定期定額買台股基金 時機到

台股歷經8月劇烈震盪,指數連九跌,統計2000年來九連跌僅五次,之後六個月平均漲幅9.1%、後一年漲16.7%,連跌反而創造進場的好時點,且近十年任一月初定期定額投資台股基金,以9月的後半年平均報酬最佳、近5.2%,高於其他各月,震盪後進場勝率高,可把握時機布局以掌握後市行情。

群益馬拉松基金經理人王耀龍表示,台股後市因當沖降稅政策延長,電子及傳產也步入出貨旺季,隨市場逐步消化利空,研判仍位於多頭趨勢不變。且基本面穩健,上市櫃企業8月公布上半財報,營收破17兆元、稅前盈餘將近2兆元,創歷史新高紀錄。

高盛預估台股獲利上修幅度居亞股之首,後市具強勁支撐,加上產業鏈完整,在全球主流趨勢扮演關鍵供應要角,仍持續看好後市表現。

台新高股息平衡基金經理人劉宇衡說,全球面對通膨,各國貨幣緊縮議題受到注目,全球股市近期回檔,台股跟著下修,再入震盪整理格局。現階段選股操作,建議朝利基成長型、高股息等防禦性佳個股優先,及長期配息穩定標的為核心,透過長線保護短線降低震盪風險。

日盛高科技基金研究團隊指出,台股受惠市場資金充裕,提供後市反彈的動能,電子族群步入年底消費旺季,及財報多優於預期,加上半導體供應鏈的供需失衡,預期2022年仍將供不應求。可關注明年成長明確的晶圓代工、ABF等主要族群,5G手機滲透率挑戰50%,未來上升趨勢不變,相關供應鏈營運仍將受惠。

王耀龍建議,台股進場布局以基本面出發,篩選產業趨勢明確、競爭力強企業,看長不看短,長線展望愈明確愈有機會,或透過台股基金介入,降低投資組合不確定性。

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理財研究所

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保險二三事

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文章來源:https://ctee.com.tw/news/fund/517658.html