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"content": "<p>中东战事重燃推高国际油价并加剧通膨疑虑,加上美国8月非农就业数据强劲强化市场对联准会的升息预期,拖累全球风险资产表现。根据彭博统计,过去1周全球股票型ETF遭资金净流出55.9亿美元,正式终结先前连续22周净流入态势。其中美股及亚股成为资金撤出重灾区,台股更遭外资卖超22.27亿美元,居亚股之冠。</p>\n<p style=\"text-align:center;\"><img src=\"https://cimg.cnyes.cool/prod/news/6599662/l/b10a67d84c59863d53d313fb70a6845a.jpg\" alt=\"22周净流入中止!全球股市净流出55.9亿美元 台股遭外资卖超22.2亿美元亚股最惨\" style=\"width:50%;height:auto;border-radius:6px;margin:15px auto;display:block;\"></p>\n\n\n<p>从市场区分,美股ETF单周净流出高达85.73亿美元,亚洲市场亦遭77.34亿美元净流出,其中中国市场流出11.25亿美元;相对地,日本与欧洲市场则逆势获得9.98亿美元及4.36亿美元净流入。在产业方面,保健、主题型与能源获资金青睐,间接不动产、原物料与工业则面临较大卖压。</p>\n\n<p>外资在亚洲股市操作同步偏空,受战事与升息预期牵动,台股与南韩股市分别遭卖超22.27亿美元与18.4亿美元,成为外资提款主要对象。相较之下,避险资金则大幅涌入债券市场,单周固定收益型ETF获169.84亿美元净流入,光是美国债市就吸引111.11亿美元,显示市场资金转趋保守。</p>\n\n<p>富兰克林投顾表示,尽管近期资金出现波动,全球景气与企业获利基本面仍具韧性,但随美债殖利率上行,建议股市配置可留意循环、价值与小型股题材,并搭配平衡型基金及黄金资产,借此分散投资组合风险并捕捉轮动契机。</p><div class=\"related-articles seo-links\">\n <h4>相关阅读</h4>\n <ul>\n <li><a href=\"/hour/article-14510.html\" title=\"升息预期+交易量萎缩 日元强升创下半年新高\">升息预期+交易量萎缩 日元强升创下半年新高</a></li>\n <li><a href=\"/hour/article-14514.html\" title=\"亚电获生产基地产能调度挹注 8月营收1.74亿元 年增45.41%\">亚电获生产基地产能调度挹注 8月营收1.74亿元 年增45.41%</a></li>\n <li><a href=\"/hour/article-14483.html\" title=\"桦汉8月营收创同期高 Physical AI营收将大幅提升\">桦汉8月营收创同期高 Physical AI营收将大幅提升</a></li>\n <li><a href=\"/hour/article-14513.html\" title=\"电视面板9月需求稳定增温 价格估全面转持平\">电视面板9月需求稳定增温 价格估全面转持平</a></li>\n <li><a href=\"/hour/article-14480.html\" title=\"凯基证完成193亿元联合授信案 7家金融机构参与\">凯基证完成193亿元联合授信案 7家金融机构参与</a></li>\n <li><a href=\"/hour/article-14509.html\" title=\"〈ETF成分股调整〉009815换血!新增资安双雄与ADI 前十大重仓股不变\">〈ETF成分股调整〉009815换血!新增资安双雄与ADI 前十大重仓股不变</a></li>\n </ul>\n</div>",
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"createdAt": "2026-09-07T12:05:27.000Z",
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