{"id":723985,"date":"2026-02-14T00:39:33","date_gmt":"2026-02-13T16:39:33","guid":{"rendered":"https:\/\/www.alphaseek.cn\/?p=723985"},"modified":"2026-02-14T00:39:33","modified_gmt":"2026-02-13T16:39:33","slug":"%e9%87%8d%e7%a3%85%e4%bf%a1%e5%8f%b7%ef%bc%8c2024%e5%b9%b410%e6%9c%88%e4%bb%a5%e6%9d%a5%e6%9c%80%e9%ab%98%e6%b0%b4%e5%b9%b3","status":"publish","type":"post","link":"https:\/\/www.alphaseek.cn\/?p=723985","title":{"rendered":"\u91cd\u78c5\u4fe1\u53f7\uff0c2024\u5e7410\u6708\u4ee5\u6765\u6700\u9ad8\u6c34\u5e73"},"content":{"rendered":"<p>\u3010\u5bfc\u8bfb\u30111\u6708<a href=\"https:\/\/www.alphaseek.cn\/?tag=%e7%be%8e%e5%9b%bd\" title=\"View all posts in \u7f8e\u56fd\" target=\"_blank\" class=\"tag_link\">\u7f8e\u56fd<\/a>\u548c<a href=\"https:\/\/www.alphaseek.cn\/?tag=%e6%ac%a7%e7%9b%9f\" title=\"View all posts in \u6b27\u76df\" target=\"_blank\" class=\"tag_link\">\u6b27\u76df<\/a>\u533a\u516c\u52df\u57fa\u91d1\u51c0\u6d41\u5165\u4e2d\u56fd90\u4ebf\u7f8e\u5143<\/p>\n<p>\u4e2d\u56fd\u57fa\u91d1\u62a5\u8bb0\u8005\u5434\u5a1f\u5a1f<\/p>\n<p>2\u670812\u65e5\uff0c<span><a target=\"_blank\" href=\"http:\/\/quote.eastmoney.com\/unify\/r\/106.MS\" data-code=\"106,MS\" rel=\"noopener\">\u6469\u6839\u58eb\u4e39\u5229<\/a><\/span><span><\/span>\u53d1\u5e03\u7814\u7a76\u62a5\u544a\u6307\u51fa\uff0c2026\u5e741\u6708\uff0c\u7f8e\u56fd\u548c\u6b27\u76df\u533a\u516c\u52df\u57fa\u91d1\uff08\u5171\u540c\u57fa\u91d1\uff09\u6d41\u5165\u4e2d\u56fd\u5e02\u573a\u7684\u91d1\u989d\u8fbe90\u4ebf\u7f8e\u5143\uff0c\u4e3a2024\u5e7410\u6708\u4ee5\u6765\u7684\u6700\u9ad8\u6c34\u5e73\u3002\u5c24\u5176\u503c\u5f97\u6ce8\u610f\u7684\u662f\uff0c\u4e3b\u52a8\u7ba1\u7406\u57fa\u91d1\u8f6c\u4e3a\u51c0\u6d41\u5165\uff0c\u4e3a2023\u5e74\u521d\u4ee5\u6765\u7684\u9996\u6b21\u3002 <\/p>\n<p 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rel=\"noopener\">MSCI\u4e2d\u56fd<\/a><\/span><span><\/span>\u6307\u6570\uff1bFXI\uff0c\u8ddf\u8e2a\u5bcc\u65f6\u4e2d\u56fd50\u6307\u6570\uff1bCQQQ, \u8ddf\u8e2a FTSE China Incl A 25% Technology Capped \u6307\u6570\uff1bASHR\uff0c\u8ddf\u8e2a\u6caa\u6df1300\u6307\u6570\u3002\u4e0a\u8ff05\u53ea\u4ea7\u54c1\u7684\u6700\u65b0\u89c4\u6a21\u5206\u522b\u4e3a79\u4ebf\u7f8e\u5143\u300178.2\u4ebf\u7f8e\u5143\u300165.9\u4ebf\u7f8e\u5143\u300130.8\u4ebf\u7f8e\u5143\u548c18.2\u4ebf\u7f8e\u5143\u3002<\/p>\n<p>\u8fc7\u53bb\u4e00\u5e74\uff0c\u5728\u7f8e\u56fd\u4e0a\u5e02\u7684\u4e2d\u56fd\u80a1\u7968ETF\u4e2d3\u53ea\u5438\u91d1\u8d85\u8fc710\u4ebf\u7f8e\u5143\u3002\u5176\u4e2d\uff0cCQQQ\u5438\u91d121.90\u4ebf\u7f8e\u5143\uff1b\u540c\u671f\uff0cKWEB\u5438\u91d113.46\u4ebf\u7f8e\u5143\uff0cMCHI\u5438\u91d111.08\u4ebf\u7f8e\u5143\u3002\u5438\u91d1\u6700\u591a\u7684CQQQ\u805a\u7126\u4e2d\u56fd\u79d1\u6280\u516c\u53f8\u3002<\/p>\n<p> <center><img src=\"https:\/\/np-newspic.dfcfw.com\/download\/D25312188184217864703_w1080h332.jpg\" style=\" display:block; margin-left:auto; margin-right:auto; \" alt=\"\u91cd\u78c5\u4fe1\u53f7\uff0c2024\u5e7410\u6708\u4ee5\u6765\u6700\u9ad8\u6c34\u5e73\"    \/><\/center><\/p>\n<p>2025\u5e74\uff0c\u6d77\u5916\u8d44\u91d1\u51c0\u6d41\u5165\u4e2d\u56fd\u3002\u4e0d\u8fc7\uff0c\u51c0\u6d41\u5165\u591a\u7531\u88ab\u52a8\u8d44\u91d1\u8d21\u732e\u3002\u4e0d\u8fc7\uff0c\u6709\u8ff9\u8c61\u8868\u660e\u4e3b\u52a8\u7ba1\u7406\u8d44\u91d1\u6216\u52a0\u901f\u6d41\u5165\u4e2d\u56fd\u3002\u5176\u4e2d\uff0c\u79d1\u6280\u662f\u5168\u7403\u6295\u8d44\u8005\u786e\u5b9a\u5ea6\u6700\u9ad8\u7684\u6295\u8d44\u9886\u57df\u4e4b\u4e00\u3002<\/p>\n<p><a href=\"https:\/\/www.alphaseek.cn\/?tag=%e5%af%b9%e5%86%b2%e5%9f%ba%e9%87%91\" title=\"View all posts in \u5bf9\u51b2\u57fa\u91d1\" target=\"_blank\" class=\"tag_link\">\u5bf9\u51b2\u57fa\u91d1<\/a>Tekne Capital Management\u7684\u521b\u59cb\u4ebaBeeneet Kothari\u65e5\u524d\u63a5\u53d7\u5df4\u4f26\u5468\u520a\u91c7\u8bbf\u3002\u4ed6\u5728\u88ab\u95ee\u5230\u6700\u5177\u5438\u5f15\u529b\u7684AI\u6295\u8d44\u673a\u4f1a\u5728\u7f8e\u56fd\u8fd8\u662f\u5728\u4e2d\u56fd\u65f6\u56de\u7b54\u9053\uff0c\u201c\u8fd9\u6839\u672c\u4e0d\u7528\u60f3\uff0c\u4e2d\u56fd\u7684\u6295\u8d44\u5438\u5f15\u529b\u66f4\u5f3a\u201d\u3002\u4e2d\u56fd\u4f1a\u5728AI\u4e0a\u505a\u5176\u4e00\u8d2f\u64c5\u957f\u7684\u4e8b\u2014\u2014\u66f4\u5feb\u3001\u66f4\u4fbf\u5b9c\u5730\u628a\u4e1c\u897f\u5efa\u8d77\u6765\u3002\u6709\u65f6\u5019\u81ea\u4e0a\u800c\u4e0b\u7684\u601d\u8def\u6070\u6070\u662f\u6b63\u786e\u7684\u8def\u5f84\u3002AI\u9700\u8981\u7535\u529b\u3001<a