EPISODE · May 23, 2026 · 15 MIN
美债风暴与“红热”经济的终极悖论
from 金色笔记 | Golden Notebook · host lesxie
长久以来，“60%股票+40%债券”的资产配置一直被奉为零售投资者的“全天候”黄金法则 。其底层逻辑非常优雅：股票负责长线增长，而债券则在股市下跌时逆势上涨，充当对冲风险的压舱石 。然而，进入2026年，全球宏观范式发生了根本性转变，这一延续了40年的传统模型正面临三大致命挤压而完全失效。
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美债风暴与“红热”经济的终极悖论
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