以下部分引用 AI 总结，现阶段 AI 仍然有幻觉。请以内容的原文为准。
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NPS
7 atoms · 跨 5 天 · 首见 2026-05-11 · 最近 2026-06-08
三色: 🟦 fact 4 · 🟥 take 3 · stance ▲2/▼1/◆1
来源: X 7
时态: fresh:5 · aging:1 · stale:1
标签: 好信源:3 · 好观点:2 · 好思考:2 · 好数字:1
叙事 (narrative) (2)
- 2026-05-21 · domestic stock holding limit
국민연금 5차 회의에서 국내주식 보유 한도를 19.9%에서 24.9%로 높일 것으로 알려졌다
tags: 好信源 · → daily
value: qty=19.9%→24.9% · date=2026-05-28
- 2026-05-11
[老化中] · 外汇流出贡献
NPS has been a bigger structural source of outflows than GPIF ever was but seems like that it slowing.
tags: 好观点 · → daily
预测 (forecast) (1)
- 2026-06-04 · 2月对冲政策变化未能支撑韩元
I thought the changes in the NPS hedging policy in February would help put a floor under the won
tags: 好思考 · → daily
value: date=February
立场 (position) (1)
展开 1 条老旧 / 已过期
- 2026-05-19
[老旧] · 外汇政策建议
the NPS should pause its accumulation of foreign assets and hedge more of its stock of f. assets (effectively selling dollars for won)
tags: 好思考·好观点 · → daily
事实 (fact) (3)
- 2026-06-08 · increased hedging
The NPS did increase its hedging last night -- helping to stabilize the won!
tags: 好信源 · → daily
- 2026-06-08 · locking in gains from won's overshoot
NPS is locking in the gains from the won's overshoot helping to stabilize the won
tags: 好信源 · → daily
- 2026-06-04 · 去年贡献了300-400亿美元未对冲资金外流
last year the NPS contributed but $30-40b in outflows that in the end were unhedged
tags: 好数字 · → daily
value: qty=$30-40B · date=last year
时间轴 (近 20)
- 2026-06-08 ·
fact · increased hedging · → daily
- 2026-06-08 ·
fact · locking in gains from won's overshoot · → daily
- 2026-06-04 ·
forecast · 2月对冲政策变化未能支撑韩元 · → daily
- 2026-06-04 ·
fact · 去年贡献了300-400亿美元未对冲资金外流 · → daily
- 2026-05-21 ·
narrative · domestic stock holding limit · → daily
- 2026-05-19 ·
position · 外汇政策建议 · → daily
- 2026-05-11 ·
narrative · 外汇流出贡献 · → daily
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