href=\"https:\/\/www.alphaseek.cn\/?tag=%e8%8a%af%e7%89%87\" title=\"View all posts in \u82af\u7247\" target=\"_blank\" class=\"tag_link\">\u82af\u7247<\/a>\u3001<span><a target=\"_blank\" href=\"http:\/\/quote.eastmoney.com\/unify\/r\/90.BK0922\" data-code=\"90,BK0922\" rel=\"noopener\">\u6570\u636e\u4e2d\u5fc3<\/a><\/span><span><\/span>\u4ee5\u53ca\u6563\u70ed\u7cfb\u7edf\u3002\u4e2d\u56fd\u64c5\u957f\u641e\u5efa\u8bbe\uff0c\u8fd9\u662f\u660e\u663e\u7684\u4f18\u52bf\u3002\u4e2d\u56fd\u6b63\u5728\u4ece\u4e00\u8f6e\u6df1\u5ea6\u718a\u5e02\u4e2d\u8d70\u51fa\u6765\u3002\u7531\u4e8e\u6b64\u524d\u8d44\u672c\u5e76\u6ca1\u6709\u6295\u5411\u957f\u5468\u671f\u9879\u76ee\uff0c\u4e0d\u592a\u53ef\u80fd\u51fa\u73b0\u4f9b\u7ed9\u8fc7\u5269\u3002<\/p>\n<p>\u4ed6\u8fdb\u4e00\u6b65\u6307\u51fa\uff0c\u7f8e\u56fd\u7684\u5927\u578bAI\u516c\u53f8\uff0c\u5305\u62ec<a href=\"https:\/\/www.alphaseek.cn\/?tag=openai\" title=\"View all posts in OpenAI\" target=\"_blank\" class=\"tag_link\">OpenAI<\/a>\u3001Anthropic\u548cGoogle DeepMind\uff0c\u90fd\u75f4\u8ff7\u4e8e\u901a\u7528<span><a target=\"_blank\" href=\"http:\/\/quote.eastmoney.com\/unify\/r\/90.BK0800\" data-code=\"90,BK0800\" rel=\"noopener\">\u4eba\u5de5\u667a\u80fd<\/a><\/span><span><\/span>\u548c\u8d85\u7ea7<span web=\"1\"  target=\"_blank\" href=\"http:\/\/quote.eastmoney.com\/unify\/r\/90.BK0800\" data-code=\"90,BK0800\"><a href=\"https:\/\/www.alphaseek.cn\/?tag=%e4%ba%ba%e5%b7%a5%e6%99%ba%e8%83%bd\" title=\"View all posts in \u4eba\u5de5\u667a\u80fd\" target=\"_blank\" class=\"tag_link\">\u4eba\u5de5\u667a\u80fd<\/a><\/span>\u3002\u4f46\u5b83\u4ec0\u4e48\u65f6\u5019\u4f1a\u51fa\u73b0\u3001\u610f\u5473\u7740\u4ec0\u4e48\u3001\u4f1a\u9020\u6210\u591a\u5927\u89c4\u6a21\u7684\u5c97\u4f4d\u88ab\u66ff\u4ee3\u5e76\u4e0d\u786e\u5b9a\u3002<\/p>\n<p align=\"center\">\u8d5a\u94b1\u6548\u5e94\u663e\u73b0<\/p>\n<p>2025\u5e74\uff0c<span web=\"1\"  target=\"_blank\" href=\"http:\/\/quote.eastmoney.com\/unify\/r\/90.BK0821\" data-code=\"90,BK0821\">MSCI\u4e2d\u56fd<\/span>\u6307\u6570\u603b\u56de\u62a5\u7ea631%\uff0c\u6caa\u6df1300\u6307\u6570\u56de\u62a5\u4e3a17.66%\u3002\u4f34\u968f\u8d5a\u94b1\u6548\u5e94\u663e\u73b0\uff0c\u8d8a\u6765\u8d8a\u591a\u7684\u6295\u8d44\u8005\u901a\u8fc7\u5bf9\u51b2\u57fa\u91d1\u5165\u573a\u3002<\/p>\n<p>\u636e<a