{"id":33412,"date":"2025-08-10T16:14:45","date_gmt":"2025-08-10T08:14:45","guid":{"rendered":"https:\/\/www.kafeizha.com\/?p=33412"},"modified":"2025-08-10T16:14:45","modified_gmt":"2025-08-10T08:14:45","slug":"%e3%80%90%e6%ad%a3%e9%9d%a2%e3%80%91bloomberg%e7%89%b9%e6%9c%97%e6%99%ae%e5%85%b3%e7%a8%8e%e5%8a%a0%e5%89%a7%e5%8d%b0%e4%b8%ad%e8%82%a1%e5%b8%82%e5%b7%ae%e8%b7%9d","status":"publish","type":"post","link":"https:\/\/news.tomjun.com\/?p=33412","title":{"rendered":"\u3010\u6b63\u9762\u3011[bloomberg]\u7279\u6717\u666e\u5173\u7a0e\u52a0\u5267\u5370\u4e2d\u80a1\u5e02\u5dee\u8ddd"},"content":{"rendered":"<p>**\u7279\u6717\u666e\u5173\u7a0e\u653f\u7b56\u52a0\u5267\u5370\u4e2d\u80a1\u5e02\u5dee\u8ddd\u81f36.3\u4e07\u4ebf\u7f8e\u5143**<\/p>\n<p>\u7279\u6717\u666e\u603b\u7edf\u7684\u8d38\u6613\u653f\u7b56\u7ed9\u5370\u5ea6\u5e26\u6765\u4e86\u98ce\u9669\uff0c\u53ef\u80fd\u4f7f\u5176\u80a1\u5e02\u8fdb\u4e00\u6b65\u843d\u540e\u4e8e\u4e2d\u56fd\u2014\u2014\u800c\u5370\u5ea6\u4e00\u76f4\u8bd5\u56fe\u53d6\u4ee3\u4e2d\u56fd\uff0c\u6210\u4e3a\u4e16\u754c\u7ecf\u6d4e\u589e\u957f\u7684\u4e0b\u4e00\u4e2a\u4e3b\u8981\u5f15\u64ce\u3002\u76ee\u524d\uff0c\u5370\u5ea6\u80a1\u5e02\u4e0e\u4e2d\u56fd\u5728\u5cb8\u80a1\u5e02\u7684\u5dee\u8ddd\u5df2\u6269\u5927\u81f36.3\u4e07\u4ebf\u7f8e\u5143\uff0c\u4e3a3\u6708\u4efd\u4ee5\u6765\u7684\u6700\u5927\u5dee\u8ddd\u3002\u672c\u5b63\u5ea6\uff0c\u5370\u5ea6\u80a1\u5e02\u7684\u8868\u73b0\u6bd4\u4e2d\u56fd\u80a1\u5e02\u4f4e10\u4e2a\u767e\u5206\u70b9\uff0c\u5e76\u53ef\u80fd\u521b\u4e0b\u81ea2017\u5e74\u4ee5\u6765\u5e74\u5ea6\u8868\u73b0\u6700\u5dee\u7684\u8bb0\u5f55\u3002<\/p>\n<p>\u7279\u6717\u666e\u8868\u793a\uff0c\u5c06\u5bf9\u5370\u5ea6\u51fa\u53e3\u5230\u7f8e\u56fd\u7684\u5546\u54c1\u5f81\u6536\u5173\u7a0e\uff0c\u5176\u4e2d\u4e00\u534a\u662f\u5bf9\u5370\u5ea6\u8d2d\u4e70\u4fc4\u7f57\u65af\u77f3\u6cb9\u7684\u60e9\u7f5a\u3002\u4ed6\u7279\u522b\u6307\u8d23\u65b0\u5fb7\u91cc\u8fdb\u53e3\u4fc4\u7f57\u65af\u77f3\u6cb9\uff0c\u4f46\u5bf9\u4ece\u83ab\u65af\u79d1\u8d2d\u4e70\u66f4\u591a\u77f3\u6cb9\u7684\u4e2d\u56fd\u5374\u57fa\u672c\u4e0a\u4fdd\u6301\u6c89\u9ed8\u3002\u4e0e\u6b64\u540c\u65f6\uff0c\u5317\u4eac\u6b63\u5728\u7b49\u5f85\u8bc4\u4f30\u4e0e\u7f8e\u56fd\u8fbe\u6210\u7684\u8d38\u6613\u4f11\u6218\u534f\u8bae\u3002<\/p>\n<p>\u8fd9\u79cd\u9009\u62e9\u6027\u7684\u9488\u5bf9\u63aa\u65bd\u8ba9\u6295\u8d44\u8005\u611f\u5230\u4e0d\u5b89\uff0c\u4ed6\u4eec\u539f\u672