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\u97e9\u56fd\u6d88\u8d39\u8005\u4fe1\u5fc3\u6307\u6570\u8df3\u5347\u81f3106.1\uff0c\u53cd\u6620\u56fd\u5185\u7ecf\u6d4e\u60c5\u7eea\u8f6c\u5f3a\u3002\u6307\u6570\u662f\u81ea2024\u5e74\u5e95\u4ee5\u6765\u6700\u5f3a\uff0c\u8bf4\u660e\u6d88\u8d39\u8005\u5bf9\u672a\u6765\u66f4\u6709\u4fe1\u5fc3\uff0c\u6d88\u8d39\u610f\u613f\u53ef\u80fd\u56de\u5347\uff0c\u53ef\u89c6\u4e3a\u97e9\u56fd\u98ce\u9669\u8d44\u4ea7\u504f\u591a\u7684\u4fe1\u53f7\u3002<\/p>\n

\u8fce\u63a5\u201c\u98ce\u9669\u504f\u597d\u4e0a\u5347\u201d\uff08Risk-on\uff09\u5e03\u5c40<\/h3>\n

\u5728\u56fd\u5185\u524d\u666f\u8f6c\u597d\u4e0b\uff0c\u53ef\u8003\u8651\u5efa\u7acbKOSPI 200\u6307\u6570\u671f\u8d27\uff08\u4ee5\u80a1\u4ef7\u6307\u6570\u4e3a\u6807\u7684\u3001\u7528\u4e8e\u505a\u591a\u6216\u505a\u7a7a\u7684\u5408\u7ea6\uff09\u7684\u591a\u5934\u4ed3\u4f4d\u3002\u5e02\u573a\u57282025\u5e74\u5f3a\u52bf\u8868\u73b0\u540e\uff0c\u5df2\u76d8\u6574\u6570\u6708\uff1b\u60c5\u7eea\u56de\u5347\u53ef\u80fd\u6210\u4e3a\u7a81\u7834\u50ac\u5316\u5242\u3002\u4e70\u5165\u6307\u6570\u770b\u6da8\u671f\u6743\uff08Call Options\uff0c\u652f\u4ed8\u6743\u5229\u91d1\u540e\u83b7\u5f97\u5728\u5230\u671f\u524d\u4ee5\u7ea6\u5b9a\u4ef7\u683c\u4e70\u5165\u7684\u6743\u5229\uff0c\u53ef\u7528\u8f83\u5c0f\u8d44\u91d1\u653e\u5927\u6da8\u5e45\u6536\u76ca\uff09\u662f\u53c2\u4e0e\u6f5c\u5728\u4e0a\u6da8\u7684\u6760\u6746\u505a\u6cd5\u3002<\/p>\n

\u8fd9\u9879\u6570\u636e\u4e5f\u652f\u6301\u97e9\u5143\u8d70\u5f3a\u7684\u89c2\u70b9\uff0c\u56e0\u4e3a\u53ef\u80fd\u8ba9\u97e9\u56fd\u592e\u884c\uff08Bank of Korea\uff09\u66f4\u96be\u7ef4\u6301\u73b0\u6709\u5229\u7387\uff0c\u5e02\u573a\u4f1a\u8ba8\u8bba\u52a0\u606f\uff08Rate Hike\uff0c\u63d0\u9ad8\u653f\u7b56\u5229\u7387\uff09\u30022025\u5e74\u901a\u80c0\u591a\u6570\u65f6\u95f4\u9ad8\u4e8e2%\u76ee\u6807\uff1b\u4e0e\u6b64\u540c\u65f6\uff0c\u7f8e\u8054\u50a8\uff08US Federal Reserve\uff09\u5df2\u8fdb\u5165\u964d\u606f\u5468\u671f\uff0c\u5f62\u6210\u201c\u653f\u7b56\u5206\u5316\u201d\uff08Policy Divergence\uff0c\u4e24\u4e2a\u592e\u884c\u653f\u7b56\u65b9\u5411\u4e0d\u540c\uff0c\u5e38\u5f71\u54cd\u6c47\u7387\uff09\u3002\u5728\u8fd9\u79cd\u60c5\u51b5\u4e0b\uff0c\u5356\u51fa\u7f8e\u5143\/\u97e9\u5143\u671f\u8d27\u6216\u65e0\u672c\u91d1\u4ea4\u5272\u8fdc\u671f\uff08NDF\uff0cNon-Deliverable Forward\uff0c\u4e0d\u5b9e\u9645\u4ea4\u5272\u5916\u5e01\u3001\u5230\u671f\u4ee5\u5dee\u989d\u73b0\u91d1\u7ed3\u7b97\u7684\u8fdc\u671f\u5408\u7ea6\uff09\u662f\u8f83\u6709\u80dc\u7b97\u7684\u4ea4\u6613\u601d\u8def\u3002<\/p>\n

\u82e5\u52a0\u606f\u9884\u671f\u5347\u6e29\uff0c\u505a\u7a7a\u97e9\u56fd\u56fd\u503a\uff08Korean government bonds\uff0c\u901a\u8fc7\u5356\u51fa\u503a\u5238\u6216\u76f8\u5173\u671f\u8d27\u62bc\u6ce8\u4ef7\u683c\u4e0b\u8dcc\u3001\u6536\u76ca\u7387\u4e0a\u5347\uff09\u4e5f\u66f4\u5177\u5438\u5f15\u529b\u3002\u97e9\u56fd\u592e\u884c\u57282025\u5e74\u4e00\u76f4\u628a\u653f\u7b56\u5229\u7387\u7ef4\u6301\u57283.50%\uff0c\u7406\u7531\u5305\u62ec\u51fa\u53e3\u504f\u5f31\u3002\u968f\u7740\u534a\u5bfc\u4f53\u666f\u6c14\u5468\u671f\uff08\u534a\u5bfc\u4f53\u9700\u6c42\u4e0e\u4ef7\u683c\u7684\u5faa\u73af\u6ce2\u52a8\uff09\u5e26\u52a8\u51fa\u53e3\u8fde\u7eed\u4e09\u4e2a\u5b63\u5ea6\u6539\u5584\uff0c\u52a0\u4e0a\u5185\u9700\u56de\u6696\uff0c\u7ee7\u7eed\u6309\u5175\u4e0d\u52a8\u7684\u7406\u7531\u51cf\u5f31\u3002<\/p>\n

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