Header

Segment

Header DCR

templatedata/MMContent/Header/data/treasures/zh/Header.xml

Organization DCR

templatedata/MMContent/Organization/data/treasures/organization.xml

Header Select Value

Help Support Value

Default

HeroCarousel

Carousel DCR

templatedata/FLPContent/HeroCarousel/data/AICS-Hero-Carousel-ZH-TW.xml

2025年第4季投資總監洞察【完整版】

2025年第4投資總監洞察：股市策略

2025年第4季投資總監洞察：全球公司債

2025年第4季投資總監洞察：另類投資

2025年11月投資總監觀點與投資產品專區

Video

View More label

View More URL

/treasures-zh/aics/archive/index.page?publication=ESF

Pinned Articles

templatedata/Research/PinnedArticle/data/zh/research/cbg-taiwan/pin_economics_video.xml

templatedata/Research/TaggingAIRule/data/research-tr/zh/IS_CIO_VIDEO1.xml

Video Filter

精選影片

HeadInjection

Wide range of investment strategies, research updates and market insights including asset allocation, equity strategy, and more.

description

星展豐盛理財：市場洞悉 | 星展銀行（台灣）

title

keywords

Footer

Footer DCR

templatedata/MMContent/Footer/data/treasures/zh/footer.xml

GlobalFooter DCR

templatedata/MMContent/GlobalFooter/data/treasures/zh/globalfooter.xml

Navigation

Page contains funds search?

Navigation DCR

templatedata/Research/Navigation/data/research-tr/zh/TL_Main_Navigation_zh_zml.xml

replicant

optionLabel

optionValue

If you change DCR Path, Click Apply and Refresh to populate the updated options

3rd Level Navigation

Secondary Navigation

templatedata/Research/Navigation/data/research-tr/zh/TL_SubNavigation.xml

TileContent

/treasures-zh/aics/archive/index.page?publication=CIOS

templatedata/Research/PinnedArticle/data/zh/research/cbg-taiwan/pin_economics_CIO_MU.xml

