{"id":18774,"date":"2025-03-25T08:20:51","date_gmt":"2025-03-25T00:20:51","guid":{"rendered":"https:\/\/www.kafeizha.com\/?p=18774"},"modified":"2025-03-25T08:20:51","modified_gmt":"2025-03-25T00:20:51","slug":"%e3%80%90%e6%ad%a3%e9%9d%a2%e3%80%91bloomberg%e5%9f%ba%e9%87%91%e7%bb%8f%e7%90%86%e6%8b%9f%e6%8a%84%e5%ba%95%e5%85%b3%e7%a8%8e%e4%b8%8b%e8%b7%8c","status":"publish","type":"post","link":"https:\/\/news.tomjun.com\/?p=18774","title":{"rendered":"\u3010\u6b63\u9762\u3011[bloomberg]\u57fa\u91d1\u7ecf\u7406\u62df\u6284\u5e95\u5173\u7a0e\u4e0b\u8dcc"},"content":{"rendered":"<p>**\u4e2d\u56fd\u8d44\u6df1\u57fa\u91d1\u7ecf\u7406\u8ba1\u5212\u6284\u5e95\u5173\u7a0e\u5f15\u53d1\u7684\u80a1\u5e02\u4e0b\u8dcc**<\/p>\n<p>\u636e\u4e00\u4e9b\u4e2d\u56fd\u7ecf\u9a8c\u6700\u4e30\u5bcc\u7684\u57fa\u91d1\u7ecf\u7406\u79f0\uff0c\u5982\u679c\u7279\u6717\u666e4\u67082\u65e5\u5bf9\u4e2d\u56fd\u80a1\u7968\u7684\u4efb\u4f55\u56de\u8c03\u90fd\u5c06\u662f\u4e00\u4e2a\u4e70\u5165\u673a\u4f1a\u3002\u4e94\u4f4d\u79c1\u52df\u57fa\u91d1\u7ecf\u7406\u5728\u63a5\u53d7\u5355\u72ec\u91c7\u8bbf\u65f6\u8868\u793a\uff0c\u5173\u7a0e\u53ef\u80fd\u6ca1\u6709\u62c5\u5fc3\u7684\u90a3\u4e48\u5177\u6709\u7834\u574f\u6027\uff0c\u800c\u4e2d\u56fd\u5728\u4eba\u5de5\u667a\u80fd\u9886\u57df\u7684\u7a81\u7834\u548c\u5bf9\u5546\u4e1a\u53cb\u597d\u7684\u653f\u7b56\u88ab\u89c6\u4e3a\u6e38\u620f\u89c4\u5219\u7684\u6539\u53d8\uff0c\u5176\u4e2d\u5305\u62ec\u6df1\u5733\u6b63\u5143\u6295\u8d44\u6709\u9650\u516c\u53f8\u548c\u683c\u5170\u798f\uff08\u5317\u4eac\uff09\u8d44\u672c\u7ba1\u7406\u6709\u9650\u516c\u53f8\u62e5\u6709\u7ea620\u5e74\u7ecf\u9a8c\u7684\u6295\u8d44\u8005\u3002<\/p>\n<p>\u4ed6\u4eec\u7684\u7acb\u573a\u53cd\u6620\u51fa\uff0c\u5bf9\u9519\u8fc7\u4e2d\u56fd\u7ecf\u6d4e\u597d\u8f6c\u7684\u62c5\u5fe7\u5df2\u6210\u4e3a\u5bf9\u6297\u8d38\u6613\u6218\u8513\u5ef6\u62c5\u5fe7\u7684\u4e00\u79cd\u529b\u91cf\u3002\u8fd9\u4e5f\u5f3a\u5316\u4e86\u4e00\u79cd\u65e5\u76ca\u589e\u957f\u7684\u8bf4\u6cd5\uff0c\u5373\u968f\u7740\u6295\u8d44\u8005\u91cd\u65b0\u8bc4\u4f30\u7f8e\u56fd\u4f8b\u5916\u8bba\uff0c\u4e2d\u56fd\u5e02\u573a\u53ef\u80fd\u6210\u4e3a\u53e6\u7c7b\u6295\u8d44\u573a\u6240\u3002\u6df1\u5733\u91d1\u8302\u8d44\u672c\u7684\u57fa\u91d1\u7ecf\u7406\u5e84\u5bb6\u9e4f\u4e0a\u5468\u8868\u793a\uff1a\u201c\u5982\u679c\u8fd9\u786e\u5b9e\u5bfc\u81f4\u4e00\u4e9b\u56de\u8c03\uff0c\u6211\u4eec\u5c06\