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2026 投資布局 三大王牌操盤手告訴你 ｜#聽了財知道 EP293 #ETF #基金 #操盤手 episode artwork

EPISODE · Dec 22, 2025 · 18 MIN

2026 投資布局 三大王牌操盤手告訴你 ｜#聽了財知道 EP293 #ETF #基金 #操盤手

from 財訊 《Wealth Magazine》 · host 財訊雙週刊

AI 主導產業快速輪動，在基金、ETF 賽道上誰能搭上列車？《財訊》專訪在 2025 年表現優異的經理人，以第一人稱的方式，分享他們對 2026 年投資機會與操作策略的看法。 段落重點： ● 專注 AI 大架構 抱穩龍頭均衡布局 ● 多頭氣勢持續　留意第二季震盪 ● 中國追趕算力　通訊產業持續受惠 ● 類股輪動加速 抱得住才是王道 加入會員，支持節目： https://wealth1974.firstory.io/join 留言告訴我你對這一集的想法： https://open.firstory.me/user/ckijrbz8nehm50847mulgl7v6/comments ★ 完整文章連結： 2026投資報告2》三大金牌操盤手公開投資心法：類股輪動加速　抱得住才是王道 https://www.wealth.com.tw/articles/33a05cff-ad43-49de-b7e1-91cb889adbbd 2026投資報告3》合庫台灣基金經理顧克勤：專注AI大架構，抱穩龍頭均衡布局 https://www.wealth.com.tw/articles/8e7a4616-49dd-446a-b5b8-fdca085ac343 2026投資報告4》路博邁台灣5G股票基金經理人黃煜：多頭氣勢持續，留意第二季震盪 https://www.wealth.com.tw/articles/b2e5a571-d030-4f59-a9b7-a77ee36d2efd 2026投資報告5》復華中國5G通信ETF經理人吳允翔：中國追趕算力，通訊產業持續受惠 https://www.wealth.com.tw/articles/f181d63a-fd41-444c-b411-d9a2d64db2df ★ 訂閱財訊這裡請→https://www.wealthstore.com.tw/ ★ 打電話也可以訂財訊→(02)2551-5228 轉 10。 ★ 商業合作請洽 [email protected]，或撥專線 (02)2551-2561 轉 255。 製作｜財訊雙週刊 主持｜洪綾襄 來賓｜張道宜 企劃｜吳匡庭 攝影｜吳匡庭 剪輯｜蔡克承 後製｜蔡克承 錄製日期｜2025.12.17 -- Hosting provided by SoundOn

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2026 投資布局 三大王牌操盤手告訴你 ｜#聽了財知道 EP293 #ETF #基金 #操盤手

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This episode was published on December 22, 2025.

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