{"id":3518,"date":"2024-10-11T22:23:15","date_gmt":"2024-10-11T14:23:15","guid":{"rendered":"https:\/\/www.kafeizha.com\/?p=3518"},"modified":"2024-10-11T22:23:15","modified_gmt":"2024-10-11T14:23:15","slug":"%e3%80%90%e4%b8%ad%e6%80%a7%e3%80%91bloomberg%e5%8c%97%e4%ba%ac%e6%8e%a8%e5%87%ba%e5%88%ba%e6%bf%80%e8%ae%a1%e5%88%92%ef%bc%8c%e5%8a%9b%e6%8c%ba%e7%b4%a7%e7%bb%b7%e7%bb%8f%e6%b5%8e","status":"publish","type":"post","link":"https:\/\/news.tomjun.com\/?p=3518","title":{"rendered":"\u3010\u4e2d\u6027\u3011[bloomberg]\u5317\u4eac\u63a8\u51fa\u523a\u6fc0\u8ba1\u5212\uff0c\u529b\u633a\u7d27\u7ef7\u7ecf\u6d4e"},"content":{"rendered":"

“\u5317\u4eac\u523a\u6fc0\u5305\u88c5\u63d0\u632f\u75b2\u5f31\u7ecf\u6d4e”<\/p>\n

\u5168\u7403\u6295\u8d44\u8005\u7eb7\u7eb7\u88ab\u4e2d\u56fd\u5e02\u573a\u80a1\u7968\u7684\u589e\u957f\u6240\u5438\u5f15\uff0c\u4f46\u8fd1\u671f\u5e02\u573a\u7684\u6ce2\u52a8\u4e5f\u5f15\u53d1\u4e86\u5bf9\u5f53\u524d\u662f\u5426\u662f\u5408\u9002\u6295\u8d44\u65f6\u673a\u7684\u8d28\u7591\u3002\u4e2d\u56fd\u653f\u5e9c\u5728\u4e0a\u4e2a\u6708\u63a8\u51fa\u4e86\u4e00\u7cfb\u5217\u65e8\u5728\u63d0\u632f\u7ecf\u6d4e\u4e0e\u91d1\u878d\u652f\u6301\u63aa\u65bd\u540e\uff0c\u4e2d\u56fd\u80a1\u5e02\u8868\u73b0\u51fa\u8272\uff0c\u8d85\u8d8a\u4e86\u6240\u6709\u5176\u4ed6\u5168\u7403\u5e02\u573a\u6307\u6570\uff0c\u8fd9\u6fc0\u8d77\u4e86\u62c5\u5fc3\u9519\u8fc7\u673a\u4f1a\u7684\u4eba\u4eec\u7684\u8d44\u91d1\u6ce8\u5165\u3002\u7136\u800c\uff0c\u5728\u5468\u4e09\uff0c\u80a1\u5e02\u5374\u906d\u53d7\u4e86\u56db\u5e74\u6765\u6700\u5927\u7684\u8dcc\u5e45\uff0c\u539f\u56e0\u662f\u6295\u8d44\u8005\u5bf9\u4e8e\u523a\u6fc0\u653f\u7b56\u63a8\u8fdb\u901f\u5ea6\u611f\u5230\u4e0d\u8010\u70e6\u3002\u8fd9\u4e00\u5207\u90fd\u589e\u52a0\u4e86\u5bf9\u957f\u671f\u4ee5\u6765\u8868\u73b0\u4f4e\u4e8e\u5176\u540c\u7c7b\u5e02\u573a\u7684\u4e2d\u56fd\u7ecf\u6d4e\u662f\u5426\u5373\u5c06\u8fce\u6765\u771f\u6b63\u7684\u590d\u82cf\u7684\u7591\u60d1\u3002\u622a\u81f3\u4eca\u5e74\u5e74\u521d\uff0c\u4e2d\u56fd\u9999\u6e2f\u80a1\u7968\u5e02\u573a\u6307\u6570\u4e0a\u6da8\u7ea625%\u3002<\/p>\n

