??????????,“??+”?????

????:???????????:??????????

???????????????????:????

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

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

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

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

??????

???????????“?????????”?????????,???,????????????????,????????????????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???????????/????????????????”

“??????????+”????????

?????????

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

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

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

???????????????????,??,????????????,??ETF?????????

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

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

????,????,???????????????????,???????????????,??????????????????,?????????,????,??????????????

????,???,???????????????????????,???????,????????????????,?????????“??”?????????,???????8%??,??????????????,??

??????????:????????