新兴市场股债双涨,上一次这么强还是金融危机后的2009年

华尔街见闻
Oct 07, 2025

在美元走弱、估值吸引以及人工智能热潮的共同推动下,新兴市场资产正迎来一场强劲复苏,其股市表现创下2009年以来的最佳开局。这场广泛的上涨标志着新兴市场在经历了长达十余年的低迷后,正以强有力的姿态重返全球投资者的视野。今年以来,衡量新兴市场股市的MSCI基准指数已飙升28%,这是自全球金融危机后复苏的2009年以来,同期录得的最大涨幅。这一表现远超发达经济体,后者的MSCI指数同期涨幅不足17%。...

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