{"id":852983,"date":"2026-09-24T22:12:30","date_gmt":"2026-09-24T14:12:30","guid":{"rendered":"https:\/\/www.alphaseek.cn\/?p=852983"},"modified":"2026-09-24T22:12:30","modified_gmt":"2026-09-24T14:12:30","slug":"%e7%9b%98%e5%89%8d%ef%bc%9a%e7%ba%b3%e6%8c%87%e6%9c%9f%e8%b4%a7%e8%b7%8c1-08-%e5%80%ba%e5%b8%82%e6%83%a8%e7%83%88%e6%8a%9b%e5%94%ae%e8%bf%98%e5%9c%a8%e7%bb%a7%e7%bb%ad","status":"publish","type":"post","link":"https:\/\/www.alphaseek.cn\/?p=852983","title":{"rendered":"\u76d8\u524d\uff1a\u7eb3\u6307\u671f\u8d27\u8dcc1.08% \u503a\u5e02\u60e8\u70c8\u629b\u552e\u8fd8\u5728\u7ee7\u7eed"},"content":{"rendered":"<p>\u5168\u7403\u91d1\u878d\u5e02\u573a\u7ee7\u7eed\u5904\u4e8e\u7d27\u5f20\u72b6\u6001\u3002\u80a1\u5e02\u4e0b\u8dcc\uff0c\u6cb9\u4ef7\u518d\u6b21\u4e0a\u6da8\u5f15\u53d1<a href=\"https:\/\/www.alphaseek.cn\/?tag=%e5%80%ba%e5%88%b8\" title=\"View all posts in \u503a\u5238\" target=\"_blank\" class=\"tag_link\">\u503a\u5238<\/a>\u5e02\u573a\u8fdb\u4e00\u6b65\u629b\u552e\uff0c\u5e76\u63a8\u52a830\u5e74\u671f<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>\u56fd\u503a\u6536\u76ca\u7387\u5347\u81f32004\u5e74\u4ee5\u6765\u6700\u9ad8\u6c34\u5e73\u3002<\/p>\n<p>\u622a\u81f3\u53d1\u7a3f\uff0c\u9053\u6307\u671f\u8d27\u8dcc0.42%\u3002\u6807\u666e500\u6307\u6570\u671f\u8d27\u8dcc0.63%\uff0c\u672c\u5468\u6da8\u5e45\u53ef\u80fd\u51e0\u4e4e\u88ab\u5168\u90e8\u62b9\u53bb\u3002\u968f\u7740<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>\u80a1\u906d\u9047\u629b\u552e\uff0c\u7eb3\u6307\u671f\u8d27\u8dcc1.08%\u3002<\/p>\n<p>\u4e9a\u6d32\u548c<a href=\"https:\/\/www.alphaseek.cn\/?tag=%e6%ac%a7%e6%b4%b2\" title=\"View all posts in \u6b27\u6d32\" target=\"_blank\" class=\"tag_link\">\u6b27\u6d32<\/a>\u4e3b\u8981\u80a1\u6307\u8fde\u7eed\u7b2c\u4e8c\u4e2a\u4ea4\u6613\u65e5\u4e0b\u8dcc\u3002<\/p>\n<p>\u672c\u5468\u80a1\u5e02\u4e0a\u6da8\u4e00\u5ea6\u63a8\u52a8<span><a href=\"https:\/\/stock.finance.sina.com.cn\/usstock\/quotes\/.IXIC.html\" target=\"_blank\" data-sudaclick=\"content_marketkeywords_p\" rel=\"noopener\">\u7eb3\u65af\u8fbe\u514b<\/a><\/span><span><\/span>100\u6307\u6570\u521b\u4e0b\u5386\u53f2\u65b0\u9ad8\uff0c\u4f46\u8fd9\u8f6e\u6da8\u52bf\u6b63\u5728\u5931\u53bb\u52a8\u80fd\u3002\u5e02\u573a\u8d8a\u6765\u8d8a\u62c5\u5fc3\uff0c\u9ad8\u4f01\u7684\u503a\u5238\u6536\u76ca\u7387\u6b63\u5728\u524a\u5f31\u80a1\u7968\u76f8\u5bf9\u4e8e\u503a\u5238\u7684\u5438\u5f15\u529b\uff0c\u5e76\u5bf9\u4f30\u503c\u6784\u6210\u538b\u529b\u3002\u6700\u65b0\u4e00\u8f6e\u503a\u5238\u629b\u552e\uff0c\u6e90\u4e8e\u5e02\u573a\u5bf9\u987d\u56fa<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>\u548c\u8d22\u653f<a