2024年最適合“避稅”的虧損了結票

財經自媒體

2024-12-17

稅收損失拋售(Tax-Loss Harvesting)是美股在12月-1月的一種投資策略，主要應用於稅收環境下的金融投資領域。

對美國公民來說，資本利得稅（Capital Gains）是非常繁重的。稅收損失拋售是指投資者爲了減少應納稅收入，有意出售價格下跌、處於虧損狀態的證券（如股票、基金、債券等）。通過這種方式，投資者可以用投資損失來抵消資本利得。

隨着稅收損失拋售接近尾聲，表現最差的股票會出現反彈交易。
歷史上看，這些股票從12月的最後兩週到1月底這段時間平均會超出約250個基點。

2024年各行業表現交差的一些“投資者持倉較多的”個股包括：

通訊行業：巴菲特持倉的 Sirius XM Holdings Inc.

可選消費： Mobileye Global Inc.Rivian Automotive, Inc.Lucid Group Inc 耐克 Etsy, Inc. \

必須消費：沃爾格林聯合博姿雅詩蘭黛

能源類的： New Fortress Energy LLC 哈里伯頓

金融類的: StoneCo

醫療保健： agilon health, inc.哈門那渤健公司

科技：英特爾思佳訊 SolarEdge Technologies, Inc.Unity Software Inc.

海量資訊、精準解讀，盡在新浪財經APP

免責聲明：投資有風險，本文並非投資建議，以上內容不應被視為任何金融產品的購買或出售要約、建議或邀請，作者或其他用戶的任何相關討論、評論或帖子也不應被視為此類內容。本文僅供一般參考，不考慮您的個人投資目標、財務狀況或需求。TTM對信息的準確性和完整性不承擔任何責任或保證，投資者應自行研究並在投資前尋求專業建議。

