EPISODE · Mar 29, 2026 · 6 MIN
油價高燒、通膨反撲與黃金避險策略全解析
from 渣打市場洞察 · host 渣打銀行
中東衝突已進入第五週，全球市場被油價和通膨恐懼籠罩。但深層觀察發現：美國已觸及政治和經濟的「痛感門檻」，停火談判成為時間問題；更關鍵的是，市場對近期通膨定價過度，卻低估了對於中期經濟成長拖累——這意味著聯準會下半年降息並未被排除，而被拋售的債券和黃金反而成為最佳買點。本集深入剖析地緣衝突何時落幕、為何股債配置需要重新思考，以及投資人該如何在亂市中精準佈局。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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油價高燒、通膨反撲與黃金避險策略全解析
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