u589e\u52a0\u6295\u8d44\u3002\u8fc7\u53bb\u51e0\u5e74\u6211\u4eec\u6240\u770b\u5230\u7684\u662f\uff0c\u7f8e\u56fd\u7684\u5173\u7a0e\u548c\u5236\u88c1\u53ea\u80fd\u8d77\u5230\u5f88\u5c0f\u7684\u4f5c\u7528\u3002\u5982\u679c\u4f60\u73b0\u5728\u4e0d\u589e\u52a0\u6295\u8d44\uff0c\u4ee5\u540e\u4f60\u5c06\u4e0d\u5f97\u4e0d\u4ee5\u66f4\u9ad8\u7684\u4ef7\u683c\u7ade\u8d2d\u540c\u6837\u7684\u80a1\u7968\u3002\u201d<\/p>\n<p>\u7531\u4e8e\u5bf9\u4e2d\u56fd\u79d1\u6280\u5b9e\u529b\u7684\u4e50\u89c2\u60c5\u7eea\uff0c\u6052\u751f\u4e2d\u56fd\u4f01\u4e1a\u6307\u6570\u4eca\u5e74\u4e0a\u6da8\u4e8621%\uff0c\u662f\u5168\u7403\u8868\u73b0\u6700\u597d\u7684\u6307\u6570\u4e4b\u4e00\u3002\u56fd\u5185\u80a1\u7968\u57fa\u51c6\u6307\u6570\u7684\u91d1\u878d\u548c\u6d88\u8d39\u80a1\u7968\u5360\u6bd4\u66f4\u9ad8\uff0c\u4e0e\u540c\u671f\u6301\u5e73\u3002\u8003\u8651\u5230\u4e2d\u56fd\u4e00\u76f4\u662f\u7279\u6717\u666e\u5173\u7a0e\u7684\u4e3b\u8981\u76ee\u6807\uff0c\u8fd9\u79cd\u5f39\u6027\u4ee4\u4eba\u60ca\u8bb6\u3002\u7279\u6717\u666e\u5a01\u80c1\u5c06\u4e8e4\u67082\u65e5\u516c\u5e03\u65b0\u4e00\u8f6e\u5173\u7a0e\u3002\u5bf9\u4e2d\u56fd\u7684\u4efb\u4f55\u8fdb\u4e00\u6b65\u5173\u7a0e\u90fd\u5c06\u52a0\u5728\u672c\u6708\u65e9\u4e9b\u65f6\u5019\u5bf9\u4e2d\u56fd\u4ea7\u54c1\u5f81\u6536\u768420%\u5168\u9762\u5173\u7a0e\u4e4b\u4e0a\u3002<\/p>\n<p>\u5bf9\u4e8e\u79c1\u52df\u57fa\u91d1\u800c\u8a00\uff0c\u5173\u7a0e\u65b0\u95fb\u53ea\u662f\u4ed6\u4eec\u5e0c\u671b\u7684\u53ef\u6301\u7eed\u725b\u5e02\u4e2d\u7684\u566a\u97f3\u3002\u968f\u774020%\u7684\u5173\u7a0e\u751f\u6548\uff0c\u6052\u751f\u4e2d\u56fd\u6307\u6570\u4ec5\u4e0b\u8dcc0.6%\uff0c\u5e76\u5728\u968f\u540e\u7684\u4e24\u4e2a\u4ea4\u6613\u65e5\u4e2d\u5206\u522b\u4e0a\u6da8\u8d85\u8fc73%\u3002\u8fd9\u4e9b\u57fa\u91d1\u8fce\u5408\u4e86\u81f3\u5c11\u5c06100\u4e07\u5143\u4eba\u6c11\u5e01\uff08137,850\u7f8e\u5143\uff09\u6295\u5165\u4ea7\u54c1\u7684\u6295\u8d44\u8005\uff0c\u7531\u4e8e\u5b83\u4eec\u4e0d\u53d7\u5171\u540c\u57fa\u91d1\u9762\u4e34\u7684\u96c6\u4e2d\u5ea6\u9650\u5236\uff0c\u56e0\u6b64\u5728\u5934\u5bf8\u8c03\u6574\u65b9\u9762\u5f80\u5f80\u66f4\u52a0\u7075\u6d3b\u3002\u867d\u7136\u5b83\u4eec\u7684\u8d44\u4ea7\u89c4\u6a21\u901a\u5e38\u5c0f\u4e8e\u5171\u540c\u57fa\u91d1\uff0c\u4f46\u5b83\u4eec\u7684\u7075\u6d3b\u6027\u4f7f\u4e00\u4e9b\u57fa\u91d1\u5728\u8fc7\u53bb\u83b7\u5f97\u4e86\u5de8\u989d\u56de\u62a5\u3002<\/p>\n<p>\u6df1\u5733\u6b63\u5143\u57fa\u91d1\u7ecf\u7406\u534e\u5f64\u8868\u793a\uff1a\u201c\u6211\u4eec\u6709\u4fe1\u5fc3\u80fd\u591f\u7ecf\u53d7\u4f4f\u51b2\u51fb\uff0c\u6216\u8005\u81f3\u5c11\u51b2\u51fb\u5f88\u5bb9\u6613\u6062\u590d\u3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fixation \u5728\u5173\u7a0e\u4e0a\u30022018\u5e74\uff0c\u5f53\u7279\u6717\u666e\u52a0\u901f\u8d38\u6613\u6218\u65f6\uff0c\u79bb\u5cb8\u4eba\u6c11\u5e01\u5151\u7f8e\u5143\u6c47\u7387\u4e0b\u8dcc\u8d85\u8fc75%\u3002\u76f8\u6bd4\u4e4b\u4e0b\uff0c\u81ea2025\u5e74\u521d\u4ee5\u6765\uff0c\u4e2d\u56fd\u8d27\u5e01\u5df2\u5347\u503c\u7ea61%\u3002<\/p>\n<p>\u7136\u800c\uff0c\u5373\u4f7f\u80a1\u5e02\u80fd\u591f\u7ecf\u53d7\u4f4f\u8fdb\u4e00\u6b65\u7684\u5173\u7a0e\uff0c\u53cd\u5f39\u4e5f\u5f88\u96be\u518d\u4e0a\u4e00\u4e2a\u53f0\u9636\u3002\u6709\u8ff9\u8c61\u8868\u660e\uff0c\u8fd9\u79cd\u4e50\u89c2\u60c5\u7eea\u53ef\u80fd\u6b63\u5728\u964d\u6e29\u3002\u6469\u6839\u58eb\u4e39\u5229(Morgan Stanley)\u7684\u8c03\u67e5\u663e\u793a\uff0c\u56fd\u5185\u6295\u8d44\u8005\u60c5\u7eea\u6709\u6240\u4e0b\u964d\uff0c\u4ea4\u6613\u91cf\u4e5f\u6709\u6240\u4e0b\u964d\uff0c\u5e76\u9884\u8ba1\u76c8\u5229\u5b63\u4f1a\u51fa\u73b0\u4e00\u4e9b\u6ce2\u52a8\u3002\u5c3d\u7ba1\u5b58\u5728\u77ed\u671f\u4e0d\u786e\u5b9a\u6027\uff0c\u4f46\u6709\u8ff9\u8c61\u8868\u660e\uff0c\u5c24\u5176\u662f\u5728\u56fd\u5185\u6295\u8d44\u8005\u4e2d\uff0c\u5df2\u7ecf\u5f62\u6210\u4e86\u4e00\u4e2a\u660e\u786e\u7684\u5171\u8bc6\uff0c\u5373\u5df2\u7ecf\u4f4e\u8ff7\u591a\u5e74\u7684\u5e02\u573a\u5df2\u7ecf\u597d\u8f6c\u3002\u4ee4\u6295\u8d44\u8005\u611f\u5230\u6b23\u6170\u7684\u662f\uff0c\u6709\u4e00\u7cfb\u5217\u7684\u4e70\u5bb6\u53ef\u4ee5\u4e3a\u6f5c\u5728\u7684\u80a1\u5e02\u5d29\u76d8\u6258\u5e95\u3002\u8fd9\u4e0d\u4ec5\u5305\u62ec\u4e3b\u6743\u8d22\u5bcc\u57fa\u91d1\uff0c\u8fd8\u5305\u62ec\u653f\u5e9c\u7ed9\u4e88\u6295\u8d44\u6388\u6743\u7684\u5171\u540c\u57fa\u91d1\u548c\u4fdd\u9669\u516c\u53f8\u3002<\/p>\n<p>\u4e2d\u56fd\u6700\u5927\u7684\u5171\u540c\u57fa\u91d1\u7ba1\u7406\u516c\u53f8\u4e4b\u4e00\u7684\u4e2d\u56fd\u8d44\u4ea7\u7ba1\u7406\u516c\u53f8\u7684\u5168\u7403\u8d44\u672c\u6295\u8d44\u7b56\u7565\u5e08\u8868\u793a\uff1a\u201c\u6211\u4eec\u7684\u4e00\u4e9b\u57fa\u91d1\u5728\u4eca\u5e74\u5e74\u521d\u964d\u4f4e\u4e86\u5bf9\u51fa\u53e3\u5bfc\u5411\u578b\u516c\u53f8\u7684\u655e\u53e3\uff0c\u4f46\u6211\u4eec\u4ecd\u7136\u5bf9\u4e2d\u56fd\u516c\u53f8\u5728\u5168\u7403\u8303\u56f4\u5185\u7684\u957f\u671f\u53d1\u5c55\u524d\u666f\u611f\u5230\u4e50\u89c2\u3002\u4efb\u4f55\u4e0b\u8dcc\u90fd\u53ef\u80fd\u63d0\u4f9b\u79ef\u7d2f\u7684\u673a\u4f1a\u3002\u201d <\/p>\n<hr>\n<p><b>\u5206\u6790\u5927\u6a21\u578b\uff1a<\/b>gemma2<br \/><b>\u5f97\u5206\uff1a<\/b>60<br \/><b>\u539f\u56e0\uff1a<\/b><\/p>\n<pre style=\"white-space: pre-wrap;font-size: inherit;\">\u6587\u7ae0\u4e3b\u8981\u8868\u8fbe\u4e86\u4e2d\u56fd\u57fa\u91d1\u7ecf\u7406\u5bf9\u4e2d\u56fd\u7ecf\u6d4e\u548c\u80a1\u5e02\u7684\u4fe1\u5fc3\uff0c\u8ba4\u4e3a\u5173\u7a0e\u5f71\u54cd\u6709\u9650\uff0c\u5e76\u4e14\u5b58\u5728\u6284\u5e95\u673a\u4f1a\uff0c\u6574\u4f53\u60c5\u7eea\u504f\u5411\u6b63\u9762\u3002<\/pre>\n<hr>\n<p><b>\u539f\u6587\u5730\u5740\uff1a<\/b><a href=\"https:\/\/www.bloomberg.com\/news\/articles\/2025-03-24\/buy-the-tariff-dip-is-mantra-for-veteran-chinese-money-managers\" target=\"_blank\">Veteran Chinese Money Managers Planning to Buy Dip Caused by Tariffs<\/a><br \/> <b>\u65b0\u95fb\u65e5\u671f\uff1a<\/b>2025-03-24<\/p>\n<div style=\"margin: 20px 0;\"><div class=\"qrcswholewtapper\" style=\"text-align:left;\"><div class=\"qrcprowrapper\"  id=\"qrcwraa2leds\"><div 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[&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":[79],"tags":[2495,93,4403,243,303],"class_list":["post-18774","post","type-post","status-publish","format-standard","hentry","category-79","tag-2495","tag-93","tag-4403","tag-243","tag-303"],"aioseo_notices":[],"_links":{"self":[{"href":"https:\/\/news.tomjun.com\/index.php?rest_route=\/wp\/v2\/posts\/18774","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=18774"}],"version-history":[{"count":1,"href":"https:\/\/news.tomjun.com\/index.php?rest_route=\/wp\/v2\/posts\/18774\/revisions"}],"predecessor-version":[{"id":18775,"href":"https:\/\/news.tomjun.com\/index.php?rest_route=\/wp\/v2\/posts\/18774\/revisions\/18775"}],"wp:attachment":[{"href":"https:\/\/news.tomjun.com\/index.php?rest_route=%2Fwp%2Fv2%2Fmedia&parent=18774"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/news.tomjun.com\/index.php?rest_route=%2Fwp%2Fv2%2Fcategories&post=18774"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/news.tomjun.com\/index.php?rest_route=%2Fwp%2Fv2%2Ftags&post=18774"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}