href=\"https:\/\/www.alphaseek.cn\/?tag=%e9%a3%8e%e9%99%a9\" title=\"View all posts in \u98ce\u9669\" target=\"_blank\" class=\"tag_link\">\u98ce\u9669<\/a>\u4e0a\u5347\u7684\u62c5\u5fe7\u518d\u6b21\u5347\u6e29\u3002<\/p>\n<p><span><a href=\"https:\/\/stock.finance.sina.com.cn\/usstock\/quotes\/ING.html\" target=\"_blank\" data-sudaclick=\"content_marketkeywords_p\" rel=\"noopener\">\u8377\u5170\u56fd\u9645<\/a><\/span><span><\/span>\u96c6\u56e2\u7684Simon Wiersma\u8868\u793a\uff1a\u201c\u6211\u7684\u57fa\u51c6\u5224\u65ad\u5e76\u4e0d\u662f\u6536\u76ca\u7387\u4e0a\u5347\u4f1a\u5f15\u53d1\u5e7f\u6cdb\u7684\u80a1\u7968\u718a\u5e02\uff0c\u4f46\u5b83\u4eec\u53ef\u80fd\u4f1a\u9650\u5236\u4f30\u503c\u8fdb\u4e00\u6b65\u6269\u5f20\uff0c\u5e76\u4ee4\u4f01\u4e1a\u76c8\u5229\u589e\u957f\u53d8\u5f97\u8d8a\u6765\u8d8a\u91cd\u8981\u3002\u5173\u952e\u95ee\u9898\u5728\u4e8e\uff0c\u6536\u76ca\u7387\u4e0a\u5347\u7a76\u7adf\u662f\u56e0\u4e3a\u7ecf\u6d4e\u589e\u957f\u4ecd\u7136\u5f3a\u52b2\uff0c\u8fd8\u662f\u56e0\u4e3a<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>\u8005\u8981\u6c42\u83b7\u5f97\u66f4\u9ad8\u8865\u507f\uff0c\u4ee5\u5e94\u5bf9\u901a\u80c0\u548c\u8d22\u653f\u98ce\u9669\u3002\u201d<\/p>\n<p>\u4f0a\u6717\u5b98\u5458\u8b66\u544a\u6218\u4e89\u6269\u5927\u5230<a href=\"https:\/\/www.alphaseek.cn\/?tag=%e5%8d%b0%e5%ba%a6\" title=\"View all posts in \u5370\u5ea6\" target=\"_blank\" class=\"tag_link\">\u5370\u5ea6<\/a>\u6d0b<\/p>\n<p>\u5e03\u4f26\u7279\u539f\u6cb9\u5347\u5411\u6bcf\u6876104\u7f8e\u5143\u3002\u6cb9\u4ef7\u6700\u65b0\u4e00\u8f6e\u4e0a\u6da8\u53d1\u751f\u5728\u4e00\u540d\u4f0a\u6717\u5b98\u5458\u8b66\u544a\u4e4b\u540e\u3002\u8be5\u5b98\u5458\u8868\u793a\uff0c\u5982\u679c\u7f8e\u56fd\u6216\u4ee5\u8272\u5217\u518d\u6b21\u53d1\u52a8\u653b\u51fb\uff0c\u5fb7\u9ed1\u5170\u65b9\u9762\u53ef\u80fd\u628a\u6218\u4e89\u6269\u5927\u5230\u5370\u5ea6\u6d0b\u3002<\/p>\n<p>\u5fb7\u610f\u5fd7\u94f6\u884c\u5206\u6790\u5e08\u6307\u51fa\uff0c\u4f0a\u6717\u5916\u4ea4\u90e8\u8868\u793a\uff0c\u5df2\u5411\u7f8e\u56fd\u63d0\u51fa\u4e00\u4efd\u91cd\u542f\u505c\u706b\u8c08\u5224\u7684\u6761\u4ef6\u6e05\u5355\uff0c\u5176\u4e2d\u5305\u62ec\u63a5\u53d7\u7531\u963f\u66fc\u548c\u4f0a\u6717\u5546\u5b9a\u7684\u4e00\u6761\u822a\u8fd0\u8def\u7ebf\u3001\u7ed3\u675f\u6d77\u4e0a\u5c01\u9501\uff0c\u4ee5\u53ca\u91ca\u653e\u4f0a\u6717\u88ab\u51bb\u7ed3\u8d44\u4ea7\u3002<\/p>\n<p>\u4f0a\u6717\u603b\u7edf\u4f69\u6cfd\u5e0c\u9f50\u626c\u4e5f\u53d1\u8868\u5f3a\u786c\u8868\u6001\u79f0\uff0c\u53ea\u8981\u7f8e\u56fd\u5c01\u9501\u548c<a