{"id":4584,"date":"2025-08-23T18:55:16","date_gmt":"2025-08-23T10:55:16","guid":{"rendered":"https:\/\/www.dm-yq.com\/?p=4584"},"modified":"2025-08-23T18:55:16","modified_gmt":"2025-08-23T10:55:16","slug":"%e7%be%8e%e9%93%b6%e8%b0%83%e6%9f%a5%e6%98%be%e7%a4%ba%e5%b8%82%e5%9c%ba%e3%80%8c%e6%9e%81%e5%ba%a6%e6%82%b2%e8%a7%82%e3%80%8d%ef%bc%8c%e5%88%86%e6%9e%90%e5%b8%88%ef%bc%9a%e5%85%a5%e5%9c%ba%e6%9c%80","status":"publish","type":"post","link":"https:\/\/www.dm-yq.com\/?p=4584","title":{"rendered":"\u7f8e\u94f6\u8c03\u67e5\u663e\u793a\u5e02\u573a\u300c\u6781\u5ea6\u60b2\u89c2\u300d\uff0c\u5206\u6790\u5e08\uff1a\u5165\u573a\u6700\u4f73\u65f6\u673a\uff01"},"content":{"rendered":"

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\n\t\"\"<\/p>\n

\n\t58% \u7684\u53d7\u8bbf\u8005\u8868\u793a\uff0c\u4ed6\u4eec\u5728\u6295\u8d44\u7ec4\u5408\u4e2d\u627f\u62c5\u7684\u98ce\u9669\u4f4e\u4e8e\u6b63\u5e38\u6c34\u5e73\uff08\u8d44\u6599\u6765\u6e90\uff1aBank of America\uff09<\/p>\n

\n\t\u6b64\u5916\uff0c\u51fa\u73b0\u505a\u591a\u7f8e\u5143\u3001\u77f3\u6cb9\u548c\u505a\u7a7a\u80a1\u7968\u7684\u6324\u62e5\u4ea4\u6613\uff08crowded trade\uff09\u72b6\u51b5\u663e\u793a\u5bf9\u505c\u6ede\u6027\u901a\u81a8\u7684\u6301\u7eed\u6050\u60e7\u548c\u5bf9\u7ecf\u6d4e\u8870\u9000\u7684\u9884\u671f\u589e\u52a0\uff0c\u800c\u7f8e\u56fd\u94f6\u884c\u7684\u725b\u718a\u6307\u6807\u4ecd\u5904\u4e8e\u300c\u6781\u7aef\u770b\u8dcc\u300d\u3002<\/p>\n

\n\t\u5206\u6790\u5e08\uff1a\u6781\u5ea6\u60b2\u89c2\u7684\u5e02\u573a\u60c5\u7eea\u53ef\u80fd\u662f\u53cd\u5411\u6307\u6807<\/h2>\n

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\n\t\u6839\u636e\u6d41\u52a8\u6027\u63d0\u4f9b\u5546Folkvang Trading \u6295\u8d44\u957fJeff Anderson \u7684\u8bf4\u6cd5\uff0c\u663e\u793a\u51fa\u6781\u5ea6\u60b2\u89c2\u548c\u66f4\u5177\u9632\u5fa1\u6027\u6295\u8d44\u914d\u7f6e\u7684\u8c03\u67e5\u7ed3\u679c\u662f\u4e00\u79cd\u53cd\u5411\u6307\u6807\uff0c\u4ee3\u8868\u73b0\u5728\u53ef\u80fd\u662f\u8fdc\u79bb\u7f8a\u7fa4\u5e76\u6295\u8d44\u4e8e\u98ce\u9669\u8d44\u4ea7\u7684\u597d\u65f6\u673a\uff0cAnderson \u6307\u51fa\uff1a<\/p>\n

\n

\n\t\t\u8fd9\u662f\u4e00\u4e2a\u5728\u7a00\u8584\u3001\u7f3a\u4e4f\u6d41\u52a8\u6027\u7684\u5e02\u573a\u4e2d\u8fc7\u5ea6\u6269\u5f20\u5934\u5bf8\u7684\u60c5\u51b5\uff0c\u8fd9\u9020\u6210\u4e86\u4e0d\u597d\u7684\u6570\u636e\u3001\u597d\u7684\u4ef7\u683c\u3002<\/p>\n<\/blockquote>\n

