國泰永續高股息(00878)基金經理人游日傑暗示,儘管目前關稅的不肯定性還沒有完全清掃,但憑據市場預估,台股企業在2025年仍有望保持雙位數的每股盈餘成長,且今朝指數仍未超過客歲高點,顯示台股依然具投資價值。
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投信法人分析指出,上周大盤來到波段高點,台股ETF受益人也逢高調理使得受益人略減,不過仍有包孕群益台灣精選高息(00919)、群益臺灣加權反1(00686R)、自動群益台灣強棒(00982A)、國泰臺灣加權正2(00663L)、元大台灣50(0050)、自動野村臺灣優選(00980A)、自動同一台股增長(00981A)、自動安聯台灣高息(00984A)等13檔受益人呈現周增、月增、年增且逆勢創高。
安聯投信台股團隊則認為,短期雖然需要留意漲多後的震盪風險,但台股在根基面支持與資金動能推升下,仍具中期上行空間,跟著企業法說會和半年報陸續揭穿,市場可望回歸根基面主導行情。","publisher":{"@type":"Organization","name":"Yahoo奇摩新聞","logo":{"@type":"ImageObject","url":"https://s.yimg.com/cv/apiv2/twmobi/icon/yahoo_tw_logo_structuredata_20200630.png","width":136,"height":60}},"author":{"@type":"Person","name":"陳欣文/台北報道","url":"","jobTitle":""},"creator":{"@type":"Person","name":"陳欣文/台北報導","url":"","jobTitle":""},"provider":{"@type":"Organization","name":"工商時報","url":"https://www.chinatimes.com/newspapers/2602/?chdtv","logo":{"@type":"ImageObject","width":454,"height":192,"url":"https://s.yimg.com/os/creatr-uploaded-images/2021-12/63c0b2d0-63bb-11ec-affd-57a81374d4e5"}},"image":{"@type":"ImageObject","url":"https://s.yimg.com/ny/api/res/1.2/wycUEUm9FD.KbdlO57ISnA--/YXBwaWQ9aGlnaGxhbmRlcjt3PTk2MDtoPTU5Ng--/https://media.zenfs.com/zh-tw/ctee_com_tw_678/dd935f4652c38f4520832fe9b79384d1","height":407,"width":656},"thumbnailUrl":"https://s.yimg.com/ny/api/res/1.2/wycUEUm9FD.KbdlO57ISnA--/YXBwaWQ9aGlnaGxhbmRlcjt3PTk2MDtoPTU5Ng--/https://media.zenfs.com/zh-tw/ctee_com_tw_678/dd935f4652c38f4520832fe9b79384d1"}
