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"description": "台股今(19)日面临国际地缘政治与金融市场剧烈震荡冲击,大盘卖压涌现,终场重挫589.33点,收在44719.35点,失守45000点大关与季线。然而,高股息ETF展现强劲抗震能力,下半年绩效表现更是远胜大盘,其中FT台",
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"content": "<p>台股今(19)日面临国际地缘政治与金融市场剧烈震荡冲击,大盘卖压涌现,终场重挫589.33点,收在44719.35点,失守45000点大关与季线。然而,高股息ETF展现强劲抗震能力,下半年绩效表现更是远胜大盘,其中FT台湾永续高息(00961-TW)下半年以来逆势上涨3.24%,表现超越加权指数达6个百分点以上,稳居高股息ETF绩效冠军。</p>\n<p style=\"text-align:center;\"><img src=\"https://cimg.cnyes.cool/prod/news/6581629/l/887d0b264aa259913c7500a244ad20ab.jpg\" alt=\"亚股黑色星期一 高股息ETF包办涨幅前10 这档下半年来逆涨逾3%居冠\" style=\"width:50%;height:auto;border-radius:6px;margin:15px auto;display:block;\"></p>\n\n\n<p>受美伊停火协议到期、荷莫兹海峡谈判陷入僵局影响,地缘政治风险急升,加上通膨疑虑与美欧日国债抛售压力,美股费城半导体指数重挫近5%。亚股今日全面走弱,韩股早盘触发熔断机制,台股开盘亦面临强烈抛售。尽管主计总处上修今年经济成长率至11.05%,创近39年新高,显示基本面底气扎实;但在指数自高点弹升后,市场追价转趋谨慎,加上美联储升息预期持续,多重利空交织致使盘势波动幅度显著扩大。</p>\n\n<p>在避险需求升温下,资金加速涌入高股息ETF。盘面显示,台股ETF今日涨幅前10名清一色由高股息商品囊括。其中,00961今日逆势上涨0.38%,下半年以来累计涨幅达3.24%居冠;群益台湾精选高息(00919-TW)以3.02%紧追在后;中信成长高股息(00934-TW)则以1.21%位居第三。相较之下,加权指数下半年累计回档3.05%,高股息ETF的防御价值格外凸显。</p>\n\n<p>00961基金经理人江明鸿指出,在市场不确定性高的环境下,高股息ETF能提供稳定现金流,同时发挥下档防御特性,为震荡市况中的核心配置选项。投信法人建议,面对短期波动,投资人可适度调降持股水位,并以具收益优势的高股息ETF作为核心持股,同时观察个股基本面变化灵活调整投资组合。</p>\n\n<p><strong>主要台股高股息ETF与加权指数绩效比较表</strong></p>\n\n<table>\n<thead>\n<tr>\n<td><strong>股票代号</strong></td>\n<td><strong>股票名称</strong></td>\n<td><strong>收盘价 (元)</strong></td>\n<td><strong>下半年以来涨幅 (%)</strong></td>\n<td><strong>近一个月涨幅 (%)</strong></td>\n<td><strong>近一日涨幅(%)</strong></td>\n</tr>\n</thead>\n<tbody>\n<tr>\n<td><strong>00961</strong></td>\n<td><strong>FT台湾永续高息</strong></td>\n<td><strong>13.05</strong></td>\n<td><strong>3.24</strong></td>\n<td><strong>2.84</strong></td>\n<td><strong>0.38</strong></td>\n</tr>\n<tr>\n<td><strong>00919</strong></td>\n<td><strong>群益台湾精选高息</strong></td>\n<td><strong>30.39</strong></td>\n<td><strong>3.02</strong></td>\n<td><strong>3.16</strong></td>\n<td><strong>0.16</strong></td>\n</tr>\n<tr>\n<td><strong>00934</strong></td>\n<td><strong>中信成长高股息</strong></td>\n<td><strong>28.55</strong></td>\n<td><strong>1.21</strong></td>\n<td><strong>4.58</strong></td>\n<td><strong>0.35</strong></td>\n</tr>\n<tr>\n<td><strong>00713</strong></td>\n<td><strong>元大台湾高息低波</strong></td>\n<td><strong>60.85</strong></td>\n<td><strong>1.08</strong></td>\n<td><strong>0.16</strong></td>\n<td><strong>0.33</strong></td>\n</tr>\n<tr>\n<td><