{"id":2618,"date":"2024-10-04T01:46:30","date_gmt":"2024-10-03T17:46:30","guid":{"rendered":"https:\/\/www.kafeizha.com\/?p=2618"},"modified":"2024-10-04T01:46:30","modified_gmt":"2024-10-03T17:46:30","slug":"%e9%bb%91%e7%9f%b3%e5%9f%ba%e9%87%91%e8%81%9a%e7%84%a6%e4%b8%ad%e5%9b%bd%ef%bc%9a%e4%b8%aa%e8%82%a1%e6%8c%91%e9%80%89%e5%b7%b2%e4%b8%8d%e9%87%8d%e8%a6%81%ef%bc%8cgao%e8%a8%80","status":"publish","type":"post","link":"https:\/\/news.tomjun.com\/?p=2618","title":{"rendered":"\u9ed1\u77f3\u57fa\u91d1\u805a\u7126\u4e2d\u56fd\uff1a\u201c\u4e2a\u80a1\u6311\u9009\u5df2\u4e0d\u91cd\u8981\u201d\uff0cGAO\u8a00\u3002"},"content":{"rendered":"<p>\u539f\u6587\u7ae0\u6807\u9898\uff1a<\/p>\n<p>\u7f8e\u56fd\u7684Hedge Funds\u5728\u4e2d\u56fd\u80a1\u7968\u5e02\u573a\u6295\u8d44\u521b\u4e0b\u8bb0\u5f55<\/p>\n<p>\u7531\u4e8e\u5317\u4eac\u7ecf\u6d4e\u523a\u6fc0\u8ba1\u5212\uff0c\u8fd9\u4e9b\u673a\u6784\u8ba4\u4e3a\u4e2d\u56fd\u4f1a\u63a8\u52a8\u7ecf\u6d4e\u56de\u5347\u3002\u5305\u62ec\u7f8e\u56fd\u7684Mount Lucas Management\u3001\u65b0\u52a0\u5761\u7684GAO Capital\u548c\u97e9\u56fd\u7684Timefolio Asset Management\u3002\u6fb3\u6d32\u7684Tribeca Investment Partners\u5219\u662f\u901a\u8fc7\u6fb3\u5927\u5229\u4e9a\u77ff\u4e1a\u80a1\u95f4\u63a5\u5730\u6295\u8d44\u4e8e\u4e2d\u56fd\u3002<\/p>\n<p>\u4e00\u4e9b\u66fe\u7ecf\u5bf9\u4e2d\u56fd\u6295\u8d44\u6301\u62b5\u89e6\u6001\u5ea6\u6216\u662f\u7ecf\u5386\u4e86\u591a\u6b21\u5931\u8d25\u7684\u6295\u8d44\u4eba\uff0c\u73b0\u5728\u8f6c\u53d8\u4e86\u770b\u6cd5\u3002\u4ed6\u4eec\u8ba4\u4e3a\uff0c\u4e2d\u56fd\u7684\u80a1\u5e02\u5df2\u89e6\u53ca\u4f4e\u8c37\uff0c\u5e76\u5c06\u5728\u672a\u6765\u8868\u73b0\u51fa\u5f3a\u52b2\u53cd\u5f39\u3002Mount Lucas\u7ba1\u7406\u516c\u53f8\u7684\u9996\u5e2d\u6295\u8d44\u5b98\u6307\u51fa\uff1a\u201c\u5bf9\u4e8e\u90a3\u4e9b\u66fe\u8ba8\u538c\u8fd9\u4e2a\u9886\u57df\u6216\u8005\u906d\u53d7\u8fc7\u591a\u6b21\u5931\u8d25\u7684\u4eba\u800c\u8a00\uff0c\u5982\u4eca\u6b63\u6e34\u671b\u8d2d\u4e70\u3002\u201d <\/p>\n<p>\u4e2d\u56fd\u7684\u4e3b\u8981\u80a1\u5e02\u6307\u6570\u5df2\u7ecf\u51fa\u73b0\u4e86\u6062\u590d\u3002\u5c3d\u7ba1\u4e2d\u56fd\u5927\u9646\u7684\u8bc1\u5238\u5e02\u573a\u7531\u4e8e\u56fd\u5e86\u5047\u671f\u6682\u65f6\u5173\u95ed\u4e86\u4e00\u5929\uff0c\u4f46\u9999\u6e2f\u7684\u4ea4\u6613\u6240\u4f9d\u7136\u5728\u661f\u671f\u4e09\u7ee7\u7eed\u6500\u5347\uff0c\u5e76\u4e14\u8be5\u57fa\u51c6\u7684Hang Seng\u6307\u6570\u8df3\u6da8\u4e86\u8d85\u8fc76%\u3002\u4e0a\u6d77\u548c\u6df1\u5733\u5e02\u573a\u7684CSI-300\u6307\u6570\u5728\u524d\u4e00\u5468\u4e00\u4e0a\u6da88.5%\uff0c\u8fd9\u662f\u81ea2008\u5e74\u4ee5\u6765\u4ece\u672a\u89c1\u8fc7\u7684\u6700\u5927\u5355\u65e5\u6da8\u5e45\u3002<\/p>\n<p>\u4e00\u4e9b\u91cf\u5316Hedge Funds\uff0c\u4e4b\u524d\u6301\u6709\u7a7a\u5934\u4ed3\u4f4d\uff0c\u73b0\u5728\u9700\u8981\u5bf9\u51b2\u8fd9\u4e9b\u4f4d\u7f6e\u7684\u98ce\u9669\u3002GAO Capital\u7684CEO\u8868\u793a\uff1a\u201c\u6211\u4eec\u66fe\u5c06\u5728\u4e2d\u56fd\u7684\u51c0\u6295\u8d44\u964d\u81f3\u6700\u4f4e\u6c34\u5e73\uff0c\u73b0\u5728\u5df2\u91cd\u56de\u4e70\u5165\u6a21\u5f0f\u3002\u201d<\/p>\n<p>Tribeca