{"id":3526,"date":"2024-10-11T22:25:37","date_gmt":"2024-10-11T14:25:37","guid":{"rendered":"https:\/\/www.kafeizha.com\/?p=3526"},"modified":"2024-10-11T22:25:37","modified_gmt":"2024-10-11T14:25:37","slug":"%e3%80%90%e6%ad%a3%e9%9d%a2%e3%80%91bloomberg%e9%ab%98%e7%9b%9b%e4%b8%8e%e6%91%a9%e6%af%94%e5%8e%84%e6%96%af%e5%85%b1%e5%90%8c%e9%a2%84%e6%9c%9f%e4%b8%ad%e5%9b%bd%e5%88%ba%e6%bf%80%e6%94%bf%e7%ad%96","status":"publish","type":"post","link":"https:\/\/news.tomjun.com\/?p=3526","title":{"rendered":"\u3010\u6b63\u9762\u3011[bloomberg]\u9ad8\u76db\u4e0e\u6469\u6bd4\u5384\u65af\u5171\u540c\u9884\u671f\u4e2d\u56fd\u523a\u6fc0\u653f\u7b56\u5c06\u63d0\u632f\u65b0\u5174\u5e02\u573a\u80a1\u5e02"},"content":{"rendered":"<p>&#8220;Mobius\u643a\u624b\u9ad8\u76db\u62bc\u6ce8\u4e2d\u56fd\u5e02\u573a\u523a\u6fc0\u4e3e\u63aa\u63d0\u632f\u53d1\u5c55\u5e02\u573a\u80a1\u7968&#8221;<\/p>\n<p>\u5728\u7ecf\u6d4e\u9886\u57df\u4e2d\uff0c\u4e2d\u56fd\u7684\u523a\u6fc0\u653f\u7b56\u56e0\u5176\u5e9e\u5927\u7684\u6307\u6570\u6743\u91cd\u4e0e\u7d27\u5bc6\u7684\u7ecf\u6d4e\u53d1\u5c55\u8054\u7cfb\u800c\u88ab\u9884\u6d4b\u5c06\u5bf9\u53d1\u5c55\u5e02\u573a\u80a1\u7968\u4ea7\u751f\u79ef\u6781\u5f71\u54cd\uff0c\u6709\u8d44\u6df1\u6295\u8d44\u8005\u3001\u4ee5\u53ca\u9ad8\u76db\u7b56\u7565\u5e08\u8fd9\u6837\u8ba4\u4e3a\u3002<\/p>\n<p>\u6839\u636e 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\u5f3a\u8c03\u4e2d\u56fd\u523a\u6fc0\u63aa\u65bd\u5c06\u63a8\u52a8\u65b0\u5174\u5e02\u573a\u80a1\u5e02\u7684\u589e\u957f\uff0c\u5e76\u6307\u51fa\u4e2d\u56fd\u5728\u6307\u6570\u4e2d\u7684\u9ad8\u6743\u91cd\u5c06\u5e26\u52a8\u6574\u4f53\u5e02\u573a\u8d70\u52bf\u3002\n*  \u6307\u51fa\u4e2d\u56fd\u80a1\u5e02\u81ea\u4f4e\u70b9\u53cd\u5f39\u8fd1 40%\uff0c\u5e76\u4e14\u8d85\u8fc7\u5176\u4ed6\u65b0\u5174\u5e02\u573a\uff0c\u8868\u73b0\u51fa\u5f3a\u52b2\u52a8\u529b\u3002\n*  \u9884\u671f\u4e2d\u56fd\u7ecf\u6d4e\u589e\u957f\u5c06\u5bf9\u97e9\u56fd\u3001\u9a6c\u6765\u897f\u4e9a\u548c\u5357\u975e\u7b49\u56fd\u5bb6\u7684\u80a1\u5e02\u4ea7\u751f\u6ea2\u51fa\u6548\u5e94\u3002\n*  \u5f15\u8ff0\u91d1\u66fc\u8428\u514b\u65af\u7684\u7b56\u7565\u5e08\u8ba4\u4e3a\u4e2d\u56fd\u5c06\u8fdb\u4e00\u6b65\u4e0a\u6da8\uff0c\u5e76\u5c06\u5176\u8bc4\u7ea7\u63d0\u5347\u81f3 overweight\u3002\n*  \u5f15\u8ff0\u83ab\u6bd4\u4e4c\u65af\u57fa\u91d1\u4e3b\u5e2d\u7684\u89c2\u70b9\uff0c\u8ba4\u4e3a\u4e2d\u56fd\u5f53\u5c40\u5e0c\u671b\u5438\u5f15\u66f4\u591a\u5916\u8d44\uff0c\u5e76\u5c06\u7ee7\u7eed\u523a\u6fc0\u5e02\u573a\u3002\n\u8fd9\u4e9b\u4fe1\u606f\u90fd\u4f53\u73b0\u4e86\u4f5c\u8005\u5bf9\u4e2d\u56fd\u7ecf\u6d4e\u590d\u82cf\u548c\u80a1\u5e02\u524d\u666f\u7684\u79ef\u6781\u4e50\u89c2\u7684\u6001\u5ea6\uff0c\u4ece\u800c\u5bfc\u81f4\u8f83\u9ad8\u7684\u6b63\u9762\u60c5\u7eea\u5f97\u5206\u3002<\/pre>\n<hr>\n<p><b>\u539f\u6587\u5730\u5740\uff1a<\/b><a href=\"https:\/\/www.bloomberg.com\/news\/articles\/2024-10-11\/mobius-joins-goldman-bet-on-china-stimulus-boost-for-em-equities\" target=\"_blank\" rel=\"noopener\">Mobius Joins Goldman Bet on China Stimulus Boost for EM Equities<\/a><br \/> <b>\u65b0\u95fb\u65e5\u671f\uff1a<\/b>2024-10-11<\/p>\n<div style=\"margin: 20px 0;\"><div class=\"qrcswholewtapper\" style=\"text-align:left;\"><div class=\"qrcprowrapper\"  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