熱議股票

1
2
3
4
5
6
7
8
9
10

{"basename":"/hant","ssrTDKData":{"titleTemplate":"%s - 老虎證券","title":"老虎证券全球投资理财平台| 一站式投资美股新股港股A股","description":"老虎证券助您一站式投资美股，新股，港股，A股等全球金融理财产品。新加坡华人最信赖的在线投资平台，现在加入即享低费用，24/5 无时差炒美股投资理财！","keywords":"老虎證券,老虎證券開戶,老虎券商,老虎證券官網,老虎證券app,tigertrade老虎證券,股票,炒股,新加坡股票交易平臺,投資,投資理財","social":{"ogDescription":"老虎证券助您一站式投资美股，新股，港股，A股等全球金融理财产品。新加坡华人最信赖的在线投资平台，现在加入即享低费用，24/5 无时差炒美股投资理财！","ogImage":"https://c1.itigergrowtha.com/portal5/static/media/og-logo.be62fbe1.png","ogUrl":"https://www.itiger.com/hant/news/2492609381"},"companyName":"老虎證券"},"pageData":{"isMobile":false,"isTiger":false,"isTTM":true,"region":"SGP","license":"TBSG","edition":"fundamental"},"__swrFallback__":{"@#url:\"https://stock-news.skytigris.cn/v3/news\",params:#id:\"2492609381\",edition:\"fundamental\",,,undefined,":{"share":"https://ttm.financial/m/news/2492609381?lang=zh_TW&edition=fundamental","thumbnail":"","is_english":false,"pubTime":"2024-12-17 10:17","share_image_url":"https://static.laohu8.com/b0d1b7e8843deea78cc308b15114de44","id":"2492609381","market":"us","top_or_hot":-1,"title":"2024年最適合“避稅”的虧損了結票","media":"財經自媒體","content":"<html><body><div>\n<p cms-style=\"font-L\">稅收損失拋售(Tax-Loss Harvesting)是美股在12月-1月的一種投資策略，主要應用於稅收環境下的金融投資領域。</p><p cms-style=\"font-L\">對美國公民來說，資本利得稅（Capital Gains）是非常繁重的。稅收損失拋售是指投資者爲了減少應納稅收入，有意出售價格下跌、處於虧損狀態的證券（如股票、基金、債券等）。通過這種方式，投資者可以用投資損失來抵消資本利得。</p><ul cms-style=\"ul\"><li cms-style=\"li\"><p cms-style=\"font-L\">隨着稅收損失拋售接近尾聲，表現最差的股票會出現反彈交易。</p></li><li cms-style=\"li\"><p cms-style=\"font-L\">歷史上看，這些股票從12月的最後兩週到1月底這段時間平均會超出約250個基點。</p></li></ul><p cms-style=\"font-L\">2024年各行業表現交差的一些“投資者持倉較多的”個股包括：</p><p cms-style=\"font-L\">通訊行業：<a class=\"promotion-word\" href=\"https://ttm.financial/U/4180165723785092\">巴菲特</a>持倉的 <a href=\"https://laohu8.com/S/SIRI\">Sirius XM Holdings Inc.</a></p><p cms-style=\"font-L\">可選消費： <a href=\"https://laohu8.com/S/MBLY\">Mobileye Global Inc.</a><a href=\"https://laohu8.com/S/RIVN\">Rivian Automotive, Inc.</a><a href=\"https://laohu8.com/S/LCID\">Lucid Group Inc</a><a href=\"https://laohu8.com/S/NKE\">耐克</a><a href=\"https://laohu8.com/S/ETSY\">Etsy, Inc.</a> \\</p><p cms-style=\"font-L\">必須消費： <a href=\"https://laohu8.com/S/WBA\">沃爾格林聯合博姿</a><a href=\"https://laohu8.com/S/EL\">雅詩蘭黛</a></p><p cms-style=\"font-L\">能源類的： <a href=\"https://laohu8.com/S/NFE\">New Fortress Energy LLC</a><a href=\"https://laohu8.com/S/HAL\">哈里伯頓</a></p><p cms-style=\"font-L\">金融類的: <a href=\"https://laohu8.com/S/STNE\">StoneCo</a></p><p cms-style=\"font-L\">醫療保健： <a href=\"https://laohu8.com/S/AGL\">agilon health, inc.</a><a href=\"https://laohu8.com/S/HUM\">哈門那</a><a href=\"https://laohu8.com/S/BIIB\">渤健公司</a></p><p cms-style=\"font-L\">科技： <a href=\"https://laohu8.com/S/INTC\">英特爾</a><a href=\"https://laohu8.com/S/SWKS\">思佳訊</a><a href=\"https://laohu8.com/S/SEDG\">SolarEdge Technologies, Inc.</a><a href=\"https://laohu8.com/S/U\">Unity Software Inc.