{"id":2076,"date":"2024-09-30T23:29:21","date_gmt":"2024-09-30T15:29:21","guid":{"rendered":"https:\/\/www.kafeizha.com\/?p=2076"},"modified":"2024-09-30T23:29:21","modified_gmt":"2024-09-30T15:29:21","slug":"%e6%be%b3%e5%a4%a7%e5%88%a9%e4%ba%9a%e5%85%83%e5%9c%a8cpi%e5%89%8d%e5%8d%87%e8%87%b32023%e5%b9%b42%e6%9c%88%e6%9d%a5%e6%96%b0%e9%ab%98","status":"publish","type":"post","link":"https:\/\/news.tomjun.com\/?p=2076","title":{"rendered":"\u6fb3\u5927\u5229\u4e9a\u5143\u5728CPI\u524d\u5347\u81f32023\u5e742\u6708\u6765\u65b0\u9ad8"},"content":{"rendered":"

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\u745e\u94f6\u8d44\u4ea7\u7ba1\u7406\u516c\u53f8\u7684\u65b0\u5174\u5e02\u573a\u4e0e\u4e9a\u592a\u5730\u533a\u56fa\u5b9a\u6536\u76ca\u4e1a\u52a1\u8d1f\u8d23\u4eba\u6307\u51fa\uff1a\u201c\u6211\u4eec\u8ba4\u4e3a\u5c06\u4f1a\u6709\u540e\u7eed\u7684\u523a\u6fc0\u63aa\u65bd\u3002\u201d\u4e0b\u4e00\u8f6e\u653f\u7b56\u53ef\u80fd\u4ee5\u8d22\u653f\u624b\u6bb5\u4e3a\u4e3b\uff0c\u5e76\u4e14\u5bf9\u4e9a\u6d32\u8d27\u5e01\u548c\u5927\u5b97\u5546\u54c1\u800c\u8a00\u90fd\u662f\u5229\u597d\u6d88\u606f\u3002\u53e6\u4e00\u5bb6\u516c\u53f8Federated Hermes Asia ex-Japan \u90e8\u95e8\u4e3b\u7ba1\u5f62\u5bb9\uff0c\u8fd9\u6b21\u653f\u5e9c\u7684\u5e94\u5bf9\u7b56\u7565\u4e3a\u201c\u591a\u65b9\u4f4d\u3001\u5f3a\u529b\u201d\u7684\u65b9\u5f0f\uff0c\u51f8\u663e\u4e86\u4e2d\u56fd\u653f\u5e9c\u89e3\u51b3\u56fd\u5185\u95ee\u9898\u7684\u51b3\u5fc3\u3002<\/p>\n

\u4e0e\u6b64\u540c\u65f6\uff0c\u98ce\u9669\u8d44\u4ea7\u5728\u8fc7\u53bb\u768424\u5c0f\u65f6\u5185\u53d7\u5230\u4e86\u8d2d\u4e70\u72c2\u6f6e\u8ffd\u6367\uff0c\u5c24\u5176\u662f\u4e0e\u4e2d\u56fd\u7ecf\u6d4e\u6709\u5bc6\u5207\u8054\u7cfb\u7684\u6fb3\u5143\u548c\u5de5\u4e1a\u5546\u54c1\u3002\u5176\u4e2d\uff0c\u4e9a\u6d32\u80a1\u5e02\u6210\u4e3a\u53d7\u76ca\u8005\u4e4b\u4e00\uff0c\u8be5\u5730\u533a\u4e0e\u4e2d\u56fd\u8d38\u6613\u7d27\u5bc6\u76f8\u8fde\uff0c\u5176\u6307\u6570\u5347\u81f32022\u5e742\u6708\u4ee5\u6765\u6700\u9ad8\u70b9\u3002<\/p>\n

