{"id":40276,"date":"2025-11-02T16:15:47","date_gmt":"2025-11-02T08:15:47","guid":{"rendered":"https:\/\/www.kafeizha.com\/?p=40276"},"modified":"2025-11-02T16:15:47","modified_gmt":"2025-11-02T08:15:47","slug":"%e3%80%90%e6%ad%a3%e9%9d%a2%e3%80%91bloomberg%e8%83%9c%e5%ae%8f%e7%a7%91%e6%8a%80%e9%a2%86%e6%b6%a8%e4%ba%9a%e6%b4%b2%e8%82%a1%e5%b8%82%ef%bc%8c%e5%8f%97%e7%9b%8a%e4%ba%8e%e8%8b%b1%e4%bc%9f%e8%be%be","status":"publish","type":"post","link":"https:\/\/news.tomjun.com\/?p=40276","title":{"rendered":"\u3010\u6b63\u9762\u3011[bloomberg]\u80dc\u5b8f\u79d1\u6280\u9886\u6da8\u4e9a\u6d32\u80a1\u5e02\uff0c\u53d7\u76ca\u4e8e\u82f1\u4f1f\u8fbe"},"content":{"rendered":"<p>\u5c3d\u7ba1\u7f8e\u56fd\u548c\u4e2d\u56fd\u5728\u5173\u7a0e\u548c\u8d38\u6613\u9650\u5236\u65b9\u9762\u7684\u51b2\u7a81\u4e00\u76f4\u662f\u79d1\u6280\u9886\u57df\u7684\u4e3b\u65cb\u5f8b\uff0c\u4f46\u4eca\u5e74\u4e9a\u6d32\u6700\u70ed\u95e8\u7684\u80a1\u7968\u5374\u8868\u660e\uff0c\u4e24\u56fd\u4ecd\u7136\u76f8\u4e92\u4f9d\u8d56\u3002<\/p>\n<p>\u80dc\u5b8f\u79d1\u6280\u7684\u80a1\u4ef7\u4eca\u5e74\u4ee5\u6765\u4e0a\u6da8\u4e86\u8fd1600%\uff0c\u8d85\u8fc7\u4e86MSCI\u4e9a\u592a\u6307\u6570\uff0c\u8fd9\u5f97\u76ca\u4e8e\u5176\u4e0e\u4e3b\u8981\u5ba2\u6237\u82f1\u4f1f\u8fbe\u7684\u8054\u7cfb\u3002\u8fd9\u5bb6\u4e2d\u56fd\u5370\u5237\u7535\u8def\u677f\u5236\u9020\u5546\u88ab\u8ba4\u4e3a\u5728\u4eba\u5de5\u667a\u80fd\u5e94\u7528\u9886\u57df\u5360\u636e\u4e00\u5e2d\u4e4b\u5730\uff0c\u5e76\u4e14\u80fd\u591f\u5feb\u901f\u6ee1\u8db3\u5ba2\u6237\u7684\u9700\u6c42\u3002\u5b83\u5728\u6700\u8fd1\u8868\u73b0\u6700\u597d\u7684\u80a1\u7968\u4e2d\u8131\u9896\u800c\u51fa\uff0c\u8fd9\u4e9b\u80a1\u7968\u7a81\u663e\u4e86\u7f8e\u56fd\u8bd5\u56fe\u5b9e\u73b0\u6280\u672f\u751f\u4ea7\u56de\u6d41\uff0c\u4ee5\u53ca\u4e2d\u56fd\u52aa\u529b\u589e\u5f3a\u81ea\u529b\u66f4\u751f\u7684\u52aa\u529b\u4e4b\u95f4\u7684\u5206\u6b67\u3002<\/p>\n<p>\u91cc\u5fb7\u8d44\u672c\u5408\u4f19\u516c\u53f8\u526f\u9996\u5e2d\u6295\u8d44\u5b98\u8868\u793a\uff1a\u201c\u80dc\u5b8f\u79d1\u6280\u6700\u8fd1\u7684\u98d9\u5347\u51f8\u663e\u4e86\u7f8e\u4e2d\u5173\u7cfb\u5bf9\u5168\u7403\u79d1\u6280\u751f\u6001\u7cfb\u7edf\u7684\u91cd\u8981\u6027\u3002\u867d\u7136\u53cc\u65b9\u7ee7\u7eed\u5728\u5148