</a></p><div><img src=\"http://n.sinaimg.cn/spider20241217/464/w644h3820/20241217/08e8-72181585e7f5def169fdb0e88e0a208d.png\"/><span></span></div>\n<div>\n<div><img src=\"\"/></div>\n<div>海量資訊、精準解讀，盡在新浪財經APP</div>\n</div>\n</div></body></html>","source":"sina","html":"<!DOCTYPE html>\n<html>\n<head>\n<meta content=\"text/html; charset=utf-8\" http-equiv=\"Content-Type\"/>\n<meta content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\" name=\"viewport\"/>\n<meta content=\"telephone=no,email=no,address=no\" name=\"format-detection\"/>\n<title>2024年最適合“避稅”的虧損了結票</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n2024年最適合“避稅”的虧損了結票\n</h2>\n<h4 class=\"meta\">\n</h4><p class=\"head\">\n<strong class=\"h-name small\">財經自媒體</strong><span class=\"h-time small\">2024-12-17 10:17</span>\n</p>\n</header>\n<article>\n<div>\n<p cms-style=\"font-L\">稅收損失拋售(Tax-Loss Harvesting)是美股在12月-1月的一種投資策略，主要應用於稅收環境下的金融投資領域。</p><p cms-style=\"font-L\">對美國公民來說，資本利得稅（Capital Gains）是非常繁重的。稅收損失拋售是指投資者爲了減少應納稅收入，有意出售價格下跌、處於虧損狀態的證券（如股票、基金、債券等）。通過這種方式，投資者可以用投資損失來抵消資本利得。</p><ul cms-style=\"ul\"><li cms-style=\"li\"><p cms-style=\"font-L\">隨着稅收損失拋售接近尾聲，表現最差的股票會出現反彈交易。</p></li><li cms-style=\"li\"><p cms-style=\"font-L\">歷史上看，這些股票從12月的最後兩週到1月底這段時間平均會超出約250個基點。</p></li></ul><p cms-style=\"font-L\">2024年各行業表現交差的一些“投資者持倉較多的”個股包括：</p><p cms-style=\"font-L\">通訊行業：<a class=\"promotion-word\" href=\"https://ttm.financial/U/4180165723785092\">巴菲特</a>持倉的 <a href=\"https://laohu8.com/S/SIRI\">Sirius XM Holdings Inc.</a></p><p cms-style=\"font-L\">可選消費： <a href=\"https://laohu8.com/S/MBLY\">Mobileye Global Inc.</a><a href=\"https://laohu8.com/S/RIVN\">Rivian Automotive, Inc.</a><a href=\"https://laohu8.com/S/LCID\">Lucid Group Inc</a><a href=\"https://laohu8.com/S/NKE\">耐克</a><a href=\"https://laohu8.com/S/ETSY\">Etsy, Inc.</a> \\</p><p cms-style=\"font-L\">必須消費： <a href=\"https://laohu8.com/S/WBA\">沃爾格林聯合博姿</a><a href=\"https://laohu8.com/S/EL\">雅詩蘭黛</a></p><p cms-style=\"font-L\">能源類的： <a href=\"https://laohu8.com/S/NFE\">New Fortress Energy LLC</a><a href=\"https://laohu8.com/S/HAL\">哈里伯頓</a></p><p cms-style=\"font-L\">金融類的: <a href=\"https://laohu8.com/S/STNE\">StoneCo</a></p><p cms-style=\"font-L\">醫療保健： <a href=\"https://laohu8.com/S/AGL\">agilon health, inc.</a><a href=\"https://laohu8.com/S/HUM\">哈門那</a><a href=\"https://laohu8.com/S/BIIB\">渤健公司</a></p><p cms-style=\"font-L\">科技： <a href=\"https://laohu8.com/S/INTC\">英特爾</a><a href=\"https://laohu8.com/S/SWKS\">思佳訊</a><a href=\"https://laohu8.com/S/SEDG\">SolarEdge Technologies, Inc.</a><a href=\"https://laohu8.com/S/U\">Unity Software Inc.</a></p><div><img src=\"http://n.sinaimg.cn/spider20241217/464/w644h3820/20241217/08e8-72181585e7f5def169fdb0e88e0a208d.png\"/><span></span></div>\n<div>\n<div><img src=\"\"/></div>\n<div>海量資訊、精準解讀，盡在新浪財經APP</div>\n</div>\n</div>\n<div class=\"bt-text\">\n<p> 來源：<a href=\"https://finance.sina.com.cn/jjxw/2024-12-17/doc-inczttzv1781866.shtml\">財經自媒體</a></p>\n<p>為提升您的閱讀體驗，我們對本頁面進行了排版優化</p>\n</div>\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"BK4100","symbol_name":"有線和衞星","start_time":0,"source_url":"https://finance.sina.com.cn/jjxw/2024-12-17/doc-inczttzv1781866.shtml","article_id":"2492609381","we_media_id":null,"thumbnails":[],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2492609381","pubTimestamp":1734401820,"columns":[],"sourceInfo":{"source_id":"sina","name":"sina"},"weMediaInfo":null,"summary":"税收損失拋售是指投資者為了減少應納税收入，有意出售價格下跌、處於虧損狀態的證券。