c\u5c31\u5bf9\u5370\u5ea6\u4f30\u503c\u8fc7\u9ad8\u548c\u76c8\u5229\u589e\u957f\u653e\u7f13\u611f\u5230\u62c5\u5fe7\u3002\u4e0a\u4e2a\u6708\uff0c\u5916\u56fd\u6295\u8d44\u8005\u4ece\u5370\u5ea6\u80a1\u5e02\u64a4\u8d44\u7ea630\u4ebf\u7f8e\u5143\uff0c\u4e3a2\u6708\u4efd\u4ee5\u6765\u6700\u591a\u3002<\/p>\n<p>\u534e\u5c14\u8857\u5df2\u7ecf\u6ce8\u610f\u5230\u4e86\u8fd9\u4e00\u70b9\u3002\u9ad8\u76db\u96c6\u56e2\u6700\u8fd1\u9884\u6d4b\uff0c\u5370\u5ea6\u80a1\u5e02\u5c06\u7ee7\u7eed\u900a\u4e8e\u65b0\u5174\u5e02\u573a\u540c\u7c7b\u80a1\u7968\uff0c\u7ef4\u6301\u5bf9\u5370\u5ea6\u7684\u201c\u4e2d\u6027\u201d\u8bc4\u7ea7\u3002\u8be5\u94f6\u884c\u91cd\u7533\u4e86\u5bf9\u4e2d\u56fd\u80a1\u5e02\u7684\u201c\u589e\u6301\u201d\u7acb\u573a\uff0c\u5e76\u4e0a\u8c03\u4e86MSCI\u4e2d\u56fd\u6307\u6570\u768412\u4e2a\u6708\u76ee\u6807\u3002<\/p>\n<p>\u4e9a\u6d32\u4e24\u5927\u7ecf\u6d4e\u4f53\u547d\u8fd0\u7684\u9006\u8f6c\uff0c\u51f8\u663e\u4e86\u6295\u8d44\u8005\u9762\u4e34\u7684\u4e0d\u7a33\u5b9a\u5c40\u9762\u3002\u51e0\u5e74\u524d\uff0c\u7531\u4e8e\u76d1\u7ba1\u6253\u538b\u548c\u5730\u7f18\u653f\u6cbb\u98ce\u9669\uff0c\u4e2d\u56fd\u88ab\u79f0\u4e3a\u201c\u4e0d\u53ef\u6295\u8d44\u201d\uff0c\u4fc3\u4f7f\u8d44\u91d1\u8f6c\u5411\u5370\u5ea6\uff0c\u5c06\u5176\u89c6\u4e3a\u66f4\u5b89\u5168\u7684\u66ff\u4ee3\u65b9\u6848\u3002\u73b0\u5728\uff0c\u5370\u5ea6\u81ea\u8eab\u9762\u4e34\u7740\u8d38\u6613\u7d27\u5f20\u3001\u4f01\u4e1a\u76c8\u5229\u4ee4\u4eba\u5931\u671b\u548c\u4f30\u503c\u8fc7\u9ad8\u7b49\u969c\u788d\uff0c\u8ba9\u6295\u8d44\u8005\u5f00\u59cb\u4e09\u601d\u800c\u884c\u3002<\/p>\n<p>VanEck\u6295\u8d44\u7ba1\u7406\u516c\u53f8\u9a7b\u6089\u5c3c\u7684\u8de8\u8d44\u4ea7\u7b56\u7565\u5e08\u8868\u793a\uff1a\u201c\u5370\u5ea6\u4e00\u76f4\u662f\u7f8e\u56fd\u7684\u76df\u53cb\uff0c\u4f46\u8d38\u6613\u7d27\u5f20\u5c40\u52bf\u7684\u5347\u7ea7\u4ee5\u53ca\u4fc4\u7f57\u65af\u77f3\u6cb9\u7684\u53cd\u5f39\u786e\u5b9e\u5bf9\u5e02\u573a\u60c5\u7eea\u9020\u6210\u4e86\u538b\u529b\u3002\u201d\u5979\u9884\u8ba1\uff0c\u672a\u6765\u51e0\u4e2a\u5b63\u5ea6\u4e2d\u56fd\u80a1\u5e02\u7684\u8868\u73b0\u5c06\u4f18\u4e8e\u5370\u5ea6\u80a1\u5e02\u3002<\/p>\n<p>\u4eca\u5e74\uff0c\u4e2d\u56fd\u5e02\u573a\u91cd\u65b0\u83b7\u5f97\u4e86\u52a8\u529b\uff0c\u8fd9\u5f97\u76ca\u4e8e\u8d38\u6613\u7d27\u5f20\u5c40\u52bf\u7684\u7f13\u548c\u3001\u653f\u5e9c\u7684\u523a\u6fc0\u653f\u7b56\u4ee5\u53ca\u4eba\u5de5\u667a\u80fd\u9886\u57df\u7684\u