EP11 規模2兆的0050績效，為何輸給規模1,500億的 0052？分析0050跟0052的特質還不夠？細細拆解它們的持股內容，秘密就在其中？ #烏凌翔 ft.藍鈞達

📈 Yuanta Taiwan Excellence 50 ETF (0050) has a size of NT$2 trillion! 💻 Fubon Taiwan Technology ETF (0052) has a size of only NT$150 billion. 🚀 However, in terms of annualized returns last year and year-to-date, 0052 has outperformed 0050 by approximately 3%! 🤔 Why? Did they choose the wrong stocks with NT$2 trillion in assets? 🔄 Both ETFs 0050 and 0052 are index-based, passive funds. Why did they remove certain stocks? And why did they add several new stocks? ⚖️ Why did 0052 add more stocks than it removed? 🔍 The system in "Understanding ETFs Through the Technology Industry" can help quickly find the key information to answer these questions. 🎙️ This episode features renowned financial blogger Dennis Lan, who creates beautiful charts based on this information and provides insightful analysis! 🧩 By breaking down the industry composition of ETFs and analyzing changes in holdings within those industries, combined with an understanding of the industries themselves, you can discern industry trends! 💡 Hindsight is always 20/20, right? Perhaps this method holds the key to that? Related videos for this episode:    • EP6 台灣光電產業的奇蹟重生！兩兆雙星「慘業」如何逆轉勝？（上）｜#烏凌翔  fe...      • EP7 平平都叫「光電產業」，技術、應用、與掌握關鍵的企業，卻大不同了！這回的明星是...   🔔 Do you like our content? 👉 Remember to subscribe and turn on notifications so you don't miss any of the latest technology and ETF investment analysis! Subscribe to the channel: https://reurl.cc/2aje06 👍 If you found this video helpful, please give it a like and share it with your friends! 📧For sponsorship collaborations/product placements/speaker invitations, please contact [email protected] 🔍 Follow more tech industry trends: #WuLingXiang #LanJunDa #InsightsFromTechIndustryETFs #YuantaTaiwanExcellent50 #FubonTaiwanTech #0050 #0052 #TaiwanStocks #ETF #TaiwanStockETF #Semiconductors #AIServers #ElectronicsManufacturing #Finance #Telecommunications #Shipping #TraditionalIndustries