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\u6469\u6839\u5927\u901a\u7684\u7b56\u7565\u5e2bMarko Kolanovic\u548cDubravko Lakos-Bujas\u5728\u4ed6\u50112024\u5e74\u7684\u5c55\u671b\u5831\u544a\u4e2d\u6307\u51fa\uff1a\u201c\u6211\u5011\u9810\u8a08\u660e\u5e74\u80a1\u5e02\u6240\u9762\u5c0d\u7684\u5b8f\u89c0\u5f62\u52e2\u5c07\u66f4\u5177\u6311\u6230\u6027\uff0c\u5176\u4e2d\u6d88\u8cbb\u8da8\u52e2\u8d70\u5f31\u7684\u540c\u6642\u6295\u8cc7\u8005\u7684\u914d\u7f6e\u548c\u60c5\u7dd2\u90fd\u57fa\u672c\u767c\u751f\u4e86\u9006\u8f49\u3002\u201d\u6469\u6839\u5927\u901a\u8868\u793a\uff1a\u201c\u80a1\u5e02\u73fe\u5728\u4f30\u503c\u5f88\u9ad8\uff0c\u6ce2\u52d5\u7387\u903c\u8fd1\u6b77\u53f2\u4f4e\u9ede\uff0c\u540c\u6642\u5730\u7de3\u653f\u6cbb\u548c\u653f\u6cbb\u98a8\u96aa\u4ecd\u8655\u65bc\u9ad8\u6c34\u5e73\u3002\u6211\u5011\u9810\u8a08\u5168\u7403\u76c8\u5229\u589e\u9577\u4e4f\u529b\uff0c\u80a1\u5e02\u5c07\u5728\u76ee\u524d\u6c34\u5e73\u4e0a\u4e0b\u8dcc\u3002\u201d<\/p>\n

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\u5fb7\u610f\u5fd7\u9280\u884c\uff1a\u770b\u6f32\uff0c\u6a19\u666e500\u6307\u6578\u76ee\u6a19\u9ede\u4f4d5100\u9ede<\/h2>\n

\u5fb7\u610f\u5fd7\u9280\u884c\u76842024\u5e74\u80a1\u5e02\u5c55\u671b\u5831\u544a\u6307\u51fa\uff0c\u901a\u8139\u7387\u7684\u4e0b\u6ed1\u758a\u52a0GDP\u589e\u901f\u4f9d\u7136\u7a69\u5065\uff0c\u7f8e\u570b\u7d93\u6fdf\u6216\u5c07\u8fce\u4f86\u8edf\u8457\u9678\uff0c\u5f9e\u800c\u5229\u597d\u80a1\u5e02\u3002\u5373\u4f7f\u660e\u5e74\u51fa\u73fe\u7d93\u6fdf\u8870\u9000\uff0c\u7531\u65bc\u591a\u6578\u6295\u8cc7\u8005\u5df2\u7d93\u505a\u597d\u4e86\u5fc3\u7406\u9810\u671f\uff0c\u56e0\u6b64\u61c9\u8a72\u4e5f\u4e0d\u6703\u5c0d\u80a1\u5e02\u9020\u6210\u91cd\u5927\u7684\u885d\u64ca\u3002\u8a72\u884c\u9810\u8a08\u6a19\u666e500\u6307\u65782024\u5e74\u5c07\u4e0a\u6f32\u7d0410%\u81f35100\u9ede\uff0c\u5982\u679c\u6c92\u6709\u767c\u751f\u7d93\u6fdf\u8870\u9000\uff0c\u9019\u4e00\u6f32\u5e45\u5c07\u7ffb\u500d\u81f3\u5927\u7d0419%\u3002<\/p>\n

Fundstrat\uff1a\u770b\u6f32\uff0c\u6a19\u666e500\u6307\u6578\u76ee\u6a19\u9ede\u4f4d5200\u9ede<\/h2>\n

