?? ?????,“??+”??????????
????:1?????:??????
2??????????
3????????
4????????98?
5???????
???:???
???????????,???????????????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%????,????????????????????,??????????????
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