歐股評價偏低、布局正現在
景順投信暗示,在川普2.0時代,尋求穩健收益更需擴大視野,投資人可藉此機會,將資產分離至分歧地域與種別,提拔不亂性與成長潛能。
今年的全球投資市場在動盪與機遇中持續前行。
關稅戰逼近!景順投信:別再押美股 該放眼全球
跟著川普關稅戰進入公布倒數階段,距離8月1日僅剩不到兩周,景順投信指出,在川普2.0時代,尋求穩健收益更需放眼全球,別再押美股,歐股整體評價偏低,具備投資吸引力。
延伸浏覽>> 美國加密貨幣周助攻比特幣創高 景碩漲逾5%領32檔挖礦概念股開趴 專家保守看:操作難度高
景順投信暗示,現階段恰是一個從頭檢視投資組合的良機,投資人應思考手中的資產設置裝備擺設是不是能因應未來變局,建議可考慮具有矯捷設置裝備擺設能力的全球型基金,同時結合股債雙息,分散風險,下降對美國市場的過度依靠。
景順投信指出,曩昔10幾年美股確切一飛沖天,是以有所謂的美國破例論,但歷史上美股並不是風平浪靜,80年月的日本、2000年的歐洲和金磚四國等新興市場,都曾讓美股相形失容。","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":"湯暖萱|Yahoo財經特派記者","url":"https://tw.stock.yahoo.com/author/湯暖萱","jobTitle":""},"creator":{"@type":"Person","name":"湯暖萱|Yahoo財經特派記者","url":"https://tw.stock.yahoo.com/author/湯暖萱","jobTitle":""},"provider":{"@type":"Organization","name":"Yahoo奇摩股市","url":"https://tw.stock.yahoo.com/reporter/","logo":{"@type":"ImageObject","width":156,"height":32,"url":"https://s.yimg.com/os/creatr-uploaded-images/2024-12/1eeff400-bcd6-11ef-8ffc-9e7a7e9d3e65"}},"image":{"@type":"ImageObject","url":"https://s.yimg.com/ny/api/res/1.2/z0qKh3R_zGK2aWzwIQ51Bg--/YXBwaWQ9aGlnaGxhbmRlcjt3PTk2MDtoPTY0MA--/https://s.yimg.com/os/creatr-uploaded-images/2024-10/83267440-8445-11ef-b675-1135712e37b5","height":640,"width":960},"thumbnailUrl":"https://s.yimg.com/ny/api/res/1.2/z0qKh3R_zGK2aWzwIQ51Bg--/YXBwaWQ9aGlnaGxhbmRlcjt3PTk2MDtoPTY0MA--/https://s.yimg.com/os/creatr-uploaded-images/2024-10/83267440-8445-11ef-b675-1135712e37b5"}