href=\"https:\/\/www.alphaseek.cn\/?tag=%e5%88%b6%e8%a3%81\" title=\"View all posts in \u5236\u88c1\" target=\"_blank\" class=\"tag_link\">\u5236\u88c1<\/a>\u4ecd\u5728\u7ee7\u7eed\uff0c\u4f0a\u6717\u5c31\u4e0d\u4f1a\u5141\u8bb8\u970d\u5c14\u6728\u5179\u6d77\u5ce1\u6062\u590d\u81ea\u7531\u822a\u884c\u3002<\/p>\n<p>\u4f0a\u6717\u534a\u5b98\u65b9\u6cd5\u5c14\u65af<a href=\"https:\/\/www.alphaseek.cn\/?tag=%e9%80%9a%e8%ae%af\" title=\"View all posts in \u901a\u8baf\" target=\"_blank\" class=\"tag_link\">\u901a\u8baf<\/a>\u793e\u63f4\u5f15Yahya Rahim Safavi\u7684\u8bdd\u79f0\uff1a\u201c\u73b0\u5728\u6218\u4e89\u5df2\u7ecf\u4ece\u6ce2\u65af\u6e7e\u548c\u970d\u5c14\u6728\u5179\u6d77\u5ce1\u6269\u5927\u5230\u7ea2\u6d77\uff0c\u5728\u6f5c\u5728\u51b2\u7a81\u7684\u4e0b\u4e00\u9636\u6bb5\uff0c\u8fd8\u53ef\u80fd\u8fdb\u4e00\u6b65\u6269\u5927\u3002\u201dSafavi\u540c\u65f6\u4e5f\u662f\u4f0a\u6717\u4f0a\u65af\u5170\u9769\u547d\u536b\u961f\u9ad8\u7ea7\u6210\u5458\u3002<\/p>\n<p>Candriam\u591a\u8d44\u4ea7\u4e3b\u7ba1Nadege Dufosse\u8868\u793a\uff1a\u201c\u603b\u4f53\u800c\u8a00\uff0c\u6cb9\u4ef7\u4ecd\u7136\u662f\u6700\u5173\u952e\u7684\u9a71\u52a8\u56e0\u7d20\u3002\u6295\u8d44\u8005\u73b0\u5728\u51e0\u4e4e\u662f\u5728\u6478\u9ed1\u524d\u884c\uff0c\u56e0\u4e3a\u6839\u672c\u65e0\u6cd5\u5224\u65ad\u4f0a\u6717\u4e0e\u7f8e\u56fd\u4e4b\u95f4\u7684\u8c08\u5224\u6700\u7ec8\u4f1a\u671d\u54ea\u4e2a\u65b9\u5411\u53d1\u5c55\u3002\u201d<\/p>\n<p>\u503a\u5e02\u60e8\u70c8\u629b\u552e\u8fd8\u5728\u7ee7\u7eed<\/p>\n<p>\u503a\u5238\u5e02\u573a\u7684\u629b\u552e\u4e5f\u8513\u5ef6\u81f3\u4e9a\u6d32\u3002\u5468\u56db\uff0c<a href=\"https:\/\/www.alphaseek.cn\/?tag=%e6%97%a5%e6%9c%ac\" title=\"View all posts in \u65e5\u672c\" target=\"_blank\" class=\"tag_link\">\u65e5\u672c<\/a>\u3001\u6fb3\u5927\u5229\u4e9a\u548c\u65b0\u897f\u5170\u56fd\u503a\u6536\u76ca\u7387\u5747\u4e0a\u6da8\u8d85\u8fc710\u4e2a\u57fa\u70b9\u3002\u5176\u4e2d\uff0c\u65e5\u672c10\u5e74\u671f\u56fd\u503a\u6536\u76ca\u7387\u5728\u4e9a\u6d32\u9694\u591c\u4ea4\u6613\u4e2d\u5347\u81f330\u5e74\u6765\u6700\u9ad8\u6c34\u5e73\u3002<\/p>\n<p>\u7f8e\u56fd\u56fd\u503a\u957f\u7aef\u629b\u552e\u7ee7\u7eed\u3002\u7f8e\u56fd10\u5e74\u671f\u56fd\u503a\u6536\u76ca\u7387\u2014\u2014\u8fd9\u662f\u89c4\u6a21\u8fbe29\u4e07\u4ebf\u7f8e\u5143\u7684\u7f8e\u56fd\u56fd\u503a\u5e02\u573a\u6838\u5fc3\u57fa\u51c6\uff0c\u4e5f\u662f\u5168\u7403\u51e0\u4e4e\u6240\u6709\u91d1<a href=\"https:\/\/www.alphaseek.cn\/?tag=%e8%9e%8d%e8%b5%84\" title=\"View all posts in \u878d\u8d44\" target=\"_blank\" class=\"tag_link\">\u878d\u8d44<\/a>\u4ea7\u5b9a\u4ef7\u7684\u91cd\u8981\u951a\u2014\u2014\u5728\u6b27\u6d32\u65e9\u76d8\u4e00\u5ea6\u5347\u81f35.145%\uff0c\u521b\u5168\u7403<a href=\"https:\/\/www.alphaseek.cn\/?tag=%e9%87%91%e8%9e%8d%e5%8d%b1%e6%9c%ba\" title=\"View all posts in \u91d1\u878d\u5371\u673a\" target=\"_blank\" class=\"tag_link\">\u91d1\u878d\u5371\u673a<\/a>\u4ee5\u6765\u65b0\u9ad8\u300230\u5e74\u671f\u56fd\u503a\u6536\u76ca\u7387\u4e0a\u6da83\u4e2a\u57fa\u70b9\u81f35.43%\u3002<\/p>\n<p>\u6cd5\u56fd\u548c\u5fb7\u56fd\u653f\u5e9c\u501f\u6b3e\u6210\u672c\u4e4b\u95f4\u7684\u5229\u5dee\u4e5f\u6269\u5927\u81f32012\u5e74\u6b27\u6d32<a href=\"https:\/\/www.alphaseek.cn\/?tag=%e5%a4%ae%e8%a1%8c\" title=\"View all posts in \u592e\u884c\" target=\"_blank\" class=\"tag_link\">\u592e\u884c<\/a>\u524d\u884c\u957f\u5fb7\u62c9\u5409\u53d1\u8868\u201c\u4e0d\u60dc\u4e00\u5207\u4ee3\u4ef7\u201d\u8bb2\u8bdd\u4ee5\u6765\u6700\u5927\u6c34\u5e73\u3002<\/p>\n<p>\u5f3a\u52b2\u7684PMI\u6570\u636e\u4ee5\u53ca\u9700\u6c42\u75b2\u8f6f\u7684\u7f8e\u56fd\u56fd\u503a\u62cd\u5356\u8fdb\u4e00\u6b65\u52a0\u5267\u4e86\u5468\u4e09\u7684\u5168\u7403\u503a\u5e02\u629b\u552e\u3002<\/p>\n<p>\u5b89\u76db\u9996\u5e2d\u7ecf\u6d4e\u5b66\u5bb6Gilles Moec\u8868\u793a\uff0c\u76ee\u524d\u63a8\u52a8\u957f\u671f\u5229\u7387\u8d70\u9ad8\u7684\u5404\u79cd\u6761\u4ef6\u90fd\u5df2\u7ecf\u5177\u5907\u3002<\/p>\n<p>Moec\u8868\u793a\uff1a\u201c\u901a\u80c0\u5f88\u9ad8\uff0c\u592e\u884c\u5b98\u5458\u4e0d\u65ad\u91ca\u653e\u9e70\u6d3e\u4fe1\u53f7\uff0c<a href=\"https:\/\/www.alphaseek.cn\/?tag=%e7%a7%91%e6%8a%80%e8%a1%8c%e4%b8%9a\" title=\"View all posts in \u79d1\u6280\u884c\u4e1a\" target=\"_blank\" class=\"tag_link\">\u79d1\u6280\u884c\u4e1a<\/a>\u5de8\u5927\u7684\u878d\u8d44\u9700\u6c42\u4e5f\u5728\u4e89\u593a\u8d44\u91d1\uff0c\u800c\u4e14\u7f8e\u56fd\u503a\u52a1\u8def\u5f84\u4ecd\u7136\u770b\u4e0d\u5230\u4ee4\u4eba\u5b89\u5fc3\u7684\u8ff9\u8c61\u3002\u201d<\/p>\n<p>\u4ed6\u8865\u5145\u79f0\uff1a\u201c\u8fd9\u4e9b\u672c\u8eab\u90fd\u662f\u975e\u5e38\u91cd\u5927\u7684\u5b8f\u89c2\u95ee\u9898\uff0c\u800c\u5728\u6b64\u4e4b\u4e0a\uff0c\u8fd8\u6709\u4e00\u4e2a\u975e\u9ed1\u5373\u767d\u7684\u5730\u7f18\u653f\u6cbb\u53d8\u91cf\uff0c\u4e5f\u5c31\u662f\u4e2d\u4e1c\u5c40\u52bf\u63a5\u4e0b\u6765\u4f1a\u600e\u4e48\u53d1\u5c55\u3002\u201d<\/p>\n<p>\u5386\u53f2\u7ecf\u9a8c\u663e\u793a\uff0c\u503a\u5238\u5e02\u573a\u878d\u8d44\u6210\u672c\u5927\u5e45\u98d9\u5347\u5f80\u5f80\u4f1a\u7ed9\u80a1\u5e02\u5e26\u6765\u6c89\u91cd\u538b\u529b\u3002\u4e0a\u