Investment Partners\u867d\u672a\u76f4\u63a5\u8d2d\u4e70\u4e2d\u56fd\u80a1\u7968\uff0c\u4f46\u901a\u8fc7\u6fb3\u5927\u5229\u4e9a\u77ff\u4e1a\u80a1\u5982Fortescue\u8fdb\u884c\u4e86\u95f4\u63a5\u7684\u6295\u8d44\u3002\u8be5\u516c\u53f8\u7684\u8d44\u4ea7\u7ec4\u5408\u7ecf\u7406\u5bf9\u6b64\u4fdd\u6301\u8c28\u614e\u6001\u5ea6\uff0c\u5bf9\u8fd1\u671f\u80a1\u5e02\u6da8\u52bf\u80fd\u6301\u7eed\u591a\u4e45\u6301\u4fdd\u7559\u610f\u89c1\uff0c\u5e76\u8868\u793a\u8fd9\u5c06\u53d6\u51b3\u4e8e\u7f8e\u56fd\u5927\u9009\u7ed3\u679c\u53ca\u8d38\u6613\u6218\u53ef\u80fd\u6027\u3002<\/p>\n<p>\u7136\u800c\uff0c\u53e6\u4e00\u90e8\u5206\u4eba\u5219\u6301\u4e50\u89c2\u770b\u6cd5\u3002Timefolio Asset Management\u5728\u65b0\u52a0\u5761\u7684\u57fa\u91d1\u7ecf\u7406\u8ba4\u4e3a\uff1a\u201c\u5173\u4e8e\u4e2d\u56fd\u7684\u5e02\u573a\u60c5\u7eea\u5df2\u5230\u8fbe\u8c37\u5e95\u3002\u201d\u4ed6\u89e3\u91ca\u9053\uff0c\u201c\u524d\u6240\u672a\u6709\u7684\u63aa\u65bd\u663e\u793a\u4e86\u653f\u5e9c\u89e3\u51b3\u7ecf\u6d4e\u95ee\u9898\u7684\u51b3\u5fc3\u3002\u201d<\/p>\n<p>\u603b\u4e4b\uff0c\u968f\u7740\u4e2d\u56fd\u7ecf\u6d4e\u523a\u6fc0\u8ba1\u5212\u7684\u63a8\u8fdb\u548c\u5168\u7403\u5e02\u573a\u7684\u4e0d\u786e\u5b9a\u6027\u56e0\u7d20\u51cf\u5c11\uff0c\u6295\u8d44\u754c\u5bf9\u4e2d\u56fd\u80a1\u7968\u5e02\u573a\u7684\u5174\u8da3\u6b63\u663e\u8457\u589e\u957f\uff0c\u53cd\u6620\u51fa\u5bf9\u4e2d\u56fd\u7ecf\u6d4e\u590d\u82cf\u62b1\u6709\u5e0c\u671b\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\/2024-10-02\/hedgefonds-drangen-nach-china-stockpicking-nun-egal-sagt-gao\" target=\"_blank\" rel=\"noopener\">Hedgefonds dr\u00e4ngen nach China: \u2018Stockpicking nun egal\u2019, sagt GAO<\/a><br \/> <b>\u65b0\u95fb\u65e5\u671f\uff1a<\/b>2024-10-02<br \/> <b>\u539f\u6587\u6458\u8981\uff1a<\/b><\/font><\/p>\n<pre style=\"white-space: pre-wrap;\">Hedgefonds investieren in Rekordtempo in chinesische Aktien in der Wette, dass Pekings Konjunkturprogramm die Erholung der Wirtschaft ankurbeln wird.Die amerikanische Mount Lucas Management erwirbt . GAO Capital aus Singapur und Timefolio Asset Management aus S\u00fcdkorea kaufen chinesische Large Caps und Tribeca Investment Partners in Sydney setzt indirekt auf China, zum Beispiel \u00fcber australische Bergbauwerte.\u201cViele, die diesen Bereich gehasst haben oder nach vielen Fehlstarts die Nase voll hatten, wollen jetzt kaufen\u201d, berichtet , Chief Investment Officer bei Mount Lucas in Pennsylvania. \u201cAktien erreichen oft die Talsohle und erholen sich stark, bevor es die Wirtschaft tut.