EPISODE · Feb 12, 2026 · 26 MIN
中国 | 月度对话 - 跨资产波动中的投资方向
from 市场透视 Moving Markets · host Julius Baer
近期全球市场剧烈震荡，科技股、贵金属与数字货币同步回调，跨资产波动显著上升。政治格局仍存不确定性，令黄金与白银在调整后重新受到瞩目。中港市场方面，A股表现相对稳健，港股科技板块则明显承压。在此背景下，投资者应如何在短期与中长期进行配置？当前的市场轮动是否已悄然展开？本期《市场透视》播客（于2026年2月10日录制）由瑞士宝盛香港研究部主管邓启志先生联同莲华资产管理公司管理合伙人及首席投资官洪灏先生分析市场近况。农历新年将至，瑞士宝盛仝人恭祝各位在新的一年马到功成，万事胜意！
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中国 | 月度对话 - 跨资产波动中的投资方向
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