[討論]熱門基金會客室:野村優質基金
昨天晚上基富通默默的上傳了這個月新的基金會客室,大家有看了嗎
https://www.youtube.com/watch?v=_lV3g_ehA1k&t=2s
這次內容相當完整,就算是只對指數投資有興趣的朋友都推薦去看看
前面
花了相當大的篇幅去討論台股目前跟未來的趨勢
1. 9月魔咒
2. 出口量增加
3. 去庫存已經見底
簡單來說台股基本面還是很好
https://i.imgur.com/B5HlJvJ.jpg
也列出短期的重要訊息
https://i.imgur.com/6XeZatM.jpg
以整體來看,總經環境短期可能都是處於頹勢或是待整理的狀況
從產業面上可以看到台股很多廠商都有吃到相關資源
https://i.imgur.com/xz71cEx.jpg
因而跟隨AI發展跟後續情勢的穩定,野村投信這邊大膽預測,2025年將會由AI拉起一波成
長
現在透過定期定額才可以隨時跟上成長契機
https://i.imgur.com/nU4Ovuf.jpg
當然也有簡單表明他們跟一般指數ETF類型的不同,就是在於人為操作選股
過往在一般被動追指數的ETF,就是看數字去追蹤,但主動基金中加入經理人判斷操作
像野村優質就是配30%去買中小型的明日之星,預期成長
https://i.imgur.com/SDilHyZ.jpg
當然這種操作也有風險,像今年第二季後,台股開始面臨修正盤整
很多基金都往上拉回績效,可是野村表現就比較持平
根據投信說法,是因為不想要隨便跳車,只是因為一段時間的平整,抱住等待上漲之後會
更好
https://i.imgur.com/Wel61E5.jpg
如果手上有野村優質基金的話,我自己覺得可以繼續定期定額,長期績效應該穩定不差
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