4e00\u6b21\u7f8e\u56fd10\u5e74\u671f\u56fd\u503a\u6536\u76ca\u7387\u7a81\u78345%\u662f\u5728\u5168\u7403\u91d1\u878d\u5371\u673a\u524d\u5915\uff0c\u6b64\u540eMSCI\u5168\u7403\u6307\u6570\u4e00\u5ea6\u8170\u65a9\u3002\u4e0d\u523010\u5e74\u524d\uff0c\u5e02\u573a\u4e5f\u66fe\u51fa\u73b0\u7c7b\u4f3c\u60c5\u51b5\uff0c\u5f53\u65f6\u63a5\u8fd16.8%\u7684\u7f8e\u56fd\u56fd\u503a\u6536\u76ca\u7387\u98d9\u5347\uff0c\u6210\u4e3a\u523a\u7834\u4e92\u8054\u7f51\u6ce1\u6cab\u7684\u56e0\u7d20\u4e4b\u4e00\u3002<\/p>\n<p>Pictet Asset Management<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>\u5e08Arun Sai\u8868\u793a\uff1a\u201c\u503a\u5238\u5e02\u573a\u663e\u7136\u5b58\u5728\u7126\u8651\uff0c\u8fd9\u4e00\u70b9\u6beb\u65e0\u7591\u95ee\u3002\u201d<\/p>\n<p>\u4ed6\u8865\u5145\u79f0\uff1a\u201c\u6211\u4eec\u6b63\u5728\u7ecf\u5386\u4e00\u4e2a\u7a33\u6001\u5747\u8861\u88ab\u591a\u65b9\u9762\u6311\u6218\u7684\u9636\u6bb5\uff0c\u5404\u79cd\u53d9\u4e8b\u5f7c\u6b64\u7ade\u4e89\uff0c\u800c\u73b0\u5728\u8fd8\u4e0d\u6e05\u695a\u5230\u5e95\u54ea\u4e00\u79cd\u662f\u6b63\u786e\u7684\u3002\u201d<\/p>\n<p>\u7f8e\u5143\u8d70\u5f3a<\/p>\n<p>\u5e02\u573a\u5bf9\u5229\u7387\u5c06\u5728\u66f4\u957f\u65f6\u95f4\u5185\u7ef4\u6301\u9ad8\u4f4d\u7684\u9884\u671f\uff0c\u4e5f\u63a8\u52a8\u7f8e\u5143\u6709\u671b\u5f55\u5f975\u6708\u4ee5\u6765\u6700\u957f\u8fde\u6da8\u7eaa\u5f55\u3002<\/p>\n<p>\u5728\u5468\u4e09\u5f3a\u52b2PMI\u6570\u636e\u516c\u5e03\u540e\uff0c\u6839\u636e\u829d\u5546\u6240FedWatch\u5de5\u5177\uff0c\u4ea4\u6613\u5458\u76ee\u524d\u9884\u8ba1<a href=\"https:\/\/www.alphaseek.cn\/?tag=%e7%be%8e%e8%81%94%e5%82%a8\" title=\"View all posts in \u7f8e\u8054\u50a8\" target=\"_blank\" class=\"tag_link\">\u7f8e\u8054\u50a8<\/a>10\u6708\u518d\u6b21<a href=\"https:\/\/www.alphaseek.cn\/?tag=%e5%8a%a0%e6%81%af\" title=\"View all posts in \u52a0\u606f\" target=\"_blank\" class=\"tag_link\">\u52a0\u606f<\/a>\u7684\u6982\u7387\u63a5\u8fd170%\uff0c\u9ad8\u4e8e\u4e00\u5468\u524d\u768450%\u3002<\/p>\n<p>\u7ecf\u6d4e\u6570\u636e\u65b9\u9762\uff0c\u7f8e\u56fd\u52b3\u5de5\u90e8\u7a0d\u540e\u9884\u8ba1\u516c\u5e03\uff0c\u622a\u81f39\u670819\u65e5\u5f53\u5468\u521d\u8bf7\u5931\u4e1a\u91d1\u4eba\u6570\u53ef\u80fd\u5347\u81f320.1\u4e07\uff1b\u6b64\u524d\u4e00\u5468\u7eed\u8bf7\u5931\u4e1a\u91d1\u4eba\u6570\u9884\u8ba1\u589e\u52a01.5\u4e07\uff0c\u81f3174.5\u4e07\u30028\u6708\u65b0\u5c4b\u9500\u552e\u9884\u8ba1\u4ece7\u6708\u768460.7\u4e07\u5957\u5c0f\u5e45\u5347\u81f361.5\u4e07\u5957\u3002<\/p>\n<p>\u5468\u56db\u8fd8\u5c06\u6709\u591a\u4f4d\u7f8e\u8054\u50a8\u548c\u6b27\u6d32\u592e\u884c\u5b98\u5458\u53d1\u8868\u8bb2\u8bdd\uff0c\u5305\u62ec<a