{"id":8704,"date":"2025-02-25T09:09:30","date_gmt":"2025-02-25T14:09:30","guid":{"rendered":"https:\/\/diaomao.cc\/?p=8704"},"modified":"2025-02-25T09:09:33","modified_gmt":"2025-02-25T14:09:33","slug":"%e4%b8%ad%e5%9b%bd%ef%bc%9a%e6%9b%bf%e4%bb%a3%e3%80%8c%e5%a3%ae%e4%b8%bd%e4%b8%83%e5%90%9b%e5%ad%90%e3%80%8d%e7%9a%84%e6%96%b9%e6%a1%88%e5%b7%b2%e5%88%b0%e6%9d%a5","status":"publish","type":"post","link":"https:\/\/diaomao.cc\/?p=8704","title":{"rendered":"\u4e2d\u56fd\uff1a\u66ff\u4ee3\u300c\u58ee\u4e3d\u4e03\u541b\u5b50\u300d\u7684\u65b9\u6848\u5df2\u5230\u6765"},"content":{"rendered":"\n<p>\u4e00\u4e2a\u5f3a\u6709\u529b\u7684\u4fe1\u5ff5\u4ea4\u6613\u6b63\u5728\u52a8\u6447\u3002\u968f\u7740<strong>international stocks<\/strong>\u4eca\u5e74\u8868\u73b0\u4f18\u5f02\uff0c\u5168\u7403\u6295\u8d44\u8005\u6b63\u5728\u8d28\u7591\u4ed6\u4eec\u5bf9<strong>US exceptionalism<\/strong>\u7684\u4fe1\u5fc3\u662f\u5426\u8fc7\u5934\u4e86\u3002<\/p>\n\n\n\n<p>\u5f53\u6211\u4eec\u89c2\u5bdf<strong>China<\/strong>\u7684\u5927\u79d1\u6280\u516c\u53f8\u65f6\uff0c\u8fd9\u79cd\u5bf9\u6bd4\u5c24\u4e3a\u660e\u663e\u3002<strong>BYD Co.<\/strong>\u3001<strong>Alibaba Group Holding Ltd.<\/strong>\u3001<strong>Tencent Holdings Ltd.<\/strong>&nbsp;\u548c&nbsp;<strong>Xiaomi Corp.<\/strong>\uff0c\u7b80\u79f0<strong>BATX<\/strong>\uff0c\u6db5\u76d6\u4e86\u7535\u52a8\u8f66\u5236\u9020\u3001\u7535\u5b50\u5546\u52a1\u3001\u793e\u4ea4\u5a92\u4f53\u548c\u89c6\u9891\u6e38\u620f\u7b49\u9886\u57df\uff0c\u5e73\u5747\u4e0a\u6da8\u4e8646%\u3002\u76f8\u6bd4\u4e4b\u4e0b\uff0c<strong>Magnificent Seven<\/strong>\u80a1\u7968\u4eca\u5e74\u8fc4\u4eca\u4e3a\u6b62\u51e0\u4e4e\u6ca1\u6709\u6da8\u5e45\u3002<\/p>\n\n\n\n<figure class=\"wp-block-image size-full\"><img data-dominant-color=\"f3f4f5\" data-has-transparency=\"false\" style=\"--dominant-color: #f3f4f5;\" loading=\"lazy\" decoding=\"async\" width=\"659\" height=\"340\" src=\"https:\/\/diaomao.cc\/wp-content\/uploads\/2025\/02\/image-127-png.webp\" alt=\"\" class=\"wp-image-8717 not-transparent\" srcset=\"https:\/\/diaomao.cc\/wp-content\/uploads\/2025\/02\/image-127-png.webp 659w, https:\/\/diaomao.cc\/wp-content\/uploads\/2025\/02\/image-127-300x155.webp 300w\" sizes=\"auto, (max-width: 659px) 100vw, 