{"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":"\u4e2d\u570b\u91cd\u65b0\u958b\u653e\u984c\u6750\u7184\u706b - Fortune Insight","type":"rich","width":600,"height":338,"html":"<blockquote class=\"wp-embedded-content\"><a href=\"https:\/\/prime.fortuneinsight.com\/web\/posts\/757104\">\u4e2d\u570b\u91cd\u65b0\u958b\u653e\u984c\u6750\u7184\u706b<\/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 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CHARLEY GRANT, THE WALL STREET JOURNAL | UPDATED JUL 11, 2023 09:10 PM EDT \u4eca\u5e74\u4ee5\u4f86\uff0c\u5f88\u591a\u6709\u4e2d\u570b\u696d\u52d9\u7684\u7f8e\u570b\u4e0a\u5e02\u516c\u53f8\u7684\u80a1\u50f9\u8868\u73fe\u8dd1\u8d0f\u5927\u76e4\uff0c\u4f46\u5728\u696d\u7e3e\u671f\u62c9\u958b\u5e37\u5e55\u4e4b\u969b\uff0c\u4e2d\u570b\u7d93\u6fdf\u8fd1\u671f\u7684\u75b2\u8edf\u614b\u52e2\u52a0\u5927\u4e86\u9019\u4e9b\u80a1\u7968\u53ef\u80fd\u9762\u81e8\u7684\u98a8\u96aa\u3002 \u4e2d\u570b\u7d93\u6fdf\u589e\u9577\u75b2\u8edf\u4ee5\u53ca\u5730\u7de3\u653f\u6cbb\u7dca\u5f35\u5c40\u52e2\u4e0d\u65b7\u52a0\u5287\uff0c\u7d66\u90a3\u4e9b\u62bc\u6ce8\u4e2d\u570b\u91cd\u65b0\u958b\u653e\u5c07\u50ac\u751f\u4e00\u5834\u7d93\u6fdf\u7e41\u69ae\u7684\u7f8e\u570b\u6295\u8cc7\u8005\u5e36\u4f86\u65b0\u7684\u963b\u529b\u3002 \u5468\u4e00\u516c\u5e03\u7684\u6578\u64da\u986f\u793a\uff0c\u4e2d\u570b6\u6708\u4efd\u6d88\u8cbb\u8005\u50f9\u683c\u6307\u6578(CPI)\u540c\u6bd4\u6301\u5e73\uff0c\u527528\u500b\u6708\u6700\u4f4e\u6c34\u5e73\uff0c\u5f15\u767c\u4e86\u5e02\u5834\u5c0d\u901a\u8ca8\u7dca\u7e2e\u7684\u64d4\u6182\u3002\u8207\u6b64\u540c\u6642\uff0c\u7f8e\u570b\u8ca1\u653f\u90e8\u9577\u8449\u502b(Janet Yellen)\u525b\u525b\u7d50\u675f\u5c0d\u4e2d\u570b\u7684\u8a2a\u554f\uff0c\u5728\u6b64\u6b21\u8a2a\u554f\u671f\u9593\uff0c\u5979\u8a66\u5716\u7a69\u5b9a\u65e5\u76ca\u60e1\u5316\u7684\u5169\u570b\u95dc\u4fc2\u3002 \u5168\u7403\u6295\u8cc7\u8005\u4e5f\u4f5c\u51fa\u4e86\u76f8\u61c9\u56de\u61c9\u3002\u6839\u64da\u8def\u5b5a\u7279\u7406\u67cf(Refinitiv Lipper)\u7684\u6578\u64da\uff0c\u9019\u4e9b\u6295\u8cc7\u8005\u5df2\u9023\u7e8c10\u5468\u5f9e\u4e2d\u570b\u80a1\u7968\u57fa\u91d1\u4e2d\u6de8\u64a4\u8cc7\uff0c\u5176\u4e2d\u5728\u622a\u81f3\u4e0a\u5468\u4e09\u7684\u4e00\u5468\u88e1\u6de8\u64a4\u8cc7\u7d044.65\u5104\u7f8e\u5143\uff0c\u5275\u4e0b\u53bb\u5e7412\u6708\u4ee5\u4f86\u6700\u5927\u55ae\u5468\u8cc7\u91d1\u6d41\u51fa\u91cf\u3002 \u7f8e\u570b\u6295\u8cc7\u8005\u4e4b\u6240\u4ee5\u95dc\u6ce8\u4e2d\u570b\u7d93\u6fdf\u72c0\u6cc1\uff0c\u662f\u56e0\u70ba\u4e2d\u570b\u662f\u8a31\u591a\u7f8e\u570b\u516c\u53f8\u7684\u4e00\u500b\u4e3b\u8981\u5e02\u5834\uff0c\u4e5f\u662f\u6700\u71b1\u9580\u884c\u696d\u7684\u95dc\u9375\u589e\u9577\u4f86\u6e90\u3002 \u4e2d\u570b\u65b0\u51a0\u9632\u75ab\u9650\u5236\u63aa\u65bd\u7684\u53d6\u6d88\u66fe\u52a9\u9577\u5c0d\u4e2d\u570b\u7d93\u6fdf\u5c07\u51fa\u73fe\u706b\u7206\u5fa9\u7526\u7684\u5e0c\u671b\u3002\u4f46\u9019\u4e9b\u9810\u671f\u5df2\u7d93\u6d88\u9000\u3002\u800c\u4e14\uff0c\u4e2d\u570b\u80a1\u5e02\u7684\u8868\u73fe\u9060\u9060\u843d\u5f8c\u65bc\u5176\u4ed6\u4e3b\u8981\u80a1\u5e02\u3002 AXS Investments\u9996\u5e2d\u57f7\u884c\u5b98Greg Bassuk\u8aaa\uff1a\u300c\u5931\u696d\u7387\u4e0a\u5347\u548c\u6d88\u8cbb\u8005\u4fe1\u5fc3\u6e1b\u5f31\u7684\u8da8\u52e2\u5c07\u5c0d\u5728\u83ef\u958b\u5c55\u696d\u52d9\u7684\u7f8e\u570b\u516c\u53f8\u7522\u751f\u8ca0\u9762\u5f71\u97ff\u3002\u300d\u4ed6\u8868\u793a\uff0c\u80fd\u6e90\u548c\u65c5\u904a\u7b49\u884c\u696d\u4f01\u696d\u7684\u92b7\u552e\u548c\u5229\u6f64\u53ef\u80fd\u6703\u53d7\u632b\u3002 FactSet\u7684\u6578\u64da\u986f\u793a\uff0c\u860b\u679c\u516c\u53f8(Apple, AAPL)\u3001\u8ced\u5834\u904b\u71df\u5546\u6c38\u5229\u6e21\u5047(Wynn Resorts, WYNN)\u548c\u62c9\u65af\u7dad\u52a0\u65af\u91d1\u6c99\u96c6\u5718\u80a1\u4efd\u6709\u9650\u516c\u53f8(Las Vegas Sands, LVS)\u3001\u80fd\u6e90\u5de8\u982d\u96ea\u4f5b\u9f8d\u516c\u53f8(Chevron, CVX)\u4ee5\u53ca\u6676\u7247\u88fd\u9020\u5546\u9ad8\u901a\u516c\u53f8(Qualcomm, QCOM)\u548c\u5fb7\u5dde\u5100\u5668\u516c\u53f8(Texas Instruments, TXN)\u90fd\u5f9e\u4e2d\u570b\u7372\u5f97\u5927\u91cf\u696d\u52d9\u3002 \u5118\u7ba1\u4eca\u5e74\u4ee5\u4f86\u591a\u6578\u5728\u83ef\u696d\u52d9\u898f\u6a21\u9f90\u5927\u7684\u7f8e\u570b\u516c\u53f8\u80a1\u7968\u8868\u73fe\u51fa\u8272\uff0c\u4f46\u5728\u7b2c\u4e8c\u5b63\u5ea6\u8ca1\u5831\u5b63\u5373\u5c07\u5728\u672c\u5468\u665a\u4e9b\u6642\u5019\u62c9\u958b\u5e37\u5e55\u4e4b\u969b\uff0c\u8fd1\u671f\u4e2d\u570b\u7d93\u6fdf\u7684\u75b2\u8edf\u614b\u52e2\u589e\u5927\u4e86\u98a8\u96aa\u3002 \u4e2d\u570b\u7d93\u6fdf\u7684\u9839\u52e2\u8868\u73fe\u8207\u7f8e\u570b\u7d93\u6fdf\u72c0\u6cc1\u5f62\u6210\u9bae\u660e\u5c0d\u6bd4\uff0c\u96d6\u7136\u7f8e\u806f\u5132\u70ba\u5c0d\u6297\u901a\u8139\u9032\u884c\u4e86\u4e00\u7cfb\u5217\u52a0\u606f\uff0c\u4f46\u7f8e\u570b\u7d93\u6fdf\u4ecd\u7136\u9a5a\u4eba\u5730\u5f37\u97cc\u3002\u6a19\u666e500\u6307\u6578\u4eca\u5e74\u4ee5\u4f86\u7d2f\u8a08\u4e0a\u6f32\u4e8615%\uff0c\u90e8\u5206\u5f97\u76ca\u65bcAI\u6280\u8853\u71b1\u6f6e\u3002 \u4e2d\u570b\u7d93\u6fdf\u7b2c\u4e00\u5b63\u5ea6\u540c\u6bd4\u589e\u95774.5%\uff0c\u4f46\u6b64\u5f8c\u793e\u6703\u6d88\u8cbb\u54c1\u96f6\u552e\u7e3d\u984d\u589e\u9577\u4e00\u76f4\u4f4e\u8ff7\uff0c\u6700\u8fd1\u7684\u5de5\u5ee0\u7522\u51fa\u3001\u51fa\u53e3\u548c\u6295\u8cc7\u6578\u64da\u4e5f\u9060\u905c\u65bc\u7d93\u6fdf\u5b78\u5bb6\u7684\u9810\u671f\u3002\u4e2d\u570b\u7684\u6c7a\u7b56\u8005\u6b63\u8a08\u5283\u63a8\u51fa\u65b0\u7684\u652f\u51fa\u63aa\u65bd\u4f86\u63d0\u632f\u7d93\u6fdf\u3002 \u8207\u6b64\u540c\u6642\uff0c\u653f\u5e9c\u5c0dAI\u6280\u8853\u6240\u9700\u7684\u8a08\u7b97\u6a5f\u6676\u7247\u65bd\u52a0\u7684\u92b7\u552e\u9650\u5236\u4e5f\u662f\u500b\u8ca0\u9762\u56e0\u7d20\uff0c\u53ef\u80fd\u640d\u5bb3\u534a\u5c0e\u9ad4\u80a1\u7968\u7684\u9577\u671f\u524d\u666f\u3002 \u82f1\u5049\u9054(Nvidia, NVDA)\u9996\u5e2d\u8ca1\u52d9\u5b98Colette Kress\u4e0a\u500b\u6708\u8868\u793a\uff0c\u5f9e\u9577\u9060\u4f86\u770b\uff0c\u7f8e\u570b\u53ef\u80fd\u5c0d\u4e2d\u570b\u5be6\u65bd\u7684\u51fa\u53e3\u7ba1\u5236\u6216\u8a31\u6703\u4ee4\u7f8e\u570b\u6676\u7247\u884c\u696d\u6c38\u5931\u5546\u6a5f\uff0c\u5118\u7ba1\u5979\u7a31\u5168\u7403\u5c0d\u82f1\u5049\u9054\u7522\u54c1\u7684\u9700\u6c42\u4ecd\u7136\u65fa\u76db\u3002\u4e2d\u570b\u653f\u5e9c\u4eca\u5e745\u6708\u4ee5\u570b\u5bb6\u5b89\u5168\u70ba\u7531\u7981\u6b62\u570b\u5167\u5927\u578b\u4f01\u696d\u8cfc\u8cb7\u7f8e\u5149\u79d1\u6280\u516c\u53f8(Micron Technology Inc., MU)\u751f\u7522\u7684\u6676\u7247\u3002 \u8cbb\u57ce\u534a\u5c0e\u9ad4\u884c\u696d\u6307\u6578(PHLX Semiconductor Sector Index)\u4eca\u5e74\u4ee5\u4f86\u5df2\u4e0a\u6f3244%\uff0c\u540c\u671f\u82f1\u5049\u9054\u80a1\u50f9\u4e0a\u6f32\u4e86\u8fd1\u5169\u500d\uff0c\u6f32\u5e45\u5728\u6a19\u666e500\u6307\u6578\u6210\u5206\u80a1\u6392\u884c\u699c\u4e0a\u540d\u5217\u524d\u8305\u3002 Raymond James Investment Management\u9996\u5e2d\u5e02\u5834\u7b56\u7565\u5e2bMatt [&hellip;]"}