【本週焦點】4/2對等關稅開徵適逢連假，運用期權策略提前佈局

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4/2對等關稅開徵適逢連假 運用期權策略提前佈局

  【對等關稅預期衝擊】

    • 對美國企業未設置貿易壁壘的國家，可能在很大程度上獲得豁免。

    • 台灣傳出列名 the Dirty 15，市場對關稅影響的擔憂正在上升。

    • 到 2026 年，加徵關稅將導致美國、中國及歐洲的國內生產毛額(GDP)增速分別減少約 1 個百分點。

  【川普關稅政策影響情境推演】

/運用台指選擇權進行避險/

範例：投資標的–台積電、鴻海、聯發科；投資金額–台幣 3,000萬元 (各1,000萬)

假設投資人看好台積電、鴻海、聯發科的長期投資 價值，持有市價共計新台幣 3,000 萬，若擔心清明連假期間，川普再次祭出關稅政策，可能造成行情下跌，但不想因短期市場波動，出掉手上持股。

買進賣權。可以買入 PUT，因為買 PUT 代表看跌， 可達避險效果   點我看更多完整報告>>

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時間：4/10(四)15:30-16:00 主題：「國民ETF在進化，兩大優化創造普惠金融」

講師：元大投信陳重銓基金經理人   點我報名 >>

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