href=\"https:\/\/www.alphaseek.cn\/?tag=%e5%bd%ad%e5%8d%9a\" title=\"View all posts in \u5f6d\u535a\" target=\"_blank\" class=\"tag_link\">\u5f6d\u535a<\/a>\u793e\u62a5\u9053\uff0c\u91cf\u5316\u5bf9\u51b2\u57fa\u91d1\u5de8\u5934Qube Research & Technologies\u65d7\u4e0b\u4e2d\u56fd\u80a1\u7968\u591a\u5934\u57fa\u91d1\u89c4\u6a21\u7a81\u783420\u4ebf\u7f8e\u5143\uff0c\u800c\u4e00\u5e74\u524d\u5b83\u7684\u89c4\u6a21\u4ec5\u7ea61.9\u4ebf\u7f8e\u5143\uff0c\u89c4\u6a21\u589e\u957f\u8d85\u8fc710\u500d\u3002QRT\u7684\u4e9a\u592a\u5730\u533a\u9996\u5e2d\u8fd0\u8425\u5b98Murray Steel\u900f\u9732\u4e86\u4e0a\u8ff0\u4fe1\u606f\u3002QRT\u603b\u90e8\u4f4d\u4e8e\u4f26\u6566\uff0c\u622a\u81f3\u76ee\u524d\uff0c\u603b\u8d44\u4ea7\u8d85\u8fc7420\u4ebf\u7f8e\u5143\u30022025\u5e7412\u6708\uff0cQRT\u5728\u9999\u6e2f\u7684\u56fd\u9645\u91d1\u878d\u4e2d\u5fc3\u4e8c\u671f\u7b7e\u7f72\u4e86\u79df\u8d41\u534f\u8bae\uff0c\u79df\u8d41\u9762\u79ef\u8fbe14.6\u4e07\u5e73\u65b9\u82f1\u5c3a\uff0c\u4ee5\u5bb9\u7eb3\u5176\u5728\u8be5\u57ce\u5e02\u4e0d\u65ad\u589e\u957f\u7684\u5458\u5de5\u961f\u4f0d\u3002<\/p>\n<p>\u6765\u81ea\u5916\u8d44\u884c<span><a target=\"_blank\" href=\"http:\/\/quote.eastmoney.com\/unify\/r\/106.GS\" data-code=\"106,GS\" rel=\"noopener\">\u9ad8\u76db<\/a><\/span><span><\/span>\u548c\u6cd5\u56fd\u5df4\u9ece<span><a target=\"_blank\" href=\"http:\/\/quote.eastmoney.com\/unify\/r\/90.BK0475\" data-code=\"90,BK0475\" rel=\"noopener\">\u94f6\u884c<\/a><\/span><span><\/span>\u7684\u8c03\u67e5\u663e\u793a\uff0c2026\u5e74\uff0c\u6295\u8d44\u8005\u6216\u52a0\u901f\u5c06\u8d44\u91d1\u6295\u5411\u4e2d\u56fd\u3002\u5176\u4e2d\uff0c\u6cd5\u56fd\u5df4\u9ece<span web=\"1\"  target=\"_blank\" href=\"http:\/\/quote.eastmoney.com\/unify\/r\/90.BK0475\" data-code=\"90,BK0475\">\u94f6\u884c<\/span>\u8c03\u67e5\u663e\u793a\uff0c14%\u7684\u6295\u8d44\u8005\u8ba1\u5212\u57282026\u5e74\u589e\u6301\u4e2d\u56fd\u5bf9\u51b2\u57fa\u91d1\uff0c\u6bd4\u4f8b\u9ad8\u4e8e2025\u5e74\u5b9e\u9645\u589e\u6301\u76849%\u3002<\/p>\n<p>\u4eca\u5e74\uff0c\u6295\u8d44\u8005\u6b63\u52a0\u901f\u5411\u4e2d\u56fd\u57fa\u91d1\u6295\u5165\u8d44\u91d1\uff0c\u4ee5\u4e3a\u7ec4\u5408\u63d0\u4f9b\u591a\u5143\u5316\u7684\u6536\u5165\u6765\u6e90\u3002\u6cd5\u56fd\u5df4\u9ece<span