{"id":810988,"date":"2026-07-07T02:44:06","date_gmt":"2026-07-06T18:44:06","guid":{"rendered":"https:\/\/www.alphaseek.cn\/?p=810988"},"modified":"2026-07-07T02:44:06","modified_gmt":"2026-07-06T18:44:06","slug":"%e6%91%a9%e6%a0%b9%e5%a3%ab%e4%b8%b9%e5%88%a9%e5%bb%ba%e8%ae%ae%e6%8a%bc%e6%b3%a8%e7%be%8e%e8%81%94%e5%82%a8%e5%8a%a0%e6%81%af%e9%a2%84%e6%9c%9f%e6%b6%88%e9%80%80","status":"publish","type":"post","link":"https:\/\/www.alphaseek.cn\/?p=810988","title":{"rendered":"\u6469\u6839\u58eb\u4e39\u5229\u5efa\u8bae\u62bc\u6ce8\u7f8e\u8054\u50a8\u52a0\u606f\u9884\u671f\u6d88\u9000"},"content":{"rendered":"<p><span><a href=\"https:\/\/stock.finance.sina.com.cn\/usstock\/quotes\/MS.html\" target=\"_blank\" data-sudaclick=\"content_marketkeywords_p\" rel=\"noopener\">\u6469\u6839\u58eb\u4e39\u5229<\/a><\/span><span><\/span>\u7684\u5229\u7387<a href=\"https:\/\/www.alphaseek.cn\/?tag=%e7%ad%96%e7%95%a5\" title=\"View all posts in \u7b56\u7565\" target=\"_blank\" 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class=\"tag_link\">\u6469\u6839\u58eb\u4e39\u5229<\/a>7\u67082\u65e5\u5efa\u8bae\u62bc\u6ce87\u5e74\u671f\u4e0e30\u5e74\u671f\u7f8e\u56fd\u56fd\u503a\u5229\u5dee\u6269\u5927\u3002<\/p>\n<p>\u8be5\u5229\u5dee\u5468\u4e00\u7f8e\u56fd\u4ea4\u6613\u65f6\u6bb5\u63a5\u8fd165\u4e2a\u57fa\u70b9\uff0c\u800c\u6469\u6839\u58eb\u4e39\u5229\u63d0\u51fa\u5efa\u8bae\u65f6\u4e3a63\u4e2a\u57fa\u70b9\u3002\u8be5\u884c\u5c06\u5229\u5dee\u76ee\u6807\u8bbe\u5728100\u4e2a\u57fa\u70b9\u3002\u5c3d\u7ba17\u67082\u65e5\u53d1\u5e03\u76846\u6708\u5c31\u4e1a\u6570\u636e\u75b2\u8f6f\uff0c\u4fc3\u4f7f\u7f8e\u56fd\u5229\u7387\u5e02\u573a\u4e0b\u8c03\u5bf9\u7f8e\u8054\u50a8\u6536\u7d27\u5e45\u5ea6\u7684\u5b9a\u4ef7\uff0c\u4f46Matthew 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class=\"tag_link\">\u964d\u606f<\/a>\u3002<\/p>\n<p>\u8be5\u884c\u7684\u5206\u6790\u90e8\u5206\u57fa\u4e8e\u65e7\u91d1\u5c71\u8054\u50a8\u7684\u201c\u4ee3\u7406\u8054\u90a6\u57fa\u91d1\u5229\u7387\u201d\uff0c\u8be5\u6307\u6807\u901a\u8fc7\u5305\u62ec\u7f8e\u56fd\u56fd\u503a\u548c\u62b5\u62bc\u8d37\u6b3e\u5229\u7387\u5728\u5185\u768412\u4e2a\u91d1\u878d\u53d8\u91cf\u8ba1\u7b97\u5f97\u51fa\u3002\u8fd9\u4e00\u53cd\u6620\u66f4\u5e7f\u6cdb\u91d1\u878d\u5e02\u573a\u72b6\u51b5\u7684\u6307\u6807\u6bd4\u5b9e\u9645\u8054\u90a6\u57fa\u91d1\u5229\u7387\u9ad8\u51fa100\u4e2a\u57fa\u70b9\u3002<\/p>\n<p>\u201c\u5728\u6ca1\u6709\u52a0\u606f\u7684\u60c5\u51b5\u4e0b \u2014\u2014 \u8fd9\u662f\u6211\u4eec\u7684\u57fa\u51c6\u89c2\u70b9 \u2014\u2014 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Cabana\u7b49\uff0c7\u67083\u65e5\u62a5\u544a\uff09<\/strong><\/p>\n<p>\u75b2\u8f6f\u76846\u6708\u5c31\u4e1a\u6570\u636e\u201c\u5bf9\u6211\u4eec\u652f\u4ed82\u5e74\u671f\u5229\u7387\u4ee5\u53ca2s10s\u8d8b\u5e73\u89c2\u70b9\u6784\u6210\u963b\u529b\u201d\uff0c\u4e0d\u8fc7\u201c\u9274\u4e8e\u7f8e\u56fd\u7ecf\u6d4e\u7684<a href=\"https:\/\/www.alphaseek.cn\/?tag=%e5%9f%ba%e6%9c%ac%e9%9d%a2\" title=\"View all posts in \u57fa\u672c\u9762\" target=\"_blank\" class=\"tag_link\">\u57fa\u672c\u9762<\/a>\u4f9d\u7136\u5f3a\u52b2\uff0c\u6211\u4eec\u7ee7\u7eed\u7ef4\u6301\u8fd9\u4e9b\u89c2\u70b9\u201d<\/p>\n<p><strong><span><a href=\"https:\/\/stock.finance.sina.com.cn\/usstock\/quotes\/GS.html\" target=\"_blank\" data-sudaclick=\"content_marketkeywords_p\" rel=\"noopener\">\u9ad8\u76db<\/a><\/span><span><\/span>\uff08George Cole\u3001William Marshall\u7b49\uff0c7\u67083\u65e5\u62a5\u544a\uff09<\/strong><\/p>\n<p>\u201c\u6cb9\u4ef7\u7a33\u5b9a\u548c\u6e29\u548c\u7684<a href=\"https:\/\/www.alphaseek.cn\/?tag=%e9%80%9a%e8%83%80\" title=\"View all posts in \u901a\u80c0\" target=\"_blank\" class=\"tag_link\">\u901a\u80c0<\/a>\u6d88\u606f\u53ef\u7ee7\u7eed\u652f\u6301\u52a0\u606f\u98ce\u9669\u9010\u6b65\u6d88\u9000\uff0c\u5e76\u6700\u7ec8\u63a8\u52a8\u66f2\u7ebf\u8d8b\u9661\uff1b\u4f46\u6211\u4eec\u8ba4\u4e3a\uff0c\u652f\u4ed8\u8fd1\u671f\u4f1a\u8bae\u5229\u7387\u7684\u5bf9\u51b2\u4ef7\u503c\uff0c\u5c06\u9650\u5236\u77ed\u7aef\u77ed\u671f\u5185\u538b\u7f29\u7684\u5e45\u5ea6\u201d<\/p>\n<p>\u4e0d\u8fc7\uff0c\u652f\u6301\u66f2\u7ebf\u8d8b\u9661\u7684\u662f\uff0c\u9274\u4e8e\u589e\u957f\u4e0b\u884c\u98ce\u9669\u964d\u4f4e\u4ee5\u53caAI\u8d44\u672c\u5f00\u652f\u6301\u7eed\uff0c\u957f\u7aef\u5229\u7387\u4e0b\u884c\u7a7a\u95f4\u6709\u9650<\/p>\n<p><strong>\u6469\u6839\u58eb\u4e39\u5229\uff08Matthew Hornbach\u7b49\uff0c7\u67082\u65e5\u62a5\u544a\uff09<\/strong><\/p>\n<p>\u5efa\u8bae\u572863\u4e2a\u57fa\u70b9\u91cd\u65b0\u5e03\u5c40\u7f8e\u56fd\u56fd\u503a7s30s\u66f2\u7ebf\u8d8b\u9661\u4ea4\u6613\uff0c\u76ee\u6807\u4e3a100\u4e2a\u57fa\u70b9\uff0c\u6b62\u635f\u4e3a50\u4e2a\u57fa\u70b9\u3002<\/p>\n<p>\u8fd8\u5efa\u8bae\u5c06SOFR