{"id":17974,"date":"2025-03-14T22:21:39","date_gmt":"2025-03-14T14:21:39","guid":{"rendered":"https:\/\/www.kafeizha.com\/?p=17974"},"modified":"2025-03-14T22:21:39","modified_gmt":"2025-03-14T14:21:39","slug":"%e3%80%90%e8%b4%9f%e9%9d%a2%e3%80%91bloomberg%e6%9d%8e%e5%98%89%e8%af%9a%e5%87%ba%e5%94%ae%e6%b8%af%e5%8f%a3%e5%bc%95%e5%85%b3%e6%b3%a8","status":"publish","type":"post","link":"https:\/\/news.tomjun.com\/?p=17974","title":{"rendered":"\u3010\u8d1f\u9762\u3011[bloomberg]\u674e\u5609\u8bda\u51fa\u552e\u6e2f\u53e3\u5f15\u5173\u6ce8"},"content":{"rendered":"<p>\u674e\u5609\u8bda\u51fa\u552e\u5df4\u62ff\u9a6c\u6e2f\u53e3\uff0c\u4e2d\u56fd\u5a01\u80c1\u5f71\u54cd\u6709\u9650<\/p>\n<p>\u9999\u6e2f\u4ebf\u4e07\u5bcc\u7fc1\u674e\u5609\u8bda\u901a\u8fc7\u540c\u610f\u51fa\u552e\u5176\u5728\u5df4\u62ff\u9a6c\u6e2f\u53e3\u7684\u63a7\u5236\u6743\u6765\u5b89\u629a\u4e2d\u56fd\u56fd\u5bb6\u4e3b\u5e2d\u3002\u4f46\u4e2d\u56fd\u5f53\u5c40\u53ef\u80fd\u5bf9\u5176\u8fdb\u884c\u60e9\u7f5a\u7684\u624b\u6bb5\u6709\u9650\u3002\u674e\u5609\u8bda\u7684\u548c\u8bb0\u9ec4\u57d4\u6709\u671b\u901a\u8fc7\u51fa\u552e43\u4e2a\u6e2f\u53e3\u83b7\u5f97190\u4ebf\u7f8e\u5143\u7684\u6536\u5165\uff0c\u4f46\u7531\u4e8e\u6240\u6d89\u53ca\u7684\u8d44\u4ea7\u90fd\u5728\u6d77\u5916\uff0c\u4e2d\u56fd\u53ef\u80fd\u6ca1\u6709\u76d1\u7ba1\u6743\u529b\u963b\u6b62\u8fd9\u7b14\u4ea4\u6613\u3002\u8be5\u96c6\u56e2\u8ba1\u5212\u4fdd\u7559\u5176\u5728\u4e2d\u56fd\u5927\u9646\u548c\u9999\u6e2f\u7684\u6e2f\u53e3\u3002<\/p>\n<p>\u5c3d\u7ba1\u5317\u4eac\u53ef\u80fd\u4f1a\u6253\u51fb\u5176\u5546\u4e1a\u5e1d\u56fd\u7684\u5176\u4ed6\u90e8\u5206\uff0c\u4f46\u8fd9\u4f4d\u4ebf\u4e07\u5bcc\u7fc1\u51e0\u5341\u5e74\u6765\u4e00\u76f4\u5728\u964d\u4f4e\u5176\u96c6\u56e2\u5728\u5927\u4e2d\u534e\u533a\u7684\u98ce\u9669\u655e\u53e3\uff0c\u8fd9\u4e00\u6218\u7565\u5c06\u6709\u52a9\u4e8e\u9650\u5236\u7279\u6717\u666e\u653f\u5e9c\u652f\u6301\u7684\u8fd9\u9879\u4ea4\u6613\u53ef\u80fd\u5e26\u6765\u7684\u4efb\u4f55\u653f\u6cbb\u5f71\u54cd\u3002\u548c\u8bb0\u9ec4\u57d4\u53ea\u670912%\u7684\u6536\u5165\u6765\u81ea\u4e2d\u56fd\u5927\u9646\u548c\u9999\u6e2f\u7684\u4e1a\u52a1\uff0c\u5176\u4f59\u5927\u90e8\u5206\u6765\u81ea\u6b27\u6d32\u3001\u5317\u7f8e\u548c\u6fb3\u5927\u5229\u4e9a\u3002\u674e\u5609\u8bda\u7684\u623f\u5730\u4ea7\u90e8\u95e8\u957f\u6c5f\u5b9e\u4e1a\u5728\u4e2d\u56fd\u6295\u8d44\u8f83\u591a\uff0c\u4f46\u4e0e\u5176\u4ed6\u9999\u6e2f\u623f\u5730\u4ea7\u5de8\u5934\u76f8\u6bd4\u7a0b\u5ea6\u8f83\u8f7b\u2014\u2014\u800c\u4e14\u5317\u4eac\u53ef\u80fd\u5728\u91c7\u53d6\u4efb\u4f55\u53ef\u80fd\u8fdb\u4e00\u6b65 