2026年,全球市场可能的十大黑天鹅

华尔街见闻
Dec 12, 2025

随着2026年临近,德意志银行宏观策略师Jim Reid发布最新研究报告指出,鉴于过去五年全球市场经历了从疫情、通胀飙升到“解放日”动荡等一系列意料之外的剧烈波动,展望未来,最令人惊讶的结果可能恰恰是“没有意外发生”。但在平静的表象之下,德意志银行列举了十大可能改变全球市场航向的“黑天鹅”事件,涵盖了从AI驱动的经济繁荣到债务危机爆发的极端情境。AI驱动美国经济重返高增长:AI资本支出热潮可能推动...

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