¡¡¡¡ÖÐÐÂÍø12ÔÂ30ÈÕµç ÃÀÊ¢×ʽð¹ÜÀí¹«Ë¾µÄÃ÷ÐÇ»ù½ð¾ÀíÈ˱ȶû.Ã×ÀÕ(Bill Miller)£¬Á¬Ðø15Äê²ÙÅ̼¨Ð§¶¼ÓÅÓÚ±êÆÕ500Ö¸ÊýµÄ»Ô»Í¼Í¼ÔÚ2006Äêʱ»®Ï¾äµã£¬³Á¼Å3ÄêÖ®ºóÖÕÓÚÖØÏÖÐ۷磬ÔÙ¶ÈЦ°Á»ù½ð¾ÀíÈËÅÅÐаñ£¬¶øËûÒ²¿´ºÃÃÀ¹ú¾¼Ã¿ÉÍûÖØÏÖÎôÈÕ¶àÍ·ÈÙ¾°¡£
¡¡¡¡¾Ý̨Í塶¹¤ÉÌʱ±¨¡·ÒýÊöÍâµç±¨µÀ£¬Ïà½Ï̫ƽÑóͶ×ʹÜÀí¹«Ë¾(Pimco)Ö´Ðг¤ÒÁ¶û°¬ÀÊ(Mohamed El-Erian)¶ÔÃÀ¹ú¾¼ÃºóÊп´·¨Æ«¿Õ£¬Ã×ÀÕµ¹ÊÇÀÖ¹ÛÒÔ¶Ô£¬ËûÔ¤²âÃ÷ÄêÔڹ̶¨ÊÕÒæÊг¡»ñÀû¹â»·ÍÊɫ֮ϣ¬Í¶×ÊÈ˽«»ØÁý¹ÉƱ»ù½ð¡£
¡¡¡¡¡¡¸ù¾ÝÖ¥¼Ó¸çȨÍþͶ×ÊÑо¿»ú¹¹³¿Ðǹ«Ë¾(Morningstar)µÄ×ÊÁÏÏÔʾ£¬Ã×ÀÕÖ÷³ÖµÄÃÀÊ¢×ʽð¹ÜÀí¹«Ë¾¼ÛÖµÐÅÍлù½ð(Legg Mason Capital Management Value Trust)£¬½ñÄê½ØÖÁ12ÔÂ24ÈÕµÄÊÕÒæ³É³¤43%£¬¼¨Ð§³¬Ô½93%µÄͬÀàÐÍ»ù½ð£¬ÕâÒ²ÊÇÃ×ÀÕ×Ô2005ÄêÖ®ºó£¬²ÙÅ̳ɼ¨Ê׶Ȼ÷°Ü±êÆÕ500Ö¸Êý£¬¸ÃÖ¸ÊýͶ×ʱ¨³êÂÊÆù½ñ³É³¤25%¡£
¡¡¡¡¡¡Ã×ÀÕ²ÙÅ̵ÄÐÅÍлù½ðÁ¬Ðø¶àÄ걨³êÂʳ¬Ô½´óÅÌÖ¸Êý£¬¶ø±»ÊÓΪ»ù½ð½ç´«Æ棬µ«ÊÇËûÓÚ2005ÄêÅÊÖÁÁ¬Ðø15Äê»÷°Ü±êÆÕ500Ö¸ÊýµÄ¸ß·åÖ®ºó£¬½ÓÏÂÀ´µÄ3ÄêÒòµÍ¹ÀÐÅ´ûΣ»úµÄ³å»÷£¬¼¨Ð§Áè¼Ý´óÅ̵ÄÊ¢¿ö²»ÔÙ³öÏÖ¡£
¡¡¡¡¡¡Ã×ÀÕµÄÐÅÍлù½ðÈ¥ÄêÊÕÒ汩µø55%£¬µ¼Ö¸ûù½ðͶ×ÊÈ˹ýÈ¥5ÄêµÄƽ¾ù±¨³êÂÊËõË®7.5%£¬³¿ÐÇÌṩµÄÊý¾ÝÏÔʾ£¬2008Äê¸Ãµµ»ù½ðµÄ³É¼¨Ñ·ÓÚ99%ͬÀàÐÍ»ù½ð£¬¼¸ºõÔÚ¼¨Ð§ÅÅÐаñµæµ×¡£
¡¡¡¡¡¡Ã×ÀÕÊÜ·Ãʱָ³ö£¬Ã÷ÄêÃÀ¹ú¾¼Ã¿ÉÍûÀ©ÕÅ4%£¬Òò¶ø¼¤Àø±êÆÕ500Ö¸ÊýÃ÷ÄêµÄÕÇ·ùÖÁÉÙ´ï15%¡£
¡¡¡¡¡¡Ã×ÀÕ±íʾ£¬¾¡¹ÜËûµÄÐÅÍлù½ðδÓÐÐÂ×ʽðÁ÷È룬µ«ÊÇÆðÂëͶ×ÊÈËÒѾֹͣÊê»Ø¡£½ØÖÁ9Ôµ׵ĵÚÈý¼¾£¬ÃÀÊ¢×ʽð¹ÜÀí¹«Ë¾»ù½ðµÄ¾»Êê»Ø½ð¶îÀۼƴï80ÒÚÃÀÔª£¬ÓëÇ°¼¾µÄ300ÒÚÃÀÔªÒÔ¼°È¥ÄêµÚËļ¾µÄ770ÒÚÃÀÔªÊê»Ø¸ß·åÏà±È£¬×ʽð³·ÀëÇé¿öÒѾÃ÷ÏÔ¼õ»º¡£
Copyright ©1999-2024 chinanews.com. All Rights Reserved