{"id":6915,"date":"2024-11-15T22:29:16","date_gmt":"2024-11-15T14:29:16","guid":{"rendered":"https:\/\/www.kafeizha.com\/?p=6915"},"modified":"2024-11-15T22:29:16","modified_gmt":"2024-11-15T14:29:16","slug":"%e3%80%90%e6%ad%a3%e9%9d%a2%e3%80%91bloomberg%e4%b8%ad%e5%9b%bd%e7%bb%8f%e6%b5%8e%e8%bd%ac%e5%9e%8b%e6%98%be%e7%8e%b0%e5%87%ba%e7%a7%af%e6%9e%81%e4%bf%a1%e5%8f%b7","status":"publish","type":"post","link":"https:\/\/news.tomjun.com\/?p=6915","title":{"rendered":"\u3010\u6b63\u9762\u3011[bloomberg]\u4e2d\u56fd\u7ecf\u6d4e\u8f6c\u578b\u663e\u73b0\u51fa\u79ef\u6781\u4fe1\u53f7"},"content":{"rendered":"<p>\u4e2d\u56fd\u7ecf\u6d4e\u663e\u793a\u51fa\u56de\u6696\u8ff9\u8c61\uff0c\u6d88\u8d39\u589e\u957f\u51e0\u4e4e\u4e0e\u5de5\u4e1a\u4ea7\u51fa\u540c\u6b65\uff0c\u63a8\u52a8\u4e86\u7ecf\u6d4e\u8d70\u52bf\uff0c\u8fd9\u53d6\u51b3\u4e8e\u4e2d\u56fd\u653f\u5e9c\u5728\u5510\u7eb3\u5fb7\u00b7\u7279\u6717\u666e\u4e8e 2025 \u5e74\u91cd\u8fd4\u767d\u5bab\u65f6\u53ef\u80fd\u90e8\u7f72\u7684\u8fdb\u4e00\u6b65\u523a\u6fc0\u63aa\u65bd\u7684\u529b\u5ea6\u3002<\/p>\n<p>\u5728\u591a\u9879\u9f13\u52b1\u8d2d\u4e70\u8bbe\u5907\u3001\u5bb6\u7535\u548c\u6c7d\u8f66\u653f\u7b56\u7684\u652f\u6301\u4e0b\uff0c\u96f6\u552e\u9500\u552e\u589e\u901f\u521b\u4e0b\u4e86\u8fd1\u516b\u4e2a\u6708\u7684\u65b0\u9ad8\u3002\u867d\u7136\u5de5\u4e1a\u4ea7\u51fa\u589e\u901f\u7565\u663e\u653e\u7f13\uff0c\u4ec5\u540c\u6bd4\u589e\u957f\u4e86 5.3%\uff0c\u4f46\u96f6\u552e\u6d88\u8d39\u5f3a\u52b2\u7684\u589e\u957f\u52bf\u5934\u662f\u4e00\u5927\u5229\u597d\uff0c\u7279\u522b\u662f\u4e0e\u957f\u671f\u53d7\u76ca\u4e8e\u5236\u9020\u4e1a\u5bfc\u5411\u653f\u7b56\u652f\u6301\u7684\u751f\u4ea7\u589e\u957f\u5f62\u6210\u5bf9\u6bd4\u3002<\/p>\n<p>\u8fd9\u4e00\u79ef\u6781\u6d88\u606f\u5bf9\u4e8e\u4e9a\u6d32\u80a1\u5e02\u6784\u6210\u4e86\u63d0\u632f\u4f5c\u7528\u3002\u7136\u800c\uff0c\u4e2d\u56fd\u80a1\u7968\u5e02\u573a\u7684\u672a\u6765\u8d70\u52bf\u5b58\u5728\u4e0d\u786e\u5b9a\u6027\u2014\u2014\u5728\u5510\u7eb3\u5fb7\u00b7\u7279\u6717\u666e\u56de\u5f52\u767d\u5bab\u4e4b\u9645\uff0c\u5168\u7403\u6295\u8d44\u8005\u9700\u5173\u6ce8\u4ed6\u53ef\u80fd\u5bf9\u5e02\u573a\u5e26\u6765\u7684\u5f71\u54cd\u3002<\/p>\n<p>\u4ee5 David Tepper \u548c Michael Burry \u4e3a\u4ee3\u8868\u7684\u8457\u540d\u6295\u8d44\u5927\u5e08\u8fd1\u671f\u7684\u8d44\u4ea7\u914d\u7f6e\u53d8\u52a8\u6210\u4e3a\u5e02\u573a\u7126\u70b9\u3002Tepper \u539f\u6765\u5927\u91cf\u6301\u6709\u4e2d\u56fd\u80a1\u7968\uff0c\u5e76\u4e8e\u7b2c\u4e09\u5b63\u5ea6\u51cf\u5c11\u4e86\u5bf9\u4e2d\u56fd\u7535\u5546\u5de8\u5934\u963f\u91cc\u5df4\u5df4\u4ee5\u53ca iShares China Large-Cap ETF \u7684\u6301\u4ed3\uff0c\u5c3d\u7ba1\u4ed6\u7684\u6574\u4f53\u4e2d\u56fd\u8d44\u4ea7\u5360\u6bd4\u4e0a\u5347\u81f3 38% \u7684\u9ad8\u4f4d\u3002\u800c Michael Burry \u5219\u8c03\u6574\u4e86\u7b56\u7565\uff0c\u5728\u7ee7\u7eed\u6295\u8d44\u963f\u91cc\u5df4\u5df4\u7684\u540c\u65f6\uff0c\u65b0\u589e\u4e86\u770b\u8dcc\u671f\u6743\u4f5c\u4e3a\u98ce\u9669\u4fdd\u62a4\u63aa\u65bd\u3002<\/p>\n<p>\u4e0a\u6d77\u5916\u6ee9\u9644\u8fd1\u7684 \u201c\u7092\u80a1\u6c99\u9f99\u201d \u66fe\u56e0\u5e02\u573a\u52a8\u8361\u548c\u6295\u8d44\u8005\u5411\u5728\u7ebf\u5e73\u53f0\u8f6c\u79fb\u800c\u6c89\u5bc2\u3002\u4f46\u57282022 \u5e74\u6625\u5b63\u5927\u89c4\u6a21\u75ab\u60c5\u5c01\u9501\u540e\u51e0\u4e4e\u5f7b\u5e95\u6d88\u5931\u4e86\u3002\u8fd1\u671f\u7684\u4ea4\u6613\u6d3b\u52a8\u56de\u6696\uff0c\u5e26\u6765\u4e86\u65b0\u7684\u751f\u673a\u4e0e\u8ba8\u8bba\u70ed\u60c5\u3002\u7279\u6717\u666e\u5373\u5c06\u56de\u5f52\u767d\u5bab\u518d\u6b21\u6210\u4e3a\u4e86\u6295\u8d44\u8005\u5173\u6ce8\u7684\u91cd\u70b9\u3002\u4ed6\u7684\u653f\u7b56\u7acb\u573a\u5982\u5173\u7a0e\u3001\u7a0e\u6536\u51cf\u514d\u4ee5\u53ca\u76d1\u7ba1\u6539\u9769\u5c06\u5bf9\u5168\u7403\u5e02\u573a\u5e26\u6765\u5de8\u5927\u5f71\u54cd\uff0c\u5e76\u5728 2023 \u5e74\u521d\u63a8\u52a8\u7f8e\u56fd\u80a1\u5e02\u4e0a\u626c\u3002<\/p>\n<p>\u5370\u5c3c\u592e\u884c\u5df2\u91c7\u53d6\u63aa\u65bd\u652f\u6491\u91cc\u62c9\u5e01\u503c\u7a33\u5b9a\uff1b\u9a6c\u6765\u897f\u4e9a\u7ecf\u6d4e\u7b2c\u4e09\u5b63\u589e\u957f\u7b26\u5408\u9884\u671f\uff0c\u5f97\u76ca\u4e8e\u6295\u8d44\u589e\u52a0\u548c\u56fd\u5185\u6d88\u8d39\u589e\u52a0\uff1b\u65b0\u52a0\u5761GDP\u589e\u901f\u8fbe\u5230\u4e86\u8fd1\u4e00\u5e74\u7684\u9ad8\u4f4d\u3002\u9999\u6e2f\u653f\u5e9c\u4e0b\u8c03\u4e86\u7ecf\u6d4e\u589e\u957f\u76ee\u6807\u9884\u6d4b\uff0c\u56e0\u7ecf\u6d4e\u5728\u7ecf\u5386\u4e86\u8fde\u7eed\u4e94\u4e2a\u5b63\u5ea6\u4ee5\u6765\u6700\u6162\u589e\u901f\u540e\u627f\u538b\u3002\u6cf0\u56fd\u6b63\u5c06\u660e\u5e74\u89c6\u4e3a\u5438\u5f15\u5916\u8d44\u5e76\u63d0\u9ad8\u7a0e\u6536\u7684\u5173\u952e\u65f6\u671f\uff0c\u8fd9\u5c06\u5bf9\u56fd\u5185\u5916\u6295\u8d44\u8005\u90fd\u4ea7\u751f\u79ef\u6781\u5f71\u54cd\u3002<\/p>\n<p>\u5168\u7403\u6e38\u620f\u5de8\u5934Nintendo\u9488\u5bf9\u5e7f\u53d7\u77e5\u8bc6\u4ea7\u6743\u4fdd\u62a4\u7684\u6e38\u620f\u63a8\u51fa\u5e7f\u6cdb\u7684\u8bc9\u8bbc\u7b56\u7565\u3002\u636e\u62a5\u9053\uff0c\u5728Palworld\u6e38\u620f\u53d1\u5e03\u4ec5\u6570\u5468\u540e\uff0cNintendo\u5df2\u91c7\u53d6\u884c\u52a8\u9488\u5bf9\u4e1c\u4eac\u5de5\u4f5c\u5ba4Pocketpair Inc.