Fundstrat\u7684Tom Lee\u518d\u6b21\u6210\u70ba\u83ef\u723e\u8857\u6700\u770b\u597d\u7f8e\u80a1\u7684\u7b56\u7565\u5e2b\u3002\u6309\u7167\u4ed6\u7684\u9810\u6e2c\uff0c\u7f8e\u80a12024\u5e74\u7684\u4e0a\u6f32\u5c07\u4e3b\u8981\u767c\u751f\u5728\u4e0b\u534a\u5e74\uff0c\u539f\u56e0\u662f\u7f8e\u806f\u5132\u5c07\u5f9e\u201c\u901a\u8139\u6230\u201d\u8f49\u5411\u201c\u5546\u696d\u9031\u671f\u7ba1\u7406\u201d\uff0c\u9019\u610f\u5473\u8457\u660e\u5e74\u66f4\u6709\u53ef\u80fd\u964d\u606f\u3002\u8207\u6b64\u540c\u6642\uff0c\u7f8e\u570b\u7d93\u6fdf\u57fa\u790e\u624e\u5be6\uff0c\u7a4d\u58d3\u9700\u6c42\u986f\u793a\u6211\u5011\u66f4\u591a\u8655\u65bc\u9031\u671f\u521d\u671f\u800c\u4e0d\u662f\u672b\u671f\uff0c\u5c46\u6642\u516c\u53f8\u76c8\u5229\u7684\u6301\u7e8c\u5805\u633a\u758a\u52a0\u7a69\u5065\u7684\u6d88\u8cbb\u652f\u51fa\u5c07\u8b49\u660e\u9019\u662f\u4e8b\u5be6\uff0c\u5c46\u6642\u6295\u8cc7\u8005\uff0c\u5c24\u5176\u662f2023\u5e74\u64a4\u8cc72400\u5104\u7f8e\u5143\u7684\u6563\u6236\u6295\u8cc7\u8005\u5c07\u958b\u59cb\u8cb7\u5165\u80a1\u7968\u3002\u4ed6\u5011\u9810\u8a082024\u5e74\u7f8e\u570b\u80a1\u5e02\u5c07\u8d85\u9810\u671f\u4e0a\u6f32\uff0c\u6536\u76ca\u7387\u572812%\u81f315%\u4e4b\u9593\u3002<\/p>\n

Yardeni Research\uff1a\u770b\u6f32\uff0c\u6a19\u666e500\u6307\u6578\u76ee\u6a19\u9ede\u4f4d5400\u9ede<\/h2>\n

\u5e02\u5834\u8001\u5c07Ed Yardeni\u9810\u8a08\u6a19\u666e500\u6307\u65782024\u5e74\u5c07\u5927\u6f3217%\uff0c\u4f9d\u64da\u5305\u62ec\u7d93\u6fdf\u5805\u633a\uff0c\u901a\u8139\u7387\u4e0b\u6ed1\uff0c\u4ee5\u53ca\u751f\u7522\u529b\u7684\u52a0\u901f\u63d0\u9ad8\u3002\u4ed6\u7684\u9019\u4e00\u9810\u6e2c\u662f\u57fa\u65bc\u6a19\u666e500\u6307\u6578\u5927\u7d0420\u7684\u52d5\u614b\u5e02\u76c8\u7387\uff0c\u76ee\u524d\u8a72\u6307\u6578\u7684\u9019\u4e00\u4f30\u503c\u500d\u6578\u7d04\u70ba19\u3002Yardeni\u7684\u9019\u4e00\u9810\u6e2c\u540c\u6642\u7b26\u5408\u4ed6\u7684\u201c\u5486\u54ee\u76842020\u5e74\u9054\u201d\u7684\u8ad6\u9ede\uff0c\u4ed6\u9810\u8a08\u4eba\u5de5\u667a\u80fd\uff08AI\uff09\u548c\u6a5f\u5668\u4eba\u7684\u767c\u5c55\u5c07\u63d0\u5347\u516c\u53f8\u7684\u6548\u7387\u548c\u5229\u6f64\u3002<\/p>\n","protected":false},"excerpt":{"rendered":"

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