{"id":473400,"date":"2023-09-27T23:40:07","date_gmt":"2023-09-28T06:40:07","guid":{"rendered":"https:\/\/nai500.com\/?p=473400"},"modified":"2023-09-27T23:42:09","modified_gmt":"2023-09-28T06:42:09","slug":"%e7%be%8e%e8%81%94%e5%82%a8-%e6%9b%b4%e9%95%bf-%e6%97%b6%e6%9c%9f-%e6%9b%b4%e9%ab%98-%e5%88%a9%e7%8e%87-%e7%ab%8b%e5%9c%ba-%e8%82%a1%e7%a5%a8-%e6%9d%80%e4%bc%a4%e5%8a%9b","status":"publish","type":"post","link":"https:\/\/nai500.com\/zh-hans\/blog\/2023\/09\/%e7%be%8e%e8%81%94%e5%82%a8-%e6%9b%b4%e9%95%bf-%e6%97%b6%e6%9c%9f-%e6%9b%b4%e9%ab%98-%e5%88%a9%e7%8e%87-%e7%ab%8b%e5%9c%ba-%e8%82%a1%e7%a5%a8-%e6%9d%80%e4%bc%a4%e5%8a%9b\/","title":{"rendered":"\u7f8e\u8054\u50a8\u201c\u66f4\u957f\u65f6\u671f\u66f4\u9ad8\u5229\u7387\u201d\u7684\u7acb\u573a\u5bf9\u54ea\u4e9b\u80a1\u7968\u6740\u4f24\u529b\u6700\u5927\uff1f"},"content":{"rendered":"<p>\u6700\u8fd1\u4e24\u5468\uff0c\u6295\u8d44\u8005\u542c\u5230\u6700\u591a\u5f97\u5e94\u8be5\u5c31\u662f\u5173\u4e8e\u7f8e\u8054\u50a8\u201c\u66f4\u957f\u65f6\u671f\u66f4\u9ad8\u5229\u7387\u201d\u7684\u8bf4\u6cd5\u30029\u6708\u4efd\u8bae\u606f\u4f1a\u8bae\u540e\uff0c\u7f8e\u8054\u50a8\u627f\u8bfa\u5c06\u9ad8\u5229\u7387\u7ef4\u6301\u5230\uff08\u53ef\u80fd\uff092026 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(WK)<\/b><\/strong><\/h2>\n<p><strong><b>Workiva\u00a0<\/b><\/strong>(NYSE:<a href=\"https:\/\/nai500.com\/zh-hans\/%E8%82%A1%E7%A5%A8%E6%9F%A5%E8%AF%A2\/?qm_symbol=WK\"><strong><u><b>WK<\/b><\/u><\/strong><\/a>)\u662f\u4e00\u5bb6\u4e13\u6ce8\u4e8e\u8d22\u52a1\u62a5\u544a\u3001\u73af\u5883\u3001\u793e\u4f1a\u548c\u516c\u53f8\u6cbb\u7406\u5ba1\u8ba1\u4ee5\u53ca\u98ce\u9669\u7ba1\u7406\u89e3\u51b3\u65b9\u6848\u7684\u4e13\u4e1a\u8f6f\u4ef6\u516c\u53f8\u3002\u867d\u7136\u8be5\u80a1\u4eca\u5e74\u7ecf\u5386\u4e86\u4e0a\u6da8\uff0c\u5f55\u5f97\u4e8620%\u7684\u6da8\u5e45\uff0c\u4f46\u5728\u9ad8\u5229\u7387\u7684\u73af\u5883\u4e0b\uff0c\u8fd9\u53ea\u80a1\u7968\u503c\u5f97\u6295\u8d44\u8005\u4e09\u601d\u800c\u540e\u884c\u30022023\u5e74\u7b2c\u4e8c\u5b63\u5ea6\uff0cWorkiva\u62a5\u544