\u8fdb\u82af\u7247\u5f00\u53d1\u65b9\u9762\u5c55\u5f00\u7ade\u4e89\uff0c\u4f46\u5bf9\u4e2d\u56fd\u5236\u9020\u5546\u5728\u57fa\u672c\u786c\u4ef6\u7ec4\u4ef6\u65b9\u9762\u7684\u4f9d\u8d56\u8868\u660e\uff0c\u5728\u77ed\u671f\u5185\u5b8c\u5168\u5206\u79bb\u662f\u4e0d\u5207\u5b9e\u9645\u7684\u3002\u201d<\/p>\n<p>\u4e0a\u5468\u7684\u9ad8\u5c42\u4f1a\u8c08\u7ed9\u82f1\u4f1f\u8fbe\u82af\u7247\u5728\u4e2d\u56fd\u7684\u9500\u552e\u524d\u666f\u5e26\u6765\u4e86\u4e0d\u786e\u5b9a\u6027\uff0c\u76f8\u5173\u7684\u8d1f\u9762\u60c5\u7eea\u5bfc\u81f4\u80dc\u5b8f\u79d1\u6280\u7684\u80a1\u4ef7\u5728\u8fc7\u53bb\u4e24\u4e2a\u4ea4\u6613\u65e5\u4e0b\u8dcc\u4e8613%\u3002\u4f46\u5f88\u660e\u663e\uff0c\u8fd9\u5bb6\u7f8e\u56fd\u82af\u7247\u5236\u9020\u5546\u4ecd\u7136\u4f9d\u8d56\u4e2d\u56fd\u4f9b\u5e94\u94fe\uff0c\u5176\u9996\u5e2d\u6267\u884c\u5b98\u9ec4\u4ec1\u52cb\u79f0\u4e4b\u4e3a\u201c\u91d1\u77ff\u201d\u3002<\/p>\n<p>\u65e0\u8bba\u5982\u4f55\uff0c\u6beb\u65e0\u7591\u95ee\uff0c\u5168\u7403\u8d85\u5927\u89c4\u6a21\u4f01\u4e1a\u5c06\u7ee7\u7eed\u5927\u89c4\u6a21\u652f\u51fa\u4ee5\u6784\u5efa\u5176\u4eba\u5de5\u667a\u80fd\u670d\u52a1\u3002\u82f1\u4f1f\u8fbe\u5c06\u7ee7\u7eed\u4ece\u4e2d\u53d7\u76ca\uff0c\u5176\u4f9b\u5e94\u5546\u4e5f\u5c06\u53d7\u76ca\u3002<\/p>\n<p>\u6240\u8c13\u7684\u5177\u6709\u4e3b\u5bfc\u5730\u4f4d\u7684\u201c\u5356\u94f2\u4eba\u201d\u516c\u53f8\u4e00\u76f4\u5728\u4ece\u6295\u8d44\u8005\u90a3\u91cc\u83b7\u5f97\u5de8\u989d\u56de\u62a5\uff0c\u4f8b\u5982\u9886\u5148\u7684\u4eba\u5de5\u667a\u80fd\u82af\u7247\u4ee3\u5de5\u5382\u53f0\u79ef\u7535\uff0c\u5176\u5e02\u503c\u4eca\u5e74\u9996\u6b21\u8d85\u8fc7\u4e86\u3002<\/p>\n<p>\u81ea1\u6708\u521d\u4ee5\u6765\uff0c\u80dc\u5b8f\u79d1\u6280\u7684\u5e02\u503c\u5b9e\u73b0\u4e86\u516b\u500d\u7684\u589e\u957f\uff0c\u6700\u8fd1\u8fbe\u5230\u4e86400\u591a\u4ebf\u7f8e\u5143\u7684\u6c34\u5e73\u3002\u8be5\u516c\u53f8\u88ab\u8ba4\u4e3a\u662f\u9ad8\u5bc6\u5ea6\u4e92\u8fde\u548c\u591a\u5c42PCB\u7684\u9886\u5bfc\u8005\uff0c\u8fd9\u5bf9\u4e8e\u4eba\u5de5\u667a\u80fd\u82af\u7247\u81f3\u5173\u91cd\u8981\u3002<\/p>\n<p>\u5bf9\u4e8e\u4e00\u4e9b\u4f9b\u5e94\u5546\u6765\u8bf4\uff0c\u6ee1\u8db3\u5ba2\u6237\u7684\u65fa\u76db\u9700\u6c42\u4e00\u76f4\u5f88\u56f0\u96be\uff0c\u4f8b\u5982SK\u6d77\u529b\u58eb\u516c\u53f8\uff0c\u8be5\u516c\u53f8\u5468\u4e09\u8868\u793a\uff0c\u5176\u660e\u5e74\u7684\u5b58\u50a8\u82af\u7247\u5e93\u5b58\u5df2\u7ecf\u552e\u7f44\u3002\u80dc\u5b8f\u79d1\u6280\u6ca1\u6709\u9047\u5230\u8fd9\u6837\u7684\u95ee\u9898\u3002<\/p>\n<p> Janus