{"id":625360,"date":"2026-03-12T23:12:35","date_gmt":"2026-03-13T06:12:35","guid":{"rendered":"https:\/\/nai500.com\/?p=625360"},"modified":"2026-03-12T23:12:35","modified_gmt":"2026-03-13T06:12:35","slug":"%e7%be%8e%e8%82%a1%e6%8e%a5%e4%b8%8b%e4%be%86%e6%98%af%e6%bc%b2%e6%98%af%e8%b7%8c%ef%bc%9f%e5%a4%a7%e6%91%a9%e8%ad%a6%e5%91%8a%e9%82%84%e8%a6%81%e8%b7%8c7%ef%bc%8cfundstrat%e5%96%8a","status":"publish","type":"post","link":"https:\/\/nai500.com\/zh-hant\/blog\/2026\/03\/%e7%be%8e%e8%82%a1%e6%8e%a5%e4%b8%8b%e4%be%86%e6%98%af%e6%bc%b2%e6%98%af%e8%b7%8c%ef%bc%9f%e5%a4%a7%e6%91%a9%e8%ad%a6%e5%91%8a%e9%82%84%e8%a6%81%e8%b7%8c7%ef%bc%8cfundstrat%e5%96%8a\/","title":{"rendered":"\u7f8e\u80a1\u63a5\u4e0b\u4f86\u662f\u6f32\u662f\u8dcc\uff1f\u5927\u6469\u8b66\u544a\u201c\u9084\u8981\u8dcc7%\u201d\uff0cFundstrat\u558a\u201c\u6f32\u52307300\u9ede\u201d"},"content":{"rendered":"

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\u5927\u6469Wilson\uff1a\u771f\u6b63\u7684\u75db\u82e6\u9084\u6c92\u4f86\uff0c\u6a19\u666e\u6216\u8dcc\u81f36300\u9ede<\/h2>\n

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Wilson\u7684\u7406\u7531\u57fa\u65bc\u6b77\u53f2\u7d93\u9a57\u548c\u5e02\u5834\u7d50\u69cb\u3002\u4ed6\u6307\u51fa\uff0c\u53bb\u5e744\u6708\u7279\u6717\u666e\u653f\u5e9c\u63a8\u51fa\u5c0d\u7b49\u95dc\u7a05\u6642\uff0c\u80a1\u5e02\u66fe\u66b4\u8dcc\u7d0420%\uff0c\u800c\u4eca\u5e74\u8fc4\u4eca\u6a19\u666e500\u50c5\u4e0b\u8dcc1%\uff0c\u8dcc\u5e45\u9060\u9060\u4e0d\u5920\u3002\u66f4\u91cd\u8981\u7684\u662f\uff0c\u5e02\u5834\u8abf\u6574\u901a\u5e38\u4e0d\u6703\u771f\u6b63\u7d50\u675f\uff0c\u76f4\u5230\u201c\u6700\u597d\u201d\u7684\u516c\u53f8\u548c\u201c\u6700\u9ad8\u8cea\u91cf\u201d\u7684\u6307\u6578\u4e5f\u906d\u53d7\u986f\u8457\u6253\u64ca\u2014\u2014\u9019\u4e00\u689d\u4ef6\u76ee\u524d\u5c1a\u672a\u6eff\u8db3\u3002\u4ed6\u8aaa\uff1a\u201c\u96d6\u7136\u5e02\u5834\u4e2d\u8f03\u8106\u5f31\u7684\u677f\u584a\u5df2\u7d93\u627f\u53d7\u4e86\u5927\u90e8\u5206\u50b7\u5bb3\uff0c\u4f46\u6307\u6578\u672c\u8eab\u4ecd\u53ef\u80fd\u518d\u8dcc5%-7%\uff0c\u64c1\u64e0\u7684\u80a1\u7968\u751a\u81f3\u53ef\u80fd\u51fa\u73fe\u5169\u4f4d\u6578\u7684\u8dcc\u5e45\u3002\u201d<\/p>\n

\u4e0d\u904e\uff0cWilson\u4e26\u975e\u5fb9\u5e95\u770b\u7a7a\u3002\u4ed6\u91cd\u7533\u6469\u6839\u58eb\u4e39\u5229\u7684\u9577\u671f\u725b\u5e02\u89c0\u9ede\uff0c\u8a8d\u70ba\u77ed\u671f\u9663\u75db\u904e\u5f8c\uff0c\u5e02\u5834\u5c07\u8fce\u4f86\u53cd\u5f48\u3002\u4ed6\u5217\u8209\u4e86\u591a\u500b\u4e2d\u671f\u50ac\u5316\u5291\uff1a\u5ee3\u6cdb\u7684\u76c8\u5229\u589e\u9577\u3001\u7f8e\u570b\u5c0d\u6cb9\u50f9\u885d\u64ca\u7684\u5929\u7136\u514d\u75ab\u529b\uff08\u76f8\u6bd4\u4e9e\u6d32\u548c\u6b50\u6d32\uff09\u3001\u4ee5\u53ca\u201c\u5927\u7f8e\u9e97\u6cd5\u6848\u201d\u4e2d\u7684\u8ca1\u653f\u653f\u7b56\u652f\u6301\u3002\u4ed6\u63d0\u9192\u6295\u8cc7\u8005\uff1a\u201c\u5e02\u5834\u4f4e\u9ede\u5f62\u6210\u6bd4\u9802\u90e8\u5feb\u5f97\u591a\uff0c\u6240\u4ee5\u8981\u505a\u597d\u6e96\u5099\uff0c\u5728\u725b\u5e02\u65bc\u4eca\u5e74\u665a\u4e9b\u6642\u5019\u6062\u5fa9\u6642\u53ca\u6642\u589e\u52a0\u98a8\u96aa\u3002\u201d<\/p>\n

