63%\u3002<\/p>\n\n\n\n

\u7f8e\u570b\u806f\u6e96\u6703\u65bc12\u6708\u4efd\u7684\u5229\u7387\u6703\u8b70\u4e2d\u4e0b\u4fee\u672a\u4f86\u7684\u901a\u81a8\u9810\u4f30\uff0c\u4e26\u9810\u8a08\u65bc2024\u5e74\u964d\u606f3\u78bc\u3002\u5728\u5168\u7403\u592e\u884c\u8ca8\u5e63\u653f\u7b56\u5373\u5c07\u8f49\u5411\u7684\u6d88\u606f\u5c55\u671b\u4e0b\uff0c\u6fc0\u52f5\u50b5\u5e02\u8d70\u63da\u3002<\/p>\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>3.83<\/td>4.61<\/td>-0.78<\/td>10.28<\/td><\/tr>
\u963f\u723e\u767c\u6838\u5fc335<\/td>3.86<\/td>4.66<\/td>-0.80<\/td>10.84<\/td><\/tr>
\u963f\u723e\u767c\u6838\u5fc340<\/td>3.91<\/td>4.68<\/td>-0.77<\/td>11.51<\/td><\/tr>
\u963f\u723e\u767c\u6838\u5fc345<\/td>4.11<\/td>4.72<\/td>-0.61<\/td>12.08<\/td><\/tr>
\u963f\u723e\u767c\u6838\u5fc350<\/td>4.21<\/td>4.21<\/td>0.00<\/td>12.60<\/td><\/tr>
\u963f\u723e\u767c\u6838\u5fc355<\/td>4.45<\/td>4.81<\/td>-0.36<\/td>13.31<\/td><\/tr>
\u963f\u723e\u767c\u6838\u5fc360<\/td>4.56<\/td>4.85<\/td>-0.29<\/td>13.86<\/td><\/tr>
\u963f\u723e\u767c\u6838\u5fc365<\/td>4.68<\/td>5.07<\/td>-0.40<\/td>14.50<\/td><\/tr>
\u963f\u723e\u767c\u6838\u5fc370<\/td>4.78<\/td>4.94<\/td>-0.16<\/td>15.15<\/td><\/tr>
\u963f\u723e\u767c\u6838\u5fc375<\/td>4.87<\/td>5.00<\/td>-0.13<\/td>15.76<\/td><\/tr>
\u963f\u723e\u767c\u6838\u5fc380<\/td>4.97<\/td>5.02<\/td>-0.05<\/td>16.44<\/td><\/tr>
\u963f\u723e\u767c\u6838\u5fc385<\/td>5.13<\/td>5.07<\/td>0.07<\/td>16.92<\/td><\/tr>
\u963f\u723e\u767c\u6838\u5fc390<\/td>5.27<\/td>5.03<\/td>0.24<\/td>17.44<\/td><\/tr><\/tbody><\/table>
\u8cc7\u6599\u4f86\u6e90\uff1aMorningstar Direct\uff0c\u963f\u723e\u767c\u6295\u9867\u6574\u7406\u3002\u8cc7\u6599\u671f\u9593\uff1a2023\/01\/01~2023\/12\/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