地缘局势下的全球资产重估:风险还是机遇?

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Mar 03

文 | 财华社2026年2月28日至3月2日,受中东地区突发地缘事件影响,全球金融市场经历了一场典型的“避险驱动型”资产价格剧烈重估,受供应可能骤然短缺影响,油价飙升,而作为传统避险资产的黄金和美债飙升,而权益市场尤其是亚太科技板块遭遇大幅抛压。该如何看待这次资产震荡?到底是风险还是机遇?我们来剖析一下。能源:供应端扰动成核心驱动2026年2月28日周末期间,中东地区局势骤然升级。以色列与美国针对...

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