a\u603b\u6536\u5165\u8fbe1.55\u4ebf\u7f8e\u5143\uff0c\u4e0e2022\u5e74\u540c\u671f\u76f8\u6bd4\u589e\u957f\u4e8618%\u3002\u7136\u800c\uff0c\u7531\u4e8e\u8be5\u516c\u53f8\u6b63\u52aa\u529b\u89e3\u51b3\u65e5\u76ca\u4e25\u91cd\u7684\u503a\u52a1\u548c\u73b0\u91d1\u6d41\u95ee\u9898\uff0c\u9690\u5fe7\u4e5f\u968f\u4e4b\u800c\u6765\u3002<\/p>\n<p>\u6700\u503c\u5f97\u6ce8\u610f\u7684\u662f\uff0cWorkiva\u53d1\u73b0\u81ea\u5df1\u7684\u77ed\u671f\u8d1f\u503a\u51e0\u4e4e\u7b49\u4e8e\u6216\u8d85\u8fc7\u4e86\u5f53\u524d\u7684\u73b0\u91d1\u548c\u5e94\u6536\u8d26\u6b3e\u4f59\u989d\u3002\u968f\u7740\u507f\u503a\u6210\u672c\u7684\u4e0d\u65ad\u589e\u52a0\uff0c\u8fd9\u5bf9\u516c\u53f8\u7684\u8d22\u52a1\u7a33\u5b9a\u6027\u6784\u6210\u4e86\u76f8\u5f53\u5927\u7684\u98ce\u9669\u3002\u5728\u7814\u7a76Workiva\u7684\u5229\u606f\u4fdd\u969c\u6bd4\u7387\u65f6\uff0c\u8be5\u6bd4\u7387\u8861\u91cf\u516c\u53f8\u4ec5\u9760\u76c8\u5229\u6765\u652f\u4ed8\u5229\u606f\u652f\u51fa\u7684\u80fd\u529b\uff0c\u98ce\u9669\u663e\u800c\u6613\u89c1\u3002Workiva\u7684\u5229\u606f\u4fdd\u969c\u6bd4\u7387\u4e3a-16.91\uff0c\u8868\u660e\u8be5\u516c\u53f8\u65e0\u6cd5\u4ec5\u9760\u76c8\u5229\u6765\u507f\u8fd8\u73b0\u6709\u503a\u52a1\u3002\u867d\u7136\u8fd9\u79cd\u8d44\u672c\u7ed3\u6784\u5728\u4fe1\u8d37\u5bbd\u677e\u7684\u65f6\u671f\u53ef\u80fd\u662f\u53ef\u6301\u7eed\u7684\uff0c\u4f46\u5728\u5f53\u524d\u91d1\u878d\u5ba1\u614e\u7684\u5f62\u52bf\u4e0b\uff0c\u8fd9\u7c7b\u80a1\u7968\u5728\u5229\u7387\u4e0a\u5347\u7684\u60c5\u51b5\u4e0b\u786e\u5b9e\u6709\u53ef\u80fd\u51fa\u73b0\u8fdd\u7ea6\u3002<\/p>\n<h2><strong><b>iShares 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href=\"https:\/\/nai500.com\/zh-hans\/%E8%82%A1%E7%A5%A8%E6%9F%A5%E8%AF%A2\/?qm_symbol=TLT\"><strong><u><b>TLT<\/b><\/u><\/strong><\/a>)\u5e76\u975e\u5982\u6b64\u3002\u4f17\u6240\u5468\u77e5\uff0c\u503a\u5238\u4ef7\u683c\u4f1a\u968f\u7740\u6536\u76ca\u7387\u7684\u4e0a\u5347\u800c\u4e0b\u8dcc\uff0c\u800c\u6536\u76ca\u7387\u7684\u4e0a\u5347\u4e3b\u8981\u662f\u7531\u57fa\u4e8e\u5f53\u524d\u5229\u7387\u4e0b