最近的台股市場可說是「冰火五重天」，AI狂潮、高息爭議、加上美國聯準會的利率政策，讓投資人左右為難！ETF到底要選高股息還是市值型？債券還要不要繼續抱？ 今天節目很榮幸邀請到證券分析師 股添樂，來跟大家分享現階段ETF的「取捨之道」與「防守策略」，一次掌握年底前的布局重點！ 主持：玩股網執行長 楚狂人 來賓：證券分析師 股添樂 02:13 賺了配息卻沒報酬率 高股息投資人該跳船嗎？ 06:58 高股息今年漲不動 有必要換到市值型嗎？ 10:31 AI主題ETF人氣飆 短線漲多還能進場追嗎？ 16:32 跟上AI熱潮趨勢 該選主題型還是市值型ETF？ 21:37 聯準會啟動降息 趁早鎖利卡位投等債ETF？！ 26:52 ETF市場熱度高 漲多高檔期間操作策略曝光 31:11 00937B、00940 到底該續抱？還是換檔投資？ 〖錄影時間為2025-11-04，非影片上架日盤勢〗 留言告訴我你對這一集的想法： https://open.firstory.me/user/ckgt4pmfa3cjt0812r7uko63o/comments 楚狂人telegram 楚狂人FB 楚狂人終極投資組合策略課程介紹 Powered by Firstory Hosting
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