Henderson\u65b0\u52a0\u5761\u516c\u53f8\u5927\u4e2d\u534e\u533a\u80a1\u7968\u4e3b\u7ba1\u8868\u793a\uff0c\u8fd9\u5bb6\u603b\u90e8\u4f4d\u4e8e\u60e0\u5dde\u7684\u516c\u53f8\u201c\u5177\u6709\u5feb\u901f\u6269\u5f20\u7684\u80fd\u529b\uff0c\u5e76\u4e14\u613f\u610f\u6295\u8d44\u4e8e\u4ea7\u80fd\uff0c\u8fd9\u5bf9\u4e8e\u82f1\u4f1f\u8fbe\u6216\u4e70\u5bb6\u5206\u914d\u8ba2\u5355\u6765\u8bf4\u662f\u975e\u5e38\u91cd\u8981\u7684\u6807\u51c6\u201d\u3002<\/p>\n<p>\u80dc\u5b8f\u79d1\u6280\u6210\u7acb\u4e8e2006\u5e74\uff0c\u5728\u6df1\u5733\u8bc1\u5238\u4ea4\u6613\u6240\u4e0a\u5e02\u5df2\u6709\u5341\u591a\u5e74\u3002\u8be5\u516c\u53f8\u5728\u9999\u6e2f\u4e0a\u5e02\u7b79\u96c6\u7ea610\u4ebf\u7f8e\u5143\u7684\u8ba1\u5212\uff0c\u4ee5\u53ca\u5176\u5f3a\u5927\u7684\u4eba\u5de5\u667a\u80fd\u9a71\u52a8\u7684\u4e1a\u7ee9\uff0c\u5728\u8fc7\u53bb\u51e0\u4e2a\u6708\u4e2d\u4e00\u76f4\u662f\u63a8\u52a8\u56e0\u7d20\u3002<\/p>\n<p>\u8be5\u516c\u53f8\u7684\u7b2c\u4e09\u5b63\u5ea6\u51c0\u5229\u6da6\u6bd4\u53bb\u5e74\u540c\u671f\u589e\u957f\u4e86260%\uff0c\u9500\u552e\u989d\u589e\u957f\u4e8679%\uff0c\u8d85\u8fc750\u4ebf\u5143\u4eba\u6c11\u5e01\uff087.15\u4ebf\u7f8e\u5143\uff09\u3002<\/p>\n<p> Aequitas Research Pvt.\u80a1\u7968\u7814\u7a76\u4e3b\u7ba1\u8868\u793a\uff0c\u622a\u81f3\u53bb\u5e74\uff0c\u5168\u7403\u67092000\u591a\u5bb6PCB\u5236\u9020\u5546\uff0c\u4f46\u4eca\u5e74\u65e9\u4e9b\u65f6\u5019\uff0c\u80dc\u5b8f\u79d1\u6280\u5728\u4eba\u5de5\u667a\u80fd\u548c\u9ad8\u6027\u80fd\u8ba1\u7b97\u65b9\u9762\u7684\u9500\u552e\u989d\u4f4d\u5c45\u699c\u9996\u3002\u8be5\u516c\u53f8\u7ea660%\u7684\u9500\u552e\u989d\u6765\u81ea\u56fd\u5916\uff0c\u8003\u8651\u5230\u80dc\u5b8f\u79d1\u6280\u7684\u9ad8\u7aef\u4e13\u4e1a\u77e5\u8bc6\uff0c\u53ef\u80fd\u5168\u90e8\u6765\u81ea\u82f1\u4f1f\u8fbe\u3002<\/p>\n<p>\u5c3d\u7ba1\u5176\u80a1\u4ef7\u5927\u5e45\u4e0a\u6da8\uff0c\u4f46\u80dc\u5b8f\u79d1\u6280\u7684\u5e02\u76c8\u7387\u4e3a\u672a\u676512\u4e2a\u6708\u7684\u4f30\u8ba1\