{"version":"1.0","provider_name":"Fortune Insight","provider_url":"https:\/\/prime.fortuneinsight.com\/web","author_name":"\u83ef\u723e\u8857\u65e5\u5831\uff08\u514d\u8cbb\u8a66\u95b1\uff09","author_url":"https:\/\/prime.fortuneinsight.com\/web\/posts\/author\/wsj","title":"\u7f8e\u570b\u9280\u884c\u5c0d2023\u5e74\u5e02\u5834\u548c\u5168\u7403\u7d93\u6fdf\u7684\u5341\u5927\u9810\u6e2c - Fortune Insight","type":"rich","width":600,"height":338,"html":"<blockquote class=\"wp-embedded-content\"><a href=\"https:\/\/prime.fortuneinsight.com\/web\/posts\/712666\">\u7f8e\u570b\u9280\u884c\u5c0d2023\u5e74\u5e02\u5834\u548c\u5168\u7403\u7d93\u6fdf\u7684\u5341\u5927\u9810\u6e2c<\/a><\/blockquote>\n<script type='text\/javascript'>\n<!--\/\/--><![CDATA[\/\/><!--\n\t\t!function(c,d){\"use strict\";var e=!1,n=!1;if(d.querySelector)if(c.addEventListener)e=!0;if(c.wp=c.wp||{},!c.wp.receiveEmbedMessage)if(c.wp.receiveEmbedMessage=function(e){var t=e.data;if(t)if(t.secret||t.message||t.value)if(!\/[^a-zA-Z0-9]\/.test(t.secret)){for(var r,a,i,s=d.querySelectorAll('iframe[data-secret=\"'+t.secret+'\"]'),n=d.querySelectorAll('blockquote[data-secret=\"'+t.secret+'\"]'),o=0;o<n.length;o++)n[o].style.display=\"none\";for(o=0;o<s.length;o++)if(r=s[o],e.source===r.contentWindow){if(r.removeAttribute(\"style\"),\"height\"===t.message){if(1e3<(i=parseInt(t.value,10)))i=1e3;else if(~~i<200)i=200;r.height=i}if(\"link\"===t.message)if(a=d.createElement(\"a\"),i=d.createElement(\"a\"),a.href=r.getAttribute(\"src\"),i.href=t.value,i.host===a.host)if(d.activeElement===r)c.top.location.href=t.value}}},e)c.addEventListener(\"message\",c.wp.receiveEmbedMessage,!1),d.addEventListener(\"DOMContentLoaded\",t,!1),c.addEventListener(\"load\",t,!1);function t(){if(!n){n=!0;for(var e,t,r=-1!==navigator.appVersion.indexOf(\"MSIE 10\"),a=!!navigator.userAgent.match(\/Trident.*rv:11\\.\/),i=d.querySelectorAll(\"iframe.wp-embedded-content\"),s=0;s<i.length;s++){if(!(e=i[s]).getAttribute(\"data-secret\"))t=Math.random().toString(36).substr(2,10),e.src+=\"#?secret=\"+t,e.setAttribute(\"data-secret\",t);if(r||a)(t=e.cloneNode(!0)).removeAttribute(\"security\"),e.parentNode.replaceChild(t,e)}}}}(window,document);\n\/\/--><!]]