?????,“??+”??????????

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???????????????????,?????????????????????????????????1.7%????2472??,?2500??????????,?????????,????2483.78???????????

?????????,???????????????,“????????????+”??????????????????????????????,????????????????????(??ETF),?????????????FOF????????????????????,?????????????????????????????????????????,?????????5%~10%?

“???????????????????????????????+”????????,????“??????????????+”??????????????,?????????????????CEO??,?????????ETF????????????,????????140????????,????????

???????,????????+???????,?????,??5%????????,?????

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?????????“?????????”??,?????,??????,?????????ETF??????,??????,??,???????????????????,???????????

“????,??????????,????????????,?????????V???,????????????2400?????????????????,??????2483?????????????,???????????????????2%????????????????????????????,???2350?????????????”???(Jerry Chen)??????????????????22%????????17.8%,?,??2369.39~2492.19????????????

????(CPI)???????????????(PPI)???????????ISM????????????????PMI?????????????????,????????CPI?????????0.2%?????????,9??????????25BP???????????50BP??????????50%????,??????????????

???????????(Juan Carlos Artigas)?????????,?????????,???????????????????????????????????????(?)?????“???????????,?????????????????,?????,??,???????????ETF????,???????????2013?????,???????????,???”

??,???,??????????????????????,????,???????????????,????????????????????????????????,????,ETF????????????????,??ETF??????,6???????????14????????????????,5????????6?ETF????????????????????67?????????????????,?????????????????????????????????????,??????????????,????

?????????????????,???????????????????,??6%????????184?????????????;????,??????ETF??????????????????7?????????????????,??????????2023????????21????????,????????

8??7?????????,???????????????????,?,?????????,???,???????????????

??,?????????????????????,???????,???????????????????19%,?????????????391?,??????,??,??(???????????)??????????????????6%,?????????929?????????????

????????,??????????????????????????????????,??,?????????,?????????????????????,??????????????????“?????,?2025???????????????????,??2700????????????????????????/?????”

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“??”??:“????????,??????????(??????????????????????),??????,??????????????????,??????????????,?????????????????????”

???????,???????,???????????????,??????????????,????????2%~5%??????????,??????,?????

????????,???,“???????????????”???????7.5%,“????”??????????10%;??????????,“???????”“????????????”“????????”“????3????”“??????????”“????????3?????????????”??????????????????5%?

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??,?????????“???????????+”,“+”?????????????(?????)????????????(?????????)???????????

??????????,????,????????????????,??????,???????????,??????????????????7????????26???14.8%,????????14%???????????????,??????????????????????25%?

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