所有商品都将“像黄金一样”!美银Hartnett:做多大宗商品是明年最佳“火热交易”

华尔街见闻
Dec 08, 2025

美银首席投资策略师Michael Hartnett最新预测,2026年做多大宗商品将成为最佳交易主题,所有大宗商品走势图最终都将呈现如同黄金般的上涨态势。这一判断基于全球经济正从金融危机后的"货币宽松+财政紧缩"模式转向疫情后"财政宽松+去全球化"的新范式。Hartnett在最新的Flow Show报告中阐述,特朗普政府将采取"火热"经济政策,俄乌和解后油价将反弹,这些因素将共同推动大宗商品板块...

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