投信法人示意，下半年全球投資市場持續受美國關稅議題干擾，但其不確定性逐步下降，另外一個更令市場關注的是聯準會降息的時點與幅度，依照今朝市場偏向來看，9月展開降息的機率最高，本年至少有兩碼降息空間，預期反應在債券市場的投資上，可望進展尋求收益的族群回籠。

雖降息牛步，上半年全台債券ETF淨流出跨越900億元，但隨著關稅政策逐步清朗，投資人對美元資產信心回升，加上美元弱勢，窺察到有換美元買美債的跡象，近期資金回流債券資產的現象希奇明顯，7月9日近一周，債券ETF淨流入已達95.1億元。投信法人預期，股票型ETF在自動式ETF延續介入下欲小不容易，不外債券ETF可望在美國聯準會...","publisher":{"@type":"Organization","name":"Yahoo奇摩新聞","logo":{"@type":"ImageObject","url":"https://s.yimg.com/cv/apiv2/twmobi/icon/yahoo_tw_logo_structuredata_20200630.png","width":136,"height":60}},"author":{"@type":"Person","name":"陳欣文／台北報道","url":"","jobTitle":""},"creator":{"@type":"Person","name":"陳欣文／台北報道","url":"","jobTitle":""},"provider":{"@type":"Organization","name":"工商時報","url":"https://www.chinatimes.com/newspapers/2602/?chdtv","logo":{"@type":"ImageObject","width":454,"height":192,"url":"https://s.yimg.com/os/creatr-uploaded-images/2021-12/63c0b2d0-63bb-11ec-affd-57a81374d4e5"}},"image":{"@type":"ImageObject","url":"https://s.yimg.com/ny/api/res/1.2/n9fqaNnpnGUjtibgMX76Ig--/YXBwaWQ9aGlnaGxhbmRlcjt3PTk2MDtoPTY3OQ--/https://media.zenfs.com/ko/ctee_com_tw_678/37bcc21be312ba7f22efaf12993cfc88","height":464,"width":656},"thumbnailUrl":"https://s.yimg.com/ny/api/res/1.2/n9fqaNnpnGUjtibgMX76Ig--/YXBwaWQ9aGlnaGxhbmRlcjt3PTk2MDtoPTY3OQ--/https://media.zenfs.com/ko/ctee_com_tw_678/37bcc21be312ba7f22efaf12993cfc88"}