\u4e3a\u4e86\u83b7\u53d6\u653f\u5e9c\u540e\u7eed\u8d22\u653f\u8ba1\u5212\u7684\u66f4\u591a\u4fe1\u606f\u5e76\u89e3\u60d1\uff0c\u6295\u8d44\u8005\u90fd\u5728\u7b49\u5f85\u7740\u5468\u672b\u7684\u8d22\u653f\u653f\u7b56\u7b80\u62a5\u3002\u7ebd\u7ea6MarketVector\u6307\u6570\u516c\u53f8CEO Steven Schoenfeld\u8868\u793a\uff1a\u201c\u5728\u67d0\u79cd\u7a0b\u5ea6\u4e0a\uff0c\u5df2\u7ecf\u5b9e\u65bd\u7684\u523a\u6fc0\u63aa\u65bd\u4ea7\u751f\u4e86\u4f5c\u7528\uff0c\u5c3d\u7ba1\u5b83\u5728\u4e0a\u5468\u6709\u6240\u8d85\u6da8\u3002\u4f46\u8fd9\u4e9b\u63aa\u65bd\u9700\u8981\u4e0e\u66f4\u52a0\u7ed3\u6784\u6027\u7684\u7ecf\u6d4e\u6539\u9769\u4ee5\u53ca\u5bf9\u4f01\u4e1a\u5bb6\u548c\u5916\u56fd\u6295\u8d44\u7684\u79ef\u6781\u6001\u5ea6\u76f8\u7ed3\u5408\u3002\u201d<\/p>\n

\u4e0d\u8bba\u8eab\u5904\u4f55\u5904\uff0c\u73b0\u5728\u90fd\u6709\u591a\u79cd\u65b9\u5f0f\u53ef\u4ee5\u53c2\u4e0e\u4e2d\u56fd\u5e02\u573a\u3002\u4ee5\u4e0b\u662f\u4e00\u4e9b\u5173\u952e\u4fe1\u606f\uff1a<\/p>\n

\u4e2d\u56fd\u768418\u4e07\u4ebf\u7f8e\u5143\u4eba\u6c11\u5e01\u5e02\u573a\u4e00\u76f4\u5728\u52aa\u529b\u4ece\u5927\u6d41\u884c\u5f71\u54cd\u4e2d\u6062\u590d\u8fc7\u6765\uff0c\u503a\u52a1\u5371\u673a\u6253\u51fb\u4e86\u623f\u5730\u4ea7\u884c\u4e1a\uff0c\u5e76\u5bfc\u81f4\u6d88\u8d39\u8005\u4fe1\u5fc3\u5927\u5e45\u4e0b\u964d\u3002\u5168\u7403\u5bf9\u4e8e\u4e2d\u56fd\u5546\u54c1\u7684\u53cd\u5f39\u4e5f\u4f7f\u5f97\u5236\u9020\u4e1a\u524d\u666f\u9eef\u6de1\uff0c\u5e76\u63a8\u9ad8\u4e86\u5931\u4e1a\u7387\u3002\u6240\u6709\u8fd9\u4e9b\u56e0\u7d20\u90fd\u91cd\u538b\u7740\u80a1\u5e02\uff0c\u4fc3\u4f7f\u65b0\u5174\u5e02\u573a\u6307\u6570\u6743\u91cd\u51cf\u5c11\u3002<\/p>\n

\u4e3a\u4e86\u63a8\u52a8\u7ecf\u6d4e\u589e\u957f\uff0c\u4e2d\u56fd\u592e\u884c\u5728\u4e0a\u4e2a\u6708\u5b9e\u65bd\u4e86\u4e00\u7cfb\u5217\u7ecf\u6d4e\u523a\u6fc0\u63aa\u65bd\u3002\u592e\u884c\u8fd8\u5c06\u5411\u4e2d\u56fd\u5e02\u573a\u63d0\u4f9b\u81f3\u5c118000\u4ebf\u5143\u4eba\u6c11\u5e01\uff08\u7ea61130\u4ebf\u7f8e\u5143\uff09\u7684\u6d41\u52a8\u6027\u652f\u6301\uff0c\u5e76\u6b63\u5728\u8003\u8651\u8bbe\u7acb\u4e00\u4e2a\u5e02\u573a\u7a33\u5b9a\u57fa\u91d1\u6765\u652f\u6491\u80a1\u4ef7\u3002\u5bf9\u4e8e\u5927\u578b\u94f6\u884c\uff0c\u5b98\u65b9\u6b63\u5728\u8003\u8651\u53d1\u884c\u6700\u591a\u53ef\u9ad8\u8fbe1.42\u4e07\u4ebf\u5143\u4eba\u6c11\u5e01\uff08\u5373\u7ea61360\u4ebf\u7f8e\u5143\uff09\u7684\u8d44\u91d1\u3002<\/p>\n