strong>00962</strong></td>\n<td><strong>台新AI优息动能</strong></td>\n<td><strong>14.94</strong></td>\n<td><strong>0.88</strong></td>\n<td><strong>0.74</strong></td>\n<td><strong>0.47</strong></td>\n</tr>\n<tr>\n<td><strong>00730</strong></td>\n<td><strong>富邦台湾优质高息</strong></td>\n<td><strong>28.84</strong></td>\n<td><strong>-0.21</strong></td>\n<td><strong>1.62</strong></td>\n<td><strong>0.49</strong></td>\n</tr>\n<tr>\n<td><strong>00932</strong></td>\n<td><strong>兆丰永续高息等权</strong></td>\n<td><strong>17.37</strong></td>\n<td><strong>-0.86</strong></td>\n<td><strong>-0.17</strong></td>\n<td><strong>0.40</strong></td>\n</tr>\n<tr>\n<td><strong>00940</strong></td>\n<td><strong>元大台湾价值高息</strong></td>\n<td><strong>12.40</strong></td>\n<td><strong>-1.98</strong></td>\n<td><strong>0.98</strong></td>\n<td><strong>0.40</strong></td>\n</tr>\n<tr>\n<td><strong>00936</strong></td>\n<td><strong>台新永续高息中小</strong></td>\n<td><strong>20.82</strong></td>\n<td><strong>-2.62</strong></td>\n<td><strong>2.36</strong></td>\n<td><strong>0.68</strong></td>\n</tr>\n<tr>\n<td><strong>00900</strong></td>\n<td><strong>富邦特选高股息30</strong></td>\n<td><strong>18.67</strong></td>\n<td><strong>-2.81</strong></td>\n<td><strong>1.19</strong></td>\n<td><strong>0.32</strong></td>\n</tr>\n<tr>\n<td><strong>TWA00</strong></td>\n<td><strong>加权指数</strong></td>\n<td><strong>44719.35</strong></td>\n<td><strong>-3.05</strong></td>\n<td><strong>-0.24</strong></td>\n<td><strong>-1.30</strong></td>\n</tr>\n</tbody>\n</table>\n\n<p>资料来源:CMoney(2026.08.19)</p><div class=\"related-articles seo-links\">\n <h4>相关阅读</h4>\n <ul>\n <li><a href=\"/new/tw/article-9988.html\" title=\"台嘉硕加码资本支出迎向AI及LEO应用爆发年\">台嘉硕加码资本支出迎向AI及LEO应用爆发年</a></li>\n <li><a href=\"/new/tw/article-10161.html\" title=\"中信银行参展高龄健康博览会 主打「三本一留」与智慧防诈金融体验\">中信银行参展高龄健康博览会 主打「三本一留」与智慧防诈金融体验</a></li>\n <li><a href=\"/new/tw/article-5379.html\" title=\"〈台股盘后〉科技股跳水猪羊变色 跌1077点掼破月线收45479点\">〈台股盘后〉科技股跳水猪羊变色 跌1077点掼破月线收45479点</a></li>\n <li><a href=\"/new/tw/article-8958.html\" title=\"永丰余生技主动通报苦茶油苯骈芘不符规定 全面下架、全额退费\">永丰余生技主动通报苦茶油苯骈芘不符规定 全面下架、全额退费</a></li>\n <li><a href=\"/new/tw/article-9731.html\" title=\"年底旺季备货需求升温 电视面板8月价格跌幅收敛\">年底旺季备货需求升温 电视面板8月价格跌幅收敛</a></li>\n <li><a href=\"/new/tw/article-4996.html\" title=\"赖清德:台湾宠物链产值达800亿元 未来将持续带动毛小孩产业发展\">赖清德:台湾宠物链产值达800亿元 未来将持续带动毛小孩产业发展</a></li>\n </ul>\n</div>",
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