6210\u529f\u3002\u4eca\u5e74\u65e9\u4e9b\u65f6\u5019\uff0cDeepSeek\u53d6\u5f97\u4e86\u7a81\u7834\u6027\u8fdb\u5c55\u3002<\/p>\n<p>\u5c3d\u7ba1\u5982\u6b64\uff0c\u53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Investments\u7684\u8d44\u6df1\u65b0\u5174\u5e02\u573a\u6295\u8d44\u8005\u8868\u793a\uff1a\u201c\u5982\u679c\u5370\u5ea6\u5e02\u573a\u4e0b\u8dcc\uff0c\u90a3\u5c06\u662f\u4e00\u4e2a\u4e70\u5165\u7684\u597d\u673a\u4f1a\u3002\u4e0e\u7f8e\u56fd\u5728\u5173\u7a0e\u95ee\u9898\u4e0a\u7684\u4e89\u7aef\u5f53\u7136\u4f1a\u4ea7\u751f\u5fc3\u7406\u5f71\u54cd\uff0c\u4f46\u8fd9\u5c06\u662f\u77ed\u6682\u7684\u3002\u201d<\/p>\n<p>\u4ea4\u6613\u6240\u6570\u636e\u663e\u793a\uff0c\u5370\u5ea6\u56fd\u5185\u673a\u6784\u5df2\u5411\u5370\u5ea6\u80a1\u5e02\u6295\u5165\u4e86\u7ea6500\u4ebf\u7f8e\u5143\u3002\u6839\u636e\u5370\u5ea6\u56fd\u5bb6\u8bc1\u5238\u4ea4\u6613\u6240\u7684\u6570\u636e\uff0c\u56fd\u5185\u673a\u6784\u548c\u4e2a\u4eba\u6295\u8d44\u8005\u63a7\u5236\u77405.2\u4e07\u4ebf\u7f8e\u5143\u5e02\u573a\u4e2d\u6bd4\u5916\u56fd\u57fa\u91d1\u66f4\u5927\u7684\u4efd\u989d\u3002\u8fd9\u79cd\u672c\u5730\u652f\u6301\u5e94\u6709\u52a9\u4e8e\u7f13\u89e3\u4efb\u4f55\u5927\u5e45\u629b\u552e\u3002<\/p>\n<p>\u4e0e\u6b64\u540c\u65f6\uff0c\u4e2d\u56fd\u81ea\u8eab\u7684\u7ecf\u6d4e\u95ee\u9898\u8fdc\u672a\u7ed3\u675f\u3002\u745e\u94f6\u96c6\u56e2\u4e0b\u8c03\u4e86\u5bf9\u623f\u5730\u4ea7\u884c\u4e1a\u590d\u82cf\u7684\u9884\u6d4b\uff0c\u539f\u56e0\u662f\u7b2c\u4e8c\u5b63\u5ea6\u9500\u552e\u518d\u6b21\u653e\u7f13\u3002\u5c3d\u7ba1\u7ecf\u6d4e\u589e\u957f\u8d85\u51fa\u4e86\u9884\u671f\uff0c\u4f46\u901a\u8d27\u7d27\u7f29\u538b\u529b\u548c\u75b2\u8f6f\u7684\u6d88\u8d39\u8005\u9700\u6c42\u4ecd\u7136\u4ee4\u4eba\u62c5\u5fe7\u3002\u5c3d\u7ba1\u5982\u6b64\uff0c\u7f8e\u5370\u5173\u7cfb\u7684\u8fc5\u901f\u6076\u5316\u548c\u65b0\u7684\u5173\u7a0e\u53ef\u80fd\u4f1a\u7834\u574f\u5370\u5ea6\u5c06\u81ea\u5df1\u5b9a\u4f4d\u4e3a\u4e2d\u56fd\u5236\u9020\u4e1a\u66ff\u4ee3\u8005\u7684\u52aa\u529b\u2014\u2014\u8fd9\u662f\u5370\u5ea6\u603b\u7406\u7eb3\u4f26\u5fb7\u62c9\u00b7\u83ab\u8fea\u7684\u5173\u952e\u76ee\u6807\u3002<\/p>\n<p>\u6295\u8d44\u516c\u53f8Farley Capital