{"id":4471,"date":"2024-08-13T17:26:00","date_gmt":"2024-08-13T09:26:00","guid":{"rendered":"https:\/\/aprea.asia\/?post_type=knowledge-hub&#038;p=4471"},"modified":"2025-03-27T17:28:06","modified_gmt":"2025-03-27T09:28:06","slug":"asian-market-outlook-august-2024-bi-capital","status":"publish","type":"knowledge-hub","link":"https:\/\/www.aprea.asia\/zh\/knowledge-hub\/asian-market-outlook-august-2024-bi-capital\/","title":{"rendered":"\u4e9a\u6d32\u5e02\u573a\u5c55\u671b \u2013 2024 \u5e74 8 \u6708\uff08B&amp;I Capital\uff09"},"content":{"rendered":"<p class=\"\">\u7f8e\u56fd\u6301\u7eed\u75b2\u8f6f\u7684\u901a\u80c0\u548c\u5c31\u4e1a\u6570\u636e\u6539\u53d8\u4e86\u5e02\u573a\u683c\u5c40\uff0c\u5e02\u573a\u9884\u671f\u7f8e\u8054\u50a8\u5c06\u591a\u6b21\u964d\u606f\uff0c\u5bfc\u81f4\u8d44\u91d1\u4ece\u5927\u578b\u79d1\u6280\u80a1\u5f3a\u52b2\u8f6e\u52a8\u81f3\u5305\u62ec\u623f\u5730\u4ea7\u6295\u8d44\u4fe1\u6258\u57fa\u91d1\uff08REITs\uff09\u5728\u5185\u7684\u6ede\u540e\u677f\u5757\uff0c\u540e\u8005\u88ab\u89c6\u4e3a\u964d\u606f\u7684\u53d7\u76ca\u8005\u3002\u5bcc\u65f6EPRA Nareit\u4e9a\u6d32\u7f8e\u5143\u53d1\u5c55\u51c0\u603b\u56de\u62a5\u6307\u6570\uff08FTSE EPRA Nareit Asia USD Dev Net TR\uff097\u6708\u4efd\u4e0a\u6da86.341\u500d\uff08\u76ee\u68073\u4e07\u4ebf\u5362\u6bd4\uff09\u3002\u6211\u4eec\u7684\u6d3b\u8dc3\u5e02\u573a\uff1a<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li class=\"\"><strong>\u65e5\u672c\uff0c+9.5%\uff1a<\/strong>\u00a0\u65e5\u672c\u592e\u884c\u884c\u957f\u4e0a\u7530\u6587\u96c4\u63d0\u9ad8\u4e86\u77ed\u671f\u5229\u7387\uff0c\u968f\u540e\u53ec\u5f00\u7684\u65b0\u95fb\u53d1\u5e03\u4f1a\u63aa\u8f9e\u9e70\u6d3e\u4e14\u4ee4\u4eba\u56f0\u60d1\uff0c\u81f3\u4eca\u4ecd\u9020\u6210\u5e02\u573a\u5267\u70c8\u6ce2\u52a8\u3002\u65e5\u672c\u623f\u5730\u4ea7\u6295\u8d44\u4fe1\u6258\u57fa\u91d1\uff08JREITs\uff09\u8868\u73b0\u76f8\u5bf9\u8f83\u597d\uff0c\u81ea\u5229\u7387\u4e0a\u8c03\u4ee5\u6765\u4ee5\u7f8e\u5143\u8ba1\u4ef7\u4e0a\u6da8\u3002\u94f6\u884c\u80a1\u4f5c\u4e3a\u5229\u7387\u4e0a\u8c03\u7684\u53d7\u76ca\u8005\uff0c\u5728\u4e0a\u7530\u6587\u96c4\u8bb2\u8bdd\u540e\u521d\u671f\u4e0a\u6da8\uff0c\u4f46\u968f\u540e\u4e24\u5929\u5185\u4e0b\u8dcc\u8fd125%\uff0c\u539f\u56e0\u662f\u968f\u7740\u5168\u7403\u5b8f\u89c2\u7ecf\u6d4e\u73af\u5883\u6301\u7eed\u8d8b\u7f13\uff0c\u5e02\u573a\u5bf9\u5229\u7387\u7684\u9884\u671f\u53d1\u751f\u53d8\u5316\u3002<\/li>\n\n\n\n<li class=\"\"><strong>\u6fb3\u5927\u5229\u4e9a\uff0c+3.8%\uff1a<\/strong>\u00a0 \u6fb3\u5927\u5229\u4e9a\u50a8\u5907\u94f6\u884c\u57288\u67086\u65e5\u7684\u4f1a\u8bae\u4e0a\u5ba3\u5e03\u7ef4\u6301\u653f\u7b56\u5229\u7387\u4e0d\u53d8\uff0c\u5e76\u9274\u4e8e\u9ad8\u4f01\u7684\u52b3\u52a8\u529b\u6210\u672c\u5bfc\u81f4\u901a\u80c0\u6301\u7eed\u9ad8\u4f01\uff0c\u63a8\u8fdf\u4e86\u8fd1\u671f\u4e0b\u8c03\u5b98\u65b9\u73b0\u91d1\u5229\u7387\u7684\u9884\u671f\u3002\u6211\u4eec\u9884\u8ba1\u53e4\u5fb7\u66fc\u96c6\u56e2\u5c06\u516c\u5e03\u7a33\u5065\u7684\u4e1a\u7ee9\uff0c\u5e76\u56e0\u5176\u6570\u636e\u4e2d\u5fc3\u4e1a\u52a1\u7684\u5f3a\u52b2\u589e\u957f\u800c\u83b7\u5f97\u826f\u597d\u7684\u4e1a\u7ee9\u6307\u5f15\u3002\u5982\u679c\u4e0b\u5468\u8d22\u62a5\u8868\u73b0\u826f\u597d\uff0c\u6211\u4eec\u53ef\u80fd\u4f1a\u589e\u52a0\u5bf9\u53e4\u5fb7\u66fc\u96c6\u56e2\u7684\u51cf\u6301\u8bc4\u7ea7\u3002<\/li>\n\n\n\n<li class=\"\"><strong>\u9999\u6e2f\uff0c+1.5%\uff1a<\/strong>\u00a0\u5e02\u573a\u5bf9\u4e1a\u7ee9\u7684\u9884\u671f\u6781\u4f4e\uff0c\u5c24\u5176\u662f\u5728\u6052\u9686\u5730\u4ea7\u56e0\u9500\u552e\u75b2\u8f6f\uff08\u5c24\u5176\u662f\u5728\u4e2d\u56fd\u5185\u5730\uff09\u800c\u5c06\u6bcf\u80a1\u5206\u7ea2\u4e0b\u8c03\u4e09\u5206\u4e4b\u4e00\u4e4b\u540e\u3002\u6211\u4eec\u53c2\u52a0\u4e86\u9886\u5c55\u623f\u5730\u4ea7\u6295\u8d44\u4fe1\u6258\u7684\u9999\u6e2f\u548c\u6df1\u5733\u8d44\u4ea7\u8003\u5bdf\uff08\u53e6\u6587\u8be6\u8ff0\uff09\uff0c\u6ce8\u610f\u5230\u4e70\u65b9\u673a\u6784\u7684\u53c2\u4e0e\u5ea6\u5f88\u4f4e\uff0c\u5c3d\u7ba1\u4f30\u503c\u8f83\u4f4e\uff0c\u4f46\u5e02\u573a\u5174\u8da3\u5374\u6781\u4f4e\u3002<\/li>\n\n\n\n<li class=\"\"><strong>\u65b0\u52a0\u5761\uff0c+6.2%\uff1a<\/strong>\u00a0 \u65b0\u52a0\u5761\u623f\u5730\u4ea7\u6295\u8d44\u4fe1\u6258\u57fa\u91d1\uff08SREIT\uff09\u7684\u4e1a\u7ee9\u7b26\u5408\u9884\u671f\uff0c\u4f46\u80a1\u606f\u589e\u957f\u53d7\u5230\u5229\u606f\u6210\u672c\u4e0a\u5347\u7684\u6291\u5236\u3002\u9274\u4e8e\u5168\u7403\u5229\u7387\u524d\u666f\uff0c\u65b0\u52a0\u5761\u7684\u5229\u7387\u4e5f\u5c06\u968f\u4e4b\u8c03\u6574\uff0c\u56e0\u4e3a\u65b0\u52a0\u5761\u91d1\u878d\u7ba1\u7406\u5c40\uff08MAS\uff09\u5e76\u4e0d\u76f4\u63a5\u5236\u5b9a\u5229\u7387\u653f\u7b56\u3002.<\/li>\n<\/ul>\n\n\n\n<p class=\"\">\u603b\u4e4b\uff1a\u81ea 7 \u6708 11 \u65e5\u7f8e\u56fd CPI \u6570\u636e\u516c\u5e03\u4ee5\u6765\uff0c\u7531\u4e8e\u5229\u7387\u9884\u671f\u91cd\u7f6e\u548c\u826f\u597d\u7684\u76c8\u5229\u72b6\u51b5\uff0cREITs \u7684\u4ea4\u6613\u4ef7\u683c\u4e00\u76f4\u5728\u4e0a\u6da8\u3002.<\/p>","protected":false},"featured_media":0,"template":"","meta":{"_acf_changed":true},"kh_category":[16],"class_list":["post-4471","knowledge-hub","type-knowledge-hub","status-publish","hentry","kh_category-market-outlook"],"acf":[],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v27.2 - https:\/\/yoast.com\/product\/yoast-seo-wordpress\/ -->\n<title>Asian Market Outlook - August 2024 (B&amp;I Capital) - Asia Pacific Real Assets Association<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/www.aprea.asia\/zh\/knowledge-hub\/asian-market-outlook-august-2024-bi-capital\/\" \/>\n<meta property=\"og:locale\" content=\"zh_CN\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Asian Market Outlook - August 2024 (B&amp;I Capital) - Asia Pacific 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