EPISODE · Mar 21, 2026 · 6 MIN
战争下的投资：警惕市场“特效药”
from 深度
伊朗战争搅动市场，国防航天股、能源、黄金等热门资产估值已处高位。专家警告，市场或已消化战争逻辑，追涨代价高昂，基于地缘预测的投资潜藏风险，建议避免激进调仓，可关注I债券、TIPS等对冲工具。
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战争下的投资：警惕市场“特效药”
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