{"id":2460,"date":"2024-10-03T05:28:26","date_gmt":"2024-10-02T21:28:26","guid":{"rendered":"https:\/\/www.kafeizha.com\/?p=2460"},"modified":"2024-10-03T05:28:26","modified_gmt":"2024-10-02T21:28:26","slug":"%e8%b7%af%e6%98%93%c2%b7%e5%a5%a5%e8%bf%aa%e5%9f%83%e6%8a%9b%e5%94%ae%e4%b8%ad%e5%9b%bd%e8%82%a1%e5%b8%82%e5%80%ba%ef%bc%8c%e4%b8%8d%e9%a2%84%e6%9c%9f%e5%88%ba%e6%bf%80%e5%90%8e%e5%b8%82%e5%9c%ba","status":"publish","type":"post","link":"https:\/\/news.tomjun.com\/?p=2460","title":{"rendered":"\u8def\u6613\u00b7\u5965\u8fea\u57c3\u629b\u552e\u4e2d\u56fd\u80a1\u5e02\u503a\uff0c\u4e0d\u9884\u671f\u523a\u6fc0\u540e\u5e02\u573a\u53cd\u5f39\u5c06\u518d\u5ea6\u5e03\u5c40"},"content":{"rendered":"<p>\u5f53Strobaek\u4e8e\u5341\u4e00\u6708\u52a0\u5165\u9686\u5df4\u5fb7\u5965\u8fea\u5c14\u94f6\u884c\uff08Lombard 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Capital\u7684\u8d1f\u8d23\u4eba\uff0c\u5219\u9884\u6d4b\u4e2d\u56fd\u80a1\u7968\u53ef\u80fd\u8fce\u6765\u201c\u771f\u6b63\u7684\u5927\u6da8\u201d\u3002\u76f8\u53cd\uff0cStrobaek\u6301\u6709\u4e0d\u540c\u7684\u770b\u6cd5\uff1a\u201c\u6211\u8ba4\u4e3a\u8fd9\u6b21\u523a\u6fc0\u63aa\u65bd\u4e0d\u4f1a\u5728\u80a1\u5e02\u6216\u7ecf\u6d4e\u4e0a\u4ea7\u751f\u6301\u4e45\u4e14\u53ef\u6301\u7eed\u7684\u5f71\u54cd\u3002\u201d\u4ed6\u8868\u793a\uff0c\u201c\u8fd9\u4ec5\u4ec5\u662f\u4e00\u4e2a\u63d0\u632f\u5e02\u573a\u60c5\u7eea\u7684\u77ed\u671f\u63aa\u65bd\uff0c\u5e76\u4e14\u653f\u5e9c\u8fc7\u5ea6\u5e72\u9884\u8d44\u672c\u5e02\u573a\u5f80\u5f80\u4e0d\u662f\u4e00\u4e2a\u597d\u5146\u5934\u3002\u201d<\/p>\n<p>\u9762\u5bf9\u4e0a\u5468\u80a1\u5e02\u53cd\u5f39\u7684\u60c5\u51b5\uff0c\u867d\u7136\u5ba2\u6237\u54a8\u8be2\u5982\u4f55\u5229\u7528\u8be5\u673a\u4f1a\uff0c\u4f46Strobaek\u7684\u6295\u8d44\u56e2\u961f\u5efa\u8bae\u5ba2\u6237\u901a\u8fc7\u9999\u6e2f\u80a1\u7968\u6216\u4e0e\u51fa\u53e3\u76f8\u5173\u7684\u4e2d\u56fd\u516c\u53f8\u8fdb\u884c\u9002\u5ea6\u6295\u8d44\u3002\u6b64\u524d\u4e00\u5e74\uff0c\u5728\u7f8e\u56fd\u80a1\u5e02\u6709\u6240\u83b7\u5229\u540e\uff0c\u4ed6\u73b0\u5728\u8003\u8651\u51cf\u5c11\u7f8e\u80a1\u7684\u6301\u4ed3\u91cf\uff0c\u201c\u56e0\u4e3a\u4f30\u503c\u5df2\u7ecf\u975e\u5e38\u9ad8\u6602\u4e86\u3002\u201d\u201c\u63a5\u4e0b\u6765\u6211\u4eec\u7684\u884c\u52a8\u5c06\u662f\u5927\u5e45\u51cf\u6301\u7f8e\u56fd\u80a1\u7968\uff0c\u5e76\u5c06\u8d44\u91d1\u8f6c\u79fb\u5230\u7f8e\u56fd\u4e4b\u5916\uff0c\u5305\u62ec\u65b0\u5174\u5e02\u573a\uff0c\u4f46\u4e0d\u4f1a\u6d89\u53ca\u4e2d\u56fd\u5e02\u573a\u3002\u201d<\/p>\n<p>\u8fd9\u5219\u65b0\u95fb\u4e0d\u4ec5\u53cd\u6620\u4e86\u91d1\u878d\u9886\u57df\u7684\u6295\u8d44\u7b56\u7565\u4e0e\u51b3\u7b56\uff0c\u4e5f\u5c55\u73b0\u4e86\u4e2d\u56fd\u4f5c\u4e3a\u5168\u7403\u7ecf\u6d4e\u91cd\u8981\u7ec4\u6210\u90e8\u5206\uff0c\u5728\u56fd\u9645\u91d1\u878d\u5e02\u573a\u4e2d\u5f15\u8d77\u7684\u4e0d\u540c\u53cd\u54cd\u3002 <\/p>\n<hr>\n<p><font size=\"-1\"><b>\u65b0\u95fb\u6765\u6e90\uff1a<\/b>www.bloomberg.com<br \/> <b>\u539f\u6587\u5730\u5740\uff1a<\/b><a href=\"https:\/\/www.bloomberg.com\/news\/articles\/2024-09-30\/lombard-odier-dumped-entire-china-allocation-won-t-buy-rebound\" target=\"_blank\" rel=\"noopener\">Lombard Odier Sold China Stocks, Bonds, Won\u2019t Buy Rebound After Stimulus<\/a><br \/> <b>\u65b0\u95fb\u65e5\u671f\uff1a<\/b>2024-09-30<br \/> <b>\u539f\u6587\u6458\u8981\uff1a<\/b><\/font><\/p>\n<pre style=\"white-space: pre-wrap;\">When  joined Lombard Odier as chief investment officer in November, one of his first big moves was to sell all the China stocks and bonds in its holdings managed for private clients.