[請益] 美國總統大選前布局策略?
各位大大午安,最近台股回升到逼近兩萬三。
雖然說股價有回升
但感覺激情始終沒有回到四到六月那樣狂熱
看交易量好像也都停留在三千億左右…
自己的觀察是
因為總統大選大家還是會怕川普當選強力課稅,造成股價衝擊。
因此蠻多人是觀望狀態,想等待結果後再布局?
不過也聽許多前輩說過要趁人少的時候趕緊建倉
所以最近有在考慮買科技型ETF
現在陸股追高的人太多所以暫且不考慮,不考慮在這時候開槓桿
目前關注標的有00891/00927/00935
00891:強調ESG,然後也是半導體產業
00927:強調配息,半導體為重
00935:強調創新科技,關注領域比較多
目前看表現的話00935略勝一籌,想請問各位有其他關注點嗎?
https://i.imgur.com/UzBzyef.jpeg
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