\n\t\"\"<\/p>\n

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\n\t\u6839\u636eMarket Watch \u5f15\u7528\u7684FactSet \u6570\u636e\u663e\u793a\uff0c\u672c\u5b63\u5ea6\u8fc4\u4eca\u4e3a\u6b62\uff0c\u6807\u666e500 \u6210\u5206\u80a1\u4e2d\uff0c\u7ea6\u670910% \u7684\u516c\u53f8\u516c\u5e03\u4e86\u6536\u76ca\uff0c\u5176\u4e2d69% \u7684\u516c\u53f8\u8d85\u51fa\u4e86\u5206\u6790\u5e08\u7684\u9884\u671f\u3002<\/p>\n

\n\t\u603b\u4f53\u7ecf\u6d4e\u9a71\u52a8\u4e00\u5207<\/h2>\n

\n\t\u800c\u6570\u5b57\u8d44\u4ea7\u6295\u8d44\u5e73\u53f0TDX Strategies \u521b\u529e\u4eba\u517c\u6267\u884c\u957fDick Lo \u5219\u8868\u793a\uff1a\u7f8e\u56fd\u94f6\u884c\u7684\u8c03\u67e5\u7ed3\u679c\u4e0e\u5168\u7403\u901a\u81a8\u5931\u63a7\u548c\u8d27\u5e01\u653f\u7b56\u7d27\u7f29\u7684\u80cc\u666f\u4e00\u81f4\uff0c\u56e0\u6b64\uff0c\u5728\u5e02\u573a\u8d70\u51fa\u8c37\u5e95\u4e4b\u524d\uff0c\u6781\u5ea6\u60b2\u89c2\u60c5\u7eea\u53ef\u80fd\u4f1a\u5ef6\u7eed\u4e00\u6bb5\u5f88\u957f\u7684\u65f6\u95f4\u3002<\/p>\n

\n\tDick Lo \u8b66\u544a\uff0c\u9274\u4e8e\u5b8f\u89c2\u7684\u4e0d\u786e\u5b9a\u6027\uff0c\u98ce\u9669\u8d44\u4ea7\u7684\u6301\u7eed\u53cd\u5f39\u662f\u53cd\u5468\u671f\u7684\uff0c\u53ef\u80fd\u4f1a\u5f88\u77ed\u6682\uff0c\u66f4\u6709\u5229\u7684\u4e0b\u884c\u4fdd\u62a4\u7b56\u7565\u80fd\u4e3a\u4ef7\u683c\u4e0b\u8dcc\u63d0\u4f9b\u4fdd\u9669\uff0c\u4f8b\u5982\u85c9\u7531\u770b\u8dcc\u671f\u6743\u5bf9\u51b2\u591a\u5934\u90e8\u4f4d\u3002<\/p>\n

\n\t\u6839\u636eBofA \u7684\u8c03\u67e5\uff0c\u6838\u5fc3\u4e2a\u4eba\u6d88\u8d39\u652f\u51fa\uff08PCE\uff09\u7269\u4ef7\u6307\u6570\u9700\u8981\u4e0b\u964d\u52304% \u4ee5\u4e0b\uff0c\u592e\u884c\u624d\u4f1a\u8f6c\u9e3d\uff0c\u8be5\u6570\u636e\u662f\u8054\u51c6\u4f1a\u4f18\u5148\u53c2\u8003\u7684\u901a\u81a8\u6307\u6807\uff0c5 \u6708\u4efd\u7684\u6838\u5fc3PCE \u5e74\u589e6.3%\u3002\u6b64\u5916\uff0c\u592e\u884c\u53ef\u80fd\u5e0c\u671b\u770b\u5230\u603b\u4f53\u6d88\u8d39\u8005\u7269\u4ef7\u6307\u6570\uff08CPI\uff09\u660e\u663e\u4e0b\u964d\u3002<\/p>\n","protected":false},"excerpt":{"rendered":"

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