\u5206\u6790\u4eba\u58eb\u8ba4\u4e3a\uff0c\u201c\u8d22\u653f\u8ddf\u8fdb\u81f3\u5173\u91cd\u8981\u3002\u201dBNP Paribas SA\u7ecf\u6d4e\u56e2\u961f\u6210\u5458\u5199\u9053\u3002\u201c\u8fd9\u4e9b\u63aa\u65bd\u8d85\u51fa\u4e86\u6211\u4eec\u7684\u9884\u671f\uff0c\u5e76\u4e0e\u623f\u5730\u4ea7\u548c\u80a1\u7968\u9886\u57df\u7684\u652f\u6301\u653f\u7b56\u76f8\u7ed3\u5408\uff0c\u5e94\u80fd\u63d0\u632f\u5e02\u573a\u98ce\u9669\u60c5\u7eea\u3002\u8003\u8651\u5230\u5e02\u573a\u539f\u672c\u7684\u4f4e\u671f\u671b\u503c\u3002\u201dFederated Hermes\u516c\u53f8\u4e9a\u6d32\uff08\u4e0d\u542b\u65e5\u672c\uff09\u4e3b\u7ba1\u5c06\u5176\u63cf\u8ff0\u4e3a\u201c\u5168\u9762\u3001\u5f3a\u529b\u201d\u7684\u5e94\u5bf9\u65b9\u6848\uff0c\u8fd9\u8868\u660e\u4e86\u4e2d\u56fd\u653f\u5e9c\u89e3\u51b3\u4e2d\u56fd\u95ee\u9898\u7684\u51b3\u5fc3\u3002<\/p>\n

\u6b64\u5916\uff0c\u6765\u81ea\u5bf9\u51b2\u57fa\u91d1Tribeca Investment Partners Pty \u7684\u4e00\u4f4d\u8d1f\u8d23\u4eba\u6307\u51fa\uff0c\u201c\u6211\u4eec\u6b63\u5728\u4e0e\u4e2d\u56fd\u7684\u8054\u7cfb\u4eba\u4ea4\u8c08\uff0c\u4ed6\u4eec\u90fd\u5904\u4e8e\u2018\u975e\u5e38\u4e50\u89c2\u2019\u7684\u72b6\u6001\u3002\u63a5\u4e0b\u6765\u7684\u51e0\u5929\u5c06\u51b3\u5b9a\u8fd9\u6b21\u53cd\u5f39\u80fd\u5426\u6301\u7eed\u3002\u201d<\/p>\n

\u653f\u6cbb\u5c40\u4f1a\u8bae\u5c06\u5728\u4e2d\u56fd\u9886\u5bfc\u4eba\u4e60\u8fd1\u5e73\u4e3b\u6301\u4e0b\u8fdb\u884c\uff0c\u9884\u8ba1\u4f1a\u5728\u4e0b\u5468\u957f\u8fbe\u4e00\u5468\u7684\u957f\u5047\u524d\u53ec\u5f00\uff0c\u53ef\u80fd\u6d89\u53ca\u66f4\u591a\u9488\u5bf9\u672a\u552e\u623f\u4ea7\u8d2d\u4e70\u7684\u878d\u8d44\u589e\u52a0\u3001\u63d0\u9ad8\u793e\u4f1a\u798f\u5229\u652f\u51fa\u7b49\u653f\u7b56\u3002\u8d22\u653f\u90e8\u95e8\u4ea6\u53ef\u63a8\u52a8\u5730\u65b9\u653f\u5e9c\u53d1\u884c\u66f4\u591a\u503a\u5238\u4ee5\u52a0\u901f\u57fa\u7840\u8bbe\u65bd\u6295\u8d44\u3002<\/p>\n

\u7136\u800c\uff0c\u6709\u5e02\u573a\u89c2\u5bdf\u5bb6\u63d0\u9192\u6295\u8d44\u8005\u4fdd\u6301\u8b66\u60d5\uff0c\u56e0\u4e3a\u5373\u5c06\u4e3e\u884c\u7684\u7f8e\u56fd\u603b\u7edf\u5927\u9009\u4ee5\u53ca\u7279\u6717\u666e\u518d\u6b21\u5f53\u9009\u540e\u53ef\u80fd\u4f1a\u5f15\u53d1\u7684\u8d38\u6613\u7d27\u5f20\u5c40\u52bf\u5e26\u6765\u98ce\u9669\uff1b\u8fd9\u79cd\u4e0d\u786e\u5b9a\u6027\u53ef\u80fd\u518d\u6b21\u51cf\u5c11\u5bf9\u98ce\u9669\u8d44\u4ea7\u7684\u9700\u6c42\u3002Timefolio Asset Management Co. \u548c Magellan Investments Holding Ltd. \u7b49\u516c\u53f8\u6307\u51fa\uff0c\u867d\u7136\u5b58\u5728\u9700\u6c42\u75b2\u8f6f\u3001\u4e2d\u56fd\u623f\u5730\u4ea7\u5e02\u573a\u95ee\u9898\u548c\u901a\u8d27\u7d27\u7f29\u7b49\u5176\u4ed6\u6311\u6218\u3002<\/p>\n

