EP7 複委託不是短線衝刺,是通往全球市場的入口-蔡旺盛副總 episode artwork

EPISODE · Sep 22, 2025 · 36 MIN

EP7 複委託不是短線衝刺,是通往全球市場的入口-蔡旺盛副總

from CFP®俱樂部-理財顧問的交流空間 · host 臺灣理財顧問認證協會

美股聚集全球龍頭與資金,複委託成為台灣投資人連結國際的關鍵通道。蔡旺盛副總從市場結構到投資文化,拆解「配息 vs 資本利得」的思維差異,並給出進入美股的正確心態與資產配置建議;同時點出CFP® 顧問在跨市場投資中的專業價值。 在本集節目中你會聽到 ✅ 為何美股成為資金重心:市場、客戶、成交量的正循環 ✅ 台股 vs 美股的投資心態:配息偏好與長期資本利得的差異 ✅ 複委託客群結構與長期延續的關鍵(不是只看題材、要看結構) ✅ 走進美股的心態設定:大股東思維、把複委託納入資產配置 ✅ CFP® 的四大價值:跨市導引/資產配置/心態教育/波動期陪 -- Hosting provided by SoundOn

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EP7 複委託不是短線衝刺,是通往全球市場的入口-蔡旺盛副總

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