{"id":32712,"date":"2025-07-31T16:26:14","date_gmt":"2025-07-31T08:26:14","guid":{"rendered":"https:\/\/www.kafeizha.com\/?p=32712"},"modified":"2025-07-31T16:26:14","modified_gmt":"2025-07-31T08:26:14","slug":"%e3%80%90%e8%b4%9f%e9%9d%a2%e3%80%91bloomberg%e5%8d%a1%e5%b0%94%e6%b5%b7%e5%9f%ba%e9%87%91%e6%8b%9f%e8%ae%be7%e4%ba%bf%e7%be%8e%e5%85%83%e8%b5%84%e9%87%91%e6%b1%a0%e8%a7%84%e9%81%bf%e4%b8%ad","status":"publish","type":"post","link":"https:\/\/news.tomjun.com\/?p=32712","title":{"rendered":"\u3010\u8d1f\u9762\u3011[bloomberg]\u5361\u5c14\u6d77\u57fa\u91d1\u62df\u8bbe7\u4ebf\u7f8e\u5143\u8d44\u91d1\u6c60\u89c4\u907f\u4e2d\u56fd"},"content":{"rendered":"<p>**\u5bf9\u534e\u7b56\u7565\u8f6c\u5411\uff1a\u5361\u5c14\u6d77\u57fa\u91d1\u62df\u8bbe7\u4ebf\u7f8e\u5143\u8d44\u91d1\u6c60\u89c4\u907f\u4e2d\u56fd\u5e02\u573a**<\/p>\n<p>\u4f26\u6566\u5361\u5c14\u6d77\u57fa\u91d1\uff08Carrhae Capital\uff09\u6b63\u7b79\u5907\u8bbe\u7acb\u4e00\u4e2a\u5b8c\u5168\u89c4\u907f\u4e2d\u56fd\u5e02\u573a\u7684\u957f\u4ed3\u57fa\u91d1\uff0c\u89c4\u6a21\u9884\u8ba1\u4e3a7\u4ebf\u7f8e\u5143\u3002\u6b64\u4e3e\u4e3b\u8981\u6e90\u4e8e\u90e8\u5206\u7f8e\u56fd\u6295\u8d44\u8005\u7684\u9700\u6c42\uff0c\u4ed6\u4eec\u5df2\u8c03\u6574\u57fa\u51c6\uff0c\u5c06\u4e2d\u56fd\u6392\u9664\u5728\u5176\u6295\u8d44\u7ec4\u5408\u4e4b\u5916\u3002<\/p>\n<p>\u636e\u77e5\u60c5\u4eba\u58eb\u900f\u9732\uff0c\u8fd9\u5bb6\u4e13\u6ce8\u4e8e\u65b0\u5174\u5e02\u573a\u7684\u5bf9\u51b2\u57fa\u91d1\u516c\u53f8\u8ba1\u5212\u4e8e9\u6708\u542f\u52a8\u8be5\u7b56\u7565\uff0c\u8d44\u91d1\u5c06\u4ece\u5176\u73b0\u6709\u7684\u957f\u4ed3\u65b0\u5174\u5e02\u573a\u57fa\u91d1\u4e2d\u5212\u62e8\u3002\u90e8\u5206\u6295\u8d44\u8005\u5c06\u4ece\u89c4\u6a21\u8fbe20\u4ebf\u7f8e\u5143\u7684\u5361\u5c14\u6d77\u8d44\u672c\u957f\u4ed3\u57fa\u91d1\u8f6c\u79fb\u81f3\u65b0\u7684\u8d44\u91d1\u6c60\u3002\u76ee\u524d\uff0c\u8be5\u516c\u53f8\u6b63\u79ef\u6781\u5bfb\u6c42\u4e3a\u8fd9\u4e24\u4e2a\u62bc\u6ce8\u80a1\u4ef7\u4e0a\u6da8\u7684\u57fa\u91d1\u52df\u96c6\u66f4\u591a\u8d44\u91d1\u3002\u7531\u4e8e\u4fe1\u606f\u4fdd\u5bc6\uff0c\u76f8\u5173\u4eba\u58eb\u8981\u6c42\u533f\u540d\u3002<\/p>\n<p>\u603b\u90e8\u4f4d\u4e8e\u4f26\u6566\u7684\u5361\u5c14\u6d77\u57fa\u91d1\u7ba1\u7406\u774015\u4ebf\u7f8e\u5143\u7684\u65d7\u8230\u591a\u7a7a\u5bf9\u51b2\u57fa\u91d1\uff0c\u5176\u4ee3\u8868