href=\"https:\/\/www.alphaseek.cn\/?tag=%e7%ba%bd%e7%ba%a6\" title=\"View all posts in \u7ebd\u7ea6\" target=\"_blank\" class=\"tag_link\">\u7ebd\u7ea6<\/a>\u8054\u50a8\u4e3b\u5e2dJohn Williams\u3001\u514b\u5229\u592b\u5170\u8054\u50a8\u4e3b\u5e2dBeth Hammack\uff0c\u4ee5\u53ca\u6b27\u6d32\u592e\u884c\u6267\u884c\u59d4\u5458\u4f1a\u6210\u5458Isabel Schnabel\u548cPhilip Lane\u3002<\/p>\n<p>\u56fd\u9645\u91d1\u878d\u534f\u4f1a\uff1a\u4e0a\u534a\u5e74\u5168\u7403\u503a\u52a1\u589e10\u4e07\u4ebf\u7f8e\u5143\uff0c \u603b\u89c4\u6a21\u7a81\u7834365\u4e07\u4ebf\u7f8e\u5143\u3002<\/p>\n<p>\u56fd\u9645\u91d1\u878d\u534f\u4f1a\u6570\u636e\u663e\u793a\uff0c\u4eca\u5e74\u4e0a\u534a\u5e74\u5168\u7403\u503a\u52a1\u5927\u589e10\u4e07\u4ebf\u7f8e\u5143\uff0c\u603b\u89c4\u6a21\u7a81\u7834365\u4e07\u4ebf\u7f8e\u5143\u3002<\/p>\n<p>\u7f8e\u56fd\u3001\u65e5\u672c\u3001\u6b27\u6d32\u7b49\u53d1\u8fbe\u7ecf\u6d4e\u4f53\u8d64\u5b57\u3001\u4ed8\u606f\u538b\u529b\u6fc0\u589e\uff0c\u53bb\u5e74\u5229\u606f\u652f\u51fa\u8d853.3\u4e07\u4ebf\u7f8e\u5143\uff0c\u8d85\u8fc7\u5168\u7403\u56fd\u9632\u3001AI\u3001\u6e05\u6d01<a href=\"https:\/\/www.alphaseek.cn\/?tag=%e8%83%bd%e6%ba%90\" title=\"View all posts in \u80fd\u6e90\" target=\"_blank\" class=\"tag_link\">\u80fd\u6e90<\/a>\u5355\u9879\u6295\u5165\u3002<\/p>\n<p>\u56fd\u9645\u91d1\u878d\u534f\u4f1a\u8b66\u793a\uff0c\u503a\u52a1\u95ee\u9898\u5df2\u7ecf\u6f14\u53d8\u4e3a\u653f\u6cbb\u8bae\u9898\uff0c\u50ac\u751f\u201c\u9009\u4e3e\u5468\u671f\u4e0e\u77ed\u671f\u5e94\u6025\u653f\u7b56\u4e4b\u95f4\u7684\u6076\u6027\u5faa\u73af\uff1b\u968f\u7740\u65b0\u589e\u503a\u52a1\u7684\u8fb9\u9645\u6548\u7528\u9012\u51cf\uff0c\u957f\u671f\u8d22\u653f\u8106\u5f31\u6027\u968f\u4e4b\u7d2f\u79ef\u201d\u3002<\/p>\n<p>\u62a5\u544a\u8865\u5145\u9053\uff1a\u201c\u968f\u7740\u57fa\u51c6\u5229\u7387\u4e0a\u884c\uff0c\u5229\u606f\u652f\u51fa\u5c06\u5927\u5e45\u6fc0\u589e\uff1b\u800c\u533b\u7597\u4e0e\u516c\u5171\u517b\u8001\u91d1\u652f\u51fa\u5e26\u6765\u7684\u7ed3\u6784\u6027\u538b\u529b\uff0c\u5728\u5f88\u5927\u7a0b\u5ea6\u4e0a\u4ecd\u672a\u5f97\u5230\u89e3\u51b3\u3002\u201d<\/p>\n<p><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>\u8d44\u7ba1\uff1a\u7f8e\u8054\u50a8\u4e0d\u592a\u53ef\u80fd\u8fdb\u5165\u6301\u7eed\u52a0\u606f\u5468\u671f\u3002<\/p>\n<p><a href=\"https:\/\/www.alphaseek.cn\/?tag=%e9%ab%98%e7%9b%9b\" title=\"View all posts in \u9ad8\u76db\" target=\"_blank\" class=\"tag_link\">\u9ad8\u76db<\/a>\u8d44\u4ea7\u7ba1\u7406\u5728\u4e00\u4efd\u62a5\u544a\u4e2d\u8868\u793a\uff0c\u4ecd\u4e0d\u9884\u8ba1\u7f8e\u8054\u50a8\u4f1a\u8fdb\u5165\u6301\u7eed\u52a0\u606f\u5468\u671f\u3002<\/p>\n<p>\u8be5\u673a\u6784\u79f0\uff1a\u201c\u6211\u4eec\u8ba4\u4e3a\uff0c\u5173\u7971\u548c\u80fd\u6e90\u76f8\u5173\u7684\u4ef7\u683c\u538b\u529b\u53ef\u80fd\u6d88\u9000\uff0c\u7ecf\u6d4e\u51e0\u4e4e\u6ca1\u6709\u8fc7\u70ed\u8ff9\u8c61\uff0c\u901a\u80c0\u9884\u671f\u4e5f\u4fdd\u6301\u951a\u5b9a\u3002\u201d<\/p>\n<p>\u7f8e\u8054\u50a8\u4e0a\u5468\u4f1a\u8bae\u7684\u70b9\u9635\u56fe\u663e\u793a\u4eca\u5e74\u8fd8\u5c06\u52a0\u606f\u4e00\u6b21\u3002\u6839\u636eLSEG\u6570\u636e\uff0c<a href=\"https:\/\/www.alphaseek.cn\/?tag=%e8%b4%a7%e5%b8%81\" title=\"View all posts in \u8d27\u5e01\" target=\"_blank\" class=\"tag_link\">\u8d27\u5e01<\/a>\u5e02\u573a\u5b9a\u4ef7\u663e\u793a\uff0c\u5728\u7f8e\u8054\u50a8\u4eca\u5e74\u5269\u4f59\u4e24\u6b21\u4f1a\u8bae\u4e0a\u5c06\u7d2f\u8ba1\u52a0\u606f37\u4e2a\u57fa\u70b9\u3002<\/p>\n<p>\u7126\u70b9\u4e2a\u80a1<\/p>\n<p>\u53d7\u8d22\u5e74\u7b2c\u4e00\u5b63\u5ea6\u8d22\u62a5\u5f71\u54cd\uff0c\u6a44\u6984\u56ed\uff08Olive Garden\uff09\u4e0e\u957f\u89d2\u725b\u6392\u9986\uff08LongHorn Steakhouse\uff09\u7684\u6bcd\u516c\u53f8\u8fbe\u767b\u996d\u5e97\u80a1\u4ef7\u4e0b\u8dcc 6.6%\u3002\u8fbe\u767b\u6bcf\u80a1\u6536\u76ca 2.05 \u7f8e\u5143\uff0c\u4e0e\u5e02\u573a\u9884\u671f\u6301\u5e73\uff1b\u8425\u6536 32.0 \u4ebf\u7f8e\u5143\uff0c\u7565\u4f4e\u4e8e FactSet \u8c03\u67e5\u5206\u6790\u5e08\u7ed9\u51fa\u7684 32.1 \u4ebf\u7f8e\u5143\u9884\u671f\u3002\u516c\u53f8\u540c\u65f6\u91cd\u7533\u4e86\u5168\u5e74<a href=\"https:\/\/www.alphaseek.cn\/?tag=%e4%b8%9a%e7%bb%a9\" title=\"View all posts in \u4e1a\u7ee9\" target=\"_blank\" class=\"tag_link\">\u4e1a\u7ee9<\/a>\u6307\u5f15\u3002<\/p>\n<p>People Incorporated \u64a4\u56de<a href=\"https:\/\/www.alphaseek.cn\/?tag=%e6%94%b6%e8%b4%ad\" title=\"View all posts in \u6536\u8d2d\" target=\"_blank\" class=\"tag_link\">\u6536\u8d2d<\/a>\u5168\u90e8\u6d41\u901a\u80a1\u7684\u8981\u7ea6\uff0c\u7f8e\u9ad8\u6885\u5ea6\u5047\u6751\u66b4\u8dcc\u8d85 9%\u3002\u5df4\u91cc\u30fb\u8fea\u52d2\u8868\u793a\uff1a\u201c\u4e8b\u6001\u63a8\u8fdb\u60c5\u51b5\u5e76\u672a\u8fbe\u5230\u6211\u4eec\u7684\u9884\u671f\u201d\uff0c\u4f46\u4ed6\u4ecd\u770b\u597d\u516c\u53f8\u524d\u666f\uff0c\u76ee\u524d\u4ecd\u6301\u6709\u7f8e\u9ad8\u6885 6680 \u4e07\u80a1\u80a1\u4efd\u3002<\/p>\n<p>\u52a0\u62ff\u5927\u8f6f\u4ef6\u53ca\u670d\u52a1\u5546\u9ed1\u8393\u53d1\u5e03\u7b2c\u4e8c\u5b63\u5ea6\u8d22\u62a5\u540e\uff0c\u80a1\u4ef7\u4e0a\u6da8 