EPISODE · Mar 22, 2026 · 6 MIN
股市迟钝？央行QE要来？黄金难对冲
from 深度
霍尔木兹海峡封锁引发被低估的供应危机，与新冠需求危机形成镜像。市场反应滞后，央行陷通胀与衰退两难，QE或难避免。黄金非对冲首选，实物资产将跑赢金融资产，附工业商品、航空股等投资建议。
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股市迟钝？央行QE要来？黄金难对冲
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