>\n<\/script><iframe sandbox=\"allow-scripts\" security=\"restricted\" src=\"https:\/\/prime.fortuneinsight.com\/web\/posts\/712666\/embed\" width=\"600\" height=\"338\" title=\"&#8220;\u7f8e\u570b\u9280\u884c\u5c0d2023\u5e74\u5e02\u5834\u548c\u5168\u7403\u7d93\u6fdf\u7684\u5341\u5927\u9810\u6e2c&#8221; &#8212; Fortune Insight\" frameborder=\"0\" marginwidth=\"0\" marginheight=\"0\" scrolling=\"no\" class=\"wp-embedded-content\"><\/iframe>","thumbnail_url":"https:\/\/prime-fortuneinsight-cloud.s3.ap-southeast-1.amazonaws.com\/web\/wp-content\/uploads\/2022\/12\/14132720\/WSJ-FIP-Template-13.png","thumbnail_width":1000,"thumbnail_height":525,"description":"BY JOSEPH ADINOLFI, THE WALL STREET JOURNAL | UPDATED DEC 13, 2022 11:20 PM EST \u5c0d\u5e02\u5834\u800c\u8a00\u4e00\u4e9b\u6700\u91cd\u8981\u9810\u6e2c\u5305\u62ec\uff1a\u5e02\u5834\u5728\u5e74\u4e2d\u4e4b\u524d\u4e0d\u6703\u8f49\u5411\u300c\u5192\u96aa\u300d\uff0c\u5168\u7403\u7d93\u6fdf\u8870\u9000\u5e7e\u4e4e\u4e0d\u53ef\u907f\u514d\uff0c\u4ee5\u53ca\u4e2d\u570b\u7d93\u6fdf\u5728\u7d93\u904e\u6578\u5e74\u7684\u75ab\u60c5\u5c01\u63a7\u5f8c\u91cd\u65b0\u958b\u653e\uff0c\u53ef\u80fd\u5c0d\u5927\u5b97\u5546\u54c1\uff0c\u7279\u5225\u662f\u5de5\u696d\u91d1\u5c6c\u7522\u751f\u91cd\u5927\u5f71\u97ff\u3002 \u6309\u7167\u7b2c\u56db\u5b63\u5ea6\u5f8c\u534a\u6bb5\u7684\u6163\u4f8b\uff0c\u83ef\u723e\u8857\u7684\u5e02\u5834\u7b56\u7565\u5e2b\u548c\u7d93\u6fdf\u5b78\u5bb6\u5011\u7d1b\u7d1b\u767c\u5e03\u672a\u4f86\u5e74\u5ea6\u5c55\u671b\uff0c\u6982\u8ff0\u672a\u4f86\u4e00\u5e74\u5404\u5e02\u5834\u7684\u4e3b\u8981\u4ea4\u6613\u548c\u4e3b\u984c\u3002 \u6700\u65b0\u7684\u7d9c\u8ff0\u51fa\u81ea\u7f8e\u570b\u9280\u884c(Bank of America Co., BAC)\u7684T.J. Thornton\u548c\u5176\u4ed6\u591a\u540d\u5167\u90e8\u7b56\u7565\u5e2b\u548c\u7d93\u6fdf\u5b78\u5bb6\uff0c\u4ed6\u5011\u5728\u5468\u4e00\u5206\u4eab\u4e86\u7f8e\u9280\u5168\u7403\u7814\u7a76(Bank of America Global Research)\u768410\u5927\u5b8f\u89c0\u4e3b\u984c\u6458\u8981\uff0c\u9019\u4e9b\u7b56\u7565\u5e2b\u6216\u7d93\u6fdf\u5b78\u5bb6\u8ca0\u8cac\u5206\u6790\u5404\u81ea\u63d0\u51fa\u7684\u4e3b\u984c\u3002 \u5c0d\u5e02\u5834\u800c\u8a00\u4e00\u4e9b\u6700\u91cd\u8981\u7684\u89c0\u9ede\u5305\u62ec\uff1a\u5e02\u5834\u5728\u5e74\u4e2d\u4e4b\u524d\u4e0d\u6703\u8f49\u5411\u300c\u5192\u96aa\u300d\uff0c\u5168\u7403\u7d93\u6fdf\u8870\u9000\u5e7e\u4e4e\u4e0d\u53ef\u907f\u514d\uff0c\u4ee5\u53ca\u4e2d\u570b\u7d93\u6fdf\u5728\u7d93\u904e\u6578\u5e74\u7684\u75ab\u60c5\u5c01\u63a7\u5f8c\u91cd\u65b0\u958b\u653e\uff0c\u53ef\u80fd\u5c0d\u5927\u5b97\u5546\u54c1\uff0c\u7279\u5225\u662f\u5de5\u696d\u91d1\u5c6c\u7522\u751f\u91cd\u5927\u5f71\u97ff\u3002 \u5e02\u5834\u5c07\u57282023\u5e74\u5e74\u4e2d\u8f49\u5411\u300c\u5192\u96aa\u300d \u96a8\u8457\u7d93\u6fdf\u8870\u9000\u548c\u4fe1\u8cb8\u885d\u64ca\u91cd\u5275\u98a8\u96aa\u8cc7\u7522\uff0c\u6295\u8cc7\u8005\u53ef\u80fd\u6703\u57282023\u5e74\u4e0a\u534a\u5e74\u61c9\u505a\u591a\u50b5\u5238\uff0c\u7279\u5225\u662f30\u5e74\u671f\u7f8e\u570b\u570b\u50b5\u3002\u57fa\u65bc\u6a19\u666e500\u6307\u6578\u901a\u5e38\u5728\u7d93\u6fdf\u8870\u9000\u7d50\u675f\u7684\u516d\u500b\u6708\u524d\u89f8\u5e95\u7684\u89c0\u9ede\uff0c\u5e02\u5834\u5c07\u5728\u660e\u5e74\u5e74\u4e2d\u524d\u5f8c\u958b\u59cb\u53cd\u5f48\u3002\u9451\u65bc\u7f8e\u570b\u9280\u884c\u9810\u8a08\u7f8e\u80a1\u5c07\u5728\u660e\u5e74\u4e0a\u534a\u5e74\u5275\u4e0b\u65b0\u4f4e\uff0c\u8a72\u884c\u9996\u5e2d\u6295\u8cc7\u7b56\u7565\u5e2bMichael Hartnett\u91cd\u7533\u4e86\u4ed6\u5c0d\u80a1\u7968\u6295\u8cc7\u8005\u53cd\u8986\u63d0\u51fa\u7684\u5efa\u8b70\uff0c\u5728\u6a19\u666e500\u6307\u6578\u4f4d\u65bc3,600\u9ede\u6642\u8f15\u54ac\u4e00\u53e3\uff0c\u57283,300\u9ede\u6642\u54ac\u4e00\u53e3\uff0c\u57283,000\u9ede\u6642\u541e\u4e00\u5927\u53e3\u3002 \u7f8e\u570b\u3001\u6b50\u5143\u5340\u548c\u82f1\u570b\u7684\u7d93\u6fdf\u8870\u9000\u5e7e\u4e4e\u4e0d\u53ef\u907f\u514d \u9810\u8a082023\u5e74\u4e0a\u534a\u5e74\u7f8e\u570b\u5c07\u51fa\u73fe\u6eab\u548c\u7684\u7d93\u6fdf\u8870\u9000\uff0c\u6709\u53ef\u80fd\u5728\u4eca\u5e74\u665a\u4e9b\u6642\u5019\u5c31\u9677\u5165\u8870\u9000\u3002\u7f8e\u570b\u9280\u884c\u5168\u7403\u7d93\u6fdf\u7814\u7a76\u4e3b\u7ba1Ethan Harris\u8868\u793a\uff0c\u6b50\u6d32\u53ef\u80fd\u5f9e\u9019\u500b\u51ac\u5929\u958b\u59cb\u51fa\u73fe\u8870\u9000\uff0c\u4e4b\u5f8c\u5c07\u6709\u8f15\u5fae\u5fa9\u7526\u3002 \u9810\u8a08\u5e74\u5e95\u524d\u5229\u7387\u5c07\u4e0b\u964d \u7f8e\u570b\u9280\u884c\u9810\u8a08\uff0c\u5728\u5229\u7387\u6ce2\u52d5\u6027\u4e0b\u964d\u7684\u540c\u6642\uff0c\u7f8e\u570b\u570b\u50b5\u6536\u76ca\u7387\u66f2\u7dda\u5c07\u89e3\u9664\u5012\u639b\u3002\u4fe1\u8cb8\u7b56\u7565\u5e2b\u4f30\u8a08\uff0c\u5230\u5e74\u5e95\uff0c\u5169\u5e74\u671f\u7f8e\u570b\u570b\u50b5\u548c10\u5e74\u671f\u7f8e\u570b\u570b\u50b5\u7684\u6536\u76ca\u7387\u6700\u7d42\u90fd\u5c07\u57283.25%\u3002\u7f8e\u570b\u9280\u884c\u5229\u7387\u7b56\u7565\u5e2bMark Cabana\u8868\u793a\uff0c2022\u5e74\u53d7\u5229\u7387\u4e0a\u5347\u885d\u64ca\u7684\u884c\u696d\u53ef\u80fd\u57282023\u5e74\u53d7\u76ca\u3002 \u4e2d\u570b\u91cd\u65b0\u958b\u653e\u7684\u9032\u7a0b\u53ef\u80fd\u300c\u574e\u5777\u300d\uff0c\u76f4\u52302023\u5e74\u5e95 \u7f8e\u570b\u9280\u884c\u5927\u4e2d\u83ef\u5340\u9996\u5e2d\u7d93\u6fdf\u5b78\u5bb6Helen Qiao\u7a31\uff0c\u9810\u8a08\u5f9e\u73fe\u5728\u958b\u59cb\u4e2d\u570b\u7de9\u6162\u91cd\u65b0\u958b\u653e\uff0c\uff082023\u5e74\u4e0b\u534a\u5e74\uff09\u53d6\u6d88\u5927\u90e8\u5206\u9650\u5236\u63aa\u65bd\u3002\u7f8e\u570b\u9280\u884c\u9810\u8a08\u4e2d\u570b\u7d93\u6fdf\u660e\u5e74\u5c07\u589e\u95775.5%\uff0c\u9ad8\u65bc\u83ef\u723e\u8857\u7684\u5e73\u5747\u9810\u6e2c\u3002 \u7d93\u904e\u5927\u5e45\u52d5\u8569\u76842023\u5e74\u4e4b\u5f8c\uff0c\u65b0\u8208\u5e02\u5834\u61c9\u6703\u7522\u751f\u5f37\u52c1\u56de\u5831 \u65b0\u8208\u5e02\u5834\u8de8\u8cc7\u7522\u6230\u7565\u4e3b\u7ba1David Hauner\u8aaa\uff0c\u7b49\u7f8e\u570b\u901a\u8139\u548c\u5229\u7387\u89f8\u9802\uff0c\u4e2d\u570b\u91cd\u65b0\u958b\u653e\uff0c\uff08\u65b0\u8208\u5e02\u5834\uff09\u524d\u666f\u61c9\u6703\u8b8a\u5f97\u66f4\u52a0\u5149\u660e\u3002 \u5de5\u696d\u91d1\u5c6c\u5f97\u5230\u63d0\u632f \u5c24\u5176\u9285\u50f9\u660e\u5e74\u53ef\u80fd\u6703\u4e0a\u6f3220%\u3002\u9ad8\u7d1a\u91d1\u5c6c\u7b56\u7565\u5e2bMichael Widmer\u8aaa\uff0c\u95dc\u9375\u5e02\u5834\u7684\u8870\u9000\u662f\u4e00\u500b\u4e0d\u5229\u56e0\u7d20\uff0c\u4f46\u4e2d\u570b\u91cd\u65b0\u958b\u653e\u3001\u7f8e\u5143\u898b\u9802\u3001\u7279\u5225\u662f\u53ef\u518d\u751f\u80fd\u6e90\u6295\u8cc7\u7684\u52a0\u901f\uff0c\u8db3\u4ee5\u62b5\u6d88\u9019\u4e9b\u8ca0\u9762\u56e0\u7d20\u7684\u5f71\u97ff\u3002 \u6cb9\u50f9\u53ef\u80fd\u6703\u5728\u66f4\u9577\u6642\u9593\u5167\u8d70\u9ad8 \u5168\u7403\u5927\u5b97\u5546\u54c1\u3001\u80a1\u7968\u884d\u751f\u54c1\u548c\u8de8\u8cc7\u7522\u91cf\u5316\u6295\u8cc7\u7b56\u7565\u4e3b\u7ba1Francisco Blanch\u7a31\uff0c\u5c0d\u4fc4\u5236\u88c1\u3001\u77f3\u6cb9\u5eab\u5b58\u8f03\u4f4e\u3001\u4e2d\u570b\u91cd\u65b0\u958b\u653e\u3001\u4ee5\u53ca\u9858\u610f\u5728\u9700\u6c42\u6e1b\u5f31\u60c5\u6cc1\u4e0b\u6e1b\u7522\u7684\u6b50\u4f69\u514b\uff0c\u90fd\u5c07\u4f7f\u80fd\u6e90\u50f9\u683c\u4fdd\u6301\u9ad8\u4f4d\u3002\u5e03\u502b\u7279\u539f\u6cb9\u57282023\u5e74\u671f\u9593\u5e73\u5747\u50f9\u683c\u53ef\u80fd\u5728\u6bcf\u6876100\u7f8e\u5143\uff0c\u4e0b\u534a\u5e74\u5c07\u5347\u81f3110\u7f8e\u5143\u3002 \u300c\u53cb\u5cb8\u5916\u5305\u300d\u5c07\u523a\u6fc0\u8cc7\u672c\u652f\u51fa \u7f8e\u9280\u8b49\u5238(BofA Securities)\u7684\u7f8e\u570b\u80a1\u7968\u548c\u91cf\u5316\u7b56\u7565\u4e3b\u7ba1Savita Subramanian\u8868\u793a\uff0c\u5f37\u52c1\u7684\u52de\u52d5\u529b\u5e02\u5834\u3001\u7f8e\u570b\u548c\u4e2d\u570b\u4e4b\u9593\u7684\u812b\u9264\u3001\u4ee5\u53ca\u74b0\u5883\u3001\u793e\u6703\u548c\u6cbb\u7406(ESG)\u6a19\u6e96\u63d0\u9ad8\uff0c\u61c9\u6703\u4f7f\u8cc7\u672c\u652f\u51fa\u4fdd\u6301\u5f37\u52c1\u3002 \u6d88\u8cbb\u8005\u7684\u50f9\u683c\u58d3\u529b\u5c07\u6709\u6240\u7de9\u89e3 \u7f8e\u570b\u9280\u884c\u9996\u5e2d\u7f8e\u570b\u7d93\u6fdf\u5b78\u5bb6Michael [&hellip;]"}