2%\u3002\u9ed1\u8393\u8c03\u6574\u540e\u6bcf\u80a1\u6536\u76ca 7 \u7f8e\u5206\uff0c\u9ad8\u4e8e FactSet \u7edf\u8ba1\u5206\u6790\u5e08\u9884\u671f\u7684 4 \u7f8e\u5206\uff1b\u8425\u6536 1.633 \u4ebf\u7f8e\u5143\uff0c\u5bf9\u6bd4\u5e02\u573a\u4e00\u81f4\u9884\u671f 1.425 \u4ebf\u7f8e\u5143\uff0c\u4e1a\u7ee9\u8d85\u9884\u671f\u3002<\/p>\n<p>\u53d7\u672c\u5468 Muse AI \u667a\u80fd\u4ee3\u7406\u6982\u5ff5\u63a8\u52a8\uff0cMETA\u672c\u5468\u8fc4\u4eca\u7d2f\u8ba1\u4e0a\u6da8\u8fd1 12%\uff0c\u968f\u540e\u56de\u843d 2%\u3002\u5468\u4e09\u665a\u95f4\uff0c\u9996\u5e2d\u6267\u884c\u5b98\u9a6c\u514b\u30fb\u624e\u514b\u4f2f\u683c\u53d1\u5e03 Meta VR \u773c\u955c\uff0c\u4ee5\u53ca\u53ef\u642d\u914d Muse \u4f7f\u7528\u7684\u624b\u6301\u8bbe\u5907 Muse Charm\u3002<\/p>\n<p>\u6fc0\u8fdb\u6295\u8d44\u8005\u53f3\u8237\u4ef7\u503c\uff08Starboard Value\uff09\u5df2\u53d6\u5f97\u8fd9\u5bb6\u5efa\u6750\u4e0e\u5de5\u7a0b\u670d\u52a1\u5546Knife River\u7684\u5927\u989d\u80a1\u6743\uff0c\u6d88\u606f\u516c\u5e03\u540e\u8be5\u80a1\u4e0a\u6da8 5%\u3002\u636e\u62a5\u9053\uff0c\u53f3\u8237\u4ef7\u503c\u5e0c\u671b Knife River \u6539\u5584\u5229\u6da6\u7387\uff0c\u6216\u8003\u8651\u6574\u4f53\u51fa\u552e\u516c\u53f8\u3002<\/p>\n<p>\u56e0\u5206\u6790\u5e08\u5927\u4f1a\u91ca\u653e\u79ef\u6781\u4fe1\u53f7\uff0c\u53e0\u52a0 2028 \u5e74\u521d\u6b65\u4e1a\u7ee9\u6307\u5f15\u5411\u597d\uff0c\u6570\u636e\u5b58\u50a8\u7ba1\u7406\u516c\u53f8Everpure\u80a1\u4ef7\u5927\u6da8 6.7%\u3002Everpure \u9884\u8ba1 2028 \u5e74\u8425\u6536 70\u201173 \u4ebf\u7f8e\u5143\uff0c\u9ad8\u4e8e FactSet \u5206\u6790\u5e08\u4e00\u81f4\u9884\u671f\u7684 61.9 \u4ebf\u7f8e\u5143\uff1b\u975e GAAP \u8425\u4e1a\u5229\u6da6\u6307\u5f15\u540c\u6837\u8d85\u51fa\u5e02\u573a\u9884\u671f\u3002<\/p>\n<p><a href=\"https:\/\/www.alphaseek.cn\/?tag=%e9%bb%84%e9%87%91\" title=\"View all posts in \u9ec4\u91d1\" target=\"_blank\" class=\"tag_link\">\u9ec4\u91d1<\/a>\u77ff\u4e1a\u80a1\u968f\u91d1\u4ef7\u540c\u6b65\u8d70\u5f31\u3002\u91d1\u7f57\u65af\u9ec4\u91d1\u4e0b\u8dcc\u8fd1 4%\uff1b\u7ebd\u8499\u7279\u77ff\u4e1a\u3001IAG\u5747\u4e0b\u8dcc\u7ea6 1%\u3002<\/p>\n<p>\u8d23\u4efb\u7f16\u8f91\uff1a\u90ed\u660e\u715c <\/p>\n","protected":false},"excerpt":{"rendered":"<p>\u5168\u7403\u91d1\u878d\u5e02\u573a\u7ee7\u7eed\u5904\u4e8e\u7d27\u5f20\u72b6\u6001\u3002\u80a1\u5e02\u4e0b\u8dcc\uff0c\u6cb9\u4ef7\u518d\u6b21\u4e0a\u6da8\u5f15\u53d1\u503a\u5238\u5e02\u573a\u8fdb\u4e00\u6b65\u629b\u552e\uff0c\u5e76\u63a8\u52a830\u5e74\u671f\u7f8e\u56fd\u56fd\u503a\u6536\u76ca\u7387\u5347\u81f32 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