EPISODE · Apr 1, 2026 · 5 MIN
野村证券：2026全球滞胀风险加剧？
from 深度
野村证券指出，美伊停火不意味能源贸易立即正常化，此时间差或致2026年全球更“偏滞胀”，通胀利率抬升，经济增长与股市估值承压。美元与美资产仍具优势，美股板块将洗牌，银行股等或跑赢，科技股能源股可能回落。
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野村证券：2026全球滞胀风险加剧？
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