台股近期推出數項新制，如「ETF 收益平準金分配原則」，以及公司大股東申報門檻從持有超過 10% 降到 5%，預期將對台股帶來影響；中國消費疲軟，加上高利率影響擴散到有錢人，奢侈品市場與公司股價紛紛受到挑戰。 【台股遭遇大賣超＆新制上路】 00:08 1/13 台股出現史上第三大賣超。 05:21 金管會針對市場上 ETF 產品推出「ETF 收益平準金分配原則」。 18:32 今年 5/10 起，大量持有上市櫃公司股票申報門檻從持有超過 10% 降到 5%。 【奢侈品市場遭遇逆風＆高利率影響逐漸浮現】 27:46 BURBERRY 營運不如預期，奢侈品市場受到挑戰，LVHM 集團、開雲集團等公司股價也出現修正。 30:12 中國市場的消費疲軟，加上高利率的影響逐漸傳導到有錢階級，奢侈品市場遭遇逆風。 34:16 經歷疫情期間的超額儲蓄以及消費擴張，隨著利率環境的緊縮，美國消費者已開始出現入不敷出的狀況。 本集重點、提到的股票和相關連結：https://statementdog.com/blog/archives/14133 業務合作聯絡信箱：[email protected] 財報狗社群 財報狗智囊團 財報狗 Discord
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