「數位基建」抗通膨
Since the beginning of 2022, investors have had to deal with high inflation rates, rate hikes and the economy grinding to a halt. As the market becomes increasingly bearish and prices are redefined, the prices of assets have experienced fluctuation as an indirect result, causing investors to resort to defensive investing.
2022年至今，投資人持續因應高通膨率、政策利率上升、經濟成長減速變局，市場在多空力道消長和價格重定價下，間接為資產價格帶來震盪，投資人紛紛採取防禦投資來因應。
rate hikes升息grind to a halt 漸漸慢下來、停擺halt(n.)停頓、中止bearish(adj.)行情看跌的;熊市的the bear market熊市the bull market牛市bullish(adj.)股票行情看漲的;牛市的asset(n.)資產;財產liability(n.)負債fluctuation(n.)fluctuate(v.)(價格)波動、起伏resort to…訴諸於…手段defense(n.)防禦;防守defensive(adj.)防禦性的、防衛性的defensive investing防禦投資defensive weapons防禦性武器
If history has taught us anything, it’s that in a turbulent market, “utilities, energy and necessary expenditure” perform best, because they are shielded from a slowing economy, and their share prices are positively correlated to inflation.
以過往歷史經驗來看，在動盪的市場中產業表現最好的「是公用事業、能源和必需消費」，主因它們對經濟趨緩具有防禦性，且股價與通膨呈現正相關。
turbulent(adj.)動盪的;混亂的turbulence(n.)動盪;混亂a turbulent marriage吵吵鬧鬧的婚姻utilities(n.)(水電瓦斯等)公用事業shield(n.)盾牌(v.)保護;抵禦be correlated to 與～有關聯
Therefore, Taiwan’s investment trusts are scrambling to snatch infrastructure opportunities. If one looks at fundraisers and newly established funds, one can already see that six of them include the key word “infrastructure.”
因此，台灣投信業紛紛搶基建商機，觀察申請募集及發行的新基金，已有6檔基金名稱包含「基礎建設」關鍵字，
investment trusts 投資信託公司scramble to do sth. 迅速、爭相做某事情fundraiser(n.)募款者;募款活動
On July 11, SinoPac SITC rolled out Taiwan’s first and only fund that targets the global digital transformation and technological upgrade trends: The SinoPac ESG Global Digital Infrastructure Fund. This fund is not only centered on the digital infrastructure industry, but also has an eye towards ESG ideals.
7月11日永豐投信也推出台灣第一檔也是唯一瞄準全球數位轉型、科技升級趨勢，聚焦在「數位基礎建設」產業，同時也兼具ESG信念產業的永豐ESG全球數位基礎建設基金。
transformation(n.)徹底的變化;轉型;轉變;變革be centered on…聚焦在…之上=focus ongovernance(n.)(公司)治理
SinoPac SITC General Manager Pu Le-wei says that due to strong inflation, ongoing rate hikes and a highly fluctuating landscape this year, most investors are leaning towards using highly stable financial instruments that come with interest to protect themselves.
永豐投信總經理濮樂偉表示，因應今年高通膨、長升息循環、高波動環境，多數投資人偏好穩定度高、有息收護體的產品，
lean towards...傾向於...
This digital infrastructure fund that they are pioneering in Taiwan is a good product that investors may include in their portfolios, as infrastructure investments accrue stable income and cash flow, allowing investors to reduce the degree of fluctuation of their assets and pursue stable income via interest, among other things.
這次推出台灣首檔數位基礎建設基金，在市場大波動期間，基礎建設相關投資標的在穩定收入與金流的挹注下，更能降低資產波動度、追求定期股息收益特性等，適合作為資產配置核心部位。
pioneer(n.)拓荒者;創新者;先驅(v.)開拓;開闢;率先創造portfolio(n.)(個人或機構的)投資組合accrue(v.)積累;(逐漸)增加=accumulate
The manager of SinoPac ESG Global Digital Infrastructure Fund, Jey Chen, says that the hunt for investment opportunities will be very difficult this year, and the bearish market will make it even more unbearable. Yet investment into the digital infrastructure industry may very well be the light at the end of the tunnel.
永豐ESG全球數位基礎建設基金經理人陳世杰說，今年尋找投資機會十分辛苦、股市利空夾擊十分痛苦，不過，鎖定數位基礎建設產業投資，有機會「苦」盡甘來！
unbearable(adj.)無法忍受的the light at the end of the tunnel隧道盡頭的亮光(指局勢好轉)
Jey Chen says that stock markets have rallied quite a bit recently, and now is a good time to buy low. As digitalization becomes the new norm, one should take this opportunity to buy long.
陳世杰指出，近期股市大幅拉回，正適合逢低找買點，面對數位成為新常態潮流，更應把握長線投資趨勢，
rally(v.)(n.)(股價等)回升;回彈the norm常態
Investment in digital infrastructure is also the basis for total digital transformation and the next technological upgrade, as well as a tremendous opportunity.
此外，投資數位基建標的，更是全面布局數位轉型、科技升級的基礎根基與龐大商機。
transformation(n.)徹底的變化;轉型;轉變;變革tremendous(adj.)巨大的