
若只有兩千,不論是僅有兩千元,或是兩千萬,低利率高通膨的年代,投資理財才是王道。基金界的高富帥-資深基金界高管張凌雲,和資深媒體人白富美,在雲端與你聊基金投資的眉眉角角,投資除了做股票之外,為何基金投資也很重要。 -- Hosting provided by SoundOn
| Publishes | Twice monthly | Episodes | 180 | Founded | 4 years ago |
|---|---|---|---|---|---|
| Language | Number of Listeners | Categories | EducationBusiness |

美國科技股4月吹起號角,完全無視中東戰事緊張,高漲油價推升通貨膨脹,台股也受惠一路衝衝衝。
到底4月這一波反彈,只是跌深反彈?AI吃掉軟體股和私募信貸基金的疑慮,如今雲淡風清了嗎?
【若只有兩千-第179集】基金事(webzz)創辦人暨基金鐵人張凌雲和基優網(Fundlover)白姐,將與你深入探討,這一波科技股反彈,美國科技股從去年第四季以來修正,如今終於迎來技術反彈了嗎?還是有什麼重大基本面改變基金,到底要選硬體科技比重高的呢?現在要重押AI類股嗎?趕快按下收聽鍵,讓我們來說清楚講明白。... more
2026年第一季因為美伊開戰,全球股市漲幅回吐,台股亦然,儘管近來因為和談有望,牽動台灣人投資神經兩條線-美股和台股觸底反彈,惟美伊談判今天傳利多,明天又無人機亂打和平又落空,這場戰爭到底是速戰速決?還是跟俄烏戰爭一樣,歹戲拖棚?
美國總統川普第二任上台以來,每年給全球市場驚喜,全球股市2026年會跟2025的關稅危機走一樣路徑嗎?先重挫再強力反彈,一路走高?還是強彈就是逃命波?【若只有兩千-第178集】基金事(webzz)創辦人暨基金鐵人張凌雲和基優網(Fundlover)白姐,將與你回顧第... more
主動式ETF近一年來成為投信新發行基金的主力,主動式ETF在2025年繳出亮麗績效,打敗大盤和被動式基金,近來新推出的主動台股ETF,績效更是靚麗,不少成軍一季的主動台股ETF都有兩到三成表現,儘管3月台股拉回一成,新生代的台股ETF跌幅只有一半。
【若只有兩千-第177集】基金事(webzz)創辦人暨基金鐵人張凌雲和基優網(Fundlover)白姐,將再就主動式台股ETF表現為大家分析,為什麼新成軍的台股ETF表現特別亮麗,另外基金鐵人引用主動式ETF代表人物木頭姐案例,解析她操盤ARKK這... more
ETF成為台灣人超愛的投資工具,2025以前台灣只有追蹤大盤指數(被動式)ETF,就在過去一年以來陸續有21檔主動式的股票和債券ETF發行和掛牌。
2025年台灣ETF邁入主動式元年,主動式ETF很新奇,但投資人依舊偏好是大家耳熟能詳的國民ETF-0050,0050去年表現,淨值上漲逾37%,市價表現上漲逾36%,打敗台灣加權指數的25.73%,但從基金績效來看,儘管主動式台愛ETF在5月才陸續掛牌成立,但三檔5月掛牌的主動式台股ETF,立以來績效不僅大勝0050,但在吸金力上卻極不一樣。
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可以了解趨勢和如何配置基金或ETF
本來覺得投資就是買etf,聽完後覺得主動投資才是最棒的










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若只有兩千 launched 4 years ago and published 180 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.
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