\u5bf9\u4e8eHedge Fund K2 Asset Management\u7684\u7814\u7a76\u8d1f\u8d23\u4eba\u800c\u8a00\uff0c\u201c\u8fd9\u662f\u4e00\u4e2a\u77ed\u6682\u7684\u4e70\u8fdb\u4fe1\u53f7\u3002\u201d\u4ed6\u8868\u793a\u3002\u201c\u76f4\u5230\u9700\u8981\u53e6\u4e00\u8f6e\u5927\u89c4\u6a21\u4e3e\u63aa\u65f6\u4e3a\u6b62\u3002\u4e2d\u56fd\u8fd8\u9700\u8981\u66f4\u591a\u3002\u201d<\/p>\n

\u8bf7\u5c31\u65b0\u5174\u5e02\u573a\u662f\u5426\u770b\u6da8\u53d1\u8868\u89c2\u70b9\uff0c\u5e76\u9884\u6d4b\u63a5\u4e0b\u6765\u4e00\u5e74\u6700\u4f73\u4ea4\u6613\u7b56\u7565\uff0c\u53c2\u4e0eMLIV Pulse\u6295\u7968\u3002 <\/p>\n

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\u65b0\u95fb\u6765\u6e90\uff1a<\/b>www.bloomberg.com
\u539f\u6587\u5730\u5740\uff1a<\/b>Aussie Dollar Rises to Highest Since February 2023 Ahead of CPI<\/a>
\u65b0\u95fb\u65e5\u671f\uff1a<\/b>2024-09-25
\u539f\u6587\u6458\u8981\uff1a<\/b><\/font><\/p>\n

China\u2019s latest policy blitz is fueling a rally in everything from iron ore and copper to , and traders are betting on more aid to drive further gains.In the wake of Tuesday\u2019s announcement,  climbed to the highest in over two years while iron ore headed back toward  a ton. The  jumped to levels last seen in March 2022, and Malaysia\u2019s ringgit appreciated to the strongest since mid-2021.Confidence is building that China\u2019s markets may finally be on the cusp of a sustainable rebound after years of decline fueled by slowing growth and a prolonged property crisis. But the optimism is  by caution, with market watchers noting that similar rallies in the past were shortlived as focus quickly shifted back to the nation\u2019s economic troubles.\u201cWe do think that there will be a follow up to the stimulus,\u201d said , head of emerging market and Asia Pacific fixed income at UBS Asset Management. The next package is likely to be fiscal, and \u201cthat\u2019s positive for Asian currencies, it\u2019s positive for commodities,\u201d she said.Beijing\u2019s latest efforts triggered 24 hours of buying of China-related assets, including the Australian dollar and industrial . Asian shares were a key beneficiary given the region\u2019s trade links with China, with the  climbing to the highest level since February 2022 on Wednesday.\u201cFiscal follow-up will be the key,\u201d BNP Paribas SA economists including  wrote in a note. The latest measures \u201cexceeded our expectations and combined with support policies on the property and equity front, should boost risk appetite, especially given how low market expectations were.\u201d, head of Asia ex-Japan at Federated Hermes, described the package as a \u201cmultifaceted, strong\u201d approach, which underscored the government\u2019s seriousness in tackling China\u2019s problems.  of hedge fund Tribeca Investment Partners Pty said conversations with China contacts indicated they\u2019re all \u201cvery bullish\u201d right now. The next few days may be crucial in determining if the rally continues.Authorities may announce more fiscal measures as President Xi Jinping\u2019s 24-member Politburo is set to meet ahead of a week-long annual holiday starting Tuesday.  include more funding to buy up unsold homes and greater spending on social welfare. The finance ministry can also push local governments to sell more bonds to ramp up infrastructure spending.Some market watchers are calling for caution, noting that there are risks on the horizon. This includes the upcoming US presidential election and threats of further tariffs if Donald Trump wins. Escalating trade tensions may soften demand for risk assets again.Timefolio Asset Management Co. and Magellan Investments Holding Ltd. note that other issues persist, including weak demand, China\u2019s property-market woes and a . For now, the rally in risk assets may have scope to extend.\u201cThis is a short-lived, legitimate risk-on signal to buy,\u201d said , head of research at hedge fund K2 Asset Management. \u201cThat is, until another big bazooka is required. You need a lot more from China.\u201dAre you bullish on emerging markets? Share your views on the best trades for the rest of the year in a quick MLIV Pulse .<\/pre>\n
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