\u6295\u8d44\u8005\u60c5\u7eea\u6240\u9a71\u52a8\u7684\u3002\u56e0\u6b64\uff0c\u5229\u7387\u4e0a\u5347\u610f\u5473\u7740\u503a\u5238\u4ef7\u683c\u548cETF\u4ef7\u683c\u4e0b\u8dcc\u3002<\/p>\n<p>\u8fd9\u53eaETF\u4ef7\u683c\u672c\u6765\u5df2\u7ecf\u521b\u4e0b\u5341\u5e74\u6765\u7684\u65b0\u4f4e\uff0c\u53ef\u80fd\u5f88\u5feb\u4f1a\u8fdb\u4e00\u6b65\u4e0b\u884c\u3002\u66f4\u957f\u671f\u9650\u7684\u5229\u7387\u4e0a\u5347\u5c06\u5bf9\u66f4\u957f\u671f\u9650\u7684\u503a\u5238\u5b9a\u4ef7\u9020\u6210\u4e0b\u884c\u538b\u529b\u3002TLT\u4e3b\u8981\u662f\u4e0d\u613f\u76f4\u63a5\u8d2d\u4e70\u503a\u5238\u7684\u6563\u6237\u6295\u8d44\u8005\u4e70\u7684\u3002\u4e8b\u5b9e\u4e0a\uff0c\u8be5\u57fa\u91d1\u8fd1\u671f\u7684\u7f29\u6c34\u5e45\u5ea6\u662f\u6709\u53f2\u4ee5\u6765\u6700\u5927\u7684\u3002\u5c3d\u7ba1\u98ce\u9669\u663e\u800c\u6613\u89c1\uff0c\u4f46\u770b\u597d\u8be5\u57fa\u91d1\u7684\u6295\u8d44\u8005\u5374\u8702\u62e5\u800c\u81f3\u3002\u4eca\u5e74\u4ee5\u6765\uff0c\u8be5ETF\u7684\u65b0\u589e\u8d44\u91d1\u5df2\u8d85\u8fc7150\u4ebf\u7f8e\u5143\u3002\u8fd9\u79cd\u8d44\u91d1\u6d41\u5165\u5f88\u53ef\u80fd\u662f\u5bc4\u5e0c\u671b\u4e8e\u964d\u606f\u6216\u6682\u505c\u964d\u606f\u4f1a\u5bfc\u81f4\u503a\u5238\u4ef7\u683c\u53cd\u5f39\u3002\u73b0\u5728\u770b\u6765\uff0c\u5728\u53ef\u9884\u89c1\u7684\u672a\u6765\uff0c\u8fd9\u79cd\u60c5\u51b5\u4e0d\u592a\u53ef\u80fd\u53d1\u751f\u3002\u5c3d\u7ba1\u4ef7\u683c\u53d7\u5230\u538b\u5236\uff0c\u4f46\u6295\u8d44TLT\u7684\u597d\u5904\u5728\u4e8e\u8be5\u57fa\u91d1\u6bcf\u6708\u90fd\u4f1a\u53d1\u653e\u5229\u606f\uff0c\u57fa\u91d1\u8d39\u7528\u7387\u4e5f\u5f88\u4f4e\uff0c\u4ec5\u4e3a0.15%\u3002<\/p>\n<p>TLT\u76ee\u524d\u7684\u6536\u76ca\u7387\u7565\u9ad8\u4e8e3%\u3002\u5982\u679c\u5c06\u5206\u7ea2\u7528\u4e8e\u518d\u6295\u8d44\uff0c\u5c31\u53ef\u4ee5\u964d\u4f4e\u6210\u672c\u57fa\u7840\uff0c\u4e3a\u503a\u5238\u4ef7\u683c\u53cd\u5f39\u505a\u51c6\u5907\uff0c\u4f46\u8fd9\u53ef\u80fd\u9700\u8981\u5f88\u957f\u65f6\u95f4\u3002<\/p>\n<h2><strong><b>Upstart 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