templatedata/Research/TaggingAIRule/data/research-tr/zh/IS_CIO_MU.xml

Tile Filter

Two Row View

Single Row View

Markets

2025年11月投資總監觀點與投資產品專區：為何看好銀行業？

<p style="font-size: 24px; color: #ff0000; font-weight: bold; line-height: 30px;">為何看好銀行業？</p>
<ul style="padding-inline-start: 30px;">
<li>美國主要銀行正大幅提升股東回報。在監管鬆綁與資本要求降低的支撐下，銀行釋出過剩資本進行金額達200億至500億美元的大規模股票回購</li>
<li>亞洲銀行憑藉強勁的資本緩衝，以配發股息與股票回購回饋股東</li>
<li>隨著美國聯準會於九月首度降息，淨利息收入壓力持續攀升</li>
<li>在此環境下，星展集團看好具重整題材、受益於營收增長和股票回購的美國銀行業；以及股息前景清晰的亞洲銀行業，因為若獲利下滑，股息配發可能會減少</li>
</ul>
<div class="how-to-wrapper">
<div class="HTbutton-grp mBot-16 clearfix"><a class="btn" href="/treasures-zh/aics/archive/templatedata/article/generic/data/zh/GR/102025/tw_251007_insights2.xml" target="_blank" rel="noopener"><button class="btn btn-primary">閱讀更多</button></a></div>
<p>&nbsp;</p>
<p style="font-size: 24px; color: #ff0000; font-weight: bold;">投資產品參考</p>
<ul style="padding-inline-start: 10px; list-style-type: '* ';">
<li style="font-size: 12px;">&nbsp;以下所列各檔基金/美國ETF資訊僅為分類例示說明供投資人參考，非本行推介標的，投資人仍須依自身風險承受度評估是否適宜投資上開商品，如需瞭解更多資訊請洽星展（台灣）各分行。</li>
</ul>
<p>&nbsp;</p>
<p style="font-size: 24px; color: #ff0000; font-weight: bold;">基金</p>
<div class="h-scroll" style="overflow-x: auto;">
<table class="tbl-primary" style="width: 100%;">
<thead>
<tr style="height: 21px;">
<th style="padding: 8px 0px; font-size: 16px; font-weight: bold; text-align: left; border-bottom: 2px solid #ffffff; vertical-align: middle; height: 21px; white-space: nowrap;">金融相關基金</th>
<th style="font-weight: normal; text-align: right; border-bottom: 2px solid #ffffff; width: height: 21px;"><a class="btn" style="min-width: auto; padding: 8px 0;" href="/iwov-resources/pdf/investments/funds/FundList_ideas2invest_112025.pdf?pid=tw-pweb-treasures-zh_aics_investment-strategy_templatedata_article_generic_data_zh_CIO_ideas2invest_112025_xml-hyperlink" target="_blank" rel="noopener">查看更多基金&gt;&gt;</a></th>
</tr>
</thead>
</table>
<table class="tbl-primary" style="width: 100%; height: 282px;">
<thead>
<tr style="height: 21px;">
<th style="font-size: 16px; text-align: center; height: 21px; width: 30%;">基金名稱</th>
<th style="font-size: 16px; text-align: center; height: 21px;">產品特色</th>
</tr>
</thead>
<tbody>
<tr style="height: 110px;">
<td style="text-align: center; vertical-align: middle; font-weight: bold; height: 110px;">
<p><strong>貝萊德世界金融基金</strong></p>
</td>
<td style="font-size: 15px; vertical-align: middle; height: 110px;">● 以盡量提高總回報為目標 <br />● 將總資產至少70%投資於主要從事金融服務的公司的股權證券
<div class="media-body glance-body">
<p class="mBot-0"><a class="btn" style="min-width: auto; padding: 8px 0; color: #000000;" href="https://newfund.tw.dbs.com/w/index.asp?FundID=29033&amp;File=wb01&amp;Kind=2" target="_blank" rel="noopener">了解更多</a></p>
</div>
</td>
</tr>
<tr style="height: 110px;">
<td style="text-align: center; vertical-align: middle; font-weight: bold; height: 110px;">
<p><strong>聯博-聚焦美國股票基金</strong></p>
</td>
<td style="font-size: 15px; vertical-align: middle; height: 110px;">● 金融產業佔投資組合配置中的18%<br />●投資於在美國成立或從事主要業務活動之公司股票<br />●選擇特定成長與業務特質、盈利發展、財務狀況、具經驗之管理階層與具優越長期增值特徵之公司，以追求資本增值機會。
<div class="media-body glance-body">
<p class="mBot-0"><a class="btn" style="min-width: auto; padding: 8px 0; color: #000000;" href="https://newfund.tw.dbs.com/w/index.asp?FundID=02131&amp;File=wb01&amp;Kind=2" target="_blank" rel="noopener">了解更多</a></p>
</div>
</td>
</tr>
<tr style="height: 110px;">
<td style="text-align: center; vertical-align: middle; font-weight: bold; height: 110px;">
<p><strong>施羅德環球基金系列 - 新興亞洲</strong></p>
</td>
<td style="font-size: 15px; vertical-align: middle; height: 110px;">● 金融產業佔投資組合配置中的14%<br />● 主要透過投資於亞洲地區的上市公司股票，持續聚焦亞洲具吸引力的投資題材，以期獲得長期投資報酬<br />●投資相對聚焦中、港、台、韓股票，為您掌握亞洲各國輪漲契機與分散單一股市波動風險
<div class="media-body glance-body">
<p class="mBot-0"><a class="btn" style="min-width: auto; padding: 8px 0; color: #000000;" href="https://newfund.tw.dbs.com/w/index.asp?FundID=22026&amp;File=wb01&amp;Kind=2" target="_blank" rel="noopener">了解更多</a></p>
</div>
</td>
</tr>
</tbody>
</table>
</div>
<p>&nbsp;</p>
<p style="font-size: 16px; text-align: center;">定期定額基金&nbsp;&nbsp;線上下單即享手續費3折</p>
