资深分析师David Woo认为,面对中期选举的巨大压力,特朗普政府正展现出不惜一切代价扭转局面的决心,这将利空原油。而委内瑞拉事件标志着战后建立的基于规则的国际秩序实质性终结。这为黄金提供了强劲支撑,并利好国防工业。相反,新兴市场股票将面临估值重估的风险,因为在权力政治回归的时代,小型经济体的安全溢价将不复存在。进入2026年,全球宏观市场正在经历一场深刻的范式转变。资深分析师David Woo...
Source Link资深分析师David Woo认为,面对中期选举的巨大压力,特朗普政府正展现出不惜一切代价扭转局面的决心,这将利空原油。而委内瑞拉事件标志着战后建立的基于规则的国际秩序实质性终结。这为黄金提供了强劲支撑,并利好国防工业。相反,新兴市场股票将面临估值重估的风险,因为在权力政治回归的时代,小型经济体的安全溢价将不复存在。进入2026年,全球宏观市场正在经历一场深刻的范式转变。资深分析师David Woo...
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