\u201dW\u00e4hrend die B\u00f6rsen auf dem chinesischen Festland seit gestern wegen der Nationalfeiertagswoche geschlossen sind, setzt die B\u00f6rse Hongkong ihre Rally am Mittwoch fort - mit einem Kurssprung von \u00fcber 6% beim Hang-Seng-Index. Am Montag hatte das Aktienbarometer CSI-300 f\u00fcr die M\u00e4rkte Schanghai und Shenzhen 8,5% zugelegt, so stark wie seit 2008 nicht mehr. Die Rally katapultierte die . Die Wucht der Rally war so gro\u00df, dass einige Quant-Hedgefonds, die Short-Positionen eingegangen waren,  gegen\u00fcberstehen. Anleger \u201cm\u00fcssen jetzt nicht einmal mehr Aktien ausw\u00e4hlen\u201d, sagte Chauwei Yak, Chefin des Multi-Strategie-Hedgefonds GAO Capital. \u201cWir hatten unser Nettoengagement in China bislang mit Arbitragestrategien gesenkt, sind nun aber wieder auf Long-Positionen umgestiegen.\u201dDie australische Tribeca Investment Partners setzt indirekt \u00fcber Bergbauaktien wie Fortescue auf China. Portfoliomanagerin  ist dabei noch zur\u00fcckhaltend in Bezug auf die Frage, wie lange die j\u00fcngste Rally tragen wird. Vieles wird nach ihrer Ansicht auch vom Ausgang der US-Pr\u00e4sidentschaftswahlen und der M\u00f6glichkeit von Handelsz\u00f6llen abh\u00e4ngen. \u201cEs ist sehr schwer vorstellbar, dass sie aufrechterhalten werden kann, solange wir keine Klarheit aus den USA haben\u201d, sagte sie mit Blick auf die B\u00f6rsenrally.Andere sind zuversichtlicher. \u201cDas Stimmungstief in Bezug auf China ist vorbei\u201c, sagt , Fondsmanager bei Timefolio Asset Management in Singapur. \u201cDie beispiellosen Ma\u00dfnahmen illustrieren die Bereitschaft der Regierung, die Probleme in den Griff zu bekommen.\u201d\u00dcberschrift des Artikels im Original:<\/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=2618\"><\/div><div><a download=\"\u9ed1\u77f3\u57fa\u91d1\u805a\u7126\u4e2d\u56fd\uff1a\u201c\u4e2a\u80a1\u6311\u9009\u5df2\u4e0d\u91cd\u8981\u201d\uff0cGAO\u8a00\u3002.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>\u539f\u6587\u7ae0\u6807\u9898\uff1a \u7f8e\u56fd\u7684Hedge Funds\u5728\u4e2d\u56fd\u80a1\u7968\u5e02\u573a\u6295\u8d44\u521b\u4e0b\u8bb0\u5f55 \u7531\u4e8e\u5317\u4eac\u7ecf\u6d4e\u523a\u6fc0\u8ba1\u5212\uff0c\u8fd9\u4e9b\u673a\u6784\u8ba4\u4e3a\u4e2d\u56fd\u4f1a [&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":[4042,4043,4040,4039,4041],"class_list":["post-2618","post","type-post","status-publish","format-standard","hentry","category-79","tag-china-stock-market","tag-economic-stimulus-plan","tag-gao-capital","tag-mount-lucas-management","tag-timefolio-asset-management"],"aioseo_notices":[],"_links":{"self":[{"href":"https:\/\/news.tomjun.com\/index.php?rest_route=\/wp\/v2\/posts\/2618","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=2618"}],"version-history":[{"count":1,"href":"https:\/\/news.tomjun.com\/index.php?rest_route=\/wp\/v2\/posts\/2618\/revisions"}],"predecessor-version":[{"id":2619,"href":"https:\/\/news.tomjun.com\/index.php?rest_route=\/wp\/v2\/posts\/2618\/revisions\/2619"}],"wp:attachment":[{"href":"https:\/\/news.tomjun.com\/index.php?rest_route=%2Fwp%2Fv2%2Fmedia&parent=2618"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/news.tomjun.com\/index.php?rest_route=%2Fwp%2Fv2%2Fcategories&post=2618"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/news.tomjun.com\/index.php?rest_route=%2Fwp%2Fv2%2Ftags&post=2618"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}