![\"\"](\"https:\/\/blog.roboadvisor.com.tw\/wp-content\/uploads\/2023\/05\/image-1.png\")
<\/figure>\n\n\n\n\u8cc7\u6599\u4f86\u6e90\uff1aMorningstar Direct\uff0c\u963f\u723e\u767c\u6295\u9867\u6574\u7406\u3002\u8cc7\u6599\u671f\u9593\uff1a2023\/01\/01~2023\/04\/30\u3002<\/p>\n\n\n\n
\n\n\n\n
\u5168\u7403\u91d1\u878d\u5e02\u5834\u5256\u6790<\/h1>\n\n\n\n\u7f8e\u570b<\/strong><\/h2>\n\n\n\n\u7f8e\u570b\u56db\u6708\u4efd\u5404\u4e3b\u8981\u6307\u6578\u4ee5\u6f32\u5e45\u4f5c\u6536\uff0c\u6a19\u666e500\u6307\u6578\u6536\u6f321.56%\uff0c\u9053\u74ca\u5de5\u696d\u6307\u6578\u6536\u6f322.57%\uff0c\u90a3\u65af\u9054\u514b\u6307\u6578\u6536\u6f320.07%\u3002\u6708\u5167\u5e02\u5834\u60c5\u7dd2\u8da8\u7a69\uff0cVIX\u6307\u6578\u6536\u8dcc15.61%\u3002<\/p>\n\n\n\n
\u7f8e\u570b\u4e09\u6708\u4efd\u6d88\u8cbb\u8005\u7269\u50f9\u6307\u6578 (CPI) \u5e74\u589e5%\uff0c\u5275\u4e0b2021\u5e745\u6708\u4ee5\u4f86\u6700\u4f4e\u5e74\u589e\u5e45\u5ea6\uff0c\u986f\u793a\u901a\u81a8\u6301\u7e8c\u7de9\u901f\u964d\u6eab\u3002\u6838\u5fc3CPI\u5e74\u589e5.6%\uff0c\u6708\u589e0.4%\uff0c\u81ea\u53bb\u5e749\u6708\u4ee5\u4f86\u9996\u6b21\u56de\u5347\uff0c\u7b26\u5408\u5e02\u5834\u9810\u671f\uff1b\u4f46\u662f\u6708\u589e\u73870.5%\uff0c\u7565\u9ad8\u65bc\u9810\u671f\uff0c\u986f\u793a\u901a\u81a8\u554f\u984c\u8981\u5b8c\u5168\u89e3\u6c7a\u4ecd\u6709\u4e00\u6bb5\u8def\u8981\u8d70\u3002\u7f8e\u570b\u4e09\u6708\u4efdISM\u88fd\u9020\u696dPMI\u4e0b\u6ed1\u81f346.3\uff1b2\u6708JOLTS\u8077\u4f4d\u7a7a\u7f3a\u6578\u964d\u81f3990\u842c\uff1b3\u6708\u975e\u8fb2\u5c31\u696d\u65b0\u589e\u657823.6\u842c\uff0c\u5275\u4e0b27\u500b\u6708\u65b0\u4f4e\u3002\u7d93\u6fdf\u6578\u64da\u6301\u7e8c\u964d\u6eab\uff0c\u52de\u52d5\u5e02\u5834\u4e5f\u4e0d\u518d\u5982\u5148\u524d\u7a69\u56fa\u3002<\/p>\n\n\n\n
\u9280\u884c\u696d\u5371\u6a5f\u96d6\u7136\u7a0d\u5fae\u7de9\u89e3\uff0c\u8cc7\u91d1\u6301\u7e8c\u6d41\u51fa\u4e2d\u5c0f\u578b\u9280\u884c\uff0c3\u6708\u6de8\u6d41\u51fa\u90545,000\u5104\u7f8e\u5143\uff0c\u8cc7\u91d1\u8f49\u800c\u6d41\u5165\u8ca8\u5e63\u5e02\u5834\u57fa\u91d1\u3002\u9280\u884c\u64e0\u514c\u5371\u6a5f\u8f49\u5316\u6210\u70ba\u4fe1\u8cb8\u5e02\u5834\u7684\u6536\u7dca\uff1b\u7136\u800c\u70ba\u4e86\u63d0\u4f9b\u6d41\u52d5\u6027\uff0c\u806f\u6e96\u6703\u8cc7\u7522\u8ca0\u50b5\u8868\u5feb\u901f\u64f4\u5f35\uff0c\u62b9\u53bb\u90e8\u5206\u5347\u606f\u6548\u679c\u3002\u6708\u5e95\u7b2c\u4e00\u5171\u548c\u9280\u884c (First Republic Bank) \u88ab\u7f8e\u570b\u806f\u90a6\u5b58\u4fdd\u516c\u53f8\u63a5\u7ba1\uff0c\u96a8\u5f8c\u8ce3\u7d66\u6469\u6839\u5927\u901a\u9280\u884c\uff0c\u70ba\u7f8e\u570b\u7b2c\u4e8c\u5927\u9280\u884c\u5012\u9589\u4e8b\u4ef6\u3002\u7f8e\u570b\u806f\u6e96\u6703\u662f\u5426\u6703\u6301\u7e8c\u5347\u606f\u4ee5\u6291\u5236\u901a\u81a8\u3001\u4ee5\u53ca\u5feb\u901f\u5347\u606f\u5c0d\u65bc\u91d1\u878d\u696d\u7a69\u5b9a\u5ea6\u7684\u5f71\u97ff\u5c07\u6703\u662f\u5e02\u5834\u6ce8\u76ee\u7126\u9ede\u3002\u7f8e\u5143\u6307\u6578\u6708\u5167\u5927\u81f4\u7dad\u6301\u4e0d\u8b8a\uff0c\u5f9e102.59\u7565\u70ba\u4e0b\u964d\u81f3102.12\u3002<\/p>\n\n\n\n
\u6b50\u5143\u5340\u8207\u82f1\u570b<\/strong><\/h2>\n\n\n\nSTOXX\u6b50\u6d32600\u6307\u6578\u6536\u6f324.1%\uff0c\u82f1\u570b\u5bcc\u6642100\u6307\u6578\u6536\u6f325.12%\uff0c\u6cd5\u570bCAC40\u6307\u6578\u6536\u6f324.54%\uff0c\u5fb7\u570bDAX\u6307\u6578\u6536\u6f323.52%\u3002<\/p>\n\n\n\n
\u6b50\u6d32\u65b9\u9762\uff0c\u6b50\u5143\u53402\u6708CPI\u5e74\u589e6.9%\uff0c\u9060\u4f4e\u65bc2\u6708\u6578\u64da\uff0c\u4e3b\u56e0\u662f\u80fd\u6e90\u50f9\u683c\u4e0b\u8dcc\u3002\u7136\u800c\u6838\u5fc3CPI\u5e74\u589e5.7%\u5275\u4e0b\u65b0\u9ad8\uff0c\u6050\u63d0\u5347\u5347\u606f\u6a5f\u7387\u3002\u5728\u9280\u884c\u696d\u5371\u6a5f\u4e4b\u5f8c\uff0c\u76e3\u7ba1\u6a5f\u69cb\u8fc5\u901f\u51fa\u624b\uff0c\u7a69\u5b9a\u91d1\u878d\u5e02\u5834\u60c5\u7dd2\u8207\u80a1\u5e02\u8868\u73fe\u3002<\/p>\n\n\n\n
\u65e5\u672c<\/strong><\/h2>\n\n\n\n\u65e5\u7d93\u6307\u6578\u6536\u6f320.59%\uff0c\u6708\u5167\u5916\u8cc7\u5927\u8209\u6d41\u5165\u65e5\u80a1\uff0c\u5df4\u83f2\u7279\u4e5f\u589e\u5927\u5c0d\u65e5\u80a1\u7684\u6295\u8cc7\u3002\u65e5\u672c4\u6708CPI\u5e74\u589e3.5%\uff0c\u9ad8\u65bc\u5e02\u5834\u9810\u671f\u3002\u65b0\u4e0a\u4efb\u7684\u592e\u884c\u7e3d\u88c1\u690d\u7530\u548c\u7537\u4ecd\u672a\u91cb\u51fa\u8abf\u6574\u5229\u7387\u653f\u7b56\u7684\u8a0a\u865f\uff0c\u7136\u800c\u5e02\u5834\u666e\u904d\u9810\u4f30\u4ed6\u5c07\u6703\u9010\u6b65\u8abf\u6574\u76ee\u524d\u7684\u6b96\u5229\u7387\u66f2\u7dda\u63a7\u5236\u653f\u7b56\u3002<\/p>\n\n\n\n
\u81fa\u7063<\/strong><\/h2>\n\n\n\n\u53f0\u80a14\u6708\u5927\u76e4\u6307\u6578\u6536\u8dcc2.76%\uff0c\u7d42\u7d50\u4eca\u5e74\u4ee5\u4f86\u7684\u9023\u7e8c3\u500b\u6708\u7684\u6f32\u5e45\uff0c\u56db\u6708\u4efd\u8868\u73fe\u5728\u4e9e\u6d32\u80a1\u5e02\u4e2d\u6392\u540d\u5012\u6578\u7b2c\u4e09\u3002\u4ee5\u53f0\u7a4d\u96fb\u70ba\u4ee3\u8868\u7684\u534a\u5c0e\u9ad4\u7522\u696d\u4e0b\u534a\u5e74\u524d\u666f\u582a\u6182\uff0c\u5e02\u5834\u89e3\u8b80\u79d1\u6280\u696d\u5bd2\u51ac\u4ecd\u672a\u7d50\u675f\uff0c\u62d6\u7d2f\u53f0\u80a1\u8868\u73fe\u3002<\/p>\n\n\n\n
\u5168\u7403\u50b5\u5e02<\/strong><\/h2>\n\n\n\n\u7d93\u904e\u4e0a\u500b\u6708\u7684\u9280\u884c\u696d\u5371\u6a5f\u8207\u50b5\u5e02\u6ce2\u52d5\uff0c\u672c\u6708\u50b5\u5e02\u6ce2\u52d5\u8da8\u5e73\uff0c\u7f8e\u570b3\u500b\u6708\u516c\u50b5\u6536\u76ca\u7387\u5f9e4.66%\u6f32\u81f34.93%\uff0c2\u5e74\u671f\u516c\u50b5\u6536\u76ca\u7387\u5f9e4.03%\u4e0a\u6f32\u81f34.15%\uff0c10\u5e74\u671f3.47%\u4e0a\u6f32\u81f33.57%\u3002\u82f1\u570b10\u5e74\u671f\u516c\u50b5\u5f9e3.47%\u4e0a\u6f32\u81f33.72%\u3002\u65e5\u672c10\u5e74\u671f\u516c\u50b5\u5f9e0.33%\u6f32\u52300.42%\u3002<\/p>\n\n\n\n
