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阿良的正二人生

EP94-S 從跳樓機股市到質押槓桿:阿良的「433配置」與長期投資心法(非投資建議)

04 Nov 2025

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這段音頻文字來自 YouTube 頻道「阿良的正二人生」,主要討論 股票市場的劇烈波動和投資策略,特別是針對台灣股市。講者以「跳樓機」形容股市的快速升降,並探討了 美國對台灣產品加徵高額關稅 的影響,以及台灣政府的應對措施。討論的核心聚焦於 長期投資者的心態調整與資產配置,強調在市場下跌時,應堅持持有現金部位、考量質押風險,並建議在股價反彈時而非持續下跌時才考慮加碼。最後,講者也與聽眾互動,針對高股息ETF和槓桿型ETF(如正二)的配置提供個人見解。 -- Hosting provided by SoundOn

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