????:2024-08-14 14:50:43 ??:????
????:????????:???????
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??????,????????????????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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