\u62d2\u7edd\u5bf9\u6b64\u7f6e\u8bc4\u3002\u968f\u7740\u4e2d\u7f8e\u5730\u7f18\u653f\u6cbb\u7d27\u5f20\u5c40\u52bf\u52a0\u5267\uff0c\u7f8e\u56fd\u5404\u5dde\u517b\u8001\u91d1\u8ba1\u5212\u9762\u4e34\u7740\u64a4\u8d44\u4e2d\u56fd\u8d44\u4ea7\u7684\u538b\u529b\u3002\u5305\u62ec\u4f5b\u7f57\u91cc\u8fbe\u5dde\u3001\u5370\u7b2c\u5b89\u7eb3\u5dde\u3001\u5bc6\u82cf\u91cc\u5dde\u548c\u4fc4\u514b\u62c9\u8377\u9a6c\u5dde\u5728\u5185\u7684\u591a\u4e2a\u5dde\uff0c\u57282023\u5e74\u548c2024\u5e74\u901a\u8fc7\u7acb\u6cd5\u6216\u53d1\u5e03\u884c\u653f\u547d\u4ee4\uff0c\u8981\u6c42\u5176\u7ba1\u7406\u7684\u57fa\u91d1\u64a4\u51fa\u4e2d\u56fd\u8d44\u4ea7\uff0c\u8feb\u4f7f\u8fd9\u4e9b\u5dde\u7684\u517b\u8001\u91d1\u7cfb\u7edf\u51fa\u552e\u4e86\u6570\u5341\u4ebf\u7f8e\u5143\u7684\u4e2d\u56fd\u80a1\u7968\u3002<\/p>\n<p>\u5728\u884c\u4e1a\u65e5\u76ca\u88ab\u5c11\u6570\u51e0\u5bb6\u638c\u63e1\u6240\u6709\u8d44\u4ea7\u7c7b\u522b\u7684\u5de8\u578b\u591a\u7b56\u7565\u516c\u53f8\u4e3b\u5bfc\u4e4b\u9645\uff0c\u6b64\u4e3e\u51f8\u663e\u4e86\u5355\u4e00\u7b56\u7565\u5bf9\u51b2\u57fa\u91d1\u4e3a\u5ba2\u6237\u91cf\u8eab\u5b9a\u5236\u4ea7\u54c1\u7684\u52aa\u529b\u3002\u4f8b\u5982\uff0cD.E. 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State Employees\u2019 Retirement System\uff09\u7ba1\u7406\u774090\u4ebf\u7f8e\u5143\u7684\u9000\u4f11\u8d44\u4ea7\uff0c\u662f\u6700\u65e9\u64a4\u8d44\u7ea62\u4ebf\u7f8e\u5143\u4e2d\u56fd\u76f8\u5173\u8d44\u4ea7\u7684\u673a\u6784\u4e4b\u4e00\u3002<\/p>\n<p>\u5fb7\u514b\u8428\u65af\u5dde\u662f\u7f8e\u56fd\u6700\u5927\u7684\u6559\u5e08\u9000\u4f11\u7cfb\u7edf\u4e4b\u4e00\uff0c\u7ba1\u7406\u77402000\u4ebf\u7f8e\u5143\u7684\u8d44\u4ea7\uff0c\u8be5\u5dde\u4e00\u9879\u65b0\u7684\u9650\u5236\u6027\u6cd5\u5f8b\u5c06\u4e8e\u4eca\u5e749\u6708\u751f\u6548\u3002\u8be5\u517b\u8001\u91d1\u7cfb\u7edf\u5df2\u5265\u79bb\u4e86\u5176\u6240\u6709\u4e2d\u56fd\u516c\u5171\u8d44\u4ea7\uff0c\u5e76\u57282022\u5e74\u51b3\u5b9a\u5728\u5730\u7f18\u653f\u6cbb\u7d27\u5f20\u5c40\u52bf\u548c\u4e2d\u56fd\u6307\u6570\u7ecf\u6d4e\u8868\u73b0\u6076\u5316\u7684\u60c5\u51b5\u4e0b\uff0c\u5c06\u5176\u5bf9\u4e2d\u56fd\u80a1\u7968\u7684\u914d\u7f6e\u51cf\u534a\u30022024\u5e74\uff0c\u8be5\u7cfb\u7edf\u5c06\u4e2d\u56fd\u5b8c\u5168\u4ece\u5176\u65b0\u5174\u80a1\u7968\u57fa\u51c6\u4e2d\u5254\u9664\uff0c\u7406\u7531\u662f\u7ecf\u6d