Z6\/M7\u8d8b\u5e73\u4ea4\u6613\u8f6c\u6362\u4e3aM7\/M8\u8d8b\u9661\u4ea4\u6613\uff0c\u5165\u573a\u4f4d\u4e3a-19\u4e2a\u57fa\u70b9\uff0c\u76ee\u6807\u4e3a-4\u4e2a\u57fa\u70b9\uff0c\u521d\u59cb\u6b62\u635f\u4e3a-26\u4e2a\u57fa\u70b9\u3002<\/p>\n<p><strong>\u9053\u660e\u8bc1\u5238\uff08Gennadiy Goldberg\u7b49\uff0c7\u67082\u65e5\u62a5\u544a\uff09<\/strong><\/p>\n<p>\u9884\u8ba1\u7f8e\u8054\u50a8\u4eca\u5e74\u6216\u660e\u5e74\u90fd\u4e0d\u4f1a\u8c03\u6574\u5229\u7387\uff0c\u201c\u6211\u4eec\u8ba4\u4e3a\u5e02\u573a\u5bf97\u6708\u52a0\u606f\u7684\u5b9a\u4ef7\u8fc7\u5ea6\uff0c\u56e0\u4e3a\u7f8e\u8054\u50a8\u672c\u6708\u5e95\u524d\u4e0d\u4f1a\u638c\u63e1\u8db3\u591f\u4fe1\u606f\u6765\u4f5c\u51fa\u51b3\u5b9a\u201d\uff0c\u7ef4\u6301\u63a5\u65367\u6708OIS\u5229\u7387\u7684\u5efa\u8bae\u3002<\/p>\n<p><strong>Wells Fargo Securities\uff08Erik Nelson\u7b49\uff0c7\u67082\u65e5\u62a5\u544a\uff09<\/strong><\/p>\n<p>\u9884\u8ba1\u5e02\u573a\u5bf97\u6708\u7f8e\u8054\u50a8\u6536\u7d27\u7684\u5b9a\u4ef7\u201c\u5c06\u7ee7\u7eed\u7f13\u6162\u6d88\u9000\u201d\uff0c\u9884\u8ba1\u201c9\u6708\u52a0\u606f25\u4e2a\u57fa\u70b9\u7684\u9690\u542b\u6982\u7387\u5c06\u8fdb\u4e00\u6b65\u63a5\u8fd150%\u201d\u3002<\/p>\n<p>\u4e0d\u8fc7\uff0c\u8be5\u884c\u4ecd\u9884\u8ba1\uff0c\u5728<a href=\"https:\/\/www.alphaseek.cn\/?tag=cpi\" title=\"View all posts in CPI\" target=\"_blank\" class=\"tag_link\">CPI<\/a>\u53d1\u5e03\u524d\uff0c2\u5e74\u671fSOFR\u548c\u7f8e\u56fd\u56fd\u503a\u5229\u7387\u53ef\u80fd\u4e0b\u964d7\u81f310\u4e2a\u57fa\u70b9\uff1b\u5982\u679cFOMC\u4f1a\u8bae\u7eaa\u8981\u770b\u8d77\u6765\u4e0d\u5982\u70b9\u9635\u56fe\/\u65b0\u95fb\u53d1\u5e03\u4f1a\u6240\u6697\u793a\u7684\u90a3\u6837\u9e70\u6d3e\uff0c\u964d\u5e45\u53ef\u80fd\u66f4\u5927\u3002<\/p>\n<p>\u8d23\u4efb\u7f16\u8f91\uff1a\u4e01\u6587\u6b66 <\/p>\n","protected":false},"excerpt":{"rendered":"<p>\u6469\u6839\u58eb\u4e39\u5229\u7684\u5229\u7387\u7b56\u7565\u5e08\u5efa\u8bae\uff0c\u968f\u7740\u7f8e\u8054\u50a8\u52a0\u606f\u9884\u671f\u51cf\u5f31\uff0c\u6295\u8d44\u8005\u5e94\u62bc\u6ce8\u8f83\u77ed\u671f\u9650\u7f8e\u56fd\u56fd\u503a\u6536\u76ca\u7387\u76f8\u5bf9\u4e8e\u8f83\u957f\u671f\u9650\u54c1\u79cd\u4e0b\u884c\u3002 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