買00672L元大元油正2的人在想什麼呀? - 股票
By Olivia
at 2020-03-09T22:18
at 2020-03-09T22:18
Table of Contents
00672L 元大元油正2這一檔ETF,就是投信拿投資人的錢去市場上買輕原油期貨。
輕原油現在一口算32好了,一口的市值=32(價)*30(匯率)*1000(每大點1000美金)=96w台幣
但操作一口只要3.825*30*1000=11.475w台幣的保證金
所謂正2兩倍,就是投信跟你投資人收足市值一口96萬台幣的錢
然後拿你的96萬 幫你打兩口的保證金(23萬左右)進去買2口輕原油
,剩下的錢放一些當預備金,再買點固定收益的債券什麼的。
這麼簡單無腦的事情,一年跟你收1~2%的管理費+保管費。
且輕原油換月每個月的轉倉成本你也是一毛都少不掉,投信轉倉成本多少就轉嫁給你多少
這種淨值基本上完全反映真實價值的商品,今天盤中一度居然可以溢價到2~300%...
真的也是台灣奇蹟了!
魯弟我真的是搞不懂今天還在買00672L的人在想啥??
想趁歷史低點投資原油,直接買輕原油期貨最簡單實在不吃虧成本最低
真的懶得自己每1~2月按一下轉倉單轉倉想無腦長期投資買etf好歹也挑個沒啥溢價的
你說小散戶下不起一口輕原油,只買得起1~2張的,不懂不看淨值溢價無腦買的就算了
但672L一堆1~200張以上甚至千張的大戶,也不斷溢價1~200%以上在買這種垃圾
真的不知道該說是太瘋狂還是太蠢了...
去年VIX溢價到35%時覺得VIX之亂應該已經是空前絕後了~
沒想到這次元油之亂溢價可以飆到200多%直接突破天元! 太屌太屌了!
還是提醒一下仍在以超高溢價買進00672L的鄉民投資人
用高額溢價買入代表的是:
1.隨時要面臨法人申購的套利賣壓。法人直接跟投信以淨值認購一股2~3元,到市場上賣你
一股7~8元,你溢價多久他就套你套爽爽套到沒溢價為止。
2.就算沒有開放申購,不合理的溢價隨時都可能消失收斂。
沒經驗的可以去看看00677u 富邦vix 2019/11/18跟11/19的走勢跟溢價收斂狀況,vix
當時已完全不開放申購了所以沒有套利賣壓,但異常的溢價遲早仍是要收斂的。
一就是你etf市價直接崩下去人踩人,二就是輕原油真的漲一大段上來了你etf卻沒啥漲
買這種風險高收益低的標的,只能說,請三思~~
喔對了,今天672L盤中淨值一度低到只剩1.7元左右,根據主管機關法規
只要連續三天淨值低於2元,該ETF就得強制下市。
差不多就是只要輕原油價格連續三天低於28元,00672L就準備宣告下市囉
這又是另一個額外風險。
空手的當然是建議看戲別買這檔了
至於對19元一路買下來一路套的現成00672L持有者來說
最有效益的作法其實是把672L趕緊趁超大溢價時賣掉然後把錢轉去買同樣是原油標的
但沒溢價或溢價少的商品啊!
到時候油漲回來時,沒溢價或溢價少的商品(輕原油期or 00642u)肯定會多漲很多回來好嗎
嫌00642u只有一倍的話可以自己用融資讓他變2倍啊。融資利息一年4~5%,
相比於1~200%的溢價....根本便宜到爆好嗎~
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