勞動、退撫基金年後銀彈上膛 台股迎千億 - 工程師
By Bethany
at 2023-01-28T11:05
at 2023-01-28T11:05
Table of Contents
作者: DrowningPool (My broken dreams) 看板: Stock
標題: [新聞] 勞動、退撫基金年後銀彈上膛 台股迎千億
時間: Fri Jan 27 00:11:51 2023
原文標題:勞動、退撫基金年後銀彈上膛 台股迎千億元活水
原文連結:https://udn.com/news/story/7251/6931504
發布時間:2023-1-27
記者署名:江睿智
原文內容:
台股下周一(30日)開紅盤,政府退休基金動向備受關注。據了解,勞動基金及公務人員
退撫基金手上合計仍有近千億元,隨時可伺機撥款進場,為台股金兔年開市增添多頭動能
。
勞動基金2022年底已完成700億元國內股票絕對報酬型委外案,加上先前已決標、未撥款
絕對報酬120億元,合計手上仍有820億元可投入台股。另據了解,退撫基金手上亦有150
億元已決標未撥款額度,可伺機撥款。換言之,勞動基金加上退撫基金手上共有970億元
資金可進場。
儘管今年全球經濟成長趨緩,勞動基金和退撫基金對今年金融市場後市不看淡,勞動基金
規劃今年下半年有600億元國內股票委外代操;退撫基金也有國內股票委外計畫,初估額
度至少逾百億元,但尚未定案。
若勞動基金運用局、退撫基金管理委員會順利於今年下半年完成委外作業,保守估計,最
快今年內,勞動基金加上退撫基金合計有高達近1,700億元銀彈可供布局台股。
今年在高利率、高通膨及經濟成長趨緩下,市場仍具不確定性,但勞動基金仍持續多元布
局,主因新制勞退基金規模每年以1,300億元的速度成長,資金進來需進行投資布局,才
能獲取長期報酬。
今年勞動基金規畫600億元國內委外代操,但尚未決定採絕對報酬或相對報酬,初步規劃
招標六家投信,每家100億元。
勞動基金運用局表示,今年預期持續升息,但升息幅度會減小,經濟成長仍可望維持正成
長,只是會較疲軟,但在高利率、高通膨、經濟成長趨緩下,預期今年金融市場將「先苦
後甘」,可望逐月走揚,今年後市不看淡,若市場有大幅波動,是進場好時機。
除了台股外,勞動基金積極布局海外股票,規劃20億元美元(約新台幣604億元)、瞄準
全球市值型國外股票委外代操,採追蹤全球指數的相對報酬型,預計下半年進行評選,擬
遴選約四至六家國外資產管理公司代操。
心得/評論:
勞動基金的活水又要來了
之後是不是還有超徵的1800億活水
再來又有股息配發旺季的活水呢
我就問台股多軍怎麼輸?
--
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