{"id":8431,"date":"2025-02-04T00:52:00","date_gmt":"2025-02-04T05:52:00","guid":{"rendered":"https:\/\/diaomao.cc\/?p=8431"},"modified":"2025-02-04T00:52:03","modified_gmt":"2025-02-04T05:52:03","slug":"%e9%ab%98%e7%9b%9b%e7%a7%91%e6%96%af%e4%ba%ac%ef%bc%9a%e7%89%b9%e6%9c%97%e6%99%ae%e5%85%b3%e7%a8%8e%e5%86%b2%e5%87%bb%e7%9b%88%e5%88%a9%ef%bc%8c%e6%a0%87%e6%99%ae500%e5%b0%86%e4%b8%8b%e8%b7%8c","status":"publish","type":"post","link":"https:\/\/diaomao.cc\/?p=8431","title":{"rendered":"\u9ad8\u76db\u79d1\u65af\u4eac\uff1a\u7279\u6717\u666e\u5173\u7a0e\u51b2\u51fb\u76c8\u5229\uff0c\u6807\u666e500\u5c06\u4e0b\u8dcc"},"content":{"rendered":"\n<ol class=\"wp-block-list\">\n<li>\u7b56\u7565\u5e08\uff1a\u80a1\u6307\u516c\u5141\u4ef7\u503c\u56e0\u5229\u6da6\u4e0b\u6ed1\u4e0b\u8dcc5%<\/li>\n\n\n\n<li>\u6700\u65b0\u5173\u7a0e\u5c06\u6301\u7eed\u538b\u7f29\u76c8\u52292-3%<\/li>\n<\/ol>\n\n\n\n<p><strong>\u672a\u6765\u51e0\u4e2a\u6708\u5185\uff0c\u7531\u4e8eTrump\u653f\u5e9c\u6700\u65b0\u4e00\u8f6e\u5173\u7a0e\u9650\u5236\u4e86\u6536\u76ca\u9884\u6d4b\uff0cGoldman Sachs Group Inc\u7b56\u7565\u5e08\u8ba4\u4e3a\u7f8e\u56fd\u80a1\u5e02\u5b58\u57285%\u7684\u4e0b\u8dcc\u98ce\u9669\u3002<\/strong><\/p>\n\n\n\n<p>\u7f8e\u56fd\u603b\u7edf<strong>Donald Trump<\/strong>\u5df2\u5ba3\u5e03\u5bf9\u6765\u81ea<strong>Mexico<\/strong>\u548c<strong>Canada<\/strong>\u7684\u8fdb\u53e3\u5546\u54c1\u5f81\u653625%\u7684\u5173\u7a0e\uff0c\u9664\u975e\u5728\u6700\u540e\u4e00\u523b\u8fbe\u6210\u534f\u8bae\uff0c\u8be5\u5173\u7a0e\u5c06\u4e8e\u5468\u4e8c\u751f\u6548\u3002<strong>China<\/strong>\u5c06\u88ab\u5f81\u653610%\u7684\u5173\u7a0e\uff0c\u540c\u65f6<strong>Trump<\/strong>\u8fd8\u91cd\u7533\u5bf9<strong>European Union<\/strong>\u7684\u8b66\u544a\uff0c\u79f0\u5173\u7a0e\u201c\u80af\u5b9a\u4f1a\u53d1\u751f\u201d\u3002<\/p>\n\n\n\n<p>\u201c\u8fd9\u4e9b\u516c\u544a\u4ee4\u8bb8\u591a\u6295\u8d44\u8005\u611f\u5230\u9707\u60ca\uff0c\u56e0\u4e3a\u4ed6\u4eec\u9884\u8ba1\u5173\u7a0e\u53ea\u6709\u5728\u8d38\u6613\u8c08\u5224\u5931\u8d25\u7684\u60c5\u51b5\u4e0b\u624d\u4f1a\u88ab\u5f81\u6536\uff0c\u201d<strong>Goldman Sachs Group Inc<\/strong>\u7b56\u7565\u5e08<strong>David