\n\n\n\n\u963f\u723e\u767c\u6838\u5fc3\u6295\u8cc7\u7d44\u5408\u7e3e\u6548\u56de\u9867<\/strong><\/h1>\n\n\n\n <\/td> 4\u6708\u6295\u7d44\u5831\u916c (%<\/strong>)<\/td>\u57fa\u6e96\u6307\u6578\u5831\u916c (%)<\/strong><\/td>\u76f8\u5c0d\u6307\u6578\u8868\u73fe (%)<\/strong><\/td>\u5e74\u521d\u81f3\u4eca\u5831\u916c (%)<\/strong><\/td><\/tr>\u963f\u723e\u767c\u6838\u5fc330<\/td> 0.87<\/td> 0.90<\/td> -0.03<\/td> 4.99<\/td><\/tr> \u963f\u723e\u767c\u6838\u5fc335<\/td> 0.92<\/td> 0.93<\/td> -0.01<\/td> 5.23<\/td><\/tr> \u963f\u723e\u767c\u6838\u5fc340<\/td> 0.97<\/td> 0.96<\/td> 0.01<\/td> 5.48<\/td><\/tr> \u963f\u723e\u767c\u6838\u5fc345<\/td> 0.99<\/td> 0.99<\/td> 0.00<\/td> 5.58<\/td><\/tr> \u963f\u723e\u767c\u6838\u5fc350<\/td> 1.03<\/td> 1.03<\/td> 0.00<\/td> 5.74<\/td><\/tr> \u963f\u723e\u767c\u6838\u5fc355<\/td> 1.08<\/td> 1.06<\/td> 0.02<\/td> 5.96<\/td><\/tr> \u963f\u723e\u767c\u6838\u5fc360<\/td> 1.13<\/td> 1.25<\/td> -0.12<\/td> 6.16<\/td><\/tr> \u963f\u723e\u767c\u6838\u5fc365<\/td> 1.16<\/td> 1.27<\/td> -0.10<\/td> 6.35<\/td><\/tr> \u963f\u723e\u767c\u6838\u5fc370<\/td> 1.22<\/td> 1.16<\/td> 0.06<\/td> 6.61<\/td><\/tr> \u963f\u723e\u767c\u6838\u5fc375<\/td> 1.28<\/td> 1.20<\/td> 0.07<\/td> 6.80<\/td><\/tr> \u963f\u723e\u767c\u6838\u5fc380<\/td> 1.32<\/td> 1.23<\/td> 0.09<\/td> 7.02<\/td><\/tr> \u963f\u723e\u767c\u6838\u5fc385<\/td> 1.37<\/td> 1.27<\/td> 0.10<\/td> 7.15<\/td><\/tr> \u963f\u723e\u767c\u6838\u5fc390<\/td> 1.42<\/td> 1.28<\/td> 0.14<\/td> 7.34<\/td><\/tr><\/tbody><\/table>\u8cc7\u6599\u4f86\u6e90\uff1aMorningstar Direct\uff0c\u963f\u723e\u767c\u6295\u9867\u6574\u7406\u3002\u8cc7\u6599\u671f\u9593\uff1a2023\/01\/01~2023\/04\/30\u3002\u5e63\u5225 : \u7f8e\u5143
\u57fa\u6e96\u6307\u6578\u63a1\u7528\u76f8\u5c0d\u61c9\u80a1\u50b5\u6bd4\u7684\u5168\u7403\u80a1\u7968\u6307\u6578+\u5168\u7403\u7d9c\u5408\u50b5\u5238\u6307\u6578\u3002<\/figcaption><\/figure>\n\n\n\n\n- \u6708\u5167\u96a8\u8457\u80a1\u5e02\u8207\u50b5\u5e02\u7684\u56de\u6eab\uff0c\u963f\u723e\u767c\u6838\u5fc3\u6295\u7d44\u4e5f\u5448\u73fe\u7a69\u5b9a\u8868\u73fe\uff0c\u5f9e\u6700\u4fdd\u5b88\u5230\u6700\u7a4d\u69754\u6708\u5831\u916c\u7d040.87%\u81f31.42%\u3002<\/li>\n\n\n\n
- \u672c\u6708\u5df2\u958b\u767c\u80a1\u5e02\u8207\u623f\u5730\u7522\u8cc7\u7522\u76f8\u5c0d\u8868\u73fe\u8f03\u4f73\uff0c\u70ba\u6295\u8cc7\u7d44\u5408\u8ca2\u737b\u8f03\u591a\u5831\u916c\u3002<\/li>\n\n\n\n
- \u5e74\u521d\u81f3\u4eca\u7684\u8868\u73fe\u76f8\u5c0d\u5b89\u7a69\uff0c\u4e5f\u7b26\u5408\u6211\u5011\u7684\u671f\u5f85\uff0c\u5f9e\u6700\u4fdd\u5b88\u5230\u6700\u7a4d\u6975\u7684\u6295\u8cc7\u7d44\u5408\u5831\u916c\u70ba4.99\u81f37.34%\u3002<\/li>\n<\/ul>\n\n\n\n
\u81fa\u5927\u7522\u5b78\u5408\u4f5c\u6295\u8cc7\u7d44\u5408\u7e3e\u6548\u56de\u9867<\/strong><\/h1>\n\n\n\n <\/td> 4\u6708\u6295\u7d44\u5831\u916c (%)<\/strong><\/td>\u57fa\u6e96\u6307\u6578\u5831\u916c (%)<\/strong><\/td>\u76f8\u5c0d\u6307\u6578\u8868\u73fe (%)<\/strong><\/td>\u5e74\u521d\u81f3\u4eca\u5831\u916c (%)<\/strong><\/td><\/tr>\u81fa\u5927\u6295\u7d4430<\/td> 0.71<\/td> 0.90<\/td> -0.19<\/td> 6.31<\/td><\/tr> \u81fa\u5927\u6295\u7d4440<\/td> 0.70<\/td> 0.96<\/td> -0.26<\/td> 6.59<\/td><\/tr> \u81fa\u5927\u6295\u7d4460<\/td> 0.78<\/td> 1.25<\/td> -0.46<\/td> 7.11<\/td><\/tr> \u81fa\u5927\u6295\u7d4480<\/td> 0.78<\/td> 1.23<\/td> -0.46<\/td> 7.69<\/td><\/tr><\/tbody><\/table>\u8cc7\u6599\u4f86\u6e90\uff1aMorningstar Direct\uff0c\u963f\u723e\u767c\u6295\u9867\u6574\u7406\u3002\u8cc7\u6599\u671f\u9593\uff1a2023\/01\/01~2023\/04\/30\u3002\u5e63\u5225 : \u7f8e\u5143
\u57fa\u6e96\u6307\u6578\u63a1\u7528\u76f8\u5c0d\u61c9\u80a1\u50b5\u6bd4\u7684\u5168\u7403\u80a1\u7968\u6307\u6578+\u5168\u7403\u7d9c\u5408\u50b5\u5238\u6307\u6578\u3002<\/figcaption><\/figure>\n\n\n\n<\/p>\n\n\n\n
\n- \u81fa\u5927\u6295\u7d44\u4e2d\u7279\u5225\u914d\u7f6e\u4e00\u5b9a\u6bd4\u4f8b\u5728\u53f0\u80a1ETF\u90e8\u4f4d\uff0c\u7136\u800c\u672c\u6708\u53f0\u80a1\u8868\u73fe\u76f8\u5c0d\u6b50\u7f8e\u80a1\u5e02\u8f03\u5dee\uff0c\u56e0\u6b64\u76f8\u5c0d\u57fa\u6e96\u6307\u6578\u8868\u73fe\u8f03\u5dee\u3002<\/li>\n\n\n\n
- \u672c\u6708\u7f8e\u5143\u6307\u6578\u76e4\u6574\uff0c\u4fdd\u6301\u5728\u63a5\u8fd1\u7684\u6c34\u4f4d\uff0c\u56e0\u6b64\u63a1\u7528\u7684\u532f\u7387\u907f\u96aa\u578bETF\u4e26\u672a\u5e36\u4f86\u984d\u5916\u7684\u5831\u916c\u3002<\/li>\n<\/ul>\n\n\n\n
\n\n\n\n\u6295\u8cc7\u8207\u5e02\u5834\u5c55\u671b<\/strong><\/h1>\n\n\n\n2023\u5e74\u4ee5\u4f86\uff0cCPI\u7b49\u6578\u64da\u986f\u793a\u901a\u81a8\u9010\u6f38\u653e\u7de9\uff0c\u7136\u800c\u6838\u5fc3\u901a\u81a8\u986f\u793a\u7269\u50f9\u4ecd\u7136\u8655\u65bc\u9ad8\u6c34\u6e96\uff1b\u96d6\u7136\u53d7\u5230\u539f\u6cb9\u50f9\u683c\u56de\u843d\u5f71\u97ff\uff0c3\u6708\u901a\u81a8\u6578\u64da\u666e\u904d\u4e0b\u6ed1\uff0c\u4f46OPEC\u806f\u5408\u6e1b\u7522\u518d\u6b21\u63a8\u5347\u6cb9\u50f9\uff0c4\u6708\u5404\u570b\u901a\u81a8\u6050\u53d7\u5f71\u97ff\u3002\u8207\u6b64\u540c\u6642\uff0c\u5feb\u901f\u5347\u606f\u5e36\u4f86\u7684\u8cc7\u7522\u50f9\u683c\u9707\u76ea\u9010\u6f38\u53cd\u6620\u5728\u91d1\u878d\u696d\u6301\u6709\u7684\u8cc7\u7522\u50f9\u683c\uff0c\u9280\u884c\u696d\u5371\u6a5f\u4e5f\u5f71\u97ff\u6574\u9ad4\u91d1\u878d\u696d\u7a69\u5b9a\uff0c\u800c\u7dca\u7e2e\u7684\u4fe1\u8cb8\u5e02\u5834\u4e5f\u518d\u6b21\u63d0\u5347\u8870\u9000\u98a8\u96aa\uff0c\u9451\u65bc\u5b8f\u89c0\u7d93\u6fdf\u74b0\u5883\u7684\u9ad8\u5ea6\u4e0d\u78ba\u5b9a\u6027\uff0c\u6211\u5011\u8a8d\u70ba\u4ecd\u7136\u6709\u5fc5\u8981\u63a1\u53d6\u8b39\u614e\u7684\u614b\u5ea6\u3002<\/p>\n\n\n\n
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\u7f8e\u570b\u4e09\u6708\u4efd\u6d88\u8cbb\u8005\u7269\u50f9\u6307\u6578 (CPI) \u5e74\u589e5%\uff0c\u5275\u4e0b2021\u5e745\u6708\u4ee5\u4f86\u6700\u4f4e\u5e74\u589e\u5e45\u5ea6\uff0c\u986f\u793a\u901a\u81a8\u6301\u7e8c\u7de9\u901f\u964d\u6eab\u3002\u6838\u5fc3CPI\u5e74\u589e5.6%\uff0c\u6708\u589e0.4%\uff0c\u81ea\u53bb\u5e749\u6708\u4ee5\u4f86\u9996\u6b21\u56de\u5347\uff0c\u7b26\u5408\u5e02\u5834\u9810\u671f\uff1b\u4f46\u662f\u6708\u589e\u73870.5%\uff0c\u7565\u9ad8\u65bc\u9810\u671f\uff0c\u986f\u793a\u901a\u81a8\u554f\u984c\u8981\u5b8c\u5168\u89e3\u6c7a\u4ecd\u6709\u4e00\u6bb5\u8def\u8981\u8d70\u3002\u7f8e\u570b\u4e09\u6708\u4efdISM\u88fd\u9020\u696dPMI\u4e0b\u6ed1\u81f346.3\uff1b2\u6708JOLTS\u8077\u4f4d\u7a7a\u7f3a\u6578\u964d\u81f3990\u842c\uff1b3\u6708\u975e\u8fb2\u5c31\u696d\u65b0\u589e\u657823.6\u842c\uff0c\u5275\u4e0b27\u500b\u6708\u65b0\u4f4e\u3002\u7d93\u6fdf\u6578\u64da\u6301\u7e8c\u964d\u6eab\uff0c\u52de\u52d5\u5e02\u5834\u4e5f\u4e0d\u518d\u5982\u5148\u524d\u7a69\u56fa\u3002<\/p>\n\n\n\n