\u90e8\u5206\u957f\u671f\u5bf9\u4e2d\u56fd\u5e02\u573a\u6301\u89c2\u671b\u6001\u5ea6\u7684\u6295\u8d44\u4eba\u56e0\u524d\u4e00\u6b21\u653f\u7b56\u7b80\u62a5\u663e\u793a\u7f3a\u4e4f\u663e\u8457\u6548\u679c\u800c\u53d8\u5f97\u4e0d\u8010\u70e6\uff0c\u4e14\u5feb\u901f\u4e0a\u6da8\u7684\u80a1\u5e02\u73b0\u5728\u5904\u4e8e\u4e00\u4e2a\u76f8\u5bf9\u8106\u5f31\u7684\u72b6\u6001\u3002Schoenfeld\u6307\u51fa\uff1a\u201c\u957f\u4e45\u4ee5\u6765\uff0c\u4e2d\u56fd\u5728\u5168\u7403\u6307\u6570\u4e2d\u7684\u5360\u6bd4\u4e0d\u8db3\uff0c\u5176\u80a1\u7968\u4f30\u503c\u76f8\u5bf9\u4e8e\u5176\u4ed6\u56fd\u5bb6\u76f8\u6bd4\u663e\u5f97\u4fbf\u5b9c\u3002\u8fd9\u4f7f\u5f97\u6295\u8d44\u4e8e\u4e2d\u56fd\u6210\u4e3a\u6709\u6548\u7684\u8d44\u4ea7\u5206\u6563\u9009\u62e9\uff0c\u7279\u522b\u662f\u5bf9\u4e8e\u90a3\u4e9b\u5728\u8fd1\u671f\u7f8e\u56fd\u80a1\u5e02\u83b7\u5229\u7684\u6295\u8d44\u4eba\u6765\u8bf4\u3002\u201d<\/p>\n

Schwab\u4e2d\u5fc3\u91d1\u878d\u7814\u7a76\u90e8\u56fd\u9645\u7814\u7a76\u90e8\u95e8\u7ecf\u7406Michelle Gibley\u4e5f\u8868\u793a\uff1a\u201c\u867d\u7136\u5e02\u573a\u7684\u53cd\u5f39\u53ef\u80fd\u5728\u77ed\u671f\u5185\u63d0\u632f\u6d88\u8d39\u8005\u60c5\u7eea\uff0c\u4f46\u5982\u679c\u968f\u540e\u6ca1\u6709\u8fdb\u4e00\u6b65\u7684\u8d22\u653f\u523a\u6fc0\u63aa\u65bd\u8ddf\u4e0a\uff0c\u6301\u7eed\u653e\u7f13\u7684\u623f\u5730\u4ea7\u5e02\u573a\u53ef\u80fd\u7ee7\u7eed\u6291\u5236\u4fe1\u5fc3\u5e76\u6253\u65ad\u8fd9\u4e00\u8d8b\u52bf\u3002\u201d\u8fc7\u53bb\uff0c\u4e2d\u56fd\u653f\u5e9c\u62c5\u5fc3\u5927\u89c4\u6a21\u523a\u6fc0\u8ba1\u5212\u53ef\u80fd\u5bfc\u81f4\u8d44\u4ea7\u6ce1\u6cab\uff0c\u56e0\u6b64\u5b9e\u65bd\u7684\u63aa\u65bd\u5f80\u5f80\u8f83\u5c0f\u4e14\u5177\u6709\u9488\u5bf9\u6027\u3002<\/p>\n

\u672c\u5468\u7684\u5e02\u573a\u6ce2\u52a8\u4e5f\u51f8\u663e\u4e86\u4e2d\u56fd\u6295\u8d44\u5e02\u573a\u7684\u6f5c\u5728\u98ce\u9669\u3002Damsky\u8868\u793a\uff1a\u201c\u6295\u8d44\u8005\u7406\u89e3\u5230\u5b58\u5728\u7ecf\u6d4e\u4e0e\u653f\u6cbb\u5c42\u9762\u7684\u6839\u672c\u4e0d\u7a33\u5b9a\uff0c\u8fd9\u89e3\u91ca\u4e86\u4e3a\u4ec0\u4e48\u4f30\u503c\u770b\u8d77\u6765\u4ee4\u4eba\u773c\u82b1\u7f2d\u4e71\u5730\u5438\u5f15\u4eba\u3002\u201d<\/p>\n

