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【投資給你問】台股2萬點只能等著被割韭菜？ AI 熱潮該如何出手，專家怎麼看這波？ episode artwork

EPISODE · Mar 27, 2024 · 14 MIN

【投資給你問】台股2萬點只能等著被割韭菜？ AI 熱潮該如何出手，專家怎麼看這波？

from 商周Bar · host 商業周刊

-台股還在半山腰？還是已經在吹泡泡？ -有沒有兼具高股息與高成長的「二刀流」ETF？ 來賓：凱基投信總經理 張慈恩 主持人：阿中哥 ※投資一定有風險，基金投資有賺有賠，申購前應詳閱公開說明書。 投資人永遠在問，現在進場會不會太晚？會不會追高成為被收割的韭菜？台股去年大漲26.8%，在全球股市中名列前茅，今年以來更數度朝2萬點叩關，2萬點會不會立下台股的新障礙，還是將成為下一波狂潮的新起點？ 尤其是這次多頭重心的AI概念，不但促成台股典範的轉移，也讓台股整體本益比為之提升，具備AI概念的「護國群山」可以延伸得多廣，台股的夢想就有多大。短短幾年間就將凱基投信規模從不到百億一路成長到2000億的總經理張慈恩為您解析，這次台股自2019年重返萬點以來一路看回不回的動能所在，為何過去受困於「萬點魔咒」的台股，這次得以破繭而出的關鍵密碼！ 影片拍攝時間點：2024/2/27 #商周 #品牌實驗室 #凱基張慈恩 # #ETF #AI #高配息 #成長股 #股票 #台股破兩萬 #00915 #投資給你問 -- Hosting provided by SoundOn

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【投資給你問】台股2萬點只能等著被割韭菜？ AI 熱潮該如何出手，專家怎麼看這波？

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