LP\u7684\u5408\u4f19\u4eba\u8868\u793a\uff1a\u201c\u7279\u6717\u666e\u52a0\u500d\u91c7\u53d6\u6700\u65b0\u5347\u7ea7\u63aa\u65bd\uff0c\u53ef\u80fd\u4f1a\u8fdb\u4e00\u6b65\u52a0\u5267\u5370\u5ea6\u4eba\u5bf9\u88ab\u6b3a\u8d1f\u65e5\u76ca\u589e\u957f\u7684\u4e0d\u5b89\u3002\u201d\u8fd9\u79cd\u7d27\u5f20\u5173\u7cfb\u53ef\u80fd\u4f1a\u524a\u5f31\u4e24\u56fd\u4e4b\u95f4\u539f\u672c\u5145\u6ee1\u5e0c\u671b\u7684\u4f19\u4f34\u5173\u7cfb\uff0c\u8fd9\u4e24\u4e2a\u56fd\u5bb6\u5728\u5bf9\u4e2d\u56fd\u7684\u5171\u540c\u62c5\u5fe7\u4e0a\u4fdd\u6301\u4e00\u81f4\u3002<\/p>\n<p>\u5c31\u76ee\u524d\u800c\u8a00\uff0c\u8fd9\u4e9b\u8d38\u6613\u4e89\u7aef\u53ea\u4f1a\u52a0\u5267\u6295\u8d44\u8005\u5bf9\u5370\u5ea6\u9ad8\u4f30\u503c\u7684\u62c5\u5fe7\u3002\u4e0e\u6b64\u540c\u65f6\uff0c\u4e2d\u56fd\u4ee5\u66f4\u5177\u5438\u5f15\u529b\u7684\u4ef7\u683c\u63d0\u4f9b\u4e86\u8fdb\u5165\u4eba\u5de5\u667a\u80fd\u3001\u6e05\u6d01\u80fd\u6e90\u548c\u751f\u7269\u6280\u672f\u7b49\u84ec\u52c3\u53d1\u5c55\u7684\u884c\u4e1a\u7684\u6e20\u9053\u3002<\/p>\n<p>MSCI\u5370\u5ea6\u6307\u6570\u7684\u5e02\u76c8\u7387\u8d85\u8fc7\u5176\u4e00\u5e74\u8fdc\u671f\u6536\u76ca\u768421\u500d\uff0c\u800c\u4e2d\u56fd\u6307\u6570\u7684\u5e02\u76c8\u7387\u4e3a11.9\u500d\u3002<\/p>\n<p>\u91ce\u6751\u63a7\u80a1\u4e9a\u592a\u5730\u533a\u80a1\u7968\u7b56\u7565\u5e08\u8868\u793a\uff1a\u201c\u5728\u8d38\u6613\u4e0d\u786e\u5b9a\u6027\u6d88\u9664\u4e4b\u524d\uff0c\u5370\u5ea6\u80a1\u5e02\u53ef\u80fd\u4f1a\u5728\u533a\u57df\u914d\u7f6e\u4e2d\u9000\u5c45\u6b21\u8981\u5730\u4f4d\u3002\u5916\u56fd\u57fa\u91d1\u53ef\u80fd\u4f1a\u8fdb\u4e00\u6b65\u629b\u552e\u3002\u201d <\/p>\n<hr>\n<p><b>\u5206\u6790\u5927\u6a21\u578b\uff1a<\/b>gemma2<br \/><b>\u5f97\u5206\uff1a<\/b>20<br \/><b>\u539f\u56e0\uff1a<\/b><\/p>\n<pre style=\"white-space: pre-wrap;font-size: inherit;\">\u6587\u7ae0\u63d0\u5230\u4e2d\u56fd\u5e02\u573a\u4eca\u5e74\u91cd\u65b0\u83b7\u5f97\u4e86\u52a8\u529b\uff0c\u5f97\u76ca\u4e8e\u8d38\u6613\u7d27\u5f20\u5c40\u52bf\u7684\u7f13\u548c\u3001\u653f\u5e9c\u7684\u523a\u6fc0\u653f\u7b56\u4ee5\u53ca\u4eba\u5de5\u667a\u80fd\u9886\u57df\u7684\u6210\u529f\uff0c\u80af\u5b9a\u4e86\u4e2d\u56fd\u7ecf\u6d4e\u53d1\u5c55\u53d6\u5f97\u7684\u6210\u5c31\uff0c\u4ee5\u53ca\u4e2d\u56fd\u80a1\u5e02\u7684\u8868\u73b0\u3002<\/pre>\n<hr>\n<p><b>\u539f\u6587\u5730\u5740\uff1a<\/b><a href=\"https:\/\/www.bloomberg.com\/news\/articles\/2025-08-10\/trump-tariffs-risk-deepening-6-3-trillion-india-china-stock-gap\" target=\"_blank\">Trump Tariffs Risk Deepening $6.3 Trillion India-China Stock Gap<\/a><br \/> <b>\u65b0\u95fb\u65e5\u671f\uff1a<\/b>2025-08-10<\/p>\n<div 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