如何交易战争

华尔街见闻
Mar 20

伊朗战争搅动市场,投资者最大的敌人或许不是地缘风险本身,而是金融行业趁机兜售的各类"特效药",以及追涨已然过热资产的冲动。 随着美伊战争持续发酵且前景难以预判,美股国防、能源、黄金等传统"避险与受益"资产已大幅飙升,估值普遍处于历史高位。与此同时,金融行业正加速推出各类主题产品,宣称能帮助投资者规避战争与通胀风险或从中获利。 华尔街日报援引专业人士警告,目前市场价格已在很大程度上消化了显而易见的...

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