劇人月刊
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January 11, 2025
分享面對川普2.0小資族的投資面向
川普上台後 我們將看到一個更以自我為中心的美國 更多更高的關稅 更強硬的中國政策以及更不穩定的全球經濟 美國的圍堵中國策略 已由小院高牆 轉為大院高牆！ 以高關稅貿易保護政策期待製造業人才 資金回流 讓美國再度偉大！ 在此前提下僅從投資的角度觀察有以下三點供參 1. 提高美元資產部位 企業降稅美國優先都有利於美股及美元 美國股票優於債券 我們可以用定期定額方式選擇最簡單的投資標的 就是標普500或那斯達克 100的ETF指數股票型基金 賺取資本利得 川普選前喊話要鬆綁美國的金融管制 美國的銀行股價因而大漲如高盛 富國銀行以及花旗集團等股票全大漲 這是美國再度偉大的最大受益者 是故美國金融業也是不錯的投資標的！ 2.產業選股方面 去年以來的復甦集中在A I建置包括輝達 微軟 Meta 特斯拉都很積極 台股則以台積電為火車頭 包括台積電擴廠的設備高階封裝 Cowos等供應鏈今年表現亮麗 展望2025年AI相關漲勢應可持續 3. 護國神山台積電 TSMC是台灣近代最成功的國際級企業 相信大家對她也有一定程度的瞭解 資本密集 技術密集 人材密集 造就了很深的護城河 擁有強大的競爭力 唯一的地緣政治風險相信是可管控的 展望明後年都 還會有很大的成長空間 川普2.0時代仍會是經濟和股市繁榮的年代 謹慎持盈保泰的投資策略 就是投資人一貫的態度！ 感謝您的收聽 下回我們再見囉!
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