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迎戰後關稅、後AI時代：解密防衛科技、半導體的Smart Beta ETF布局｜#老謝開講 #謝金河 #財訊 feat. 元大投信董事長 劉宗聖 EP236 episode artwork

EPISODE · Aug 15, 2025 · 18 MIN

迎戰後關稅、後AI時代：解密防衛科技、半導體的Smart Beta ETF布局｜#老謝開講 #謝金河 #財訊 feat. 元大投信董事長 劉宗聖 EP236

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

加入會員，支持節目： https://open.firstory.me/user/ckijrbz8nehm50847mulgl7v6 #老謝開講​​ #謝金河 #財訊 川普的關稅政策對全球投資趨勢有重大影響力，今天的《老謝開講》邀請了元大投信董事長劉宗聖，深入探討全球資產配置的策略，以及ETF在投資組合中的重要性。內容不僅提及了黃金、微軟、輝達等全球十大資產的市值變化，也特別分析了台灣ETF市場的成長，例如元大0050和0056的投資策略。此外也介紹了TISA（台灣個人投資儲蓄帳戶）的優點，並預測了AI時代和後關稅時代的產業投資新趨勢，強調了ETF作為穩健投資工具的價值。 留言告訴我你對這一集的想法： https://open.firstory.me/user/ckijrbz8nehm50847mulgl7v6/comments 《各節重點》 ＊ 後川普關稅市場 全球市值排名異動 ＊ ETF的崛起與投資策略 ＊ TISA台灣個人投資儲蓄帳戶 ＊ 未來產業趨勢與Smart Beta ETF ★ 商業合作請洽 [email protected]，或撥專線 (02)25512561轉249。 製作｜財訊雙週刊 來賓｜元大投信董事長 劉宗聖 企劃｜財訊雙週刊 攝影｜吳匡庭 吳雨軒 剪輯｜吳雨軒 後製｜吳雨軒 錄影日期｜2025.8.5 -- Hosting provided by SoundOn

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迎戰後關稅、後AI時代：解密防衛科技、半導體的Smart Beta ETF布局｜#老謝開講 #謝金河 #財訊 feat. 元大投信董事長 劉宗聖 EP236

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This episode is 18 minutes long.

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This episode was published on August 15, 2025.

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