\u9280\u884c\u696d\u5371\u6a5f\u96d6\u7136\u7a0d\u5fae\u7de9\u89e3\uff0c\u8cc7\u91d1\u6301\u7e8c\u6d41\u51fa\u4e2d\u5c0f\u578b\u9280\u884c\uff0c3\u6708\u6de8\u6d41\u51fa\u90545,000\u5104\u7f8e\u5143\uff0c\u8cc7\u91d1\u8f49\u800c\u6d41\u5165\u8ca8\u5e63\u5e02\u5834\u57fa\u91d1\u3002\u9280\u884c\u64e0\u514c\u5371\u6a5f\u8f49\u5316\u6210\u70ba\u4fe1\u8cb8\u5e02\u5834\u7684\u6536\u7dca\uff1b\u7136\u800c\u70ba\u4e86\u63d0\u4f9b\u6d41\u52d5\u6027\uff0c\u806f\u6e96\u6703\u8cc7\u7522\u8ca0\u50b5\u8868\u5feb\u901f\u64f4\u5f35\uff0c\u62b9\u53bb\u90e8\u5206\u5347\u606f\u6548\u679c\u3002\u6708\u5e95\u7b2c\u4e00\u5171\u548c\u9280\u884c (First Republic Bank) \u88ab\u7f8e\u570b\u806f\u90a6\u5b58\u4fdd\u516c\u53f8\u63a5\u7ba1\uff0c\u96a8\u5f8c\u8ce3\u7d66\u6469\u6839\u5927\u901a\u9280\u884c\uff0c\u70ba\u7f8e\u570b\u7b2c\u4e8c\u5927\u9280\u884c\u5012\u9589\u4e8b\u4ef6\u3002\u7f8e\u570b\u806f\u6e96\u6703\u662f\u5426\u6703\u6301\u7e8c\u5347\u606f\u4ee5\u6291\u5236\u901a\u81a8\u3001\u4ee5\u53ca\u5feb\u901f\u5347\u606f\u5c0d\u65bc\u91d1\u878d\u696d\u7a69\u5b9a\u5ea6\u7684\u5f71\u97ff\u5c07\u6703\u662f\u5e02\u5834\u6ce8\u76ee\u7126\u9ede\u3002\u7f8e\u5143\u6307\u6578\u6708\u5167\u5927\u81f4\u7dad\u6301\u4e0d\u8b8a\uff0c\u5f9e102.59\u7565\u70ba\u4e0b\u964d\u81f3102.12\u3002<\/p>\n\n\n\n
\u6b50\u5143\u5340\u8207\u82f1\u570b<\/strong><\/h2>\n\n\n\nSTOXX\u6b50\u6d32600\u6307\u6578\u6536\u6f324.1%\uff0c\u82f1\u570b\u5bcc\u6642100\u6307\u6578\u6536\u6f325.12%\uff0c\u6cd5\u570bCAC40\u6307\u6578\u6536\u6f324.54%\uff0c\u5fb7\u570bDAX\u6307\u6578\u6536\u6f323.52%\u3002<\/p>\n\n\n\n
\u6b50\u6d32\u65b9\u9762\uff0c\u6b50\u5143\u53402\u6708CPI\u5e74\u589e6.9%\uff0c\u9060\u4f4e\u65bc2\u6708\u6578\u64da\uff0c\u4e3b\u56e0\u662f\u80fd\u6e90\u50f9\u683c\u4e0b\u8dcc\u3002\u7136\u800c\u6838\u5fc3CPI\u5e74\u589e5.7%\u5275\u4e0b\u65b0\u9ad8\uff0c\u6050\u63d0\u5347\u5347\u606f\u6a5f\u7387\u3002\u5728\u9280\u884c\u696d\u5371\u6a5f\u4e4b\u5f8c\uff0c\u76e3\u7ba1\u6a5f\u69cb\u8fc5\u901f\u51fa\u624b\uff0c\u7a69\u5b9a\u91d1\u878d\u5e02\u5834\u60c5\u7dd2\u8207\u80a1\u5e02\u8868\u73fe\u3002<\/p>\n\n\n\n
\u65e5\u672c<\/strong><\/h2>\n\n\n\n\u65e5\u7d93\u6307\u6578\u6536\u6f320.59%\uff0c\u6708\u5167\u5916\u8cc7\u5927\u8209\u6d41\u5165\u65e5\u80a1\uff0c\u5df4\u83f2\u7279\u4e5f\u589e\u5927\u5c0d\u65e5\u80a1\u7684\u6295\u8cc7\u3002\u65e5\u672c4\u6708CPI\u5e74\u589e3.5%\uff0c\u9ad8\u65bc\u5e02\u5834\u9810\u671f\u3002\u65b0\u4e0a\u4efb\u7684\u592e\u884c\u7e3d\u88c1\u690d\u7530\u548c\u7537\u4ecd\u672a\u91cb\u51fa\u8abf\u6574\u5229\u7387\u653f\u7b56\u7684\u8a0a\u865f\uff0c\u7136\u800c\u5e02\u5834\u666e\u904d\u9810\u4f30\u4ed6\u5c07\u6703\u9010\u6b65\u8abf\u6574\u76ee\u524d\u7684\u6b96\u5229\u7387\u66f2\u7dda\u63a7\u5236\u653f\u7b56\u3002<\/p>\n\n\n\n
\u81fa\u7063<\/strong><\/h2>\n\n\n\n\u53f0\u80a14\u6708\u5927\u76e4\u6307\u6578\u6536\u8dcc2.76%\uff0c\u7d42\u7d50\u4eca\u5e74\u4ee5\u4f86\u7684\u9023\u7e8c3\u500b\u6708\u7684\u6f32\u5e45\uff0c\u56db\u6708\u4efd\u8868\u73fe\u5728\u4e9e\u6d32\u80a1\u5e02\u4e2d\u6392\u540d\u5012\u6578\u7b2c\u4e09\u3002\u4ee5\u53f0\u7a4d\u96fb\u70ba\u4ee3\u8868\u7684\u534a\u5c0e\u9ad4\u7522\u696d\u4e0b\u534a\u5e74\u524d\u666f\u582a\u6182\uff0c\u5e02\u5834\u89e3\u8b80\u79d1\u6280\u696d\u5bd2\u51ac\u4ecd\u672a\u7d50\u675f\uff0c\u62d6\u7d2f\u53f0\u80a1\u8868\u73fe\u3002<\/p>\n\n\n\n
\u5168\u7403\u50b5\u5e02<\/strong><\/h2>\n\n\n\n\u7d93\u904e\u4e0a\u500b\u6708\u7684\u9280\u884c\u696d\u5371\u6a5f\u8207\u50b5\u5e02\u6ce2\u52d5\uff0c\u672c\u6708\u50b5\u5e02\u6ce2\u52d5\u8da8\u5e73\uff0c\u7f8e\u570b3\u500b\u6708\u516c\u50b5\u6536\u76ca\u7387\u5f9e4.66%\u6f32\u81f34.93%\uff0c2\u5e74\u671f\u516c\u50b5\u6536\u76ca\u7387\u5f9e4.03%\u4e0a\u6f32\u81f34.15%\uff0c10\u5e74\u671f3.47%\u4e0a\u6f32\u81f33.57%\u3002\u82f1\u570b10\u5e74\u671f\u516c\u50b5\u5f9e3.47%\u4e0a\u6f32\u81f33.72%\u3002\u65e5\u672c10\u5e74\u671f\u516c\u50b5\u5f9e0.33%\u6f32\u52300.42%\u3002<\/p>\n\n\n\n
\n\n\n\n\u963f\u723e\u767c\u6838\u5fc3\u6295\u8cc7\u7d44\u5408\u7e3e\u6548\u56de\u9867<\/strong><\/h1>\n\n\n\n <\/td> 4\u6708\u6295\u7d44\u5831\u916c (%<\/strong>)<\/td>\u57fa\u6e96\u6307\u6578\u5831\u916c (%)<\/strong><\/td>\u76f8\u5c0d\u6307\u6578\u8868\u73fe (%)<\/strong><\/td>\u5e74\u521d\u81f3\u4eca\u5831\u916c (%)<\/strong><\/td><\/tr>\u963f\u723e\u767c\u6838\u5fc330<\/td> 0.87<\/td> 0.90<\/td> -0.03<\/td> 4.99<\/td><\/tr> \u963f\u723e\u767c\u6838\u5fc335<\/td> 0.92<\/td> 0.93<\/td> -0.01<\/td> 5.23<\/td><\/tr> \u963f\u723e\u767c\u6838\u5fc340<\/td> 0.97<\/td> 0.96<\/td> 0.01<\/td> 5.48<\/td><\/tr> \u963f\u723e\u767c\u6838\u5fc345<\/td> 0.99<\/td> 0.99<\/td> 0.00<\/td> 5.58<\/td><\/tr> \u963f\u723e\u767c\u6838\u5fc350<\/td> 1.03<\/td> 1.03<\/td> 0.00<\/td> 5.74<\/td><\/tr> \u963f\u723e\u767c\u6838\u5fc355<\/td> 1.08<\/td> 1.06<\/td> 0.02<\/td> 5.96<\/td><\/tr> \u963f\u723e\u767c\u6838\u5fc360<\/td> 1.13<\/td> 1.25<\/td> -0.12<\/td> 6.16<\/td><\/tr> \u963f\u723e\u767c\u6838\u5fc365<\/td> 1.16<\/td> 1.27<\/td> -0.10<\/td> 6.35<\/td><\/tr> \u963f\u723e\u767c\u6838\u5fc370<\/td> 1.22<\/td> 1.16<\/td> 0.06<\/td> 6.61<\/td><\/tr> \u963f\u723e\u767c\u6838\u5fc375<\/td> 1.28<\/td> 1.20<\/td> 0.07<\/td> 6.80<\/td><\/tr> \u963f\u723e\u767c\u6838\u5fc380<\/td> 1.32<\/td> 1.23<\/td> 0.09<\/td> 7.02<\/td><\/tr> \u963f\u723e\u767c\u6838\u5fc385<\/td> 1.37<\/td> 1.27<\/td> 0.10<\/td> 7.15<\/td><\/tr> \u963f\u723e\u767c\u6838\u5fc390<\/td> 1.42<\/td> 1.28<\/td> 0.14<\/td> 7.34<\/td><\/tr><\/tbody><\/table>\u8cc7\u6599\u4f86\u6e90\uff1aMorningstar Direct\uff0c\u963f\u723e\u767c\u6295\u9867\u6574\u7406\u3002\u8cc7\u6599\u671f\u9593\uff1a2023\/01\/01~2023\/04\/30\u3002\u5e63\u5225 : \u7f8e\u5143
\u57fa\u6e96\u6307\u6578\u63a1\u7528\u76f8\u5c0d\u61c9\u80a1\u50b5\u6bd4\u7684\u5168\u7403\u80a1\u7968\u6307\u6578+\u5168\u7403\u7d9c\u5408\u50b5\u5238\u6307\u6578\u3002<\/figcaption><\/figure>\n\n\n\n\n- \u6708\u5167\u96a8\u8457\u80a1\u5e02\u8207\u50b5\u5e02\u7684\u56de\u6eab\uff0c\u963f\u723e\u767c\u6838\u5fc3\u6295\u7d44\u4e5f\u5448\u73fe\u7a69\u5b9a\u8868\u73fe\uff0c\u5f9e\u6700\u4fdd\u5b88\u5230\u6700\u7a4d\u69754\u6708\u5831\u916c\u7d040.87%\u81f31.42%\u3002<\/li>\n\n\n\n
- \u672c\u6708\u5df2\u958b\u767c\u80a1\u5e02\u8207\u623f\u5730\u7522\u8cc7\u7522\u76f8\u5c0d\u8868\u73fe\u8f03\u4f73\uff0c\u70ba\u6295\u8cc7\u7d44\u5408\u8ca2\u737b\u8f03\u591a\u5831\u916c\u3002<\/li>\n\n\n\n
- \u5e74\u521d\u81f3\u4eca\u7684\u8868\u73fe\u76f8\u5c0d\u5b89\u7a69\uff0c\u4e5f\u7b26\u5408\u6211\u5011\u7684\u671f\u5f85\uff0c\u5f9e\u6700\u4fdd\u5b88\u5230\u6700\u7a4d\u6975\u7684\u6295\u8cc7\u7d44\u5408\u5831\u916c\u70ba4.99\u81f37.34%\u3002<\/li>\n<\/ul>\n\n\n\n
