EPISODE · Mar 9, 2026 · 7 MIN
伊朗情勢升溫，但影響仍然受控
from 渣打市場洞察 · host 渣打銀行
中東局勢再度緊張，伊朗衝突讓荷姆茲海峽的油氣運輸幾乎陷入停滯，原油價格突破每桶 100美元。本集渣打銀行財富管理團隊帶大家深入解讀：油價後續可能的發展情境？聯準會的降息路徑又將受到多大影響？面對通膨風險重燃的不確定環境，投資人究竟該如何在維持核心配置的同時，建立有效的避險部位？從黃金、美國抗通膨債券、到航太國防類股，提供一套可以直接對應當前局勢的配置思考框架。點此查看渣打最新市場觀點 。講者：投資策略部主管 劉家豪
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伊朗情勢升溫，但影響仍然受控
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