web=\"1\"  target=\"_blank\" href=\"http:\/\/quote.eastmoney.com\/unify\/r\/90.BK0475\" data-code=\"90,BK0475\">\u94f6\u884c<\/span>\u4f26\u6566\u529e\u516c\u5ba4\u5168\u7403\u8d44\u672c\u5f15\u5165\u8d1f\u8d23\u4ebaMarlin Naidoo\u65e5\u524d\u63a5\u53d7\u91c7\u8bbf\u65f6\u8868\u793a\uff0c\u80a1\u7968\u591a\u7a7a\u548c\u91cf\u5316<a href=\"https:\/\/www.alphaseek.cn\/?tag=%e7%ad%96%e7%95%a5\" title=\"View all posts in \u7b56\u7565\" target=\"_blank\" class=\"tag_link\">\u7b56\u7565<\/a>\u662f\u6295\u8d44\u8005\u504f\u597d\u7684\u4e2d\u56fd\u6295\u8d44\u7b56\u7565\u3002<\/p>\n<p>(\u6765\u6e90:\u5929\u5929\u57fa\u91d1\u7f51)<\/p>\n","protected":false},"excerpt":{"rendered":"<p>\u3010\u5bfc\u8bfb\u30111\u6708\u7f8e\u56fd\u548c\u6b27\u76df\u533a\u516c\u52df\u57fa\u91d1\u51c0\u6d41\u5165\u4e2d\u56fd90\u4ebf\u7f8e\u5143 \u4e2d\u56fd\u57fa\u91d1\u62a5\u8bb0\u8005\u5434\u5a1f\u5a1f 2\u670812\u65e5\uff0c\u6469\u6839\u58eb\u4e39\u5229\u53d1\u5e03\u7814\u7a76\u62a5\u544a [&hellip;]<\/p>\n","protected":false},"author":1,"featured_media":0,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":[],"categories":[232],"tags":[271,378,195,148,80,131,241,161,26,88,367,339,38],"views":47,"_links":{"self":[{"href":"https:\/\/www.alphaseek.cn\/index.php?rest_route=\/wp\/v2\/posts\/723985"}],"collection":[{"href":"https:\/\/www.alphaseek.cn\/index.php?rest_route=\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.alphaseek.cn\/index.php?rest_route=\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.alphaseek.cn\/index.php?rest_route=\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/www.alphaseek.cn\/index.php?rest_route=%2Fwp%2Fv2%2Fcomments&post=723985"}],"version-history":[{"count":0,"href":"https:\/\/www.alphaseek.cn\/index.php?rest_route=\/wp\/v2\/posts\/723985\/revisions"}],"wp:attachment":[{"href":"https:\/\/www.alphaseek.cn\/index.php?rest_route=%2Fwp%2Fv2%2Fmedia&parent=723985"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.alphaseek.cn\/index.php?rest_route=%2Fwp%2Fv2%2Fcategories&post=723985"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.alphaseek.cn\/index.php?rest_route=%2Fwp%2Fv2%2Ftags&post=723985"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}