\u81fa\u5927\u7522\u5b78\u5408\u4f5c\u6295\u8cc7\u7d44\u5408\u7e3e\u6548\u56de\u9867<\/strong><\/h1>\n\n\n\n <\/td> 4\u6708\u6295\u7d44\u5831\u916c (%)<\/strong><\/td>\u57fa\u6e96\u6307\u6578\u5831\u916c (%)<\/strong><\/td>\u76f8\u5c0d\u6307\u6578\u8868\u73fe (%)<\/strong><\/td>\u5e74\u521d\u81f3\u4eca\u5831\u916c (%)<\/strong><\/td><\/tr>\u81fa\u5927\u6295\u7d4430<\/td> 0.71<\/td> 0.90<\/td> -0.19<\/td> 6.31<\/td><\/tr> \u81fa\u5927\u6295\u7d4440<\/td> 0.70<\/td> 0.96<\/td> -0.26<\/td> 6.59<\/td><\/tr> \u81fa\u5927\u6295\u7d4460<\/td> 0.78<\/td> 1.25<\/td> -0.46<\/td> 7.11<\/td><\/tr> \u81fa\u5927\u6295\u7d4480<\/td> 0.78<\/td> 1.23<\/td> -0.46<\/td> 7.69<\/td><\/tr><\/tbody><\/table>\u8cc7\u6599\u4f86\u6e90\uff1aMorningstar Direct\uff0c\u963f\u723e\u767c\u6295\u9867\u6574\u7406\u3002\u8cc7\u6599\u671f\u9593\uff1a2023\/01\/01~2023\/04\/30\u3002\u5e63\u5225 : \u7f8e\u5143
\u57fa\u6e96\u6307\u6578\u63a1\u7528\u76f8\u5c0d\u61c9\u80a1\u50b5\u6bd4\u7684\u5168\u7403\u80a1\u7968\u6307\u6578+\u5168\u7403\u7d9c\u5408\u50b5\u5238\u6307\u6578\u3002<\/figcaption><\/figure>\n\n\n\n<\/p>\n\n\n\n
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- \u672c\u6708\u7f8e\u5143\u6307\u6578\u76e4\u6574\uff0c\u4fdd\u6301\u5728\u63a5\u8fd1\u7684\u6c34\u4f4d\uff0c\u56e0\u6b64\u63a1\u7528\u7684\u532f\u7387\u907f\u96aa\u578bETF\u4e26\u672a\u5e36\u4f86\u984d\u5916\u7684\u5831\u916c\u3002<\/li>\n<\/ul>\n\n\n\n
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\u81fa\u7063<\/strong><\/h2>\n\n\n\n\u53f0\u80a14\u6708\u5927\u76e4\u6307\u6578\u6536\u8dcc2.76%\uff0c\u7d42\u7d50\u4eca\u5e74\u4ee5\u4f86\u7684\u9023\u7e8c3\u500b\u6708\u7684\u6f32\u5e45\uff0c\u56db\u6708\u4efd\u8868\u73fe\u5728\u4e9e\u6d32\u80a1\u5e02\u4e2d\u6392\u540d\u5012\u6578\u7b2c\u4e09\u3002\u4ee5\u53f0\u7a4d\u96fb\u70ba\u4ee3\u8868\u7684\u534a\u5c0e\u9ad4\u7522\u696d\u4e0b\u534a\u5e74\u524d\u666f\u582a\u6182\uff0c\u5e02\u5834\u89e3\u8b80\u79d1\u6280\u696d\u5bd2\u51ac\u4ecd\u672a\u7d50\u675f\uff0c\u62d6\u7d2f\u53f0\u80a1\u8868\u73fe\u3002<\/p>\n\n\n\n
\u5168\u7403\u50b5\u5e02<\/strong><\/h2>\n\n\n\n\u7d93\u904e\u4e0a\u500b\u6708\u7684\u9280\u884c\u696d\u5371\u6a5f\u8207\u50b5\u5e02\u6ce2\u52d5\uff0c\u672c\u6708\u50b5\u5e02\u6ce2\u52d5\u8da8\u5e73\uff0c\u7f8e\u570b3\u500b\u6708\u516c\u50b5\u6536\u76ca\u7387\u5f9e4.66%\u6f32\u81f34.93%\uff0c2\u5e74\u671f\u516c\u50b5\u6536\u76ca\u7387\u5f9e4.03%\u4e0a\u6f32\u81f34.15%\uff0c10\u5e74\u671f3.47%\u4e0a\u6f32\u81f33.57%\u3002\u82f1\u570b10\u5e74\u671f\u516c\u50b5\u5f9e3.47%\u4e0a\u6f32\u81f33.72%\u3002\u65e5\u672c10\u5e74\u671f\u516c\u50b5\u5f9e0.33%\u6f32\u52300.42%\u3002<\/p>\n\n\n\n
\n\n\n\n\u963f\u723e\u767c\u6838\u5fc3\u6295\u8cc7\u7d44\u5408\u7e3e\u6548\u56de\u9867<\/strong><\/h1>\n\n\n\n <\/td> 4\u6708\u6295\u7d44\u5831\u916c (%<\/strong>)<\/td>\u57fa\u6e96\u6307\u6578\u5831\u916c (%)<\/strong><\/td>\u76f8\u5c0d\u6307\u6578\u8868\u73fe (%)<\/strong><\/td>\u5e74\u521d\u81f3\u4eca\u5831\u916c (%)<\/strong><\/td><\/tr>\u963f\u723e\u767c\u6838\u5fc330<\/td> 0.87<\/td> 0.90<\/td> -0.03<\/td> 4.99<\/td><\/tr> \u963f\u723e\u767c\u6838\u5fc335<\/td> 0.92<\/td> 0.93<\/td> -0.01<\/td> 5.23<\/td><\/tr> \u963f\u723e\u767c\u6838\u5fc340<\/td> 0.97<\/td> 0.96<\/td> 0.01<\/td> 5.48<\/td><\/tr> \u963f\u723e\u767c\u6838\u5fc345<\/td> 0.99<\/td> 0.99<\/td> 0.00<\/td> 5.58<\/td><\/tr> \u963f\u723e\u767c\u6838\u5fc350<\/td> 1.03<\/td> 1.03<\/td> 0.00<\/td> 5.74<\/td><\/tr> \u963f\u723e\u767c\u6838\u5fc355<\/td> 1.08<\/td> 1.06<\/td> 0.02<\/td> 5.96<\/td><\/tr> \u963f\u723e\u767c\u6838\u5fc360<\/td> 1.13<\/td> 1.25<\/td> -0.12<\/td> 6.16<\/td><\/tr> \u963f\u723e\u767c\u6838\u5fc365<\/td> 1.16<\/td> 1.27<\/td> -0.10<\/td> 6.35<\/td><\/tr> \u963f\u723e\u767c\u6838\u5fc370<\/td> 1.22<\/td> 1.16<\/td> 0.06<\/td> 6.61<\/td><\/tr> \u963f\u723e\u767c\u6838\u5fc375<\/td> 1.28<\/td> 1.20<\/td> 0.07<\/td> 6.80<\/td><\/tr> \u963f\u723e\u767c\u6838\u5fc380<\/td> 1.32<\/td> 1.23<\/td> 0.09<\/td> 7.02<\/td><\/tr> \u963f\u723e\u767c\u6838\u5fc385<\/td> 1.37<\/td> 1.27<\/td> 0.10<\/td> 7.15<\/td><\/tr> \u963f\u723e\u767c\u6838\u5fc390<\/td> 1.42<\/td> 1.28<\/td> 0.14<\/td> 7.34<\/td><\/tr><\/tbody><\/table>\u8cc7\u6599\u4f86\u6e90\uff1aMorningstar Direct\uff0c\u963f\u723e\u767c\u6295\u9867\u6574\u7406\u3002\u8cc7\u6599\u671f\u9593\uff1a2023\/01\/01~2023\/04\/30\u3002\u5e63\u5225 : \u7f8e\u5143
\u57fa\u6e96\u6307\u6578\u63a1\u7528\u76f8\u5c0d\u61c9\u80a1\u50b5\u6bd4\u7684\u5168\u7403\u80a1\u7968\u6307\u6578+\u5168\u7403\u7d9c\u5408\u50b5\u5238\u6307\u6578\u3002<\/figcaption><\/figure>\n\n\n\n\n- \u6708\u5167\u96a8\u8457\u80a1\u5e02\u8207\u50b5\u5e02\u7684\u56de\u6eab\uff0c\u963f\u723e\u767c\u6838\u5fc3\u6295\u7d44\u4e5f\u5448\u73fe\u7a69\u5b9a\u8868\u73fe\uff0c\u5f9e\u6700\u4fdd\u5b88\u5230\u6700\u7a4d\u69754\u6708\u5831\u916c\u7d040.87%\u81f31.42%\u3002<\/li>\n\n\n\n
- \u672c\u6708\u5df2\u958b\u767c\u80a1\u5e02\u8207\u623f\u5730\u7522\u8cc7\u7522\u76f8\u5c0d\u8868\u73fe\u8f03\u4f73\uff0c\u70ba\u6295\u8cc7\u7d44\u5408\u8ca2\u737b\u8f03\u591a\u5831\u916c\u3002<\/li>\n\n\n\n
- \u5e74\u521d\u81f3\u4eca\u7684\u8868\u73fe\u76f8\u5c0d\u5b89\u7a69\uff0c\u4e5f\u7b26\u5408\u6211\u5011\u7684\u671f\u5f85\uff0c\u5f9e\u6700\u4fdd\u5b88\u5230\u6700\u7a4d\u6975\u7684\u6295\u8cc7\u7d44\u5408\u5831\u916c\u70ba4.99\u81f37.34%\u3002<\/li>\n<\/ul>\n\n\n\n
\u81fa\u5927\u7522\u5b78\u5408\u4f5c\u6295\u8cc7\u7d44\u5408\u7e3e\u6548\u56de\u9867<\/strong><\/h1>\n\n\n\n <\/td> 4\u6708\u6295\u7d44\u5831\u916c (%)<\/strong><\/td>\u57fa\u6e96\u6307\u6578\u5831\u916c (%)<\/strong><\/td>\u76f8\u5c0d\u6307\u6578\u8868\u73fe (%)<\/strong><\/td>\u5e74\u521d\u81f3\u4eca\u5831\u916c (%)<\/strong><\/td><\/tr>\u81fa\u5927\u6295\u7d4430<\/td> 0.71<\/td> 0.90<\/td> -0.19<\/td> 6.31<\/td><\/tr> \u81fa\u5927\u6295\u7d4440<\/td> 0.70<\/td> 0.96<\/td> -0.26<\/td> 6.59<\/td><\/tr> \u81fa\u5927\u6295\u7d4460<\/td> 0.78<\/td> 1.25<\/td> -0.46<\/td> 7.11<\/td><\/tr> \u81fa\u5927\u6295\u7d4480<\/td> 0.78<\/td> 1.23<\/td> -0.46<\/td> 7.69<\/td><\/tr><\/tbody><\/table>\u8cc7\u6599\u4f86\u6e90\uff1aMorningstar Direct\uff0c\u963f\u723e\u767c\u6295\u9867\u6574\u7406\u3002\u8cc7\u6599\u671f\u9593\uff1a2023\/01\/01~2023\/04\/30\u3002\u5e63\u5225 : \u7f8e\u5143