659px\" \/><\/figure>\n\n\n\n<p><strong>DeepSeek<\/strong>\u7684\u5230\u6765\u8ba9<strong>US<\/strong>\u653f\u754c\u610f\u8bc6\u5230\uff0c\u5c3d\u7ba1<strong>Washington<\/strong>\u5bf9AI\u76f8\u5173\u82af\u7247\u4ea7\u54c1\u5b9e\u65bd\u4e86\u4e25\u683c\u7684\u51fa\u53e3\u7ba1\u5236\uff0c\u4e2d\u56fd\u5728\u5168\u7403\u6280\u672f\u5347\u7ea7\u4e2d\u5e76\u672a\u88ab\u629b\u5728\u540e\u9762\u3002\u8fd9\u4e5f\u662f\u8d44\u4ea7\u7ba1\u7406\u8005\u53d7\u5230\u4e86\u6b22\u8fce\u7684\u5598\u606f\u673a\u4f1a\u3002\u4ed6\u4eec\u7ec8\u4e8e\u53ef\u4ee5\u544a\u8bc9\u6295\u8d44\u8005\uff0c\u867d\u7136\u6210\u957f\u578b\u80a1\u7968\u5f88\u5c11\u4fbf\u5b9c\uff0c\u4f46\u5b83\u4eec\u786e\u5b9e\u5b58\u5728\u3002<\/p>\n\n\n\n<p>\u8fdb\u51652025\u5e74\uff0c\u6301\u6709<strong>US big tech<\/strong>\u663e\u7136\u662f\u6700\u62e5\u6324\u7684\u4ea4\u6613\u3002\u4f46\u5e02\u573a\u4e0a\u5b58\u5728\u4e0d\u5b89\u3002\u636e<strong>Bank of America Merrill Lynch<\/strong>\u6700\u65b0\u7684\u57fa\u91d1\u7ecf\u7406\u8c03\u67e5\uff0c\u60ca\u4eba\u768489%\u8868\u793a<strong>US equities<\/strong>\u88ab\u9ad8\u4f30\uff0c\u8fd9\u662f\u81ea\u81f3\u5c112001\u5e744\u6708\u4ee5\u6765\u7684\u6700\u9ad8\u6c34\u5e73\u3002<\/p>\n\n\n\n<p><strong>Chinese tech<\/strong>\u73b0\u5728\u63d0\u4f9b\u4e86\u4e00\u79cd\u66ff\u4ee3\u65b9\u6848\u3002\u751f\u6210\u5f0fAI\u5e76\u4e0d\u662f\u51fa\u53e3\u7ba1\u5236\u5931\u8d25\u7684\u552f\u4e00\u9886\u57df\u3002\u88ab<strong>US<\/strong>\u5236\u88c1\u7684\u7535\u4fe1\u548c\u667a\u80fd\u624b\u673a\u5de8\u5934<strong>Huawei Technologies Co.\u7684\u9500\u552e\u989d\u53bb\u5e74\u589e\u957f\u4e8622%\uff0c\u662f\u81ea2016\u5e74\u4ee5\u6765\u6700\u5feb\u7684\u589e\u957f\u901f\u5ea6\u3002\u5b83\u5728China<\/strong>\u51fb\u8d25\u4e86<strong>Apple Inc.<\/strong>\u3002<\/p>\n\n\n\n<p>\u518d\u770b\u770b\u6c7d\u8f66\u9886\u57df\u3002\u7535\u52a8\u8f66\u5236\u9020\u5546\u6b63\u5728\u91cd\u65b0\u5b9a\u4e49\u8c6a\u534e\u8f66\u7684\u542b\u4e49\u3002<strong>Xiaomi<\/strong>\u7684<strong>SU7<\/strong>\u5728\u52a8\u529b\u548c\u5236\u52a8\u65b9\u9762\u6a21\u4eff\u4e86<strong>Porsche Automobil Holding SE\u2019s Taycan<\/strong>\uff0c\u4f46\u589e\u52a0\u4e86\u53ef\u4ee5\u5e2e\u52a9\u505c\u8f66\u5e76\u7528\u9a7e\u9a76\u8005\u6700\u559c\u6b22\u7684\u6b4c\u66f2\u8fce\u63a5\u53f8\u673a\u7684AI\u529f\u80fd\u3002\u5c3d\u7ba1\u589e\u52a0\u4e86\u8fd9\u4e9b\u9644\u52a0\u529f\u80fd\uff0c<strong>Xiaomi<\/strong>\u7684\u552e\u4ef7\u5927\u7ea6\u662f<strong>Taycan<\/strong>\u7684\u4e00\u534a\u3002\u5b83\u7684\u80a1\u7968\u4e5f\u5f88\u4fbf\u5b9c\u3002\u5c3d\u7ba1\u6700\u8fd1\u6709\u6240\u4e0a\u6da8\uff0c<strong>Xiaomi<\/strong>\u548c\u540c\u884c\u7535\u52a8\u8f66\u5236\u9020\u5546<strong>BYD<\/strong>\u7684\u5e02\u76c8\u7387\u5206\u522b\u4e3a45\u500d\u548c23\u500d\uff0c\u800c**Tesla Inc.