勞動基金 備千億加碼 - 股票
By Ivy
at 2019-12-25T08:38
at 2019-12-25T08:38
Table of Contents
-------------------------------發文提醒----------------------------------
1.原文連結:
※過長無法點擊者必須縮網址
https://www.chinatimes.com/newspapers/20191225000244-260202?chdtv
2.原文內容:
勞動基金運用局局長蔡豐清平安夜釋利多,
看好明年經濟景氣復甦,指出「明年會持續加碼台股」;
依勞動基金運用局內部規劃,明年將再提撥900億元資金委託投信代操,
再加上目前尚有490億元委外代操資金待撥款,合計達1,390億元潛在資金將伺機入市。
此外,勞動基金運用局掌管的勞動基金(旗下共有新、舊制勞退及勞保等六大基金),
以及由衛福部委託管理的國保基金,在自營操作部分也將會持續視市場狀況投入。
市場估計,新制勞退基金每年新增加基金規模達1,500~1,600億元,
基於基金管理運用仍會持續投入台股,
明年來自勞動基金加上國保基金有約一、二千億元資金可望投入台股;
另在委外投資海外市場,估計也約有1,700億元以上潛在資金。
蔡豐清預測,明年景氣會比今年好,而且「明年台灣非常有前景」,
比國際景氣復甦更好,主要經濟成長動能集中在三個重點,
分別是中美貿易戰下的轉單效應、前瞻計畫基礎建設相關產業、
5G將商轉帶動相關新興產業成長。
行政院2017年開始推動前瞻計畫,現在正在加溫,「慢慢走上擴張的路」,
所以明年台灣會比較好。
至於看好哪些產業,蔡豐清舉例,如景氣循環相關產業,
也就是營造業或製造業生產機器的工業領域產業會較好,像是工具機、運輸業等,
另外一些非必需的消費品,像是家具、汽車、旅宿等奢侈品,
隨著景氣回升也會表現不錯。
勞動基金今年前10月收益達3,839.1億元,收益率9.62%,
由於11月台股及國際股市均維持上揚,12月來更大漲約500點,雖近來新台幣強升,
將出現匯兌損失,然12月封關前,全球股市若維持高檔,預估今年仍可大賺4,000億元。
基於看好明年景氣及台股多頭行情表現可期,蔡豐清指出,
「未來會持續加碼投資台股」;
勞動基金運用局副局長劉麗茹表示,目前仍有490億元委託投信代操尚未撥款,
明年預計將再遴選投信代操900億元,將視市場情況撥款入市;
自營操作部分也會視市場狀況投入股市。
在海外投資方面,劉麗茹說,目前仍有15億美元資金委外代操尚未撥款,
明年預計再增40~50億美元委外代操,折合新台幣將達1,700~1,900億元。
3.心得/評論:
※必需填寫滿20字
看來明年就是一個大多頭年了
政府努力做多還不跟上嗎
萬二 只是起點 不是終點!!!!
--
1.原文連結:
※過長無法點擊者必須縮網址
https://www.chinatimes.com/newspapers/20191225000244-260202?chdtv
2.原文內容:
勞動基金運用局局長蔡豐清平安夜釋利多,
看好明年經濟景氣復甦,指出「明年會持續加碼台股」;
依勞動基金運用局內部規劃,明年將再提撥900億元資金委託投信代操,
再加上目前尚有490億元委外代操資金待撥款,合計達1,390億元潛在資金將伺機入市。
此外,勞動基金運用局掌管的勞動基金(旗下共有新、舊制勞退及勞保等六大基金),
以及由衛福部委託管理的國保基金,在自營操作部分也將會持續視市場狀況投入。
市場估計,新制勞退基金每年新增加基金規模達1,500~1,600億元,
基於基金管理運用仍會持續投入台股,
明年來自勞動基金加上國保基金有約一、二千億元資金可望投入台股;
另在委外投資海外市場,估計也約有1,700億元以上潛在資金。
蔡豐清預測,明年景氣會比今年好,而且「明年台灣非常有前景」,
比國際景氣復甦更好,主要經濟成長動能集中在三個重點,
分別是中美貿易戰下的轉單效應、前瞻計畫基礎建設相關產業、
5G將商轉帶動相關新興產業成長。
行政院2017年開始推動前瞻計畫,現在正在加溫,「慢慢走上擴張的路」,
所以明年台灣會比較好。
至於看好哪些產業,蔡豐清舉例,如景氣循環相關產業,
也就是營造業或製造業生產機器的工業領域產業會較好,像是工具機、運輸業等,
另外一些非必需的消費品,像是家具、汽車、旅宿等奢侈品,
隨著景氣回升也會表現不錯。
勞動基金今年前10月收益達3,839.1億元,收益率9.62%,
由於11月台股及國際股市均維持上揚,12月來更大漲約500點,雖近來新台幣強升,
將出現匯兌損失,然12月封關前,全球股市若維持高檔,預估今年仍可大賺4,000億元。
基於看好明年景氣及台股多頭行情表現可期,蔡豐清指出,
「未來會持續加碼投資台股」;
勞動基金運用局副局長劉麗茹表示,目前仍有490億元委託投信代操尚未撥款,
明年預計將再遴選投信代操900億元,將視市場情況撥款入市;
自營操作部分也會視市場狀況投入股市。
在海外投資方面,劉麗茹說,目前仍有15億美元資金委外代操尚未撥款,
明年預計再增40~50億美元委外代操,折合新台幣將達1,700~1,900億元。
3.心得/評論:
※必需填寫滿20字
看來明年就是一個大多頭年了
政府努力做多還不跟上嗎
萬二 只是起點 不是終點!!!!
--
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