\u57fa\u6e96\u6307\u6578\u63a1\u7528\u76f8\u5c0d\u61c9\u80a1\u50b5\u6bd4\u7684\u5168\u7403\u80a1\u7968\u6307\u6578+\u5168\u7403\u7d9c\u5408\u50b5\u5238\u6307\u6578\u3002<\/figcaption><\/figure>\n\n\n\n<\/p>\n\n\n\n
\n- \u81fa\u5927\u6295\u7d44\u4e2d\u7279\u5225\u914d\u7f6e\u4e00\u5b9a\u6bd4\u4f8b\u5728\u53f0\u80a1ETF\u90e8\u4f4d\uff0c\u7136\u800c\u672c\u6708\u53f0\u80a1\u8868\u73fe\u76f8\u5c0d\u6b50\u7f8e\u80a1\u5e02\u8f03\u5dee\uff0c\u56e0\u6b64\u76f8\u5c0d\u57fa\u6e96\u6307\u6578\u8868\u73fe\u8f03\u5dee\u3002<\/li>\n\n\n\n
- \u672c\u6708\u7f8e\u5143\u6307\u6578\u76e4\u6574\uff0c\u4fdd\u6301\u5728\u63a5\u8fd1\u7684\u6c34\u4f4d\uff0c\u56e0\u6b64\u63a1\u7528\u7684\u532f\u7387\u907f\u96aa\u578bETF\u4e26\u672a\u5e36\u4f86\u984d\u5916\u7684\u5831\u916c\u3002<\/li>\n<\/ul>\n\n\n\n
\n\n\n\n\u6295\u8cc7\u8207\u5e02\u5834\u5c55\u671b<\/strong><\/h1>\n\n\n\n2023\u5e74\u4ee5\u4f86\uff0cCPI\u7b49\u6578\u64da\u986f\u793a\u901a\u81a8\u9010\u6f38\u653e\u7de9\uff0c\u7136\u800c\u6838\u5fc3\u901a\u81a8\u986f\u793a\u7269\u50f9\u4ecd\u7136\u8655\u65bc\u9ad8\u6c34\u6e96\uff1b\u96d6\u7136\u53d7\u5230\u539f\u6cb9\u50f9\u683c\u56de\u843d\u5f71\u97ff\uff0c3\u6708\u901a\u81a8\u6578\u64da\u666e\u904d\u4e0b\u6ed1\uff0c\u4f46OPEC\u806f\u5408\u6e1b\u7522\u518d\u6b21\u63a8\u5347\u6cb9\u50f9\uff0c4\u6708\u5404\u570b\u901a\u81a8\u6050\u53d7\u5f71\u97ff\u3002\u8207\u6b64\u540c\u6642\uff0c\u5feb\u901f\u5347\u606f\u5e36\u4f86\u7684\u8cc7\u7522\u50f9\u683c\u9707\u76ea\u9010\u6f38\u53cd\u6620\u5728\u91d1\u878d\u696d\u6301\u6709\u7684\u8cc7\u7522\u50f9\u683c\uff0c\u9280\u884c\u696d\u5371\u6a5f\u4e5f\u5f71\u97ff\u6574\u9ad4\u91d1\u878d\u696d\u7a69\u5b9a\uff0c\u800c\u7dca\u7e2e\u7684\u4fe1\u8cb8\u5e02\u5834\u4e5f\u518d\u6b21\u63d0\u5347\u8870\u9000\u98a8\u96aa\uff0c\u9451\u65bc\u5b8f\u89c0\u7d93\u6fdf\u74b0\u5883\u7684\u9ad8\u5ea6\u4e0d\u78ba\u5b9a\u6027\uff0c\u6211\u5011\u8a8d\u70ba\u4ecd\u7136\u6709\u5fc5\u8981\u63a1\u53d6\u8b39\u614e\u7684\u614b\u5ea6\u3002<\/p>\n\n\n\n
\u5c55\u671b\u7b2c\u4e8c\u5b63\uff0c\u5373\u4f7f\u5e02\u5834\u58de\u6d88\u606f\u8207\u666f\u6c23\u4e0d\u4f73\u7684\u65b0\u805e\u5982\u96ea\u7247\u822c\u98db\u51fa\uff0c\u80a1\u5e02\u8868\u73fe\u8d70\u7684\u6c38\u9060\u6bd4\u7e3d\u9ad4\u7d93\u6fdf\u5feb\u901f\uff0c\u6211\u5011\u6301\u7e8c\u5bc6\u5207\u95dc\u6ce8\u5f62\u52e2\u7684\u4efb\u4f55\u8b8a\u5316\uff0c\u4f46\u7121\u8ad6\u7e3d\u9ad4\u7d93\u6fdf\u74b0\u5883\u5982\u4f55\uff0c\u5efa\u7acb\u5728\u591a\u5143\u5316\u50b5\u5238\u548c\u80a1\u7968\u7684\u5168\u7403\u6295\u8cc7\u7d44\u5408\u57fa\u790e\u4e0a\u7684\u9577\u671f\u6295\u8cc7\u7b56\u7565\u662f\u53ef\u4ee5\u5e6b\u52a9\u60a8\u6e21\u904e\u5e02\u5834\u6ce2\u52d5\uff0c\u8eab\u70ba\u7a31\u8077\u6295\u8cc7\u4eba\u7684\u4f60\uff0c\u7e6b\u597d\u5b89\u5168\u5e36\uff0c\u5c08\u6ce8\u8ca1\u52d9\u76ee\u6a19\u7684\u57f7\u884c\uff0c\u96a8\u8457\u53f0\u7063\u8207\u7f8e\u570b\u5c07\u8fce\u4f86\u7e3d\u7d71\u5927\u9078\uff0c\u6211\u5011\u8a8d\u70ba\u91d1\u878d\u5e02\u5834\u5c07\u6703\u6709\u5f37\u52c1\u7684\u97cc\u6027\u8868\u73fe\u3002<\/p>\n\n\n\n\n\n
\u3010\u91cd\u8981\u8072\u660e\u3011<\/p>\n\n\n\n
\u963f\u723e\u767c\u8b49\u5238\u6295\u8cc7\u9867\u554f\u80a1\u4efd\u6709\u9650\u516c\u53f8\uff08\u4ee5\u4e0b\u7c21\u7a31\u300c\u963f\u723e\u767c\u6295\u9867\u300d\uff09\u6240\u63d0\u4f9b\u4e4b\u5efa\u8b70\u5ba2\u6236\u6295\u8cc7\u4e4b\u5883\u5916 ETF\u7b26\u5408\u76f8\u95dc\u898f\u5b9a\u53ca\u51fd\u4ee4\u6240\u5b9a\u4e4b\u7bc4\u570d\u53ca\u689d\u4ef6\uff0c\u60df\u4e0d\u8868\u793a\u7d55\u7121\u98a8\u96aa\u3002\u5883\u5916ETF\u767c\u884c\u6a5f\u69cb\u4ee5\u5f80\u4e4b\u7d93\u7406\u7e3e\u6548\u4e0d\u4fdd\u8b49\u5883\u5916 ETF\u4e4b\u6700\u4f4e\u6295\u8cc7\u6536\u76ca\uff0c\u5883\u5916 ETF \u767c\u884c\u6a5f\u69cb\u9664\u76e1\u5584\u826f\u7ba1\u7406\u4eba\u4e4b\u6ce8\u610f\u7fa9\u52d9\u5916\uff0c\u4e0d\u8ca0\u8cac ETF\u4e4b\u76c8\u8667\uff0c\u4ea6\u4e0d\u4fdd\u8b49\u6700\u4f4e\u4e4b\u6536\u76ca\uff0c\u6295\u8cc7\u4eba\u7533\u8cfc\u524d\u61c9\u8a73\u95b1\u57fa\u91d1\u516c\u958b\u8aaa\u660e\u66f8\u3002<\/p>\n\n\n\n
\u6709\u95dc\u5883\u5916ETF\u61c9\u8ca0\u64d4\u4e4b\u8cbb\u7528\u5df2\u63ed\u9732\u65bc\u57fa\u91d1\u516c\u958b\u8aaa\u660e\u66f8\u6216\u6295\u8cc7\u4eba\u9808\u77e5\u4e2d\uff0c\u6295\u8cc7\u4eba\u5982\u9700\u76f8\u95dc\u516c\u958b\u8aaa\u660e\u8cc7\u6599\uff0c\u53ef\u8acb\u6c42\u963f\u723e\u767c\u6295\u9867\u63d0\u4f9b\u4e4b\uff0c\u4e26\u540c\u610f\u53d7\u8a17\u4eba\u63d0\u4f9b\u4e4b\u539f\u6587\u516c\u958b\u8aaa\u660e\u66f8\u5f97\u4e0d\u6458\u8b6f\u70ba\u4e2d\u6587\uff0c\u6216\u81ea\u884c\u81f3\u5916\u570b\u6709\u50f9\u8b49\u5238\u4ea4\u6613\u6240\u6216\u5883\u5916 ETF \u767c\u884c\u6a5f\u69cb\u4e4b\u5b98\u65b9\u7db2\u7ad9\u4e0a\u67e5\u8a62\uff0c\u81ea\u884c\u4e86\u89e3\u76f8\u95dc\u8cc7\u8a0a\u3002\u6295\u8cc7\u4eba\u56e0\u4e0d\u540c\u6642\u9593\u9032\u5834\uff0c\u5c07\u6709\u4e0d\u540c\u4e4b\u6295\u8cc7\u7e3e\u6548\uff0c\u904e\u53bb\u4e4b\u7e3e\u6548\u4ea6\u4e0d\u4ee3\u8868\u672a\u4f86\u7e3e\u6548\u4e4b\u4fdd\u8b49\u3002\u4ee5\u904e\u53bb\u7e3e\u6548\u9032\u884c\u6a21\u64ec\u6295\u8cc7\u7d44\u5408\u4e4b\u5831\u916c\u7387\u6642\uff0c\u50c5\u70ba\u6b77\u53f2\u8cc7\u6599\u6a21\u64ec\u6295\u8cc7\u7d44\u5408\u4e4b\u7d50\u679c\uff0c\u4e0d\u4ee3\u8868\u672c\u6295\u8cc7\u7d44\u5408\u4e4b\u5be6\u969b\u5831\u916c\u7387\u53ca\u672a\u4f86\u7e3e\u6548\u4fdd\u8b49\uff0c\u4e0d\u540c\u6642\u9593\u9032\u884c\u6a21\u64ec\u64cd\u4f5c\uff0c\u7d50\u679c\u53ef\u80fd\u4e0d\u540c\u3002<\/p>\n\n\n\n
\u963f\u723e\u767c\u6295\u9867\u81ea\u7576\u76e1\u529b\u63d0\u4f9b\u6b63\u78ba\u8cc7\u8a0a\uff0c\u6240\u8f09\u8cc7\u6599\u5747\u4f86\u81ea\u6216\u672c\u8af8\u6211\u5011\u76f8\u4fe1\u53ef\u9760\u4e4b\u4f86\u6e90\uff0c\u4f46\u5c0d\u5176\u5b8c\u6574\u6027\u3001\u5373\u6642\u6027\u548c\u6b63\u78ba\u6027\u4e0d\u505a\u4efb\u4f55\u64d4\u4fdd\uff0c\u5982\u6709\u932f\u6f0f\u6216\u758f\u5ffd\uff0c\u672c\u516c\u53f8\u6216\u95dc\u4fc2\u4f01\u696d\u8207\u5176\u4efb\u4f55\u8463\u4e8b\u6216\u53d7\u50f1\u4eba\u7b49\uff0c\u5c0d\u6b64\u4e0d\u8ca0\u4efb\u4f55\u6cd5\u5f8b\u8cac\u4efb\u3002<\/p>\n\n\n\n