\u3002\u4e13\u5229\u5f8b\u5e08Ryo Arashida\u7684\u5206\u6790\u663e\u793a\uff0c\u8fd9\u4e00\u884c\u52a8\u53ef\u80fd\u57282023\u5e741\u6708\u5b9e\u65bd\u3002<\/p>\n<p>\u4f4d\u4e8e\u5370\u5ea6\u5b5f\u4e70\u65f6\u5c1a\u533aLower Parel \u7684\u4e00\u680b 60 \u5c42\u697c\u9ad8\u7684\u8c6a\u534e\u623f\u4ea7\uff0c\u5176\u9762\u79ef\u8fbe\u5230\u4e86\u60ca\u4eba\u768416,000\u5e73\u65b9\u82f1\u5c3a\uff0c\u4e0a\u5e02\u552e\u4ef7\u9ad8\u8fbe1400\u4e07\u7f8e\u5143\u3002\u6f5c\u5728\u4e70\u5bb6\u987b\u7ecf\u8fc7\u4e25\u82db\u7684\u8d44\u8d28\u5ba1\u6838\u8fc7\u7a0b\u624d\u80fd\u8d2d\u4e70\u6b64\u9ad8\u7aef\u7269\u4e1a\uff0c\u4e1a\u4e3b\u6b63\u5728\u5bfb\u627e\u80fd\u878d\u5165\u73b0\u6709\u5bb6\u5ead\u793e\u7fa4\u3001\u5177\u6709\u826f\u597d\u58f0\u8a89\u4e14\u8d22\u52a1\u72b6\u51b5\u826f\u597d\u7684\u4e70\u5bb6\u3002<\/p>\n<p>\u5728\u5370\u5ea6\u8fd9\u4e2a\u5168\u7403\u6700\u5927\u7684\u623f\u5730\u4ea7\u5e02\u573a\u4e2d\uff0c\u540c\u6837\u5b58\u5728\u7740\u8bb8\u591a\u6295\u8d44\u673a\u4f1a\u7b49\u5f85\u53d1\u6398\u3002\u5982\u679c\u5bf9\u4ee5\u4e0a\u5185\u5bb9\u6709\u5174\u8da3\uff0c\u8bf7\u7ee7\u7eed\u5173\u6ce8\u201c\u591c\u95f4\u7b80\u8baf\u201d\uff0c\u6216\u8005\u6d4f\u89c8\u5176\u4ed6\u65b0\u95fb\u8d44\u8baf\u3002 <\/p>\n<hr>\n<p><b>\u5206\u6790\u5927\u6a21\u578b\uff1a<\/b>gemma2<br \/><b>\u5f97\u5206\uff1a<\/b>15<br \/><b>\u539f\u56e0\uff1a<\/b><\/p>\n<pre style=\"white-space: pre-wrap;font-size: inherit;\">\u6587\u7ae0\u4e2d\u63cf\u8ff0\u4e86\u4e2d\u56fd\u7ecf\u6d4e\u7684\u90e8\u5206\u79ef\u6781\u65b9\u9762\uff0c\u4f8b\u5982\uff1a\n* \u6d88\u8d39\u589e\u957f\u5f3a\u52b2\uff0c\u51e0\u4e4e\u8d76\u4e0a\u5de5\u5382\u4ea7\u51fa\u3002\n* \u96f6\u552e\u9500\u552e\u589e\u901f\u8fbe\u52308\u4e2a\u6708\u6765\u6700\u9ad8\u6c34\u5e73\u3002\n* \u623f\u4ef7\u7b2c\u4e8c\u4e2a\u6708\u8fde\u7eed\u4e0b\u8dcc\u3002\n* \u5de5\u4e1a\u4ea7\u51fa\u867d\u7136\u4f4e\u4e8e\u9884\u671f\uff0c\u4f46\u96f6\u552e\u652f\u51fa\u589e\u957f\u4e3a\u7ecf\u6d4e\u5e26\u6765\u63d0\u632f\u3002\n\u8fd9\u4e9b\u56e0\u7d20\u8868\u660e\u4e2d\u56fd\u7ecf\u6d4e\u6b63\u5728\u590d\u82cf\u548c\u8c03\u6574\uff0c\u5bf9\u6295\u8d44\u8005\u6765\u8bf4\u4e5f\u76f8\u5bf9\u4e50\u89c2\u3002 \n\u4f46\u662f\uff0c\u6587\u7ae0\u4e2d\u4e5f\u63d0\u53ca\u4e86\u4e00\u4e9b\u8d1f\u9762\u56e0\u7d20\uff0c\u4f8b\u5982\uff1a\n* \u4e2d\u56fd\u7ecf\u6d4e\u80fd\u5426\u5b9e\u73b05%\u7684\u5e74\u589e\u957f\u76ee\u6807\u5c1a\u5b58\u5728\u7591\u95ee\u3002\n* \u4e00\u4e9b\u77e5\u540d\u6295\u8d44\u8005\u7684\u770b\u6cd5\u5e76\u4e0d\u5b8c\u5168\u4e00\u81f4\u4e50\u89c2\u3002\n*  \u8d38\u6613\u6469\u64e6\u53ef\u80fd\u5e26\u6765\u7684\u98ce\u9669\u3002\n\u56e0\u6b64\uff0c\u6211\u5bf9\u4e2d\u56fd\u6b63\u9762\u60c5\u7eea\u6253\u5206\u4e3a75\u5206\u3002<\/pre>\n<hr>\n<p><b>\u539f\u6587\u5730\u5740\uff1a<\/b><a href=\"https:\/\/www.bloomberg.com\/news\/newsletters\/2024-11-15\/china-s-economy-shows-signs-of-rebalancing\" target=\"_blank\">China\u2019s Economy Shows Signs of Rebalancing<\/a><br \/> <b>\u65b0\u95fb\u65e5\u671f\uff1a<\/b>2024-11-15<\/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=6915\"><\/div><div><a download=\"\u3010\u6b63\u9762\u3011[bloomberg]\u4e2d\u56fd\u7ecf\u6d4e\u8f6c\u578b\u663e\u73b0\u51fa\u79ef\u6781\u4fe1\u53f7.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>\u4e2d\u56fd\u7ecf\u6d4e\u663e\u793a\u51fa\u56de\u6696\u8ff9\u8c61\uff0c\u6d88\u8d39\u589e\u957f\u51e0\u4e4e\u4e0e\u5de5\u4e1a\u4ea7\u51fa\u540c\u6b65\uff0c\u63a8\u52a8\u4e86\u7ecf\u6d4e\u8d70\u52bf\uff0c\u8fd9\u53d6\u51b3\u4e8e\u4e2d\u56fd\u653f\u5e9c\u5728\u5510\u7eb3\u5fb7\u00b7\u7279\u6717\u666e\u4e8e 202 [&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":[566,1836,2370,3164,4169],"class_list":["post-6915","post","type-post","status-publish","format-standard","hentry","category-79","tag-566","tag-1836","tag-2370","tag-3164","tag-4169"],"aioseo_notices":[],"_links":{"self":[{"href":"https:\/\/news.tomjun.com\/index.php?rest_route=\/wp\/v2\/posts\/6915","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=6915"}],"version-history":[{"count":1,"href":"https:\/\/news.tomjun.com\/index.php?rest_route=\/wp\/v2\/posts\/6915\/revisions"}],"predecessor-version":[{"id":6916,"href":"https:\/\/news.tomjun.com\/index.php?rest_route=\/wp\/v2\/posts\/6915\/revisions\/6916"}],"wp:attachment":[{"href":"https:\/\/news.tomjun.com\/index.php?rest_route=%2Fwp%2Fv2%2Fmedia&parent=6915"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/news.tomjun.com\/index.php?rest_route=%2Fwp%2Fv2%2Fcategories&post=6915"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/news.tomjun.com\/index.php?rest_route=%2Fwp%2Fv2%2Ftags&post=6915"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}