destabilize \u4e00\u4e2a\u6b63\u5728\u7ecf\u5386\u75db\u82e6\u8c03\u6574\u7684\u884c\u4e1a\u7684\u5f3a\u5236\u884c\u52a8\u4e4b\u524d\u4e09\u601d\u800c\u884c\u3002<\/p>\n<p>Quiddity Advisors\u7684\u5206\u6790\u5e08Travis Lundy\u8868\u793a\uff1a\u201c\u6211\u6ca1\u6709\u770b\u5230\u4e2d\u56fd\u53ef\u4ee5\u5408\u6cd5\u963b\u6b62\u548c\u8bb0\u9ec4\u57d4\u5411\u8d1d\u83b1\u5fb7\u51fa\u552e\u6e2f\u53e3\u7684\u76f4\u63a5\u8bc1\u636e\u3002\u201d \u201c\u53cc\u65b9\u90fd\u5e94\u8be5\u9884\u6599\u5230\u8fd9\u79cd\u6c11\u65cf\u4e3b\u4e49\u7684\u53cd\u5f39\u3002\u201d\u8fd9\u79cd\u4e0e\u4e16\u9694\u7edd\u7684\u5730\u4f4d\u53ef\u80fd\u652f\u6491\u4e86\u548c\u8bb0\u9ec4\u57d4\u5c06\u5927\u90e8\u5206\u5168\u7403\u6e2f\u53e3\u4e1a\u52a1\u51fa\u552e\u7ed9\u7531\u8d1d\u83b1\u5fb7\u96c6\u56e2\u7275\u5934\u7684\u8d22\u56e2\u7684\u60ca\u4eba\u4e4b\u4e3e\u3002\u4e0a\u5468\u5ba3\u5e03\u7684\u8fd9\u9879\u534f\u8bae\u4f3c\u4e4e\u5bf9\u674e\u5609\u8bda\u548c\u7f8e\u56fd\u5229\u76ca\u90fd\u6709\u5229\uff0c\u548c\u8bb0\u9ec4\u57d4\u4ee5\u9ad8\u4e8e\u5176\u4f30\u503c\u7684\u4ef7\u683c\u5378\u8f7d\u4e86\u8d44\u4ea7\uff0c\u800c\u7279\u6717\u666e\u7ed3\u675f\u4e86\u4ed6\u6240\u8c13\u7684\u201c\u4e2d\u56fd\u63a7\u5236\u201d\u5df4\u62ff\u9a6c\u8fd0\u6cb3\u3002<\/p>\n<p>\u5728\u8be5\u534f\u8bae\u5ba3\u5e03\u540e\u7684\u51e0\u4e2a\u5c0f\u65f6\u5185\uff0c\u7f8e\u56fd\u603b\u7edf\u5c31\u79f0\u8d5e\u4ed6\u7684\u653f\u5e9c\u201c\u6536\u56de\u201d\u4e86\u8fd9\u6761\u8d38\u6613\u8def\u7ebf\u3002\u4e2d\u56fd\u901a\u8fc7\u5176\u9999\u6e2f\u548c\u6fb3\u95e8\u4e8b\u52a1\u529e\u516c\u5ba4\u8868\u8fbe\u4e86\u5bf9\u8fd9\u7b14\u4ea4\u6613\u7684\u4e0d\u6ee1\uff0c\u8be5\u529e\u516c\u5ba4\u8f6c\u53d1\u4e86\u4e00\u7bc7 \u043a\u0440\u0438\u0442\u0438\u0447\u0435\u0441\u043a\u0438\u0439 \u8bc4\u8bba\u6587\u7ae0\uff0c\u8b66\u544a\u5404\u516c\u53f8\u8981\u975e\u5e38\u5c0f\u5fc3\u4ed6\u4eec\u5e94\u8be5\u7ad9\u5728\u54ea\u4e00\u8fb9\u3002\u4e2d\u56fd\u662f\u5426\u4f1a\u5bf9\u548c\u8bb0\u9ec4\u57d4\u91c7\u53d6\u4efb\u4f55\u8fdb\u4e00\u6b65\u884c\u52a8\uff0c\u5c06\u662f\u5bf9\u5317\u4eac\u613f\u610f\u8d70\u591a\u8fdc\u6765\u65a5\u8d23\u90a3\u4e9b\u5939\u5728\u4e2d\u7f8e\u5173\u7cfb\u65e5\u76ca\u7d27\u5f20\u7684\u4f01\u4e1a\u7684\u4e00\u4e2a\u8003\u9a8c\u3002<\/p>\n<p>\u636e\u62a5\u9053\uff0c\u4e2d\u56fd\u5546\u52a1\u90e8\u672c\u5468\u65e9\u4e9b\u65f6\u5019\u53ec\u96c6\u4e86\u6c83\u5c14\u739b\u9ad8\u7ba1\uff0c\u539f\u56e0\u662f\u8be5\u516c\u53f8\u8981\u6c42\u4e2d\u56fd\u4f9b\u5e94\u5546\u627f\u62c5\u7f8e\u56fd\u5173\u7a0e\u4e0a\u6da8\u7684\u6210\u672c\u3002\u7f8e\u56fd\u751f\u7269\u6280\u672f\u516c\u53f8Illumina Inc.\u4e5f\u53d7\u5230\u4e86\u5904\u7f5a\uff0c\u88ab\u7981\u6b62\u5728\u4e2d\u56fd\u9500\u552e\u5176\u57fa\u56e0\u6d4b\u5e8f\u4eea\u3002<\/p>\n<p>\u867d\u7136\u8fd9\u4e9b\u516c\u53f8\u5728\u4e2d\u56fd\u62e5\u6709\u5927\u91cf\u4e1a\u52a1\uff0c\u4f46\u548c\u8bb0\u9ec4\u57d4\u6ca1\u6709\u4ec0\u4e48\u53ef\u5931\u53bb\u7684\u3002\u65e9\u572820\u4e16\u7eaa80\u5e74\u4ee3\u672b\uff0c\u7531\u4e8e\u4e2d\u56fd \u043f\u043e\u043b\u0438\u0442\u0438\u0447\u0435\u0441\u043a\u0438\u0439 \u4e0d\u786e\u5b9a\u6027\uff0c\u674e\u5609\u8bda\u5c31\u5f00\u59cb\u5728\u4e2d\u56fd\u5883\u5916\u8fdb\u884c\u591a\u5143\u5316\u6295\u8d44\uff0c\u6295\u8d44\u4e8e\u82f1\u56fd\u3001\u52a0\u62ff\u5927\u548c\u6fb3\u5927\u5229\u4e9a\u7b49\u4e3b\u8981\u53d1\u8fbe\u56fd\u5bb6\u7684\u6e2f\u53e3\u3001\u7535\u4fe1\u3001\u516c\u7528\u4e8b\u4e1a\u548c\u80fd\u6e90\u3002\u4ed6\u5bf9\u4ea4\u6613\u7684\u654f\u9510\u55c5\u89c9\u4ee5\u53ca\u5bf9\u968f\u540e\u51e0\u5341\u5e74\u4e2d\u4e00\u4e9b\u5168\u7403\u589e\u957f\u6700\u5feb\u7684\u884c\u4e1a\u7684\u65e9\u671f\u62bc\u6ce8\u4e5f\u4e3a\u4ed6\u8d62\u5f97\u4e86\u201c\u8d85\u4eba\u201d\u7684\u7ef0\u53f7\u3002<\/p>\n<p>\u548c\u8bb0\u9ec4\u57d4\u76ee\u524d\u5728\u9999\u6e2f\u548c\u4e2d\u56fd\u5927\u9646\u7684\u4e1a\u52a1\u4e3b\u8981\u6d89\u53ca\u96f6\u552e\u3001\u6e2f\u53e3\u3001\u7535\u4fe1\u548c\u57fa\u7840\u8bbe\u65bd\u3002\u5c3d\u7ba1\u5982\u6b64\uff0c\u6295\u8d44\u8005\u5df2\u88ab\u5317\u4eac\u7684\u4e0d\u6ee1\u60c5\u7eea\u5413\u574f\uff0c\u73b0\u5728\u62c5\u5fc3\u8be5\u4ea4\u6613\u53ef\u80fd\u4f1a\u5931\u8d25\uff0c\u6216\u8005\u4ee5\u5bf9\u548c\u8bb0\u9ec4\u57d4\u4e0d\u5229\u7684\u6761\u6b3e\u8fbe\u6210\u534f\u8bae\u3002\u8be5\u516c\u53f8\u80a1\u4ef7\u4e0a\u5468\u4e94\u4e0b\u8dcc6.4%\uff0c\u521b\u4e0b2020\u5e74\u4ee5\u6765\u7684\u6700\u5927\u8dcc\u5e45\u3002<\/p>\n<p>Solomons