\u672c\u6587\u8cc7\u6599\u50c5\u4f9b\u53c3\u8003\u4e4b\u7528\uff0c\u6295\u8cc7\u6642\u61c9\u5be9\u614e\u8a55\u4f30\u3002\u672c\u6587\u63d0\u53ca\u963f\u723e\u767c\u6295\u8cc7\u7d44\u5408\u4e4b\u56de\u6e2c\u8cc7\u6599\u8aaa\u660e\u63a1\u7528 Vanguard Total Stock Market ETF\u3001 Vanguard FTSE Developed Market ETF\u3001Vanguard FTSE All-World ex-US Small-Cap\u3001Vanguard Real Estate ETF\u3001Vanguard Global ex-US Real Estate ETF\u3001Vanguard Total World Bond ETF\u8ffd\u8e64\u4e4b\uff0cRussell 1000 TR USD\u3001S&P Global Ex US Large TR USD\u3001S&P Developed Ex US MidSmall TR USD\u3001S&P Global REIT TR USD\u3001S&P Global Ex US Large TR USD\u3001BBgBarc US Agg Bond TR USD\u3001BBgBarc Global Aggregate TR Hdg USD\u3002\u5176\u4ed6\u5168\u7403\u7d93\u6fdf\u6307\u6578\u63a1\u7528 MSCI ACWI All Cap\u3001S&P 500\u3001MSCI EAFE\u3001MSCI EM\u3001TSEC TAIEX\u3001DJ Industrial Index\u3001NASDAQ Composite Index\u3001S&P 500\u3001MSCI China A50 Index\u3001Hanh Seng HIS Index\u3001Nikkei 225\u3001KOSPI Index\u3001FTSE 100\u3001FSE DAX\u3001Paris CAC 40\u3002\u672c\u6587\u63d0\u53ca\u4e4b\u7d93\u6fdf\u8d70\u52e2\u9810\u6e2c\u4e0d\u5fc5\u7136\u4ee3\u8868\u76f8\u95dc\u5883\u5916 ETF \u4e4b\u7e3e\u6548\u7372\u5176\u5be6\u969b\u672a\u4f86\u72c0\u6cc1\uff0c\u5176\u4ed6\u76f8\u95dc\u5883\u5916 ETF \u4e4b\u6295\u8cc7\u98a8\u96aa\u8acb\u8a73\u95b1\u57fa\u91d1\u516c\u958b\u8aaa\u660e\u66f8\u3002<\/p>\n\n\n\n
\u672c\u6587\u50c5\u70ba\u963f\u723e\u767c\u6295\u9867\u63d0\u4f9b\u5ba2\u6236\u4e4b\u4e00\u822c\u53c3\u8003\u8cc7\u6599\uff0c\u4e26\u975e\u91dd\u5c0d\u5ba2\u6236\u4e4b\u7279\u5b9a\u9700\u6c42\u6240\u505a\u4e4b\u6295\u8cc7\u5efa\u8b70\uff0c\u672a\u8003\u91cf\u500b\u5225\u6295\u8cc7\u4eba\u7684\u8ca1\u52d9\u72c0\u6cc1\u8207\u9700\u6c42\uff0c\u6545\u672c\u6587\u6240\u63d0\u4f9b\u7684\u8cc7\u8a0a\u7121\u6cd5\u9069\u7528\u65bc\u6240\u6709\u6295\u8cc7\u4eba\uff0c\u6295\u8cc7\u4eba\u61c9\u81ea\u884c\u5224\u65b7\u6295\u8cc7\u98a8\u96aa\uff0c\u4e0d\u61c9\u5c07\u672c\u8cc7\u6599\u8996\u70ba\u6295\u8cc7\u4e4b\u552f\u4e00\u4f9d\u64da\uff0c\u82e5\u6709\u6295\u8cc7\u640d\u76ca\u6216\u56e0\u4f7f\u7528\u672c\u8cc7\u6599\u6240\u751f\u4e4b\u76f4\u63a5\u6216\u9593\u63a5\u640d\u5931\uff0c\u6295\u8cc7\u7d50\u679c\u61c9\u7531\u6295\u8cc7\u4eba\u81ea\u884c\u8ca0\u8cac\u3002\u672c\u6587\u4ef6\u4e4b\u88fd\u4f5c\uff0c\u4fc2\u4ee5\u672c\u516c\u53f8\u8a8d\u70ba\u53ef\u9760\u4e4b\u8cc7\u8a0a\u70ba\u4f9d\u64da\uff0c\u672c\u516c\u53f8\u96d6\u76e1\u529b\u4f7f\u7528\u53ef\u9760\u4e14\u5ee3\u6cdb\u7684\u8cc7\u8a0a\uff0c\u4f46\u672c\u516c\u53f8\u4e26\u4e0d\u4fdd\u8b49\u5404\u9805\u8cc7\u8a0a\u4e4b\u5b8c\u6574\u6027\u53ca\u6b63\u78ba\u6027\u3002\u672c\u6587\u4ef6\u4e2d\u6240\u63d0\u51fa\u4e4b\u610f\u898b\u4fc2\u70ba\u672c\u6587\u4ef6\u51fa\u7248\u7576\u6642\u7684\u610f\u898b\uff0c\u76f8\u95dc\u8cc7\u8a0a\u6216\u610f\u898b\u82e5\u6709\u8b8a\u66f4\uff0c\u672c\u516c\u53f8\u5c07\u4e0d\u6703\u53e6\u884c\u901a\u77e5\u3002\u672c\u516c\u53f8\u4ea6\u7121\u7fa9\u52d9\u66f4\u65b0\u672c\u6587\u4ef6\u4e4b\u5167\u5bb9\u6216\u8ffd\u8e64\u7814\u7a76\u672c\u6587\u4ef6\u6240\u6db5\u84cb\u4e4b\u4e3b\u984c\u3002\u672c\u6587\u4ef6\u4e0d\u5f97\u8996\u70ba\u8cb7\u8ce3\u6709\u50f9\u8b49\u5238\u6216\u5176\u4ed6\u91d1\u878d\u5546\u54c1\u7684\u8981\u7d04\u6216\u8981\u7d04\u4e4b\u5f15\u8a98\u3002\u672c\u6587\u5167\u5bb9\u975e\u7d93\u963f\u723e\u767c\u6295\u9867\u540c\u610f\uff0c\u8acb\u52ff\u4efb\u610f\u7bc0\u9304\u3001\u4fee\u6539\u6216\u8f49\u8f09\u3002<\/p>\n","protected":false},"excerpt":{"rendered":"
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\u7d93\u904e\u4e0a\u500b\u6708\u7684\u9280\u884c\u696d\u5371\u6a5f\u8207\u50b5\u5e02\u6ce2\u52d5\uff0c\u672c\u6708\u50b5\u5e02\u6ce2\u52d5\u8da8\u5e73\uff0c\u7f8e\u570b3\u500b\u6708\u516c\u50b5\u6536\u76ca\u7387\u5f9e4.66%\u6f32\u81f34.93%\uff0c2\u5e74\u671f\u516c\u50b5\u6536\u76ca\u7387\u5f9e4.03%\u4e0a\u6f32\u81f34.15%\uff0c10\u5e74\u671f3.47%\u4e0a\u6f32\u81f33.57%\u3002\u82f1\u570b10\u5e74\u671f\u516c\u50b5\u5f9e3.47%\u4e0a\u6f32\u81f33.72%\u3002\u65e5\u672c10\u5e74\u671f\u516c\u50b5\u5f9e0.33%\u6f32\u52300.42%\u3002<\/p>\n\n\n\n
\n\n\n\n
\u963f\u723e\u767c\u6838\u5fc3\u6295\u8cc7\u7d44\u5408\u7e3e\u6548\u56de\u9867<\/strong><\/h1>\n\n\n\n <\/td> 4\u6708\u6295\u7d44\u5831\u916c (%<\/strong>)<\/td>\u57fa\u6e96\u6307\u6578\u5831\u916c (%)<\/strong><\/td>\u76f8\u5c0d\u6307\u6578\u8868\u73fe (%)<\/strong><\/td>\u5e74\u521d\u81f3\u4eca\u5831\u916c (%)<\/strong><\/td><\/tr>\u963f\u723e\u767c\u6838\u5fc330<\/td> 0.87<\/td> 0.90<\/td> -0.03<\/td> 4.99<\/td><\/tr> \u963f\u723e\u767c\u6838\u5fc335<\/td> 0.92<\/td> 0.93<\/td> -0.01<\/td> 5.23<\/td><\/tr> \u963f\u723e\u767c\u6838\u5fc340<\/td> 0.97<\/td> 0.96<\/td> 0.01<\/td> 5.48<\/td><\/tr> \u963f\u723e\u767c\u6838\u5fc345<\/td> 0.99<\/td> 0.99<\/td> 0.00<\/td> 5.58<\/td><\/tr> \u963f\u723e\u767c\u6838\u5fc350<\/td> 1.03<\/td> 1.03<\/td> 0.00<\/td> 5.74<\/td><\/tr> \u963f\u723e\u767c\u6838\u5fc355<\/td> 1.08<\/td> 1.06<\/td> 0.02<\/td> 5.96<\/td><\/tr> \u963f\u723e\u767c\u6838\u5fc360<\/td> 1.13<\/td> 1.25<\/td> -0.12<\/td> 6.16<\/td><\/tr> \u963f\u723e\u767c\u6838\u5fc365<\/td> 1.16<\/td> 1.27<\/td> -0.10<\/td> 6.35<\/td><\/tr> \u963f\u723e\u767c\u6838\u5fc370<\/td> 1.22<\/td> 1.16<\/td> 0.06<\/td> 6.61<\/td><\/tr> \u963f\u723e\u767c\u6838\u5fc375<\/td> 1.28<\/td> 1.20<\/td> 0.07<\/td> 6.80<\/td><\/tr> \u963f\u723e\u767c\u6838\u5fc380<\/td> 1.32<\/td> 1.23<\/td> 0.09<\/td> 7.02<\/td><\/tr> \u963f\u723e\u767c\u6838\u5fc385<\/td> 1.37<\/td> 1.27<\/td> 0.10<\/td> 7.15<\/td><\/tr> \u963f\u723e\u767c\u6838\u5fc390<\/td> 1.42<\/td> 1.28<\/td> 0.14<\/td> 7.34<\/td><\/tr><\/tbody><\/table>\u8cc7\u6599\u4f86\u6e90\uff1aMorningstar Direct\uff0c\u963f\u723e\u767c\u6295\u9867\u6574\u7406\u3002\u8cc7\u6599\u671f\u9593\uff1a2023\/01\/01~2023\/04\/30\u3002\u5e63\u5225 : \u7f8e\u5143
\u57fa\u6e96\u6307\u6578\u63a1\u7528\u76f8\u5c0d\u61c9\u80a1\u50b5\u6bd4\u7684\u5168\u7403\u80a1\u7968\u6307\u6578+\u5168\u7403\u7d9c\u5408\u50b5\u5238\u6307\u6578\u3002<\/figcaption><\/figure>\n\n\n\n\n- \u6708\u5167\u96a8\u8457\u80a1\u5e02\u8207\u50b5\u5e02\u7684\u56de\u6eab\uff0c\u963f\u723e\u767c\u6838\u5fc3\u6295\u7d44\u4e5f\u5448\u73fe\u7a69\u5b9a\u8868\u73fe\uff0c\u5f9e\u6700\u4fdd\u5b88\u5230\u6700\u7a4d\u69754\u6708\u5831\u916c\u7d040.87%\u81f31.42%\u3002<\/li>\n\n\n\n
- \u672c\u6708\u5df2\u958b\u767c\u80a1\u5e02\u8207\u623f\u5730\u7522\u8cc7\u7522\u76f8\u5c0d\u8868\u73fe\u8f03\u4f73\uff0c\u70ba\u6295\u8cc7\u7d44\u5408\u8ca2\u737b\u8f03\u591a\u5831\u916c\u3002<\/li>\n\n\n\n
