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\n\u25cf\u7f8e\u80a1\u6a19\u666e\u3001\u90a3\u6307\u6536\u9ed1\uff0c\u8cbb\u534a\u5927\u8dcc3.0%\u3002\u5728\u8ca1\u5831\u5b63\u63a5\u8fd1\u5c3e\u8072\u4e4b\u4e0b\uff0c\u6295\u8cc7\u4eba\u958b\u59cb\u95dc\u6ce8\u4f30\u503c\uff0c\u7e3d\u9ad4\u7d93\u6fdf\u548c\u5730\u7de3\u653f\u6cbb\u767c\u5c55\u3002<\/p>\n\n\n

\nInfraCap\u7684\u57f7\u884c\u9577\u517c\u6295\u8cc7\u7d44\u5408\u7d93\u7406Jay Hatfield\u8aaa\uff0c\u539f\u56e0\u5f88\u7c21\u55ae\uff0c\u8ca1\u5831\u5b63\u671f\u9593\u6703\u51fa\u73fe\u8caa\u5a6a\uff0c\u8ca1\u5831\u5b63\u904e\u5f8c\u6703\u51fa\u73fe\u6050\u61fc\uff0c\u56e0\u6b64\u6211\u5011\u4e00\u76f4\u547c\u7c72\u5e02\u5834\u8981\u5e73\u7a69\u3002<\/p>\n\n\n

\n\u25cf\u7f8e\u6797\u548c\u7f8e\u9280\u7684\u6295\u8cc7\u7b56\u7565\u4e3b\u7ba1Marci McGregor\u8aaa\uff0c\u5979\u4ecd\u5c0d\u6574\u9ad4\u5e02\u5834\u611f\u5230\u6a02\u89c0\uff0c\u5982\u679c\u5e02\u5834\u5728\u7d93\u6b773\u6708\u4f4e\u9ede\u4ee5\u53ca\u96a8\u5f8c\u5982\u6b64\u5f37\u52c1\u53cd\u5f48\u4e4b\u5f8c\uff0c\u51fa\u73fe\u75b2\u8edf\uff0c\u5979\u6703\u5c07\u4e4b\u8996\u70ba\u8cb7\u9032\u7684\u6a5f\u6703\uff0c\u56e0\u70ba\u7576\u524d\u5e02\u5834\u662f\u7531\u4f01\u696d\u7372\u5229\u3001\u8cc7\u672c\u652f\u51fa\u548c\u5f37\u52c1\u52de\u52d5\u529b\u5e02\u5834\u6240\u63a8\u52d5\uff0c\u56e0\u6b64\u6709\u5f88\u591a\u7406\u7531\u4fdd\u6301\u6a02\u89c0\u3002<\/p>\n\n\n

\nYardeni Research\u5275\u8fa6\u4eba\u4e9e\u5fb7\u5c3c(Ed Yardeni)\u8aaa\uff0c\u7b2c\u4e00\u5b63\u4f01\u696d\u7372\u5229\u5f37\u52c1\uff0c\u4ed6\u6709\u4fe1\u5fc3\u6a19\u666e\u4eca\u5e74\u5e95\u8981\u7a81\u78348000\u9ede\uff0c\u4e26\u5c07\u539f\u5148\u76847700\u9ede\u76ee\u6a19\u4e0a\u8abf\u52308250\u9ede\uff0c\u4e5f\u5c31\u662f\u8f03\u5468\u4e00\u6536\u76e4\u9ede\u670911%\u4e0a\u6f32\u7a7a\u9593\uff0c\u4ed6\u540c\u6642\u8abf\u5347\u6a19\u666e\u4eca\u660e\u5169\u5e74\u7684\u4f01\u696d\u7372\u5229\u9810\u6e2c\u3002<\/p>\n\n\n

\n\u25cf\u300c\u5927\u8ce3\u7a7a\u300d\u96fb\u5f71\u7684\u539f\u578b\u4eba\u7269\u3001\u5c0d\u6c96\u57fa\u91d1\u7d93\u7406Michael Burry\u8b66\u544a\uff0c\u79d1\u6280\u80a1\u5728\u7d93\u6b77\u4e00\u8f2a\u300c\u62cb\u7269\u7dda\u5f0f\u300d\u98c6\u5347\u5f8c\uff0c\u4f30\u503c\u5df2\u5230\u7121\u6cd5\u6301\u7e8c\u7684\u6c34\u6e96\uff0c\u9762\u81e8\u6389\u982d\u6025\u8dcc\u7684\u98a8\u96aa\uff0c\u5c31\u50cf\u8eca\u798d\u524d\u7684\u6578\u5206\u9418\u3002\u4ed6\u4f30\u8a08\u90a3\u65af\u9054\u514b100\u6307\u6578\u7684\u672c\u76ca\u6bd4\u5df2\u905443\u500d\uff0c\u9060\u9ad8\u65bc\u5e02\u5834\u7684\u7d0430\u500d\u5408\u7406\u6c34\u6e96\uff0c\u83ef\u723e\u8857\u5c07\u9019\u4e9b\u5927\u578b\u79d1\u6280\u4f01\u696d\u7684\u7372\u5229\u9ad8\u4f30\u4e86\u903e50%\uff0cAI\u6982\u5ff5\u80a1\u7684\u7372\u5229\u9810\u671f\u5df2\u7d93\u56b4\u91cd\u812b\u96e2\u73fe\u5be6\u3002<\/p>\n\n\n

\n<\/p>\n\n\n

\n2026\/05\/13 10:28<\/p>\n\n\n

\n\u8f49\u8f09\u81ea\u4e2d\u6642\u65b0\u805e\u7db2: https:\/\/www.chinatimes.com\/realtimenews\/20260513001814-260410<\/p>\n\n<\/div>\n\n\n

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