Kostin<\/strong>\u5728\u4e00\u4efd\u62a5\u544a\u4e2d\u5199\u9053\u3002<\/p>\n\n\n\n<p><strong>\u201c\u6211\u4eec\u7684\u7ecf\u6d4e\u5b66\u5bb6\u63cf\u8ff0\u524d\u666f\u4e0d\u660e\u6717\uff0c\u4f46\u76f8\u4fe1\u5bf9Canada\u548cMexico\u7684\u5173\u7a0e\u5f88\u53ef\u80fd\u662f\u6682\u65f6\u7684\u3002\u201d<\/strong><\/p>\n\n\n\n<p><strong>Kostin<\/strong>\u8868\u793a\uff0c\u5982\u679c\u8fd9\u4e9b\u6700\u65b0\u5173\u7a0e\u5f97\u4ee5\u6301\u7eed\uff0c\u4ed6\u5bf9<strong>S&amp;P 500<\/strong>\u7684\u76c8\u5229\u9884\u6d4b\u5c06\u4e0b\u964d\u7ea62%\u81f33%\uff0c\u5c1a\u672a\u8003\u8651\u8fdb\u4e00\u6b65\u6536\u7d27\u91d1\u878d\u6761\u4ef6\u6216\u6d88\u8d39\u8005\u548c\u4f01\u4e1a\u884c\u4e3a\u53d8\u5316\u7684\u5f71\u54cd\u3002\u4ed6\u8fd8\u8b66\u544a\u79f0\uff0c\u7531\u4e8e\u5bf9\u76c8\u5229\u548c\u80a1\u6743\u4f30\u503c\u7684\u6253\u51fb\uff0c<strong>S&amp;P 500<\/strong>\u7684\u516c\u5141\u4ef7\u503c\u5728\u77ed\u671f\u5185\u53ef\u80fd\u4f1a\u4e0b\u8dcc\u7ea65%\u3002<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img data-dominant-color=\"e4e8f0\" data-has-transparency=\"false\" style=\"--dominant-color: #e4e8f0;\" loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"553\" src=\"https:\/\/diaomao.cc\/wp-content\/uploads\/2025\/02\/image-45-1024x553.webp\" alt=\"\" class=\"wp-image-8436 not-transparent\" srcset=\"https:\/\/diaomao.cc\/wp-content\/uploads\/2025\/02\/image-45-1024x553.webp 1024w, https:\/\/diaomao.cc\/wp-content\/uploads\/2025\/02\/image-45-300x162.webp 300w, https:\/\/diaomao.cc\/wp-content\/uploads\/2025\/02\/image-45-768x415.webp 768w, https:\/\/diaomao.cc\/wp-content\/uploads\/2025\/02\/image-45-png.webp 1208w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<p><strong>Kostin\u662f2024\u5e74\u521d\u5bf9US\u80a1\u5e02\u6301\u8c28\u614e\u6001\u5ea6\u7684\u8f83\u4e3a\u8c28\u614e\u58f0\u97f3\u4e4b\u4e00\uff0c\u968f\u540e\u591a\u6b21\u63d0\u9ad8\u5e74\u7ec8\u76ee\u6807\u4ee5\u8ffd\u4e0aS&amp;P 500\u7684\u6da8\u52bf\u3002<\/strong><\/p>\n\n\n\n<p>\u5bf9\u4e8e2025\u5e74\u672b\uff0c\u7b56\u7565\u5e08\u8bbe\u5b9a\u4e866500\u70b9\u7684\u76ee\u6807\u2014\u2014\u610f\u5473\u7740\u4ece\u4e0a\u5468\u4e94\u7684\u6536\u76d8\u70b9\u4f4d\u4e0a\u6da8\u7ea68%\u3002<\/p>\n\n\n\n<p>\u5c3d\u7ba1\u57fa\u51c6\u6307\u6570\u57281\u6708\u4efd\u4e0a\u6da8\u4e862.7%\uff0c\u4f46\u6295\u8d44\u8005\u60c5\u7eea\u53d7\u5230<strong>Trump<\/strong>\u653f\u7b56\u53ef\u80fd\u5f15\u53d1\u901a\u80c0\u7684\u62c5\u5fe7\u6240\u5f71\u54cd\u3002\u79d1\u6280\u80a1\u4e5f\u56e0\u62c5\u5fc3<strong>US<\/strong>\u53ef\u80fd\u65e0\u6cd5\u5728\u4eba\u5de5\u667a\u80fd\u521