TECH ETF 2025 + 20YRS

TECH:  IYW / 
SEMI:  SMH / SOXX / PSI / 

国内用人民币购买美股基金？

 https://blog.wenxuecity.com/myblog/80634/202501/1426.html

用人民币购买, 

• SP500

场内ETF	场外	规模	费用	发行时间
513500	050025	140亿	0.85%	2013
161125	012860	5亿	1.05%	2016

• N100

场内ETF	场外	规模	费用	发行时间
513100	160213	130亿	0.8%	2013
159501	016533	38亿	0.6%	2023
513300	015299	25亿	0.8%	2020

• VGT

场内ETF	场外	规模	费用	发行时间
161128	003721	16亿	1.05%	2016

https://blog.wenxuecity.com/myblog/80634/202411/26434.html 

地区	标普500指数	纳斯达克100指数
美国	VOO，SPY	QQQM，QQQ
中国	513500	513100
加拿大	VFV，ZSP	XQQ
英国	VUAG	EQQQ
欧盟	VUSA	EQQQ
日本	1655	1545
澳大利亚	IHVV	NDQ
台湾	00646	00662

对比特币理解最深的一本书

 

“The Bitcoin Standard”，

对比特币理解最深的一本书 

https://www.investopedia.com/articles/investing/021916/3-etfs-replicate-buffets-investment-strategy-moat-xlf.asp

3 ETFs That Replicate Buffett's Investment Strategy (MOAT, XLF)

为什么加拿大电讯公司2024股价跌的厉害？

 

Canadian telecom companies had a very bad year. Will 2025 be any better?

Why TELUS Stock Is Dipping to 52-Week Lows (Is it Time to Buy?)

Canadian telecom stocks are down due to rising interest rates and concerns about heightened competition12. As bonds turned more attractive amid rising interest rates, investors dumped dividend-paying telecom stocks. Moreover, telecom is a capital-intensive business, and companies carry a large amount of debt. As interest rates rose, debt-servicing costs notably jumped, impacting their profitability1. The decline may also be due to the concerns about heightened competition, which even the Quebecor president and CEO admitted to2.

3 Reasons Canadian Telecom Stocks Are Undervalued -... | Morningstar

three big things working against these companies in 2023. The first one, and the one that has nothing to do with these businesses, is higher interest rates. So, as interest rates went much higher and stayed high, these stocks sold off a lot. And when we saw a couple months ago, interest rates kind of bottoming for now, they turned. And so I think they'll continue to be sensitive to interest rates, and that was a headwind. From a more fundamental perspective, there was a regulatory threat hanging over the telcos, which are BCE (BCE) and TELUS (T), the ones that we cover. And then we also had Quebecor's (QBR.A) entrance as a national competitor in the wireless space, starting in April after they acquired Freedom Mobile. And so that just brings a new level of competition to the big three in wireless, that they didn't have before, as well as some regulatory pricing rates that they'll have to compete against.

RCI-B-T   Rogers Communications Inc Cl B NV

BCE-T   BCE Inc

T-T   Telus Corp

QBR-B-T    Quebecor Inc Cl B Sv

CCA-T   Cogeco Communications Inc