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台股緩步走升至高檔 00939追蹤之指數評價具投資潛力
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uniopen
2024-10-17 | 1分鐘閱讀
近期全球股市反彈,帶動台股大盤緩步上揚,並回到相對高檔。統一台灣高息動能ETF(00939)(本基金並無保證收益及配息,配息來源可能為收益平準金)基金經理人林良一表示,台股大盤短線預估將呈現區間震盪,但聯準會進入降息循環、美國經濟有望軟著陸及年底消費旺季等利多支撐下,台股長線為牛市的機率高。以類股來看,高股息股票評價相對低,加上資金持續流入,使相關類股後市具成長空間,有望帶動高股息ETF表現。

據CMoney統計至10/16,加權指數近4季本益比回升至22.6倍。相較之下,00939追蹤之臺灣高息動能指數,其指數成分股近4季本益比平均僅17.55倍,具備投資潛力。林良一表示,隨著台股大盤反應2025年獲利展望,使加權指數評價偏高,後市價格成長空間相對受限。00939追蹤之指數精選基本面佳的高股息股票,營運效率及ROE皆優,且指數成分股評價低於加權指數,投資價值相對高。

林良一表示,美國及歐洲啟動降息循環,中國也推出重大救市政策,三大主要經濟體趨勢走向資金寬鬆,有望帶動資金流向新興市場,連帶使台股受惠。而台灣目前的高股息ETF市場規模也保持高速成長,加上長線投資人定期定額的長尾效應,為高股息標的帶來持續性的資金挹注及籌碼支撐。建議投資人在台股高檔震盪之際,分批布局高股息ETF,或採用定期定額機制進場,可以分散投資風險並參與台股後市行情。

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