通過這種方式，投資者可以用投資損失來抵消資本利得。隨着税收損失拋售接近尾聲，表現最差的股票會出現反彈交易。","collect":0,"end_time":0,"defaultTopTitle":"sina.com.cn","property":[],"viewcount":null,"language":"zh","relate_stocks":{"BK4100":"有线和卫星","BK4566":"资本集团","BK4535":"淡马锡持仓","LU0823414478.USD":"法巴经典能源转换基金","SEDG":"SolarEdge Technologies, Inc.","LU0070302665.USD":"FRANKLIN MUTUAL U.S. VALUE \"A\" (USD) ACC","BK4579":"人工智能","BK4588":"碎股","SIRI":"Sirius XM Holdings Inc.","BK4154":"管理型保健护理","STNE":"StoneCo","LU0266013472.USD":"AXA WF - Framlington Longevity Economy A Cap USD","U":"Unity Software Inc.","IE00B19Z9P08.USD":"LEGG MASON CLEARBRIDGE US AGGRESSIVE GROWTH \"A\" (USD) INC","SWKS":"思佳讯","INTC":"英特尔","BK4551":"寇图资本持仓","AGL":"agilon health, inc.","LU0690374615.EUR":"FUNDSMITH EQUITY \"R\" (EUR) ACC","BK4581":"高盛持仓","IE00BN0W2T93.GBP":"GUINNESS SUSTAINABLE GLOBAL EQUITY \"C\" (GBP) ACC","LU1303367103.USD":"摩根大通多经理另类基金 A (acc)","LU0211331839.USD":"FRANKLIN MUTUAL GLB DISCOVERY \"A\" (USD) ACC","BK4504":"桥水持仓","NFE":"New Fortress Energy LLC","LU1093756168.USD":"FRANKLIN K2 ALTERNATIVE STRATEGIES \"A\" (USD) ACC","WBA":"沃尔格林联合博姿","LU2098885051.SGD":"JPMorgan Funds - Multi-Manager Alternatives A (acc) SGD","RIVN":"Rivian Automotive, Inc.","BK4128":"药品零售","BK4099":"汽车制造商","BK4138":"石油与天然气的炼制和营销","HUM":"哈门那","NKE":"耐克","BK4548":"巴美列捷福持仓","LU0234570918.USD":"高盛全球核心股票组合Acc Close","LU0238689110.USD":"贝莱德环球动力股票基金","LU0417517546.SGD":"Allianz US Equity Cl AT Acc SGD","BK4539":"次新股","LCID":"Lucid Group Inc","HAL":"哈里伯顿","EL":"雅诗兰黛","BK4532":"文艺复兴科技持仓","BIIB":"渤健公司","MBLY":"Mobileye Global Inc.","ETSY":"Etsy, Inc.","LU0321505439.SGD":"Schroder ISF Global Dividend Maximiser A Acc SGD","BK4585":"ETF&股票定投概念","BK4534":"瑞士信贷持仓","BK4139":"生物科技"},"translate_title":"Best loss settlement notes for'tax avoidance 'in 2024","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"NKE":1,"EL":1,"ETSY":1,"HAL":1,"HUM":1,"INTC":1,"LCID":1,"MBLY":1,"NFE":1,"BIIB":1,"RIVN":1,"SEDG":1,"SIRI":1,"STNE":1,"SWKS":1,"U":1,"WBA":1,"AGL":1},"content_text":"税收損失拋售(Tax-Loss Harvesting)是美股在12月-1月的一種投資策略，主要應用於税收環境下的金融投資領域。對美國公民來説，資本利得税（Capital Gains）是非常繁重的。税收損失拋售是指投資者為了減少應納税收入，有意出售價格下跌、處於虧損狀態的證券（如股票、基金、債券等）。通過這種方式，投資者可以用投資損失來抵消資本利得。隨着税收損失拋售接近尾聲，表現最差的股票會出現反彈交易。歷史上看，這些股票從12月的最後兩週到1月底這段時間平均會超出約250個基點。2024年各行業表現交差的一些“投資者持倉較多的”個股包括：通訊行業：巴菲特持倉的 Sirius XM Holdings Inc.可選消費： Mobileye Global Inc.Rivian Automotive, Inc.Lucid Group Inc耐克Etsy, Inc. \\必須消費： 沃爾格林聯合博姿雅詩蘭黛能源類的： New Fortress Energy LLC哈里伯頓金融類的: StoneCo醫療保健： agilon health, inc.哈門那渤健公司科技： 英特爾思佳訊SolarEdge Technologies, Inc.Unity Software Inc.\n\n\n海量資訊、精準解讀，盡在新浪財經APP","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"symbols":[],"gpt_button":0}}}