**\u5219\u4e3a121\u500d\u3002<\/p>\n\n\n\n<p>\u4e0e\u6b64\u540c\u65f6\uff0c<strong>US<\/strong>\u5e02\u573a\u53d8\u5f97\u6602\u8d35\u4e14\u626d\u66f2\u3002\u5c11\u6570\u79d1\u6280\u516c\u53f8\u5360\u636e\u4e86<strong>S&amp;P 500 Index<\/strong>\u8fd1\u4e09\u5206\u4e4b\u4e00\u7684\u6bd4\u91cd\u3002\u968f\u7740\u88ab\u52a8\u57fa\u91d1\u7684\u7206\u70b8\u6027\u589e\u957f\uff0c\u8fd9\u4e9b\u57fa\u91d1\u5f80\u5f80\u6301\u6709\u591a\u5934\u5934\u5bf8\u5e76\u4e0d\u6210\u6bd4\u4f8b\u5730\u504f\u597d\u5927\u76d8\u80a1\uff0c\u5e02\u573a\u96c6\u4e2d\u98ce\u9669\u53d8\u5f97\u660e\u663e\u3002\u5728\u9700\u8981\u5206\u6563\u6295\u8d44\u7684\u60c5\u51b5\u4e0b\uff0c\u5168\u7403\u6295\u8d44\u8005\u5f53\u7136\u6e34\u671b\u627e\u5230<strong>Magnificent Seven<\/strong>\u7684\u66ff\u4ee3\u54c1\u3002<\/p>\n\n\n\n<p>\u4f46<strong>Chinese government<\/strong>\u7edd\u4e0d\u5e94\u8be5\u81ea\u6ee1\u3002\u867d\u7136\u57fa\u91d1\u7ecf\u7406\u4eec\u5df2\u7ecf\u51c6\u5907\u597d\u91cd\u65b0\u914d\u7f6e\u4ed6\u4eec\u7684\u6295\u8d44\u7ec4\u5408\uff0c\u51cf\u5c11\u5bf9<strong>US<\/strong>\u8d44\u4ea7\u7684\u4f9d\u8d56\uff0c\u4f46\u8fd9\u5e76\u4e0d\u4fdd\u8bc1\u4ed6\u4eec\u4f1a\u56de\u5230<strong>China<\/strong>\u3002\u4ed6\u4eec\u53ef\u80fd\u4f1a\u5c06\u8d44\u91d1\u5206\u914d\u7ed9<strong>Europe<\/strong>&nbsp;\u2014\u2014 \u80a1\u5e02\u5728\u4eca\u5e74\u4e5f\u5f00\u5c40\u5f3a\u52b2\uff0c\u56e0\u4e3a\u4ea4\u6613\u5458\u62bc\u6ce8\u4e4c\u514b\u5170\u505c\u706b\u3002<\/p>\n\n\n\n<p>\u76ee\u524d\uff0c\u5317\u4eac\u6b63\u8bd5\u56fe\u8f6f\u5316\u5176\u5f62\u8c61\u3002\u4e0a\u5468\uff0c<strong>President Xi Jinping<\/strong>\u4f1a\u89c1\u4e86\u4e00\u7fa4\u79d1\u6280\u5de8\u5934\uff0c\u5305\u62ec<strong>Alibaba<\/strong>\u521b\u59cb\u4eba<strong>Jack Ma<\/strong>\uff0c<strong>China<\/strong>\u6700\u8457\u540d\u7684\u79d1\u6280\u4ebf\u4e07\u5bcc\u7fc1\u3002\u4f46\u6211\u6000\u7591\u4ec5\u4ec5\u4e00\u6b21\u7cbe\u5fc3\u5b89\u6392\u7684\u5408\u5f71\u80fd\u591f\u6d88\u9664\u81ea2020\u5e74\u5e95\u9996\u6b21\u542f\u52a8\u79d1\u6280\u6253\u538b\u4ee5\u6765\u6295\u8d44\u8005\u7684\u6240\u6709\u4e0d\u6ee1\uff0c\u8fd9\u53ea\u662f\u8bd5\u56fe\u5c06<strong>China<\/strong>\u4ece\u5176\u4ef7\u503c\u9677\u9631\u4e2d\u89e3\u8131\u51fa\u6765\u7684\u4e00\u4e2a\u5f00\u59cb\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=%E5%9B%BD%E9%99%85%E8%82%A1%E7%A5%A8\">\u56fd\u9645\u80a1\u7968<\/a><\/li>\n\n\n\n<li><a