- \u5e74\u521d\u81f3\u4eca\u7684\u8868\u73fe\u76f8\u5c0d\u5b89\u7a69\uff0c\u4e5f\u7b26\u5408\u6211\u5011\u7684\u671f\u5f85\uff0c\u5f9e\u6700\u4fdd\u5b88\u5230\u6700\u7a4d\u6975\u7684\u6295\u8cc7\u7d44\u5408\u5831\u916c\u70ba4.99\u81f37.34%\u3002<\/li>\n<\/ul>\n\n\n\n
\u81fa\u5927\u7522\u5b78\u5408\u4f5c\u6295\u8cc7\u7d44\u5408\u7e3e\u6548\u56de\u9867<\/strong><\/h1>\n\n\n\n <\/td> 4\u6708\u6295\u7d44\u5831\u916c (%)<\/strong><\/td>\u57fa\u6e96\u6307\u6578\u5831\u916c (%)<\/strong><\/td>\u76f8\u5c0d\u6307\u6578\u8868\u73fe (%)<\/strong><\/td>\u5e74\u521d\u81f3\u4eca\u5831\u916c (%)<\/strong><\/td><\/tr>\u81fa\u5927\u6295\u7d4430<\/td> 0.71<\/td> 0.90<\/td> -0.19<\/td> 6.31<\/td><\/tr> \u81fa\u5927\u6295\u7d4440<\/td> 0.70<\/td> 0.96<\/td> -0.26<\/td> 6.59<\/td><\/tr> \u81fa\u5927\u6295\u7d4460<\/td> 0.78<\/td> 1.25<\/td> -0.46<\/td> 7.11<\/td><\/tr> \u81fa\u5927\u6295\u7d4480<\/td> 0.78<\/td> 1.23<\/td> -0.46<\/td> 7.69<\/td><\/tr><\/tbody><\/table>\u8cc7\u6599\u4f86\u6e90\uff1aMorningstar Direct\uff0c\u963f\u723e\u767c\u6295\u9867\u6574\u7406\u3002\u8cc7\u6599\u671f\u9593\uff1a2023\/01\/01~2023\/04\/30\u3002\u5e63\u5225 : \u7f8e\u5143
\u57fa\u6e96\u6307\u6578\u63a1\u7528\u76f8\u5c0d\u61c9\u80a1\u50b5\u6bd4\u7684\u5168\u7403\u80a1\u7968\u6307\u6578+\u5168\u7403\u7d9c\u5408\u50b5\u5238\u6307\u6578\u3002<\/figcaption><\/figure>\n\n\n\n<\/p>\n\n\n\n
\n- \u81fa\u5927\u6295\u7d44\u4e2d\u7279\u5225\u914d\u7f6e\u4e00\u5b9a\u6bd4\u4f8b\u5728\u53f0\u80a1ETF\u90e8\u4f4d\uff0c\u7136\u800c\u672c\u6708\u53f0\u80a1\u8868\u73fe\u76f8\u5c0d\u6b50\u7f8e\u80a1\u5e02\u8f03\u5dee\uff0c\u56e0\u6b64\u76f8\u5c0d\u57fa\u6e96\u6307\u6578\u8868\u73fe\u8f03\u5dee\u3002<\/li>\n\n\n\n
- \u672c\u6708\u7f8e\u5143\u6307\u6578\u76e4\u6574\uff0c\u4fdd\u6301\u5728\u63a5\u8fd1\u7684\u6c34\u4f4d\uff0c\u56e0\u6b64\u63a1\u7528\u7684\u532f\u7387\u907f\u96aa\u578bETF\u4e26\u672a\u5e36\u4f86\u984d\u5916\u7684\u5831\u916c\u3002<\/li>\n<\/ul>\n\n\n\n
\n\n\n\n\u6295\u8cc7\u8207\u5e02\u5834\u5c55\u671b<\/strong><\/h1>\n\n\n\n2023\u5e74\u4ee5\u4f86\uff0cCPI\u7b49\u6578\u64da\u986f\u793a\u901a\u81a8\u9010\u6f38\u653e\u7de9\uff0c\u7136\u800c\u6838\u5fc3\u901a\u81a8\u986f\u793a\u7269\u50f9\u4ecd\u7136\u8655\u65bc\u9ad8\u6c34\u6e96\uff1b\u96d6\u7136\u53d7\u5230\u539f\u6cb9\u50f9\u683c\u56de\u843d\u5f71\u97ff\uff0c3\u6708\u901a\u81a8\u6578\u64da\u666e\u904d\u4e0b\u6ed1\uff0c\u4f46OPEC\u806f\u5408\u6e1b\u7522\u518d\u6b21\u63a8\u5347\u6cb9\u50f9\uff0c4\u6708\u5404\u570b\u901a\u81a8\u6050\u53d7\u5f71\u97ff\u3002\u8207\u6b64\u540c\u6642\uff0c\u5feb\u901f\u5347\u606f\u5e36\u4f86\u7684\u8cc7\u7522\u50f9\u683c\u9707\u76ea\u9010\u6f38\u53cd\u6620\u5728\u91d1\u878d\u696d\u6301\u6709\u7684\u8cc7\u7522\u50f9\u683c\uff0c\u9280\u884c\u696d\u5371\u6a5f\u4e5f\u5f71\u97ff\u6574\u9ad4\u91d1\u878d\u696d\u7a69\u5b9a\uff0c\u800c\u7dca\u7e2e\u7684\u4fe1\u8cb8\u5e02\u5834\u4e5f\u518d\u6b21\u63d0\u5347\u8870\u9000\u98a8\u96aa\uff0c\u9451\u65bc\u5b8f\u89c0\u7d93\u6fdf\u74b0\u5883\u7684\u9ad8\u5ea6\u4e0d\u78ba\u5b9a\u6027\uff0c\u6211\u5011\u8a8d\u70ba\u4ecd\u7136\u6709\u5fc5\u8981\u63a1\u53d6\u8b39\u614e\u7684\u614b\u5ea6\u3002<\/p>\n\n\n\n
\u5c55\u671b\u7b2c\u4e8c\u5b63\uff0c\u5373\u4f7f\u5e02\u5834\u58de\u6d88\u606f\u8207\u666f\u6c23\u4e0d\u4f73\u7684\u65b0\u805e\u5982\u96ea\u7247\u822c\u98db\u51fa\uff0c\u80a1\u5e02\u8868\u73fe\u8d70\u7684\u6c38\u9060\u6bd4\u7e3d\u9ad4\u7d93\u6fdf\u5feb\u901f\uff0c\u6211\u5011\u6301\u7e8c\u5bc6\u5207\u95dc\u6ce8\u5f62\u52e2\u7684\u4efb\u4f55\u8b8a\u5316\uff0c\u4f46\u7121\u8ad6\u7e3d\u9ad4\u7d93\u6fdf\u74b0\u5883\u5982\u4f55\uff0c\u5efa\u7acb\u5728\u591a\u5143\u5316\u50b5\u5238\u548c\u80a1\u7968\u7684\u5168\u7403\u6295\u8cc7\u7d44\u5408\u57fa\u790e\u4e0a\u7684\u9577\u671f\u6295\u8cc7\u7b56\u7565\u662f\u53ef\u4ee5\u5e6b\u52a9\u60a8\u6e21\u904e\u5e02\u5834\u6ce2\u52d5\uff0c\u8eab\u70ba\u7a31\u8077\u6295\u8cc7\u4eba\u7684\u4f60\uff0c\u7e6b\u597d\u5b89\u5168\u5e36\uff0c\u5c08\u6ce8\u8ca1\u52d9\u76ee\u6a19\u7684\u57f7\u884c\uff0c\u96a8\u8457\u53f0\u7063\u8207\u7f8e\u570b\u5c07\u8fce\u4f86\u7e3d\u7d71\u5927\u9078\uff0c\u6211\u5011\u8a8d\u70ba\u91d1\u878d\u5e02\u5834\u5c07\u6703\u6709\u5f37\u52c1\u7684\u97cc\u6027\u8868\u73fe\u3002<\/p>\n\n\n\n\n\n
\u3010\u91cd\u8981\u8072\u660e\u3011<\/p>\n\n\n\n
\u963f\u723e\u767c\u8b49\u5238\u6295\u8cc7\u9867\u554f\u80a1\u4efd\u6709\u9650\u516c\u53f8\uff08\u4ee5\u4e0b\u7c21\u7a31\u300c\u963f\u723e\u767c\u6295\u9867\u300d\uff09\u6240\u63d0\u4f9b\u4e4b\u5efa\u8b70\u5ba2\u6236\u6295\u8cc7\u4e4b\u5883\u5916 ETF\u7b26\u5408\u76f8\u95dc\u898f\u5b9a\u53ca\u51fd\u4ee4\u6240\u5b9a\u4e4b\u7bc4\u570d\u53ca\u689d\u4ef6\uff0c\u60df\u4e0d\u8868\u793a\u7d55\u7121\u98a8\u96aa\u3002\u5883\u5916ETF\u767c\u884c\u6a5f\u69cb\u4ee5\u5f80\u4e4b\u7d93\u7406\u7e3e\u6548\u4e0d\u4fdd\u8b49\u5883\u5916 ETF\u4e4b\u6700\u4f4e\u6295\u8cc7\u6536\u76ca\uff0c\u5883\u5916 ETF \u767c\u884c\u6a5f\u69cb\u9664\u76e1\u5584\u826f\u7ba1\u7406\u4eba\u4e4b\u6ce8\u610f\u7fa9\u52d9\u5916\uff0c\u4e0d\u8ca0\u8cac ETF\u4e4b\u76c8\u8667\uff0c\u4ea6\u4e0d\u4fdd\u8b49\u6700\u4f4e\u4e4b\u6536\u76ca\uff0c\u6295\u8cc7\u4eba\u7533\u8cfc\u524d\u61c9\u8a73\u95b1\u57fa\u91d1\u516c\u958b\u8aaa\u660e\u66f8\u3002<\/p>\n\n\n\n
\u6709\u95dc\u5883\u5916ETF\u61c9\u8ca0\u64d4\u4e4b\u8cbb\u7528\u5df2\u63ed\u9732\u65bc\u57fa\u91d1\u516c\u958b\u8aaa\u660e\u66f8\u6216\u6295\u8cc7\u4eba\u9808\u77e5\u4e2d\uff0c\u6295\u8cc7\u4eba\u5982\u9700\u76f8\u95dc\u516c\u958b\u8aaa\u660e\u8cc7\u6599\uff0c\u53ef\u8acb\u6c42\u963f\u723e\u767c\u6295\u9867\u63d0\u4f9b\u4e4b\uff0c\u4e26\u540c\u610f\u53d7\u8a17\u4eba\u63d0\u4f9b\u4e4b\u539f\u6587\u516c\u958b\u8aaa\u660e\u66f8\u5f97\u4e0d\u6458\u8b6f\u70ba\u4e2d\u6587\uff0c\u6216\u81ea\u884c\u81f3\u5916\u570b\u6709\u50f9\u8b49\u5238\u4ea4\u6613\u6240\u6216\u5883\u5916 ETF \u767c\u884c\u6a5f\u69cb\u4e4b\u5b98\u65b9\u7db2\u7ad9\u4e0a\u67e5\u8a62\uff0c\u81ea\u884c\u4e86\u89e3\u76f8\u95dc\u8cc7\u8a0a\u3002\u6295\u8cc7\u4eba\u56e0\u4e0d\u540c\u6642\u9593\u9032\u5834\uff0c\u5c07\u6709\u4e0d\u540c\u4e4b\u6295\u8cc7\u7e3e\u6548\uff0c\u904e\u53bb\u4e4b\u7e3e\u6548\u4ea6\u4e0d\u4ee3\u8868\u672a\u4f86\u7e3e\u6548\u4e4b\u4fdd\u8b49\u3002\u4ee5\u904e\u53bb\u7e3e\u6548\u9032\u884c\u6a21\u64ec\u6295\u8cc7\u7d44\u5408\u4e4b\u5831\u916c\u7387\u6642\uff0c\u50c5\u70ba\u6b77\u53f2\u8cc7\u6599\u6a21\u64ec\u6295\u8cc7\u7d44\u5408\u4e4b\u7d50\u679c\uff0c\u4e0d\u4ee3\u8868\u672c\u6295\u8cc7\u7d44\u5408\u4e4b\u5be6\u969b\u5831\u916c\u7387\u53ca\u672a\u4f86\u7e3e\u6548\u4fdd\u8b49\uff0c\u4e0d\u540c\u6642\u9593\u9032\u884c\u6a21\u64ec\u64cd\u4f5c\uff0c\u7d50\u679c\u53ef\u80fd\u4e0d\u540c\u3002<\/p>\n\n\n\n
