Podcast EP437 0050持股台積電比重過高，成也台積、敗也台積，不如直接買台積電？ ETF為甚麼要持有一籃子的股票，的核心概念之一是分散風險，目的是減少單一公司或產業波動所帶來的風險。0050是追蹤台灣50指數，投資於台灣市值前50大市值的公司，從而達到分散風險的效果。 然而，隨著台積電市值在台灣股市中持續壯大，0050持有的台積電比重也持續增加，甚至目前已經達到55.98%(2024/09/27)，如果台積電跌停板，就算其他49家都漲停，0050一樣會下跌。這引發了部分投資人對於該ETF是否還能真正分散風險的質疑。 訂閱【不敗教主陳重銘】Podcast 📍Apple Podcast：https://reurl.cc/6l329V 📍Spotify podcast：https://reurl.cc/k0eXM9 📍Google podcast：https://reurl.cc/d53D88 📍KKBOX podcast：https://reurl.cc/LdEObK 📍聽眾贊助連結：https://pay.soundon.fm/podcasts/f93d43ed-f938-45f1-9e71-d915f806bae4 -- Hosting provided by SoundOn
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