冰层与硅晶:2026年全球金融秩序下的“分歧均衡”与交易性震荡

华尔街俱乐部
Jan 25

摘要2026年1月19日至24日,全球资本市场经历了一场教科书式的“压力测试”。从华盛顿对北约盟友的地缘政治施压,到北京在通缩压力下的结构性突围,中美两大经济体在全球金融版图中呈现出截然不同却又紧密纠缠的运行逻辑。美国市场在“格陵兰岛危机”引发的剧烈波动中,验证了其由人工智能(AI)驱动的“无就业扩张”模式的韧性;而中国市场则在经历年初的历史性暴涨后,进入了由政策托底与硬科技驱动的深度盘整期。本文...

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