b\u65b0\u65b9\u9762\u4fdd\u6301\u9886\u5148\u5730\u4f4d\u800c\u52a8\u8361\u4e0d\u5b89\u3002<\/p>\n\n\n\n<p>\u5168\u7403\u80a1\u5e02\u5468\u4e00\u4e0b\u8dcc\uff0c\u5fe7\u8651\u6700\u65b0\u7684\u5173\u7a0e\u63aa\u65bd\u53ef\u80fd\u5bfc\u81f4\u5168\u9762\u7684\u8d38\u6613\u6218\u3002<\/p>\n\n\n\n<p>\u6240\u6709\u76ee\u5149\u90fd\u96c6\u4e2d\u5728\u7b2c\u56db\u5b63\u5ea6\u7684\u8d22\u62a5\u5b63\uff0c\u5bfb\u627e<strong>Corporate America<\/strong>\u5982\u4f55\u4e3a<strong>Trump<\/strong>\u7684\u4fdd\u62a4\u4e3b\u4e49\u8bae\u7a0b\u505a\u51c6\u5907\u7684\u7ebf\u7d22\u3002\u5c3d\u7ba1\u76ee\u524d\u4ecd\u662f\u65e9\u671f\u9636\u6bb5\uff0c\u5173\u7a0e\u5df2\u7ecf\u5728\u76c8\u5229\u540e\u4f1a\u8bae\u7535\u8bdd\u4e2d\u5360\u636e\u4e3b\u5bfc\u5730\u4f4d\u3002<\/p>\n\n\n\n<p><strong>Morgan Stanley<\/strong>\u7b56\u7565\u5e08<strong>Michael Wilson<\/strong>\u2014\u2014\u57282024\u5e74\u4e2d\u671f\u4e4b\u524d\u662f\u6700\u663e\u8457\u7684\u770b\u8dcc\u80a1\u7968\u58f0\u97f3\u4e4b\u4e00\u2014\u2014\u8868\u793a\uff0c\u80a1\u5e02\u8fc4\u4eca\u5bf9\u6301\u7eed\u5f81\u6536\u5173\u7a0e\u6301\u4e50\u89c2\u6001\u5ea6\uff0c\u4f46\u8fd9\u79cd\u770b\u6cd5\u201c\u53ef\u80fd\u4f1a\u9762\u4e34\u8003\u9a8c\uff0c\u5173\u7a0e\u6301\u7eed\u65f6\u95f4\u8d8a\u957f\u3002\u201d<\/p>\n\n\n\n<p>\u5728<strong>RBC Capital Markets<\/strong>\uff0c\u7b56\u7565\u5e08<strong>Lori Calvasina<\/strong>\u4e5f\u8b66\u544a\u79f0\uff0c\u5173\u7a0e\u516c\u544a\u540e\uff0c\u7531\u4e8e\u6295\u8d44\u8005\u66dd\u9669\u5ea6\u9ad8\u53ca\u80a1\u6743\u4f30\u503c\u9ad8\uff0c<strong>S&amp;P 500<\/strong>\u53ef\u80fd\u51fa\u73b05%\u81f310%\u7684\u56de\u8c03\u3002<\/p>\n\n\n\n<h4 class=\"wp-block-heading\" id=\"%E5%85%B3%E9%94%AE%E8%AF%8D\"><strong>\u5173\u952e\u8bcd<\/strong><\/h4>\n\n\n\n<ul class=\"wp-block-list\">\n<li><a href=\"https:\/\/diaomao.cc\/?tag=%E7%89%B9%E6%9C%97%E6%99%AE\">\u7279\u6717\u666e<\/a><\/li>\n\n\n\n<li><a href=\"https:\/\/diaomao.cc\/?tag=%E9%AB%98%E7%9B%9B\">\u9ad8\u76db<\/a><\/li>\n\n\n\n<li><a href=\"https:\/\/diaomao.cc\/?tag=%E5%85%B3%E7%A8%8E\">\u5173\u7a0e<\/a><\/li>\n\n\n\n<li><a href=\"https:\/\/diaomao.cc\/?tag=S&amp;P500\">S&amp;P500<\/a><\/li>\n\n\n\n<li><a href=\"https:\/\/diaomao.cc\/?tag=%E4%B8%AD%E7%BE%8E%E8%B4%B8%E6%98%93%E6%88%98\">\u4e2d\u7f8e\u8d38\u6613\u6218<\/a><\/li>\n<\/ul>\n\n\n\n<h4 