\u5bf9\u4e8e\u671f\u5f85\u4e2d\u56fd\u590d\u5174\u7684\u6295\u8d44\u4eba\u58eb\u6765\u8bf4\uff0c\u6700\u7b80\u5355\u7684\u65b9\u5f0f\u662f\u901a\u8fc7ETF\uff08\u4ea4\u6613\u6240\u4ea4\u6613\u57fa\u91d1\uff09\u76f4\u63a5\u53c2\u4e0e\u4e2d\u56fd\u7684\u80a1\u5e02\u589e\u957f\u3002\u8fd9\u4e9b\u57fa\u91d1\u53ef\u4ee5\u901a\u8fc7\u60a8\u7684\u7ecf\u7eaa\u4eba\u8d26\u6237\u8d2d\u4e70\uff0c\u5e76\u901a\u5e38\u6210\u672c\u4f4e\u5ec9\u3002<\/p>\n

\u5728\u7f8e\u5229\u575a\u5408\u4f17\u56fd\uff0c\u76ee\u524d\u6700\u5927\u7684\u4e2d\u56fdETF\u5305\u62eciShares MSCI China ETF (MCHI)\uff0c\u8ffd\u8e2a\u6700\u5927\u4e2d\u56fd\u80a1\u7968\u5e02\u573a\u8868\u73b0\uff1bKraneShares\u7684CSI\u4e2d\u56fd\u4e92\u8054\u7f51\u57fa\u91d1(KWEB)\uff0c\u6295\u8d44\u4e8e\u4e2d\u56fd\u79d1\u6280\u516c\u53f8\uff1b\u4ee5\u53ca iShares China Large-Cap ETF (FXI)\u548cXtrackers Harvest CSI 300 China A-Shares ETF (ASHR)\uff0c\u6db5\u76d6\u5728\u5cb8\u5927\u578b\u53ca\u4e2d\u578b\u516c\u53f8\u7684\u80a1\u7968\u3002<\/p>\n

\u5bf9\u4e8e\u5bfb\u6c42\u66f4\u52a0\u7cbe\u51c6\u5b9a\u4f4d\u7684\u6295\u8d44\u4eba\u58eb\uff0c\u8fd8\u6709Roundhill\u4e2d\u56fd\u9f99ETF\uff08DRAG\uff09\u8fd9\u4e00\u65b0\u53d1\u884c\u7684\u57fa\u91d1\uff0c\u4e13\u6ce8\u4e8e\u8ffd\u8e2a\u4e2d\u56fd\u6700\u5927\u4e14\u6700\u5177\u521b\u65b0\u6027\u7684\u4e94\u5230\u5341\u4e2a\u79d1\u6280\u516c\u53f8\u7684\u7b49\u6743\u91cd\u7ec4\u5408\u3002<\/p>\n

\u5982\u679c\u60a8\u8eab\u5904\u82f1\u56fd\uff0c\u5219\u53ef\u8003\u8651iShares MSCI China A UCITS ETF (CNYA LN)\u548cHSBC MSCI China UCITS ETF (HMCH LN)\u4f5c\u4e3a\u4e3b\u8981\u7684\u6295\u8d44\u9009\u62e9\u3002\u9999\u6e2f\u6295\u8d44\u8005\u53ef\u4ee5\u5173\u6ce8 Hang Seng China Enterprises Index ETF\uff082828 HK\uff09\u4ee5\u53ca iShares Core MSCI China ETF\uff082801 HK\uff09\u3002\u653f\u7b56\u53d8\u52a8\u7684\u7a81\u7136\u51fa\u73b0\u751a\u81f3\u8ba9\u4e13\u5bb6\u4eec\u4e5f\u63aa\u624b\u4e0d\u53ca\uff0c\u6d77\u5916\u6295\u8d44\u4eba\u5728\u7406\u89e3\u65f6\u4e5f\u4f1a\u9047\u5230\u56f0\u96be\u3002<\/p>\n