4e\u75b2\u8f6f\u3001\u653f\u6cbb\u73af\u5883\u4ee5\u53ca\u4e2d\u56fd\u88ab\u5217\u5165\u7f8e\u56fd\u5916\u56fd\u654c\u5bf9\u52bf\u529b\u540d\u5355\u3002<\/p>\n<p>\u8d8a\u6765\u8d8a\u591a\u7684\u5dde\u7ee7\u7eed\u5411\u517b\u8001\u91d1\u548c\u5dde\u7ba1\u7406\u8d44\u4ea7\u6c60\u65bd\u538b\uff0c\u8981\u6c42\u64a4\u51fa\u4e0e\u4e2d\u56fd\u76f8\u5173\u7684\u8d44\u4ea7\uff0c\u76f8\u5173\u7acb\u6cd5\u6b63\u5728\u915d\u917f\u4e2d\u3002\u5361\u5c14\u6d77\u57fa\u91d1\u7531\u66fe\u62c5\u4efb\u4ebf\u4e07\u5bcc\u7fc1\u53f2\u8482\u592b\u00b7\u79d1\u6069\uff08Steve Cohen\uff09\u65d7\u4e0b\u5bf9\u51b2\u57fa\u91d1\u5408\u4f19\u4eba\u7684\u521b\u7acb\uff0c\u4e8e2011\u5e74\u7531\u5305\u62ec\u5728\u5185\u7684\u6295\u8d44\u8005\u51fa\u8d44\u6210\u7acb\u3002\u8be5\u516c\u53f8\u4e8e2021\u5e74\u6536\u8d2d\u4e86\u8fd9\u5bb6\u79c1\u52df\u80a1\u6743\u5de8\u5934\u5bf9\u5176\u4e1a\u52a1\u7684\u6295\u8d44\uff0c\u6b64\u540e\u5176\u8d44\u4ea7\u589e\u52a0\u5230\u7ea635\u4ebf\u7f8e\u5143\u3002<\/p>\n<p>\u636e\u5f6d\u535a\u793e\u770b\u5230\u7684\u4e00\u4efd\u4e1a\u7ee9\u6587\u4ef6\u663e\u793a\uff0c\u622a\u81f3\u4eca\u5e747\u670811\u65e5\uff0c\u5176\u5bf9\u51b2\u57fa\u91d1\u4e0a\u6da8\u4e86\u7ea617%\uff0c\u800c\u957f\u4ed3\u57fa\u91d1\u4e0a\u6da8\u4e8620%\u3002 <\/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\u5ba2\u89c2\u62a5\u9053\u4e86\u90e8\u5206\u7f8e\u56fd\u6295\u8d44\u8005\u548c\u5dde\u653f\u5e9c\u56e0\u5730\u7f18\u653f\u6cbb\u7d27\u5f20\u5c40\u52bf\u800c\u64a4\u8d44\u4e2d\u56fd\u5e02\u573a\u7684\u884c\u4e3a\uff0c\u4ee5\u53ca\u5bf9\u4e2d\u56fd\u7ecf\u6d4e\u548c\u653f\u6cbb\u73af\u5883\u7684\u62c5\u5fe7\u3002\u867d\u7136\u6ca1\u6709\u76f4\u63a5\u8868\u8fbe\u8d1f\u9762\u60c5\u7eea\uff0c\u4f46\u62a5\u9053\u7684\u4e8b\u4ef6\u672c\u8eab\u53cd\u6620\u51fa\u5bf9\u4e2d\u56fd\u6295\u8d44\u73af\u5883\u5b58\u5728\u4e00\u5b9a\u7684\u8d1f\u9762\u770b\u6cd5\uff0c\u5bf9\u4e2d\u56fd\u6709\u8d1f\u9762\u5f71\u54cd\u3002<\/pre>\n<hr>\n<p><b>\u539f\u6587\u5730\u5740\uff1a<\/b><a href=\"https:\/\/www.bloomberg.com\/news\/articles\/2025-07-30\/hedge-fund-carrhae-plans-700-million-strategy-that-shuns-china\" target=\"_blank\">Hedge Fund Carrhae Plans $700 Million Strategy That Shuns China<\/a><br \/> <b>\u65b0\u95fb\u65e5\u671f\uff1a<\/b>2025-07-30<\/p>\n<div style=\"margin: 20px 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