S26EP42|00631L加碼台積電,還要換正二嗎,換車思考|威利研究室    episode artwork

EPISODE · Jun 7, 2026 · 20 MIN

S26EP42|00631L加碼台積電,還要換正二嗎,換車思考|威利研究室

from Awesome Money · host 威利財經角

00631L提高臺積電現貨部位後,引發投資人對正二換車的討論。問題不是它有沒有變強,而是投資人想要臺灣50單日正二,還是整體加權指數單日正二。 大綱 1.00631L不是0050市價直接乘以兩倍 2.每日正二與長期固定兩倍不同 3.過去為何讓人覺得不像0050正二 4.提高臺積電現貨部位的原因 5.臺積電權重是優點也是風險 6.其他正二比較接近加權指數正二 7.流動性與分割也是選擇重點 8.換車前要先想清楚曝險 9.不同帳戶可以有不同功能標籤 10.結論:買的是指數結構,不是代碼情緒 關鍵字 #00631L #臺灣50正二 #加權正二 #台積電 #槓桿ETF #正二ETF #換車思考 #流動性 #ETF配置 #台股曝險 第750集,2026/06/06錄製 #威利研究室單元 YouTube 搜尋: 威利財經角|Podcast 搜尋: Awesome_Money 收看頻道會員節目: https://cutt.ly/HeRTJFB2 加入頻道會員: https://cutt.ly/zwTJf5e0 方格子: https://vocus.cc/willy03/home Blogger: https://katono5566.blogspot.com/ 節目 Line 社群: https://forms.gle/CabjyDhux35utmyU9 -- Hosting provided by SoundOn

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S26EP42|00631L加碼台積電,還要換正二嗎,換車思考|威利研究室

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