\u963f\u723e\u767c\u6295\u9867\u81ea\u7576\u76e1\u529b\u63d0\u4f9b\u6b63\u78ba\u8cc7\u8a0a\uff0c\u6240\u8f09\u8cc7\u6599\u5747\u4f86\u81ea\u6216\u672c\u8af8\u6211\u5011\u76f8\u4fe1\u53ef\u9760\u4e4b\u4f86\u6e90\uff0c\u4f46\u5c0d\u5176\u5b8c\u6574\u6027\u3001\u5373\u6642\u6027\u548c\u6b63\u78ba\u6027\u4e0d\u505a\u4efb\u4f55\u64d4\u4fdd\uff0c\u5982\u6709\u932f\u6f0f\u6216\u758f\u5ffd\uff0c\u672c\u516c\u53f8\u6216\u95dc\u4fc2\u4f01\u696d\u8207\u5176\u4efb\u4f55\u8463\u4e8b\u6216\u53d7\u50f1\u4eba\u7b49\uff0c\u5c0d\u6b64\u4e0d\u8ca0\u4efb\u4f55\u6cd5\u5f8b\u8cac\u4efb\u3002<\/p>\n\n\n\n
\u672c\u6587\u8cc7\u6599\u50c5\u4f9b\u53c3\u8003\u4e4b\u7528\uff0c\u6295\u8cc7\u6642\u61c9\u5be9\u614e\u8a55\u4f30\u3002\u672c\u6587\u63d0\u53ca\u963f\u723e\u767c\u6295\u8cc7\u7d44\u5408\u4e4b\u56de\u6e2c\u8cc7\u6599\u8aaa\u660e\u63a1\u7528 Vanguard Total Stock Market ETF\u3001 Vanguard FTSE Developed Market ETF\u3001Vanguard FTSE All-World ex-US Small-Cap\u3001Vanguard Real Estate ETF\u3001Vanguard Global ex-US Real Estate ETF\u3001Vanguard Total World Bond ETF\u8ffd\u8e64\u4e4b\uff0cRussell 1000 TR USD\u3001S&P Global Ex US Large TR USD\u3001S&P Developed Ex US MidSmall TR USD\u3001S&P Global REIT TR USD\u3001S&P Global Ex US Large TR USD\u3001BBgBarc US Agg Bond TR USD\u3001BBgBarc Global Aggregate TR Hdg USD\u3002\u5176\u4ed6\u5168\u7403\u7d93\u6fdf\u6307\u6578\u63a1\u7528 MSCI ACWI All Cap\u3001S&P 500\u3001MSCI EAFE\u3001MSCI EM\u3001TSEC TAIEX\u3001DJ Industrial Index\u3001NASDAQ Composite Index\u3001S&P 500\u3001MSCI China A50 Index\u3001Hanh Seng HIS Index\u3001Nikkei 225\u3001KOSPI Index\u3001FTSE 100\u3001FSE DAX\u3001Paris CAC 40\u3002\u672c\u6587\u63d0\u53ca\u4e4b\u7d93\u6fdf\u8d70\u52e2\u9810\u6e2c\u4e0d\u5fc5\u7136\u4ee3\u8868\u76f8\u95dc\u5883\u5916 ETF \u4e4b\u7e3e\u6548\u7372\u5176\u5be6\u969b\u672a\u4f86\u72c0\u6cc1\uff0c\u5176\u4ed6\u76f8\u95dc\u5883\u5916 ETF \u4e4b\u6295\u8cc7\u98a8\u96aa\u8acb\u8a73\u95b1\u57fa\u91d1\u516c\u958b\u8aaa\u660e\u66f8\u3002<\/p>\n\n\n\n
\u672c\u6587\u50c5\u70ba\u963f\u723e\u767c\u6295\u9867\u63d0\u4f9b\u5ba2\u6236\u4e4b\u4e00\u822c\u53c3\u8003\u8cc7\u6599\uff0c\u4e26\u975e\u91dd\u5c0d\u5ba2\u6236\u4e4b\u7279\u5b9a\u9700\u6c42\u6240\u505a\u4e4b\u6295\u8cc7\u5efa\u8b70\uff0c\u672a\u8003\u91cf\u500b\u5225\u6295\u8cc7\u4eba\u7684\u8ca1\u52d9\u72c0\u6cc1\u8207\u9700\u6c42\uff0c\u6545\u672c\u6587\u6240\u63d0\u4f9b\u7684\u8cc7\u8a0a\u7121\u6cd5\u9069\u7528\u65bc\u6240\u6709\u6295\u8cc7\u4eba\uff0c\u6295\u8cc7\u4eba\u61c9\u81ea\u884c\u5224\u65b7\u6295\u8cc7\u98a8\u96aa\uff0c\u4e0d\u61c9\u5c07\u672c\u8cc7\u6599\u8996\u70ba\u6295\u8cc7\u4e4b\u552f\u4e00\u4f9d\u64da\uff0c\u82e5\u6709\u6295\u8cc7\u640d\u76ca\u6216\u56e0\u4f7f\u7528\u672c\u8cc7\u6599\u6240\u751f\u4e4b\u76f4\u63a5\u6216\u9593\u63a5\u640d\u5931\uff0c\u6295\u8cc7\u7d50\u679c\u61c9\u7531\u6295\u8cc7\u4eba\u81ea\u884c\u8ca0\u8cac\u3002\u672c\u6587\u4ef6\u4e4b\u88fd\u4f5c\uff0c\u4fc2\u4ee5\u672c\u516c\u53f8\u8a8d\u70ba\u53ef\u9760\u4e4b\u8cc7\u8a0a\u70ba\u4f9d\u64da\uff0c\u672c\u516c\u53f8\u96d6\u76e1\u529b\u4f7f\u7528\u53ef\u9760\u4e14\u5ee3\u6cdb\u7684\u8cc7\u8a0a\uff0c\u4f46\u672c\u516c\u53f8\u4e26\u4e0d\u4fdd\u8b49\u5404\u9805\u8cc7\u8a0a\u4e4b\u5b8c\u6574\u6027\u53ca\u6b63\u78ba\u6027\u3002\u672c\u6587\u4ef6\u4e2d\u6240\u63d0\u51fa\u4e4b\u610f\u898b\u4fc2\u70ba\u672c\u6587\u4ef6\u51fa\u7248\u7576\u6642\u7684\u610f\u898b\uff0c\u76f8\u95dc\u8cc7\u8a0a\u6216\u610f\u898b\u82e5\u6709\u8b8a\u66f4\uff0c\u672c\u516c\u53f8\u5c07\u4e0d\u6703\u53e6\u884c\u901a\u77e5\u3002\u672c\u516c\u53f8\u4ea6\u7121\u7fa9\u52d9\u66f4\u65b0\u672c\u6587\u4ef6\u4e4b\u5167\u5bb9\u6216\u8ffd\u8e64\u7814\u7a76\u672c\u6587\u4ef6\u6240\u6db5\u84cb\u4e4b\u4e3b\u984c\u3002\u672c\u6587\u4ef6\u4e0d\u5f97\u8996\u70ba\u8cb7\u8ce3\u6709\u50f9\u8b49\u5238\u6216\u5176\u4ed6\u91d1\u878d\u5546\u54c1\u7684\u8981\u7d04\u6216\u8981\u7d04\u4e4b\u5f15\u8a98\u3002\u672c\u6587\u5167\u5bb9\u975e\u7d93\u963f\u723e\u767c\u6295\u9867\u540c\u610f\uff0c\u8acb\u52ff\u4efb\u610f\u7bc0\u9304\u3001\u4fee\u6539\u6216\u8f49\u8f09\u3002<\/p>\n","protected":false},"excerpt":{"rendered":"
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| <\/td> | 4\u6708\u6295\u7d44\u5831\u916c (%<\/strong>)<\/td>| \u57fa\u6e96\u6307\u6578\u5831\u916c (%)<\/strong><\/td> | \u76f8\u5c0d\u6307\u6578\u8868\u73fe (%)<\/strong><\/td> | \u5e74\u521d\u81f3\u4eca\u5831\u916c (%)<\/strong><\/td><\/tr> | \u963f\u723e\u767c\u6838\u5fc330<\/td> | 0.87<\/td> | 0.90<\/td> | -0.03<\/td> | 4.99<\/td><\/tr> | \u963f\u723e\u767c\u6838\u5fc335<\/td> | 0.92<\/td> | 0.93<\/td> | -0.01<\/td> | 5.23<\/td><\/tr> | \u963f\u723e\u767c\u6838\u5fc340<\/td> | 0.97<\/td> | 0.96<\/td> | 0.01<\/td> | 5.48<\/td><\/tr> | \u963f\u723e\u767c\u6838\u5fc345<\/td> | 0.99<\/td> | 0.99<\/td> | 0.00<\/td> | 5.58<\/td><\/tr> | \u963f\u723e\u767c\u6838\u5fc350<\/td> | 1.03<\/td> | 1.03<\/td> | 0.00<\/td> | 5.74<\/td><\/tr> | \u963f\u723e\u767c\u6838\u5fc355<\/td> | 1.08<\/td> | 1.06<\/td> | 0.02<\/td> | 5.96<\/td><\/tr> | \u963f\u723e\u767c\u6838\u5fc360<\/td> | 1.13<\/td> | 1.25<\/td> | -0.12<\/td> | 6.16<\/td><\/tr> | \u963f\u723e\u767c\u6838\u5fc365<\/td> | 1.16<\/td> | 1.27<\/td> | -0.10<\/td> | 6.35<\/td><\/tr> | \u963f\u723e\u767c\u6838\u5fc370<\/td> | 1.22<\/td> | 1.16<\/td> | 0.06<\/td> | 6.61<\/td><\/tr> | \u963f\u723e\u767c\u6838\u5fc375<\/td> | 1.28<\/td> | 1.20<\/td> | 0.07<\/td> | 6.80<\/td><\/tr> | \u963f\u723e\u767c\u6838\u5fc380<\/td> | 1.32<\/td> | 1.23<\/td> | 0.09<\/td> | 7.02<\/td><\/tr> | \u963f\u723e\u767c\u6838\u5fc385<\/td> | 1.37<\/td> | 1.27<\/td> | 0.10<\/td> | 7.15<\/td><\/tr> | \u963f\u723e\u767c\u6838\u5fc390<\/td> | 1.42<\/td> | 1.28<\/td> | 0.14<\/td> | 7.34<\/td><\/tr><\/tbody><\/table> | \u57fa\u6e96\u6307\u6578\u63a1\u7528\u76f8\u5c0d\u61c9\u80a1\u50b5\u6bd4\u7684\u5168\u7403\u80a1\u7968\u6307\u6578+\u5168\u7403\u7d9c\u5408\u50b5\u5238\u6307\u6578\u3002<\/figcaption><\/figure>\n\n\n\n
|