Group\u7684\u6295\u8d44\u548cESG\u603b\u76d1Andy Wong\u8868\u793a\uff1a\u201c\u8981\u4e48\u548c\u8bb0\u9ec4\u57d4\u5c06\u5b8c\u5168\u653e\u5f03\u8fd9\u7b14\u4ea4\u6613\uff0c\u8981\u4e48\u4ed6\u4eec\u5c06\u63a8\u52a8\u4ea4\u6613\u66f4\u5feb\u5b8c\u6210\u4ee5\u907f\u514d \u043f\u043e\u043b\u0438\u0442\u0438\u0447\u0435\u0441\u043a\u0438\u0439 \u4e0d\u786e\u5b9a\u6027\uff0c\u4f46\u8fd9\u53ef\u80fd\u4f1a\u5f71\u54cd\u4ea4\u6613\u4ef7\u683c\u3002\u201d<\/p>\n<p>\u8de8\u56fd\u516c\u53f8\u4ee5\u524d\u66fe\u5c48\u670d\u4e8e\u4e2d\u56fd\u7684\u610f\u613f\u3002\u9999\u6e2f\u65d7\u8230\u822a\u7a7a\u516c\u53f8\u56fd\u6cf0\u822a\u7a7a\u7531\u592a\u53e4\u96c6\u56e2\u62e5\u6709\uff0c\u8be5\u516c\u53f8\u7684\u4e00\u4e9b\u5458\u5de5\u57282019\u5e74\u516c\u5f00\u652f\u6301\u9999\u6e2f\u7684\u4eb2 \u0434\u0435\u043c\u043e\u043a\u0440\u0430\u0442\u0438\u044f \u6297\u8bae\u6d3b\u52a8\uff0c\u6fc0\u6012\u4e86\u5317\u4eac\u3002 \u0433\u043e\u0441\u0443\u0434\u0430\u0440\u0441\u0442\u0432\u0435\u043d\u043d\u0430\u044f \u652f\u6301\u7684\u4f01\u4e1a\u5bf9\u8be5\u822a\u7a7a\u516c\u53f8\u5b9e\u65bd\u62b5\u5236\uff0c\u4e2d\u56fd\u5927\u9646\u76d1\u7ba1\u673a\u6784\u5a01\u80c1\u8981\u963b\u6b62\u5176\u8fdb\u5165\u4e2d\u56fd\u9886\u7a7a\u3002\u51e0\u5929\u4e4b\u5185\uff0c\u56fd\u6cf0\u822a\u7a7a\u9996\u5e2d\u6267\u884c\u5b98\u9093\u5065\u8363\u548c\u8be5\u516c\u53f8\u540c\u610f\u4e86\u5317\u4eac\u63d0\u51fa\u7684\u4e00\u7cfb\u5217\u8981\u6c42\u3002<\/p>\n<p>Port Shelter Investment Management\u7684\u521b\u59cb\u4eba\u517c\u9996\u5e2d\u6267\u884c\u5b98Richard Harris\u8868\u793a\uff0c\u867d\u7136\u62c5\u5fe7\u4f9d\u7136\u5b58\u5728\uff0c\u4f46\u4e2d\u56fd\u5bf9\u548c\u8bb0\u9ec4\u57d4\u51fa\u552e\u6e2f\u53e3\u7684\u4e25\u5389\u53cd\u5e94\u53ef\u80fd\u4ec5\u6b64\u800c\u5df2\uff0c\u56e0\u4e3a\u8be5\u516c\u53f8\u4fdd\u7559\u4e86\u9999\u6e2f\u548c\u4e2d\u56fd\u5927\u9646\u7684\u8bbe\u65bd\uff0c\u4ece\u800c\u7ef4\u62a4\u4e86\u56fd\u5bb6\u5b89\u5168\u3002\u201c\u6211\u8ba4\u4e3a\u8fd9\u66f4\u591a\u7684\u662f \u043f\u043e\u043b\u0438\u0442\u0438\u0447\u0435\u0441\u043a\u0438\u0439 \u8f9e\u4ee4\uff0c\u800c\u4e0d\u662f\u6307\u793a\u6216\u8981\u6c42\uff0c\u201d\u54c8\u91cc\u65af\u8bf4\u3002\u65e0\u8bba\u53d1\u751f\u4ec0\u4e48\uff0c\u674e\u5609\u8bda\u4e0d\u592a\u53ef\u80fd\u662f\u6700\u540e\u4e00\u4e2a\u5939\u5728\u4e16\u754c\u4e24\u5927\u7ecf\u6d4e\u4f53\u4e4b\u95f4\u7684\u4ebf\u4e07\u5bcc\u7fc1\u3002Natixis SA\u9ad8\u7ea7\u7ecf\u6d4e\u5b66\u5bb6Alicia Garcia Herrero\u8868\u793a\uff1a\u201c\u8fd9\u5e76\u975e\u4e2a\u6848\uff0c\u56e0\u4e3a\u8d8a\u6765\u8d8a\u591a\u7684\u8d44\u4ea7\u88ab\u4e0d\u540c\u653f\u5e9c\u89c6\u4e3a\u5177\u6709\u6218\u7565\u610f\u4e49\u3002\u201d \u201c\u6211\u4eec\u73b0\u5728\u751f\u6d3b\u5728\u4e00\u4e2a\u5546\u4e1a\u51b3\u7b56\u7ecf\u5e38\u5347\u7ea7\u5230\u653f\u6cbb\u5c42\u9762\u7684\u4e16\u754c\u4e2d\u3002\u201d <\/p>\n<hr>\n<p><b>\u5206\u6790\u5927\u6a21\u578b\uff1a<\/b>gemma2<br \/><b>\u5f97\u5206\uff1a<\/b>-50<br \/><b>\u539f\u56e0\uff1a<\/b><\/p>\n<pre style=\"white-space: pre-wrap;font-size: inherit;\">\u6587\u7ae0\u867d\u7136\u4e3b\u8981\u63cf\u8ff0\u5546\u4e1a\u884c\u4e3a\uff0c\u4f46\u591a\u6b21\u63d0\u53ca\u4e2d\u56fd\u653f\u5e9c\u7684\u53cd\u5e94\uff0c\u4ee5\u53ca\u5bf9\u4e2d\u56fd\u53ef\u80fd\u91c7\u53d6\u884c\u52a8\u7684\u62c5\u5fe7\uff0c\u6697\u793a\u4e2d\u56fd\u653f\u5e9c\u53ef\u80fd\u5bf9\u4f01\u4e1a\u65bd\u52a0\u4e0d\u6b63\u5f53\u5f71\u54cd\uff0c\u6574\u4f53\u57fa\u8c03\u504f\u8d1f\u9762\u3002<\/pre>\n<hr>\n<p><b>\u539f\u6587\u5730\u5740\uff1a<\/b><a href=\"https:\/\/www.bloomberg.com\/news\/articles\/2025-03-14\/li-ka-shing-has-little-to-lose-as-china-threatens-panama-deal\" target=\"_blank\">Li Ka-shing Has Little to Lose as China Threatens Panama Deal<\/a><br \/> <b>\u65b0\u95fb\u65e5\u671f\uff1a<\/b>2025-03-14<\/p>\n<div style=\"margin: 20px 0;\"><div class=\"qrcswholewtapper\" style=\"text-align:left;\"><div class=\"qrcprowrapper\"  id=\"qrcwraa2leds\"><div class=\"qrc_canvass\" id=\"qrc_cuttenpages_2\" style=\"display:inline-block\" data-text=\"https:\/\/news.tomjun.com\/?p=17974\"><\/div><div><a download=\"\u3010\u8d1f\u9762\u3011[bloomberg]\u674e\u5609\u8bda\u51fa\u552e\u6e2f\u53e3\u5f15\u5173\u6ce8.png\" class=\"qrcdownloads\" id=\"worign\">\r\n           <button type=\"button\" style=\"min-width:200px;background:#44d813;color:#000;font-weight: 600;border: 1px solid #44d813;border-radius:20px;font-size:12px;padding: 6px 0;\" class=\"uqr_code_btn\">\u6587\u7ae0\u4e8c\u7ef4\u7801<\/button>\r\n           <\/a><\/div><\/div><\/div><\/div>","protected":false},"excerpt":{"rendered":"<p>\u674e\u5609\u8bda\u51fa\u552e\u5df4\u62ff\u9a6c\u6e2f\u53e3\uff0c\u4e2d\u56fd\u5a01\u80c1\u5f71\u54cd\u6709\u9650 \u9999\u6e2f\u4ebf\u4e07\u5bcc\u7fc1\u674e\u5609\u8bda\u901a\u8fc7\u540c\u610f\u51fa\u552e\u5176\u5728\u5df4\u62ff\u9a6c\u6e2f\u53e3\u7684\u63a7\u5236\u6743\u6765\u5b89\u629a\u4e2d\u56fd\u56fd\u5bb6\u4e3b\u5e2d [&hellip;]<\/p>\n","protected":false},"author":1,"featured_media":0,"comment_status":"closed","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_monsterinsights_skip_tracking":false,"_monsterinsights_sitenote_active":false,"_monsterinsights_sitenote_note":"","_monsterinsights_sitenote_category":0,"footnotes":""},"categories":[131],"tags":[2019,14611,9181,12423,14628],"class_list":["post-17974","post","type-post","status-publish","format-standard","hentry","category-131","tag-2019","tag-14611","tag-9181","tag-12423","tag-14628"],"aioseo_notices":[],"_links":{"self":[{"href":"https:\/\/news.tomjun.com\/index.php?rest_route=\/wp\/v2\/posts\/17974","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/news.tomjun.com\/index.php?rest_route=\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/news.tomjun.com\/index.php?rest_route=\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/news.tomjun.com\/index.php?rest_route=\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/news.tomjun.com\/index.php?rest_route=%2Fwp%2Fv2%2Fcomments&post=17974"}],"version-history":[{"count":1,"href":"https:\/\/news.tomjun.com\/index.php?rest_route=\/wp\/v2\/posts\/17974\/revisions"}],"predecessor-version":[{"id":17975,"href":"https:\/\/news.tomjun.com\/index.php?rest_route=\/wp\/v2\/posts\/17974\/revisions\/17975"}],"wp:attachment":[{"href":"https:\/\/news.tomjun.com\/index.php?rest_route=%2Fwp%2Fv2%2Fmedia&parent=17974"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/news.tomjun.com\/index.php?rest_route=%2Fwp%2Fv2%2Fcategories&post=17974"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/news.tomjun.com\/index.php?rest_route=%2Fwp%2Fv2%2Ftags&post=17974"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}