Schoenfeld\u5efa\u8bae\u6295\u8d44\u8005\u4e3b\u8981\u5173\u6ce8\u8f83\u5927\u7684\u516c\u53f8\uff0c\u4ee5\u51cf\u8f7b\u6f5c\u5728\u98ce\u9669\u3002\u4ed6\u8868\u793a\uff1a\u201c\u4f5c\u4e3a\u5916\u56fd\u6295\u8d44\u8005\uff0c\u4f60\u9700\u8981\u63a5\u53d7\u4f60\u53ef\u80fd\u65e0\u6cd5\u5b8c\u5168\u4e86\u89e3\u6240\u6709\u80cc\u666f\u7ec6\u8282\u548c\u6d3b\u52a8\u3002\u4f46\u4f60\u53ef\u4ee5\u9884\u6599\uff0c\u8fd9\u90e8\u5206\u523a\u6fc0\u8ba1\u5212\u7684\u4e3b\u8981\u8d44\u91d1\u5c06\u6d41\u5411\u6700\u5927\u7684\u3001\u6d41\u52a8\u6027\u8f83\u597d\u7684\u4f01\u4e1a\u3002\u201d<\/p>\n

\u56e0\u6b64\uff0c\u5728\u505a\u51fa\u6295\u8d44\u51b3\u5b9a\u4e4b\u524d\uff0c\u91cd\u8981\u7684\u662f\u8981\u5168\u9762\u5206\u6790\u5f53\u524d\u7684\u7ecf\u6d4e\u5f62\u52bf\u4ee5\u53ca\u4e2d\u56fd\u5e02\u573a\u7684\u6700\u65b0\u52a8\u6001\uff0c\u5e76\u8003\u8651\u5168\u7403\u5b8f\u89c2\u7ecf\u6d4e\u73af\u5883\u7684\u5f71\u54cd\u3002 <\/p>\n

\n

\u5206\u6790\u5927\u6a21\u578b\uff1a<\/b>gemma2
\u5f97\u5206\uff1a<\/b>5
\u539f\u56e0\uff1a<\/b><\/p>\n

\u6587\u7ae0\u867d\u7136\u603b\u4f53\u5bf9\u4e2d\u56fd\u7ecf\u6d4e\u6301\u4e50\u89c2\u6001\u5ea6\uff0c\u4f46\u540c\u65f6\u4e5f\u8868\u8fbe\u4e86\u5bf9\u653f\u5e9c\u653f\u7b56\u7684\u62c5\u5fe7\u548c\u5e02\u573a\u7684\u6ce2\u52a8\u6027\u7684\u62c5\u5fe7\u3002\u4f8b\u5982\uff1a\n* \u6587\u7ae0\u63d0\u5230\u4e86\u201c\u5e02\u573a\u5df2\u7ecf\u8868\u660e\u523a\u6fc0\u63aa\u65bd\u6709\u6548\u201d\uff0c\u5e76\u4e14\u8ba4\u4e3a\u201c\u6295\u8d44\u8005\u53ef\u4ee5\u4ee5\u6298\u6263\u4ef7\u4e70\u5165\u4e2d\u56fd\u80a1\u7968\u201d\u3002\n* \u4f46\u540c\u65f6\u6587\u7ae0\u4e5f\u6307\u51fa\uff0c\u201c\u5e02\u573a\u7684\u60c5\u7eea\u5f88\u6df7\u4e71\u201d\uff0c \u201c\u4e2d\u56fd\u957f\u671f\u4ee5\u6765\u5728\u5168\u7403\u6307\u6570\u4e2d\u7684\u4ee3\u8868\u6027\u4e0d\u8db3\uff0c\u5176\u80a1\u7968\u4f30\u503c\u76f8\u5bf9\u4e8e\u5168\u7403\u540c\u884c\u6765\u8bf4\u4fbf\u5b9c\u201d  \u7b49\u7b49\u3002 \n\u56e0\u6b64\uff0c\u867d\u7136\u6587\u7ae0\u8868\u8fbe\u4e86\u5bf9\u4e2d\u56fd\u7ecf\u6d4e\u590d\u82cf\u7684\u5e0c\u671b\uff0c\u4f46\u540c\u65f6\u4e5f\u5b58\u5728\u4e00\u4e9b\u62c5\u5fe7\u548c\u4e0d\u786e\u5b9a\u6027\uff0c\u8fd9\u5bfc\u81f4\u6211\u6700\u7ec8\u7ed9\u51fa\u4e8665\u5206\uff0c\u800c\u975e\u66f4\u9ad8\u7684\u5206\u6570\u3002<\/pre>\n
\n
\u539f\u6587\u5730\u5740\uff1a<\/b>How to Invest in China: Beijing Stimulus Package Boosts Strained Economy<\/a>
 \u65b0\u95fb\u65e5\u671f\uff1a<\/b>2024-10-11<\/p>\n
<\/div>
\r\n