<p style="text-align: center;"><a href="https://www.dbs.com.tw/treasures-zh/investments/funds/fund-fee-discount?pid=tw-pweb-treasures-zh_aics_investment-strategy_templatedata_article_generic_data_zh_CIO_ideas2invest_112025_xml-hyperlink" target="_blank" rel="noopener"><button class="btn btn-primary">前往了解</button></a>&nbsp;&nbsp;<a href="https://www.dbs.com.tw/treasures-zh/digiservice/login.html" target="_blank" rel="noopener"><button class="btn btn-primary">立即申購</button></a></p>
<p>&nbsp;</p>
<p style="font-size: 24px; color: #ff0000; font-weight: bold;">美國ETF</p>
<div class="h-scroll" style="overflow-x: auto;">
<table class="tbl-primary">
<thead>
<tr>
<th style="padding: 8px 0; font-size: 16px; font-weight: bold; text-align: left; border-bottom: 2px solid #fff; vertical-align: middle;">金融相關股ETF</th>
<th style="font-weight: normal; text-align: right; border-bottom: 2px solid #fff;" colspan="2"><a class="btn" style="min-width: auto; padding: 8px 0;" href="/iwov-resources/pdf/foreign-stocks/foreign_etf_list.pdf?pid=tw-pweb-treasures-zh_aics_investment-strategy_templatedata_article_generic_data_zh_CIO_ideas2invest_112025_xml-hyperlink" target="_blank" rel="noopener">查看更多ETF&gt;&gt;</a></th>
</tr>
<tr>
<th style="font-size: 16px; text-align: center;">ETF名稱</th>
<th style="font-size: 16px; text-align: center;">ETF Ticker</th>
<th style="font-size: 16px; text-align: center;">風險等級</th>
</tr>
</thead>
<tbody>
<tr>
<td style="vertical-align: middle; text-align: left;">SPDR標普銀行ETF</td>
<td style="text-align: center; vertical-align: middle;">KBE</td>
<td style="text-align: center; vertical-align: middle;">P4</td>
</tr>
<tr>
<td style="vertical-align: middle; text-align: left;">ISHARES美國區域銀行指數基金</td>
<td style="font-size: 15px; vertical-align: middle; text-align: center;">IAT</td>
<td style="font-size: 15px; vertical-align: middle; text-align: center;">P4</td>
</tr>
<tr>
<td style="vertical-align: middle; text-align: left;">Invesco KBW銀行業ETF</td>
<td style="font-size: 15px; vertical-align: middle; text-align: center;">KBWB</td>
<td style="font-size: 15px; vertical-align: middle; text-align: center;">P4</td>
</tr>
</tbody>
</table>
</div>
<p>&nbsp;</p>
<p style="font-size: 16px; text-align: center;">限時美國ETF&nbsp;&nbsp;最低申購金額USD 500</p>
<p style="text-align: center;"><a href="https://www.dbs.com.tw/treasures-zh/investment/OET_campaign/index.html?pid=tw-pweb-treasures-zh_aics_investment-strategy_templatedata_article_generic_data_zh_CIO_ideas2invest_112025_xml-hyperlink" target="_blank" rel="noopener"><button class="btn btn-primary">前往了解</button></a>&nbsp;&nbsp;<a href="https://www.dbs.com.tw/treasures-zh/digiservice/login.html" target="_blank" rel="noopener"><button class="btn btn-primary">立即下單</button></a></p>
<p>&nbsp;</p>
<p>&nbsp;</p>
<p style="font-size: 16px; text-align: center; font-weight: 500;">不是星展客戶？&nbsp;&nbsp;今天開始您的財富管理之旅</p>
<div class="how-to-wrapper">
<div class="HTbutton-grp mBot-16 clearfix" style="text-align: center;"><a href="https://www.dbs.com.tw/treasures-zh/dbs-forms/depositfcy/subpage11.page?pid=tw-pweb-treasures-zh_aics_investment-strategy_templatedata_article_generic_data_zh_CIO_ideas2invest_102025_xml-cta#applyform" target="_blank" rel="noopener"><button class="btn btn-primary">立即預約開戶</button></a></div>
</div>
<p>&nbsp;</p>
<script src="https://www.dbs.com.tw/iwov-resources/flp/scripts/aa-digitalData.js" type="text/javascript" language="JavaScript"></script>
<script src="https://www.dbs.com.tw/iwov-resources/flp/js/vendor/aa-site-catalyst.js" type="text/javascript" language="JavaScript"></script>
</div>

投資總監資產配置

/treasures-zh/aics/archive/index.page?publication=CIOW

templatedata/Research/PinnedArticle/data/zh/research/cbg-taiwan/pin_economics_US.xml

templatedata/Research/TaggingAIRule/data/research-tr/zh/IS_EQ_MU.xml

股市策略

/treasures-zh/aics/archive/index.page?publication=FXT

templatedata/Research/TaggingAIRule/data/research-tr/zh/IS_FI_MU.xml

固定收益策略

/treasures-zh/aics/archive/index.page?publication=Mk

templatedata/Research/TaggingAIRule/data/research-tr/zh/IS_FX_MU.xml

外匯策略

/treasures-zh/aics/archive/index.page?publication=ESW

templatedata/Research/TaggingAIRule/data/research-tr/zh/IS_COMM.xml

大宗商品

/treasures-zh/aics/archive/index.page?publication=ESMS

templatedata/Research/TaggingAIRule/data/research-tr/zh/CIO_Alternatives.xml