从AI交易、美联储新主席到铜,这是高盛列出的“2026年最重要的五大交易主题”

华尔街见闻
Dec 13, 2025

高盛分享2026年五大关键投资主题,涵盖人工智能投资周期的转折、美联储领导层更迭对美元的影响、大宗商品战略价值重估、投资组合多元化的必要性以及欧洲市场的结构性转变。 在本周美股基准股指回归高位、市场消化完今年主要风险之际,高盛顶级交易员Mark Wilson提出了2026年五大关键投资主题。 高盛认为明年美联储主席的更迭被视为潜在的关键转折点。市场普遍预期哈塞特将接任,这可能导致美联储允许经济"...

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