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若只有兩千-第32集-能源基金油漲船高,目前拉回是進場時點嗎?基金鐵人告訴你 episode artwork

EPISODE · Oct 30, 2022 · 35 MIN

若只有兩千-第32集-能源基金油漲船高,目前拉回是進場時點嗎?基金鐵人告訴你

from 若只有兩千 · host JJ Media & Webzz

2022年表現最佳資產就是油價,相關基金就是能源基金,今年上半年油價兩倍的街口標普高盛布蘭特原油ER單日正向2倍ETF,漲幅一度飆升逾80%,但第三季隨著油價拉回,第三季這檔ETF跌掉35%,限縮今年前三季漲幅,僅剩不到27%。 至於台灣銷售主動能源基金,第三季跌幅雖然沒有原油2倍ETF大,卻也都全數拉回,又以9月最淒慘石油相關資產依然今年表現最佳,但台灣人淨申購規模有限,僅是科技基金淨購十分之(以9月境外基金數據為例)左右。 高通膨年代,油價和原物料是值得投資標的嗎?【若只有兩千-第32集--能源基金油漲船高,目前拉回是進場時點嗎?】基金界高富帥、前貝萊德投信董事長及亞太區零售業務負責人張凌雲與基優網白姐,特別就近來油價市場波動和基金表現,剖析這類型資產的市場和產業供需。 能源、原物料等天然資源,在21世紀走了一波大多頭,這類型基金曾是台灣人最愛以前,但2008年一場金融海嘯重挫全球股市,原物料和能源價格拉回,相關基金淨值重挫,台灣人紛紛撤出相關基金,一些能源和天然資源基金不是遭合併清算,就是因為資產規模縮減、台灣人持有比重拉高,無法再接受台灣人新資金。 儘管今年以來美元獨強,與美元屬負相關資產,例如黃金和油價,也是兩樣情,金價低迷,油價卻漲翻天,請按下收聽鐵讓基金鐵人為你解說投資能源基金的必要性,相較全球投資人不斷逢低搶進科技和資訊基金,能源買氣相對有限,尤其是台灣人淨申購這類型基金的規模不大,這類型基金有機會重拾台灣人寵愛嗎? 承如【若只有兩千-30集-高通膨將啟動新一波原物料大行情嗎?】,小編特別挑選Pink的Just Give Me A Reason相呼應,投資人要找到可以投資原物料和能源基金的理由,呼應基金鐵人主張─供給不及需求,這類型基金拉回是時點,適度納入投資組合,這個理由有說服你嗎? Right from the start,You were a thief /從那一開始 就知道你是個小偷 You stole my heart /偷走了我的芳心 And I your willing victim /而我是你的 我也心甘情願 I let you see the parts of me /而我要對你展露 That weren't all that pretty /那些不盡完美的自己 And with every touch you fixed them /而每個傷口都因你的撫摸而癒合 Now you've been talking in your sleep oh oh /現在我傾聽著你的夢語 Things you never say to me oh oh /說著那些 曾未告訴我的話 Tell me that you've had enough Of our love, our love /說著你已經受夠了 我們之間 我們的愛 Just give me a reason /只要給我一個理由 Just a little bit's enough /只要一點點就好 Just a second we're not broken just bent /再等一下 我們之間還沒破裂 只是心有點偏了 And we can learn to love again /再讓我們學一次 怎麼重頭愛過吧 It's in the stars /在這片恆星下 It's been written in the scars on our hearts /它深深的傷痕 烙印在我們的心頭 That we're not broken just bent /而我們的心還沒破裂 只是偏了 And we can learn to love again /再讓我們學一次 怎麼重頭愛過吧 (Nate Ruess) I'm sorry I don't understand /對不起 我不知道問題 Where all of this is coming from /它 是從哪來的 I thought that we were fine /我一直覺得 我們過得很好 (Oh we had everything) /(哦!我們曾經擁有一切) Your head is running wild again /你又開始瘋狂的亂想了 My dear we still have everythin' /親愛的*我們扔然擁有一切 And it's all in your mind /那只是你心裡的想法罷了 (Yeah but this is happenin') /(耶!但它是如此的真實) You've been havin' real bad dreams oh oh /你一定是經歷了一場可怕的惡夢 You used to lie so close to me oh oh /你曾與我 躺得如此相近 There's nothing more than empty sheets /世上沒有什麼比空虛的雙人床還要寂寞的了 Between our love, our love /在我們之間 我們的愛情 Oh our love, our love /哦!我們之間 之間的愛情 (Chorus) (合唱) Just give me a reason /只要給我一個理由 Just a little bit's enough /只要一點點就好 Just a second we're not broken just bent /再等一下 我們之間還沒破裂 只是心有點偏了 And we can learn to love again /再讓我們學一次 怎麼重頭愛過吧 I never stopped /而我不曾停止 You're still written in the scars on my heart /而你依舊在我心頭上 留下傷痕 You're not broken just bent /你的心還沒破碎 只是偏了 And we can learn to love again /而我們可以再次 學習重頭愛過 Oh tear ducts and rust /哦!眼淚侵蝕了我們走過的道路 I'll fix it for us /我會為了我們 去修補它 We're collecting dust /我們收集著道路 But our love's enough /但我們之間的愛情 也足以修補 You're holding it in /你拿著杯子 You're pouring a drink /將酒緩緩倒入 No nothing is as bad as it seems /好!它似乎看起來不錯 We'll come clean /我們來把不好得過去清除吧! (Chorus) (合唱) Just give me a reason /只要給我一個理由 Just a little bit's enough /只要一點點就好 Just a second we're not broken just bent /再等一下 我們之間還沒破裂 只是心有點偏了 And we can learn to love again /再讓我們學一次 怎麼重頭愛過吧 It's in the stars /在這片恆星下 It's been written in the scars on our hearts /它深深的傷痕 烙印在我們的心頭 That we're not broken just bent /而我們的心還沒破裂 只是偏了 And we can learn to love again /而我們可以再次 學習重頭愛過 Just give me a reason /只要給我一個理由 Just a little bit's enough /只要一點點就好 Just a second we're not broken just bent/ 再等一下 我們之間還沒破裂 只是心有點偏了 And we can learn to love again /再讓我們學一次 怎麼重頭愛過吧 It's in the stars /在這片恆星下 It's been written in the scars on our hearts /它深深的傷痕 烙印在我們的心頭 That we're not broken just bent /而我們的心還沒破裂 只是偏了 And we can learn to love again /而我們可以再次 學習重頭愛過 Oh we can learn to love again /再次學習 重頭愛過 Oh we can learn to love again oh oh /再讓我們學一次 怎麼重頭愛過 That we're not broken just bent /我們之間還沒破裂 只是心有點偏了 And we can learn to love again /再讓我們學一次 怎麼重頭愛過吧 歌詞credited to 這就是HellDevil修羅 -- Hosting provided by SoundOn

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若只有兩千-第32集-能源基金油漲船高,目前拉回是進場時點嗎?基金鐵人告訴你

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