\u201cI eliminated all China assets,\u201d said Strobaek, who instead shifted the $249 billion Swiss private bank into US equities, Treasuries and the dollar. It worked \u201ctremendously well,\u201d he said in an interview on Friday. Even after a recent stimulus blitz by Chinese authorities that lifted the nation\u2019s benchmark index last week to its biggest gain since 2008, Strobaek has no regrets.The bank\u2019s China holding was about 6% of its strategic asset allocation, which determines how client funds are split between stocks, bonds and other assets. It is now zero, Strobaek said. Lombard Odier has total assets under management of 209 billion Swiss francs, of which the majority is private clients, while the asset management unit has about 63 billion francs.The comments underscore the divisions among investors around whether stimulus unleashed last week by China is the start of a broader rebound. Billionaire investor David Tepper said he is  more of \u201ceverything\u201d related to China, after Beijing\u2019s measures exceeded expectations. Stephen Jen of Eurizon SLJ Capital said a \u201cserious rally\u2019 in Chinese stocks is possible, in a  on Friday.Strobaek, a Dane who joined Lombard Odier from Credit Suisse last year, isn\u2019t convinced.\u201cI don\u2019t think it will have a lasting sustainable impact on either the stock market or the economy,\u201d he said of the stimulus. \u201cIt\u2019s a short term measure to boost some sentiment. And quite frankly when the government gets engaged in capital markets in any material way, I normally see that as not a good sign.\u201dWhile Strobaek has fielded questions on how clients can use last week\u2019s rebound, his investment staff have been advising clients to participate at arm\u2019s length - through Hong Kong stocks or equities related to Chinese exports.Having made gains on US stocks this year, he\u2019s now considering a pullback given how high valuations have become.\u201cOur next moves will be to begin really reducing US equities, and move more outside the US, including emerging markets,\u201d he said. \u201cExcluding China.\u201d<\/pre>\n<p><\/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=2460\"><\/div><div><a download=\"\u8def\u6613\u00b7\u5965\u8fea\u57c3\u629b\u552e\u4e2d\u56fd\u80a1\u5e02\u503a\uff0c\u4e0d\u9884\u671f\u523a\u6fc0\u540e\u5e02\u573a\u53cd\u5f39\u5c06\u518d\u5ea6\u5e03\u5c40.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>\u5f53Strobaek\u4e8e\u5341\u4e00\u6708\u52a0\u5165\u9686\u5df4\u5fb7\u5965\u8fea\u5c14\u94f6\u884c\uff08Lombard Odier\uff09\uff0c\u4ed6\u505a\u51fa\u7684\u7b2c\u4e00\u4e2a\u91cd\u5927\u51b3\u5b9a\u5c31\u662f\u5168\u90e8\u6e05 [&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":[3828,3830,3813,3827,3829],"class_list":["post-2460","post","type-post","status-publish","format-standard","hentry","category-79","tag-china-stocks","tag-economic-stimulus","tag-lombard-odier","tag-strobaek","tag-us-equities"],"aioseo_notices":[],"_links":{"self":[{"href":"https:\/\/news.tomjun.com\/index.php?rest_route=\/wp\/v2\/posts\/2460","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=2460"}],"version-history":[{"count":1,"href":"https:\/\/news.tomjun.com\/index.php?rest_route=\/wp\/v2\/posts\/2460\/revisions"}],"predecessor-version":[{"id":2461,"href":"https:\/\/news.tomjun.com\/index.php?rest_route=\/wp\/v2\/posts\/2460\/revisions\/2461"}],"wp:attachment":[{"href":"https:\/\/news.tomjun.com\/index.php?rest_route=%2Fwp%2Fv2%2Fmedia&parent=2460"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/news.tomjun.com\/index.php?rest_route=%2Fwp%2Fv2%2Fcategories&post=2460"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/news.tomjun.com\/index.php?rest_route=%2Fwp%2Fv2%2Ftags&post=2460"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}