href=\"https:\/\/diaomao.cc\/?tag=%E7%BE%8E%E5%9B%BD%E5%8D%93%E8%B6%8A%E4%B8%BB%E4%B9%89\">\u7f8e\u56fd\u5353\u8d8a\u4e3b\u4e49<\/a><\/li>\n\n\n\n<li><a href=\"https:\/\/diaomao.cc\/?tag=%E4%B8%AD%E5%9B%BD%E7%A7%91%E6%8A%80\">\u4e2d\u56fd\u79d1\u6280<\/a><\/li>\n\n\n\n<li><a href=\"https:\/\/diaomao.cc\/?tag=BYD\">BYD<\/a><\/li>\n\n\n\n<li><a href=\"https:\/\/diaomao.cc\/?tag=%E7%BE%8E%E5%9B%BD%E5%A4%A7%E7%A7%91%E6%8A%80\">\u7f8e\u56fd\u5927\u79d1\u6280<\/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>\u5168\u7403\u6295\u8d44\u8005\u5c06\u9010\u6b65\u8f6c\u5411<strong>\u4e2d\u56fd\u79d1\u6280<\/strong>\u4f5c\u4e3a<strong>\u7f8e\u56fd\u5927\u79d1\u6280<\/strong>\u7684\u66ff\u4ee3\u6295\u8d44\u9009\u62e9\uff0c\u56e0\u5176\u5728\u591a\u4e2a\u9886\u57df\u8868\u73b0\u5f3a\u52b2\u4e14\u4f30\u503c\u76f8\u5bf9\u5408\u7406\u3002<\/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><strong>BATX<\/strong>\u516c\u53f8\uff08\u5305\u62ec<strong>BYD<\/strong>\u3001<strong>Alibaba<\/strong>\u3001<strong>Tencent<\/strong>\u00a0\u548c\u00a0<strong>Xiaomi<\/strong>\uff09\u4eca\u5e74\u5e73\u5747\u4e0a\u6da8\u4e8646%\u3002<\/li>\n\n\n\n<li><strong>Magnificent Seven<\/strong>\u80a1\u7968\u4eca\u5e74\u8fc4\u4eca\u51e0\u4e4e\u6ca1\u6709\u6da8\u5e45\u3002<\/li>\n\n\n\n<li><strong>Bank of America Merrill Lynch<\/strong>\u8c03\u67e5\u663e\u793a\uff0c89%\u7684\u57fa\u91d1\u7ecf\u7406\u8ba4\u4e3a<strong>\u7f8e\u56fd\u80a1\u7968<\/strong>\u88ab\u9ad8\u4f30\uff0c\u8fd9\u662f\u81ea2001\u5e744\u6708\u4ee5\u6765\u7684\u6700\u9ad8\u6c34\u5e73\u3002<\/li>\n\n\n\n<li><strong>Huawei<\/strong>\u53bb\u5e74\u9500\u552e\u989d\u589e\u957f\u4e8622%\uff0c\u4e3a\u81ea2016\u5e74\u4ee5\u6765\u6700\u5feb\u7684\u589e\u957f\u901f\u5ea6\uff0c\u6210\u529f\u51fb\u8d25\u4e86<strong>Apple<\/strong>\u3002<\/li>\n\n\n\n<li><strong>Xiaomi<\/strong>\u548c<strong>BYD<\/strong>\u7684\u5e02\u76c8\u7387\u5206\u522b\u4e3a45\u500d\u548c23\u500d\uff0c\u800c<strong>Tesla<\/strong>\u7684\u5e02\u76c8\u7387\u4e3a121\u500d\u3002<\/li>\n<\/ul>\n\n\n\n<h4 class=\"wp-block-heading\" id=\"%E6%8A%95%E8%B5%84%E6%9C%BA%E4%BC%9A%E4%B8%8E%E9%9C%80%E8%A6%81%E9%81%BF%E5%85%8D\"><strong>\u6295\u8d44\u673a\u4f1a\u4e0e\u9700\u8981\u907f\u514d<\/strong><\/h4>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>\u673a\u4f1a<\/strong>\uff1a\u6295\u8d44<strong>\u4e2d\u56fd\u79d1\u6280<\/strong>\u516c\u53f8\u5982<strong>BATX<\/strong>\uff0c\u4ee5\u53ca\u5176