u6536\u76ca\u768432\u500d\uff0c\u8fdc\u4f4e\u4e8e\u4e2d\u82af\u56fd\u9645\u548c\u5bd2\u6b66\u7eaa\u79d1\u6280\u7b49\u4e2d\u56fd\u82af\u7247\u5236\u9020\u5546\u7684100\u591a\u500d\u7684\u6c34\u5e73\u3002\u8fd9\u4e0e\u82f1\u4f1f\u8fbe\u7684\u4f30\u503c\u5927\u81f4\u76f8\u5f53\u3002\u534e\u5c14\u8857\u9884\u8ba1\u4f1a\u6709\u8fdb\u4e00\u6b65\u7684\u4e0a\u6da8\u7a7a\u95f4\uff0c\u8986\u76d6\u80dc\u5b8f\u79d1\u6280\u768416\u4f4d\u5206\u6790\u5e08\u4e00\u81f4\u7ed9\u51fa\u4e86\u4e70\u5165\u8bc4\u7ea7\u3002\u4e00\u81f4\u7684\u76ee\u6807\u4ef7\u8868\u660e\uff0c\u672a\u6765\u4e00\u5e74\u5c06\u8fdb\u4e00\u6b65\u4e0a\u6da816%\u3002<\/p>\n<p>\u4e3b\u8981\u4eba\u5de5\u667a\u80fd\u80a1\u7684\u6301\u7eed\u4e0a\u6da8\u5f15\u53d1\u4e86\u4eba\u4eec\u5bf9\u96c6\u4e2d\u5728\u5c11\u6570\u80a1\u7968\u4e2d\u7684\u62c5\u5fe7\u3002 AllianceBernstein\u65b0\u5174\u5e02\u573a\u4ef7\u503c\u80a1\u7968\u548c\u4e2d\u56fd\u80a1\u7968\u9996\u5e2d\u6295\u8d44\u5b98\u8868\u793a\uff0c\u4ed6\u5bfb\u6c42\u901a\u8fc7\u201c\u4e8c\u7ea7\u6216\u540e\u7aef\u53d7\u76ca\u8005\u201d\u6765\u83b7\u5f97\u4eba\u5de5\u667a\u80fd\u7684\u655e\u53e3\u3002\u201cPCB\u5236\u9020\u5546\u5c31\u662f\u8fd9\u79cd\u65b9\u6cd5\u7684\u4e00\u4e2a\u5f88\u597d\u7684\u4f8b\u5b50\uff0c\u201d\u6797\u8bf4\uff0c\u4ed6\u7684\u4e2d\u56fdA\u80a1\u80a1\u7968\u57fa\u91d1\u5c06\u80dc\u5b8f\u79d1\u6280\u5217\u4e3a\u7b2c\u4e00\u5927\u6301\u80a1\u3002\u201cPCB\u5236\u9020\u5546\u5728\u5b9e\u73b0\u9ad8\u6027\u80fd\u8ba1\u7b97\u7cfb\u7edf\u4e2d\u53d1\u6325\u7740\u5173\u952e\u4f5c\u7528\u2014\u2014\u6bd5\u7adf\uff0c\u5373\u4f7f\u662f\u4e16\u754c\u4e0a\u6700\u597d\u7684\u82af\u7247\uff0c\u5982\u679c\u6ca1\u6709\u9ad8\u8d28\u91cf\u3001\u7cbe\u786e\u8bbe\u8ba1\u7684\u7535\u8def\u677f\u4e5f\u65e0\u6cd5\u53d1\u6325\u4f5c\u7528\u3002\u201d <\/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\u4e3b\u8981\u62a5\u9053\u4e86\u4e2d\u56fd\u516c\u53f8\u80dc\u5b8f\u79d1\u6280\u53d7\u76ca\u4e8e\u4e0e\u7f8e\u56fd\u516c\u53f8\u82f1\u4f1f\u8fbe\u7684\u5408\u4f5c\uff0c\u4ee5\u53ca\u5176\u5728\u4eba\u5de5\u667a\u80fd\u9886\u57df\u7684\u9886\u5148\u5730\u4f4d\u548c\u4e1a\u7ee9\u589e\u957f\u3002\u867d\u7136\u63d0\u5230\u4e86\u4e2d\u7f8e\u4e4b\u95f4\u7684\u7ade\u4e89\uff0c\u4f46\u540c\u65f6\u4e5f\u5f3a\u8c03\u4e86\u76f8\u4e92\u4f9d\u8d56\u548c\u5408\u4f5c\u7684\u91cd\u8981\u6027\uff0c\u6574\u4f53\u4e0a\u5bf9\u4e2d\u56fd\u79d1\u6280\u4f01\u4e1a\u7684\u53d1\u5c55\u6301\u80af\u5b9a\u6001\u5ea6\u3002<\/pre>\n<hr>\n<p><b>\u539f\u6587\u5730\u5740\uff1a<\/b><a