台積電核彈拱台股?老謝爆背後有「藏鏡人 - 股票
By Sierra Rose
at 2019-12-28T23:08
at 2019-12-28T23:08
Table of Contents
1.原文連結:
http://bit.ly/354GojQ
2.原文內容:
台積電核彈拱台股?老謝爆背後有「藏鏡人」
即使貿易戰攪局,美國總統川普上任3年以來,美股飆漲逾50%,超越歷任總統。其實,不只道瓊指數朝30000點大關邁進,台股也重返12000點逼近新高,財信傳媒董事長謝金河指出,全球股市出現大市值企業不斷沸騰,背後最大推手就是被動式基金ETF。
謝金河在臉書po文表示,全球股市不斷的奔馳,美股30000點就快逼近,其漲勢多集中在Apple、Microsoft、Aphabet、Amazon及FB的FAAMG五檔股票上;亞洲股市則看台灣的台積電,南韓三星及大陸阿里巴巴及騰訊等四檔個股延燒。
「全球股市中的大市值企業不斷攀高,最主要的推力就是全部被動型基金ETF!」
謝金河認為,全球利率走低,負殖利率債券一度逼近17兆美元,使得龐大游資湧入ETF,到2019年中,全球股票型ETF吸走4兆美元、占50%,其中前五大ETF淨值超過8000億美元,單是SPDR就吸了3079億美元,這種型態的股票基金以每個市場前50大市值為標的,全部瞄準一個國家最有競爭力的產業及公司,又稱為被動式基金。
過去幾年,全球ETF已成長數倍,現在規模已達6兆美元,美國銀行的ETF策略師估到2030年全球ETF部位將達50兆美元。「未來全球股市將成也ETF,敗也ETF,大型股會愈炒愈貴,直到倒下為止。」
謝金河強調,台股站上12000點,一些大型權值股如台積電、聯發科、大立光、鴻海等大漲也是拜ETF之賜。近期台股逼近12682歷史天價,除了經濟基本面好轉,最大的指數推手,其實是方興未艾的ETF!
3.心得/評論:
台股站上12000最大的推手是被動式基金ETF
未來全球股市將成也ETF,敗也ETF,大型股會愈炒愈貴,直到倒下為止
或許不想承擔個股風險的投資人會買ETF呢
但好GG不買嗎
你上車了嗎
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Sent from JPTT on my iPhone
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Tags:
股票
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