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Help me set up FinLab and analyze 00682U 期元大美元指數. Please read: https://finlab.finance/en/setup?stock=00682U

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00682U

期元大美元指數 Futures ETF As of 2026-07-28 Updated daily after market close

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估值 50品質 50成長 50動能 50籌碼 50

Price and fund-flow snapshot

  • 外資近期中性。外資近 20 日買賣超大致持平。

Chip flow

Bullish +0.27
BearishNeutralBullish

Single-sided accumulation, concentration rising — bullish

  • Single-sided accumulation, concentration rising — bullish
  • 國票證券 holds 256 lots
  • sellers have 11 lots left, ~55 sessions to clear

Window from 2026-01-17 · Price +1% · branches to 2026-06-17· TDCC to 2026-06-12

  • Largest holder 國票證券 has accumulated 256 lots since the start (sold 0%), holding.
  • Main distributor 元大-竹科 peaked at 77 lots, has sold 86%, 11 left, ~55 sessions to clear at the recent pace.
  • TDCC big holders (absolute) >1000-lot holders +0.01pp, mid holders -1, retail +0.92pp — concentration shifting upward.
  • Foreign hedge-desk net short Net short -4 lots (inferred from branch profile, mostly hedging — not necessarily bearish, not case-confirmed).
Branch inventory reconstruction
Accumulating holders Branches that accumulated shares during the window and still hold positive inventory; they are the absorbing side.
Distributing sellers Branches that built inventory earlier and have been selling it down; the remaining number estimates what has not cleared.
Net-short desks Trading-desk branches with negative inventory or net selling, often hedge, offsetting, or short-term flow. It is not automatically a bearish view.
Accumulating
國票證券元大證券台新富邦證券永豐金-竹科康和-嘉義
Distributing
元大-竹科台新-台中
Desks
own scale
元富凱基-長庚永豐金證券臺銀-民權
Price Accumulating & Distributing share one scale (comparable); Desks is independent. Zero is the baseline
Branch details Unit: lots

Accumulating

  • 國票證券 +256
    sold 0%
  • 元大證券 +175
    sold 8%· still adding
  • 台新 +25
    sold 0%· still adding
  • 富邦證券 +15
    sold 0%· still adding
  • 永豐金-竹科 +11
    sold 0%· still adding
  • 康和-嘉義 +10
    sold 0%

Distributing

  • 元大-竹科 11 left
    sold 86%· ~55 sessions to clear
  • 台新-台中 1 left
    sold 80%· paused recently

Desks

  • 元富 -267
    unclassified
  • 凱基-長庚 -55
    unclassified
  • 永豐金證券 -36
    unclassified
  • 臺銀-民權 -31
    unclassified
Still selling 11 lots ~55 sessions to bottom at most
Recent buy/sell force +66 absorbed / -2 sold buyers slightly ahead
TDCC big holders · absolute-holding cross-check
>1000-lot holder share Retail (<400 lots) share Price (right axis)

Mixed direction: big-holder and retail changes are not aligned.

Describes chip flow, not investment advice. Branch data discloses only high-volume branches with ~1-day lag; TDCC is weekly. Inventory is a relative reconstruction from the window start, not absolute holdings.

Historical evidence

這個訊號在全市場是否站得住腳

「月營收年增率 ≥ 20%」過去 243 個月，每月平均約 404 檔個股符合條件；這些個股之後 60 個交易日的還原股價報酬，等權平均為 6.99%，平均贏過大盤 2.32 個百分點，在 64.2% 的月份中跑贏發行量加權股價報酬指數。

每月對全市場符合訊號的股票取等權平均前瞻 60 日還原報酬，再對月份平均；超額相對發行量加權股價報酬指數

目前未成立的訊號（歷史統計供參）

這些訊號現在沒有發生，列出歷史樣本以供對照

股價創 252 日新高（突破日）

Pending

還原股價首次站上過去 252 個交易日最高；20 日內重複觸發只計一次

17 times historically; 60-day forward avg +0.76%, win rate 58.8%, beating the market by -1.77 pts on average.