Fundstrat\u7684Tom Lee\uff1a\u5148\u53cd\u5f48\u81f37300\u9ede\uff0c\u518d\u5165\u718a<\/h2>\n

\u8207Wilson\u7684\u77ed\u671f\u8b39\u614e\u4e0d\u540c\uff0cFundstrat\u7684Tom Lee\u5c55\u73fe\u51fa\u66f4\u7a4d\u6975\u7684\u591a\u982d\u59ff\u614b\u3002\u4ed6\u5728\u63a5\u53d7CNBC\u63a1\u8a2a\u6642\u8868\u793a\uff0c\u5118\u7ba1\u4eca\u5e74\u665a\u4e9b\u6642\u5019\u53ef\u80fd\u51fa\u73fe20%\u7684\u5927\u8dcc\u4e26\u89f8\u767c\u718a\u5e02\uff0c\u4f46\u5728\u6b64\u4e4b\u524d\uff0c\u6a19\u666e500\u6709\u671b\u5148\u6c96\u4e0a7300\u9ede\u3002<\/p>\n

Lee\u7684\u6a02\u89c0\u57fa\u65bc\u5169\u500b\u89c0\u5bdf\uff1a\u4e00\u662f\u5e02\u5834\u5df2\u7d93\u901a\u904e\u9ad8beta\u677f\u584a\u7684\u5287\u70c8\u56de\u8abf\u5be6\u73fe\u4e86\u201c\u81ea\u6211\u6e05\u6f54\u201d\uff0c\u4e8c\u662f\u8edf\u4ef6\u80a1\u548c\u6bd4\u7279\u5e63\u7b49\u6295\u6a5f\u6027\u8cc7\u7522\u5df2\u7d93\u6b77\u4e86\u8db3\u5920\u6df1\u7684\u8dcc\u5e45\uff0c\u70ba\u53cd\u5f48\u92ea\u5e73\u4e86\u9053\u8def\u3002\u6578\u64da\u986f\u793a\uff0ciShares Expanded Tech-Software Sector ETF\uff08IGV\uff09\u5e74\u521d\u81f3\u4eca\u4e0b\u8dcc18.5%\uff0c\u904e\u53bb\u4e09\u500b\u6708\u8dcc\u5e45\u905421.7%\uff1b\u6bd4\u7279\u5e63\u540c\u671f\u4e0b\u8dcc19.1%\uff0c\u904e\u53bb\u516d\u500b\u6708\u66f4\u662f\u91cd\u632b\u8fd140%\u3002Lee\u8a8d\u70ba\uff0c\u9019\u7a2e\u5e45\u5ea6\u7684\u4e0b\u8dcc\u64e0\u6389\u4e86\u5927\u91cf\u6295\u6a5f\u548c\u6760\u6746\uff0c\u201c\u8edf\u4ef6\u80a1\u5df2\u7d93\u898b\u5e95\u201d\uff0c\u6bd4\u7279\u5e63\u4e5f\u7d93\u6b77\u4e86\u6b77\u53f2\u4e0a\u6700\u5927\u7684\u53bb\u6760\u6746\u4e8b\u4ef6\u3002<\/p>\n

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Lee\u7684\u8def\u5f91\u9810\u6e2c\u662f\uff1a\u5e02\u5834\u53ef\u80fd\u57283\u6708\u66ab\u505c\u8abf\u6574\uff0c\u7136\u5f8c\u4eca\u5e74\u665a\u4e9b\u6642\u5019\u9054\u52307300\u9ede\uff0c\u4e4b\u5f8c\u771f\u6b63\u7684\u718a\u5e02\u624d\u6703\u73fe\u8eab\u3002<\/p>\n

\u591a\u7a7a\u908f\u8f2f\u7684\u6df1\u5c64\u5dee\u7570<\/h2>\n

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\u5c0d\u65bc\u6295\u8cc7\u8005\u800c\u8a00\uff0c\u9019\u7a2e\u9802\u7d1a\u6a5f\u69cb\u7684\u5c0d\u7acb\u6070\u6070\u63d0\u9192\u4e86\u5e02\u5834\u7684\u8907\u96dc\u6027\u3002\u6b63\u5982Lee\u6240\u8a00\uff0c\u201c\u5e02\u5834\u4f4e\u9ede\u6bd4\u9802\u90e8\u4f86\u5f97\u66f4\u5feb\u201d\uff0cWilson\u4e5f\u5efa\u8b70\u201c\u505a\u597d\u6e96\u5099\u589e\u52a0\u98a8\u96aa\u201d\u3002\u5728\u591a\u7a7a\u6fc0\u8faf\u4e2d\uff0c\u552f\u4e00\u78ba\u5b9a\u7684\u662f\uff0c\u6ce2\u52d5\u6027\u5c07\u6210\u70ba\u672a\u4f86\u6578\u5468\u7684\u4e3b\u65cb\u5f8b\u3002<\/p>\n","protected":false},"excerpt":{"rendered":"

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