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Back高股息ETF近三月強漲 0056、00919吸金10月淨流入破百億元
高股息ETF近三月強漲 0056、00919吸金10月淨流入破百億元
NEWS
自由时报2 hours agoBusiness2 min readChinaView translation

高股息ETF近三月強漲 0056、00919吸金10月淨流入破百億元

高股息etf005600919

Quick Look

台股在五萬大關前震盪，高股息ETF受惠息收護體與AI動能，近三月績效亮麗，元大高股息（0056）漲幅近16%居冠。十月來0056、00919淨流入分別達68.2億元、55.2億元，合計破百億元，主動型ETF則因規模擴大降低操作靈活度遭資金流出。

AI-generated summary

Why It Matters

台股在五萬大關前來回震盪，高股息ETF受惠息收護體與AI動能吸引資金流入。

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〔記者張慧雯／台北報導〕台股在五萬大關前來回震盪，而高股息ETF受惠息收護體與AI動能，近3月績效亮麗，尤其前五名皆繳出雙位數漲幅，元大高股息（0056）以近16%居冠。

近三個月高股息ETF熱潮再起，觀察報酬率由0056以15.7%居冠，群益台灣精選高息（00919）、國泰永續高息（00878）也分別有11.4%、10.1%，反觀主動型ETF報酬率反而沒有高股息ETF來得好。

請繼續往下閱讀...

法人分析，主動式ETF規模增加後反而降低操作靈活度，每日揭露持股也造成經理人操作壓力，調節出場可能觸發市場籌碼鬆動，隨台股叩關五萬，選股難度大增，已見到主動式ETF投資人獲利了結，統計10月以來00981A、00403A合計遭拋售187億元，墊底全市場。

統計0056、00919於同一期間，淨流入資金分別達68.2億元、55.2億元，居全高股息市場冠、亞軍；同時，0056現階段第一大持股南亞（1303）搭上AI轉型趨勢，成為電子材料重點供應商，6月納入後股價翻倍上漲，近一週股價更大漲22%，挹注0056股價持續突破新高。

0056日前也宣布本季配息1.72元，寫下全年、單季配息新高紀錄，進一步推升市場買盤與成交熱度，隨著AI需求利多，挹注台股企業獲利、營收成長，將有助於0056未來填息、配息表現。

一手掌握經濟脈動 點我訂閱自由財經Youtube頻道

What to Watch

AI outlook — possibilities, not facts

  • 0056將持續受惠南亞股價上漲，短期內有機會再創新高

    Likely · Within weeks

  • 主動型ETF將繼續見資金流出，直至其操作靈活度問題獲得改善

    Possible · Within months

Open Questions

  • 高股息ETF的漲勢能否持續至年底？
  • 主動型ETF的資金流出是短期調整還是長期趨勢？
  • 南亞的AI轉型能否持續帶動股價上漲？

Related Topics

高股息etf
People張慧雯
Organizations元大高股息群益台灣精選高息國泰永續高息南亞
Places台北台灣
Topics005600919台股南亞ai轉型配息
This article was originally published by 自由时报.

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