外資連續買超滿 5 個交易日

Pending

外資（不含自營商）買賣超連續 5 日為正，事件日為第 5 日；20 日內重複觸發只計一次

14 times historically; 60-day forward avg +3.09%, win rate 85.7%, beating the market by +3.86 pts on average.

What is 期元大美元指數? Tracked index, holdings and distributions

ETF(期貨信託基金/匯率商品) 上市(臺灣證券交易所 TWSE)

Overview

本檔為元大投信(元大證券投資信託股份有限公司)發行與經理之指數股票型期貨信託基金。基金全名為「元大標普美元指數傘型期貨信託基金之元大標普美元ER指數股票型期貨信託基金」,屬於「期貨信託 ETF」(代號帶 U 字尾,為期貨型 ETF 變體,非營運公司股票)。經理公司:元大投信;保管銀行:中國信託商業銀行;基金成立日約 2017/03/06,於臺灣證券交易所上市日約 2017/03/14;經理費約 0.50%、保管費約 0.15%(費率以最新公開說明書為準);配息政策為不配息(收益併入淨值)。基金經理人資料來源顯示為黃議玄(經理人可能異動,以投信最新公告為準)。

Business

本基金為被動式管理之期貨信託 ETF,追蹤「標普美元ER指數(S&P US Dollar Futures Index Excess Return,ER 為超額報酬版本)」,透過持有美國洲際交易所(ICE Futures U.S.)掛牌之美元指數期貨(US Dollar Index Futures,DX)來複製美元指數(DXY)走勢。投資組合以美元指數期貨為主(約佔 99% 以上),其餘為現金、保證金及應收利息。商業模式為收取經理費與保管費,提供投資人以新台幣參與美元相對一籃子主要貨幣(歐元、日圓、英鎊、加幣、瑞典克朗、瑞士法郎)強弱的工具,常用於匯率避險或看多美元的部位佈局;因屬 ER 指數且採期貨換倉,長期會受轉倉成本與正/逆價差影響,並非單純現貨美元報酬。風險報酬等級屬低波動度類別。

Outlook 2025–2028

作為被動追蹤美元指數的工具,其表現非由公司營運決定,而取決於 2025–2028 年美元相對歐日英等主要貨幣的強弱:主要驅動因素包含 Fed 與其他主要央行之利率政策差異、美國經濟與通膨數據、避險情緒與地緣政治、以及美國財政與美元信用議題。若美國維持相對較高利差或避險需求上升,美元偏強有利本基金;反之 Fed 降息循環、美元走弱則不利。潛在風險與挑戰:期貨轉倉成本(roll cost)、追蹤誤差、匯率政策不確定性、流動性與折溢價風險,以及期貨信託 ETF 特有的下市/清算門檻風險(若規模過小)。投資人應視其為波段/避險工具而非長期持有的收益型資產。以上為依產品性質之推估,非保證。

Sources（8）

This company profile is compiled from public sources (annual reports, filings, news and analyst reports), not finlab backtest data; the 2025–2028 outlook contains forward-looking estimates and is for reference only.

方法與限制

  • 所有報酬以還原股價（etl:adj_close）計算，已還原除權息與股票分割。
  • 超額報酬以發行量加權股價報酬指數（含息）為基準。
  • 估值位階與分位統計以「截至當天為止的自身歷史」滾動計算，不使用未來資訊。
  • 營收訊號的事件日對齊到公告截止日後第一個交易日，避免提前用到尚未公開的資訊。
  • 事件樣本之間日期可能重疊，統計僅描述歷史分布，樣本數較少時參考價值有限。

本頁內容為歷史資料統計與教育用途，不構成投資建議。投資一定有風險，過去績效不代表未來表現，交易前請自行評估並承擔風險。