class=\"wp-block-heading\" id=\"%E9%A2%84%E6%B5%8B\"><strong>\u9884\u6d4b<\/strong><\/h4>\n\n\n\n<p><strong>\u7279\u6717\u666e\u653f\u5e9c\u6700\u65b0\u5173\u7a0e\u63aa\u65bd\u53ef\u80fd\u5bfc\u81f4\u7f8e\u56fd\u80a1\u5e02\u5728\u672a\u6765\u51e0\u4e2a\u6708\u5185\u4e0b\u8dcc5%\u3002<\/strong><\/p>\n\n\n\n<h4 class=\"wp-block-heading\" id=\"%E6%95%B0%E6%8D%AE%E6%91%98%E8%A6%81\"><strong>\u6570\u636e\u6458\u8981<\/strong><\/h4>\n\n\n\n<ul class=\"wp-block-list\">\n<li>\u9ad8\u76db\u7b56\u7565\u5e08David Kostin\u9884\u6d4bS&amp;P500\u76c8\u5229\u5c06\u4e0b\u964d2%\u81f33%\u3002<\/li>\n\n\n\n<li>\u7279\u6717\u666e\u5ba3\u5e03\u5bf9\u58a8\u897f\u54e5\u548c\u52a0\u62ff\u5927\u8fdb\u53e3\u5546\u54c1\u5f81\u653625%\u5173\u7a0e\uff0c\u5bf9\u4e2d\u56fd\u5f81\u653610%\u5173\u7a0e\uff0c\u5173\u7a0e\u5c06\u4e8e\u5468\u4e8c\u751f\u6548\u3002<\/li>\n\n\n\n<li>\u622a\u81f31\u6708\uff0c\u57fa\u51c6\u6307\u6570\u4e0a\u6da82.7%\u3002<\/li>\n\n\n\n<li>\u9ad8\u76db\u5c062025\u5e74\u672bS&amp;P500\u76ee\u6807\u5b9a\u4e3a6500\u70b9\uff0c\u7ea6\u4e0a\u6da88%\u3002<\/li>\n<\/ul>\n\n\n\n<h4 class=\"wp-block-heading\" id=\"%E6%8A%95%E8%B5%84%E5%88%86%E6%9E%90\"><strong>\u6295\u8d44\u5206\u6790<\/strong><\/h4>\n\n\n\n<p>\u7531\u4e8e\u5173\u7a0e\u53ef\u80fd\u5bf9\u8fdb\u53e3\u4f9d\u8d56\u9ad8\u7684\u884c\u4e1a\u5982\u5236\u9020\u4e1a\u548c\u96f6\u552e\u4e1a\u9020\u6210\u51b2\u51fb\uff0c\u6295\u8d44\u8005\u5e94\u8c28\u614e\u914d\u7f6e\u76f8\u5173\u80a1\u7968\u3002\u540c\u65f6\uff0c\u5e02\u573a\u7684\u77ed\u671f\u6ce2\u52a8\u63d0\u4f9b\u4e86\u6f5c\u5728\u7684\u957f\u671f\u6295\u8d44\u673a\u4f1a\uff0c\u5efa\u8bae\u5173\u6ce8\u53d7\u653f\u7b56\u5f71\u54cd\u8f83\u5c0f\u7684\u9632\u5fa1\u6027\u677f\u5757\u5e76\u907f\u514d\u9ad8\u98ce\u9669\u884c\u4e1a\u3002<\/p>\n","protected":false},"excerpt":{"rendered":"<p>\u7279\u6717\u666e\u653f\u5e9c\u6700\u65b0\u5173\u7a0e\u63aa\u65bd\u53ef\u80fd\u5bfc\u81f4\u7f8e\u56fd\u80a1\u5e02\u5728\u672a\u6765\u51e0\u4e2a\u6708\u5185\u4e0b\u8dcc5%\u3002<\/p>\n","protected":false},"author":1,"featured_media":8435,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_uag_custom_page_level_css":"","footnotes":""},"categories":[1831],"tags":[1794,1782,1778,425,493],"class_list":["post-8431","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-1831","tag-kostin","tag-michael-wilson","tag-morgan-stanley-2","tag-guan-shui","tag-493"],"yoast_head":"<!-- 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