\u4ed6\u6210\u957f\u578b\u79d1\u6280\u80a1\uff0c\u5229\u7528\u5176\u5f3a\u52b2\u7684\u589e\u957f\u8868\u73b0\u548c\u8f83\u4f4e\u7684\u4f30\u503c\u63d0\u4f9b\u66f4\u5177\u5438\u5f15\u529b\u7684\u56de\u62a5\u6f5c\u529b\u3002<\/li>\n\n\n\n<li><strong>\u9700\u8981\u907f\u514d<\/strong>\uff1a\u6301\u6709\u8fc7\u4e8e\u96c6\u4e2d\u7684<strong>\u7f8e\u56fd\u5927\u79d1\u6280<\/strong>\u80a1\u7968\uff0c\u5c24\u5176\u662f<strong>S&amp;P 500\u6307\u6570<\/strong>\u4e2d\u5360\u6bd4\u8fc7\u5927\u7684\u5c11\u6570\u516c\u53f8\uff0c\u4ee5\u89c4\u907f\u5e02\u573a\u96c6\u4e2d\u98ce\u9669\u548c\u9ad8\u4f30\u503c\u5e26\u6765\u7684\u6f5c\u5728\u4e0b\u884c\u98ce\u9669\u3002<\/li>\n<\/ul>\n\n\n\n<h4 class=\"wp-block-heading\" id=\"%E6%8A%95%E8%B5%84%E5%B7%A5%E5%85%B7\"><strong>\u6295\u8d44\u5de5\u5177<\/strong><\/h4>\n\n\n\n<ul class=\"wp-block-list\">\n<li><a href=\"https:\/\/diaomao.cc\/?tag=KraneShares-CSI-China-Internet-ETF-KWEB\">KraneShares CSI China Internet ETF (KWEB)<\/a><\/li>\n\n\n\n<li><a href=\"https:\/\/diaomao.cc\/?tag=iShares-MSCI-China-ETF-MCHI\">iShares MSCI China ETF (MCHI)<\/a><\/li>\n\n\n\n<li><a href=\"https:\/\/diaomao.cc\/?tag=SPDR-S-P-China-ETF-GXC\">SPDR S&amp;P China ETF (GXC)<\/a><\/li>\n<\/ul>\n\n\n\n<p><\/p>\n","protected":false},"excerpt":{"rendered":"<p>\u56fd\u9645\u80a1\u5f3a\u52b2\u8868\u73b0\u524a\u5f31\u7f8e\u4f8b\u5916\u8bba\u3002BATX\uff08\u6bd4\u4e9a\u8fea\u3001\u963f\u91cc\u3001\u817e\u8baf\u3001\u5c0f\u7c73\uff09\u4eca\u5e74\u5747\u6da846%\uff0c\u800c\u7f8e\u201cMagnificent Seven\u201d\u51e0\u4e4e\u65e0\u6da8\u5e45\u3002\u534e\u4e3a\u53bb\u5e74\u9500\u552e\u589e22%\u8d85\u82f9\u679c\uff0c\u5c0f\u7c73SUV\u552e\u4ef7\u4ec5Taycan\u4e00\u534a\uff0c\u5e02\u76c8\u6bd445\u500d\u5bf9\u6bd4\u7279\u65af121\u3002<\/p>\n","protected":false},"author":1,"featured_media":8716,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_uag_custom_page_level_css":"","footnotes":""},"categories":[1929,1926],"tags":[1725,2592,2410,605,2346,2593,18,41],"class_list":["post-8704","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-1929","category-1926","tag-alibaba","tag-batx","tag-byd","tag-mag-7","tag-tencent","tag-xiaomi","tag-18","tag-41"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v26.8 - https:\/\/yoast.com\/product\/yoast-seo-wordpress\/ -->\n<title>\u4e2d\u56fd\uff1a\u66ff\u4ee3\u300c\u58ee\u4e3d\u4e03\u541b\u5b50\u300d\u7684\u65b9\u6848\u5df2\u5230\u6765 - 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