href=\"https:\/\/www.bloomberg.com\/news\/articles\/2025-11-02\/victory-giant-s-600-surge-highlights-us-china-tech-cooperation\" target=\"_blank\">Victory Giant Tops Asia Stocks as Nvidia Link Fuels 600% Surge<\/a><br \/> <b>\u65b0\u95fb\u65e5\u671f\uff1a<\/b>2025-11-02<\/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=40276\"><\/div><div><a download=\"\u3010\u6b63\u9762\u3011[bloomberg]\u80dc\u5b8f\u79d1\u6280\u9886\u6da8\u4e9a\u6d32\u80a1\u5e02\uff0c\u53d7\u76ca\u4e8e\u82f1\u4f1f\u8fbe.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>\u5c3d\u7ba1\u7f8e\u56fd\u548c\u4e2d\u56fd\u5728\u5173\u7a0e\u548c\u8d38\u6613\u9650\u5236\u65b9\u9762\u7684\u51b2\u7a81\u4e00\u76f4\u662f\u79d1\u6280\u9886\u57df\u7684\u4e3b\u65cb\u5f8b\uff0c\u4f46\u4eca\u5e74\u4e9a\u6d32\u6700\u70ed\u95e8\u7684\u80a1\u7968\u5374\u8868\u660e\uff0c\u4e24\u56fd\u4ecd\u7136\u76f8\u4e92\u4f9d\u8d56 [&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":[22058,2019,1160,19542,10377],"class_list":["post-40276","post","type-post","status-publish","format-standard","hentry","category-79","tag-pcb","tag-2019","tag-1160","tag-19542","tag-10377"],"aioseo_notices":[],"_links":{"self":[{"href":"https:\/\/news.tomjun.com\/index.php?rest_route=\/wp\/v2\/posts\/40276","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=40276"}],"version-history":[{"count":1,"href":"https:\/\/news.tomjun.com\/index.php?rest_route=\/wp\/v2\/posts\/40276\/revisions"}],"predecessor-version":[{"id":40277,"href":"https:\/\/news.tomjun.com\/index.php?rest_route=\/wp\/v2\/posts\/40276\/revisions\/40277"}],"wp:attachment":[{"href":"https:\/\/news.tomjun.com\/index.php?rest_route=%2Fwp%2Fv2%2Fmedia&parent=40276"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/news.tomjun.com\/index.php?rest_route=%2Fwp%2Fv2%2Fcategories&post=40276"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/news.tomjun.com\/index.php?rest_route=%2Fwp%2Fv2%2Ftags&post=40276"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}