{"id":809616,"date":"2026-07-03T15:49:04","date_gmt":"2026-07-03T07:49:04","guid":{"rendered":"https:\/\/www.alphaseek.cn\/?p=809616"},"modified":"2026-07-03T15:49:04","modified_gmt":"2026-07-03T07:49:04","slug":"%e5%8d%83%e7%a6%a7%e5%b9%b4%e4%b8%8epoint72%e4%b8%9a%e7%bb%a9%e4%b8%8a%e6%b6%a8-%e5%af%b9%e5%86%b2%e5%9f%ba%e9%87%91%e4%bb%8e%e4%bc%8a%e6%9c%97%e6%88%98%e4%ba%8b%e5%86%b2%e5%87%bb%e4%b8%ad%e5%8f%8d","status":"publish","type":"post","link":"https:\/\/www.alphaseek.cn\/?p=809616","title":{"rendered":"\u5343\u79a7\u5e74\u4e0ePoint72\u4e1a\u7ee9\u4e0a\u6da8 \u5bf9\u51b2\u57fa\u91d1\u4ece\u4f0a\u6717\u6218\u4e8b\u51b2\u51fb\u4e2d\u53cd\u5f39"},"content":{"rendered":"<p>\u636e\u77e5\u60c5\u4eba\u58eb\u900f\u9732\uff0cIzzy Englander\u65d7\u4e0b\u7684\u5343\u79a7\u5e74\u57fa\u91d1\uff08Millennium\uff09\u4e0eSteve Cohen\u65d7\u4e0b\u7684Point72\u57fa\u91d1\uff0c\u6210\u4e3a\u4eca\u5e74\u4e0a\u534a\u5e74\u5f55\u5f97\u4e24\u4f4d\u6570\u6da8\u5e45\u7684\u5927\u578b<a 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class=\"tag_link\">\u5bf9\u51b2\u57fa\u91d1<\/a>\u4e4b\u4e00\uff0c\u8be5\u884c\u4e1a\u6b63\u4ece\u6b64\u524d\u4f0a\u6717\u6218\u4e8b\u7206\u53d1\u6240\u5bfc\u81f4\u7684\u4e8f\u635f\u4e2d\u6062\u590d\u8fc7\u6765\u3002<\/p>\n<p>\u7ba1\u7406\u7ea6890\u4ebf\u7f8e\u5143\u8d44\u4ea7\u7684\u5343\u79a7\u5e74\u57fa\u91d1\uff0c\u4e0a\u6708\uff086\u6708\uff09\u6536\u76ca\u7387\u4e3a4.1%\uff0c\u4f7f\u5176\u622a\u81f36\u6708\u4efd\u7684\u534a\u5e74\u7d2f\u8ba1\u6536\u76ca\u7387\u8fbe\u523010.5%\u3002Point72\u57fa\u91d1\u622a\u81f36\u670825\u65e5\u7684\u5f53\u6708\u6536\u76ca\u7387\u4e3a3.4%\uff0c\u4eca\u5e74\u8fc4\u4eca\u7d2f\u8ba1\u6536\u76ca\u7387\u8fbe\u523014.5%\u3002<\/p>\n<p>\u5176\u7ade\u4e89\u5bf9\u624bSchonfeld\u57fa\u91d1\u65d7\u4e0b\u7684\u65d7\u8230\u57fa\u91d1\uff08\u8be5\u57fa\u91d1\u603b\u8d44\u4ea7\u7ba1\u7406\u89c4\u6a21\u7ea6220\u4ebf\u7f8e\u5143\uff09\u4e0a\u534a\u5e74\u6536\u76ca\u7387\u8fbe8.4%\u3002\u4e0a\u8ff0\u4e09\u5bb6\u516c\u53f8\u5747\u62d2\u7edd\u7f6e\u8bc4\u3002<\/p>\n<p>\u8bb8\u591a\u6240\u8c13\u7684\u201c\u591a\u7ecf\u7406\u4eba\u5bf9\u51b2\u57fa\u91d1\u201d\uff08\u5185\u90e8\u8fd0\u8425\u6570\u5341\u751a\u81f3\u6570\u767e\u4e2a\u72ec\u7acb\u4ea4\u6613\u56e2\u961f\uff09\u4eca\u5e74\u4e00\u5b63\u5ea6\u7ecf\u5386\u4e86\u9887\u5177\u6311\u6218\u6027\u7684\u65f6\u671f\uff0c\u539f\u56e0\u662f<a 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class=\"tag_link\">\u5916\u6c47<\/a>\u53ca\u5176\u4ed6\u8d44\u4ea7\u4e0a\u7684\u62bc\u6ce8\u3002<\/p>\n<p>\u636e\u6570\u636e\u4f9b\u5e94\u5546HFR\u7edf\u8ba1\uff0c\u51b2\u7a81\u7206\u53d1\u540e\u76843\u6708\u4efd\uff0c\u5bf9\u51b2\u57fa\u91d1\u5e73\u5747\u4e8f\u635f2.8%\uff0c\u4f46\u6b64\u540e\u968f\u7740\u80a1\u5e02\u5f3a\u52b2\u53cd\u5f39\uff0c\u5df2\u5927\u5e45\u56de\u5347\u3002<\/p>\n<p>\u8bb8\u591a\u57fa\u91d1\u5df2\u6293\u4f4f\u534a\u5bfc\u4f53\u80a1\u7968\u7684<a href=\"https:\/\/www.alphaseek.cn\/?tag=%e6%8a%95%e8%b5%84\" title=\"View all posts in \u6295\u8d44\" target=\"_blank\" class=\"tag_link\">\u6295\u8d44<\/a>\u673a\u4f1a\uff0c\u5982<span><a href=\"https:\/\/stock.finance.sina.com.cn\/usstock\/quotes\/AMD.html\" target=\"_blank\" data-sudaclick=\"content_marketkeywords_p\" rel=\"noopener\">AMD<\/a><\/span><span><\/span>\u3001Sandisk\u548c<span><a href=\"https:\/\/stock.finance.sina.com.cn\/usstock\/quotes\/INTC.html\" target=\"_blank\" data-sudaclick=\"content_marketkeywords_p\" rel=\"noopener\">\u82f1\u7279\u5c14<\/a><\/span><span><\/span>\uff08Intel\uff09\u3002\u8fd9\u4e9b\u80a1\u7968\u4eca\u5e74\u5927\u5e45\u4e0a\u6da8\uff0c\u53d7\u76ca\u4e8e\u8d85\u5927\u89c4\u6a21\u4f01\u4e1a\uff08hyperscalers\uff0c\u6307\u5927\u578b<a href=\"https:\/\/www.alphaseek.cn\/?tag=%e4%ba%91%e6%9c%8d%e5%8a%a1\" title=\"View all posts in \u4e91\u670d\u52a1\" target=\"_blank\" class=\"tag_link\">\u4e91\u670d\u52a1<\/a>\u5546\uff09\u7684\u5de8\u989d\u8d44\u672c\u652f\u51fa\u3002<\/p>\n<p>\u6b64\u5916\uff0c\u603b\u90e8\u4f4d\u4e8e\u4f26\u6566\u7684\u5bf9\u51b2\u57fa\u91d1Pharo\u65d7\u4e0b\u7684\u5b8f\u89c2\u57fa\u91d1\uff08Macro fund\uff09\u4e0a\u534a\u5e74\u6536\u76ca\u7387\u4e3a9.7%\uff0c\u800c\u5728\u4f26\u6566<a href=\"https:\/\/www.alphaseek.cn\/?tag=%e4%b8%8a%e5%b8%82\" title=\"View all posts in \u4e0a\u5e02\" target=\"_blank\" class=\"tag_link\">\u4e0a\u5e02<\/a>\u7684\u6295\u8d44\u7ba1\u7406\u516c\u53f8\u82f1\u4ed5\u66fc\u96c6\u56e2\uff08Man Group\uff09\u65d7\u4e0b\u7684\u65d7\u8230\u591a<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>\u57fa\u91d1\u521d\u6b65\u6570\u636e\u663e\u793a\u4e0a\u534a\u5e74\u6536\u76ca\u7387\u4e3a8.2%\u3002<\/p>\n<div><\/div>\n<p>  <script type=\"text\/javascript\" src=\"\/\/finance.sina.com.cn\/tgdata\/zw_account_stock.js\" charset=\"utf-8\"><\/script>                                                                                                     <\/p>\n<p>\u8d23\u4efb\u7f16\u8f91\uff1a\u674e\u5b89\u6850 <\/p>\n","protected":false},"excerpt":{"rendered":"<p>\u636e\u77e5\u60c5\u4eba\u58eb\u900f\u9732\uff0cIzzy Englander\u65d7\u4e0b\u7684\u5343\u79a7\u5e74\u57fa\u91d1\uff08Millennium\uff09\u4e0eSteve Cohen\u65d7 [&hellip;]<\/p>\n","protected":false},"author":1,"featured_media":0,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"aside","meta":[],"categories":[4],"tags":[195,62,40,35,80,241,88,367,159,42],"views":12,"_links":{"self":[{"href":"https:\/\/www.alphaseek.cn\/index.php?rest_route=\/wp\/v2\/posts\/809616"}],"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=809616"}],"version-history":[{"count":0,"href":"https:\/\/www.alphaseek.cn\/index.php?rest_route=\/wp\/v2\/posts\/809616\/revisions"}],"wp:attachment":[{"href":"https:\/\/www.alphaseek.cn\/index.php?rest_route=%2Fwp%2Fv2%2Fmedia&parent=809616"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.alphaseek.cn\/index.php?rest_route=%2Fwp%2Fv2%2Fcategories&post=809616"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.alphaseek.cn\/index.php?rest_route=%2Fwp%2Fv2%2Ftags&post=809616"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}