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首席投资策略师：2026年市场面临的最大风险是美国通胀，而非地缘政治

LGT私人银行的 Stefan Hofer 警告称，今年的市场波动性将会“高得多”。

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Vivien Shiao

Vivien Shiao

Published Wed, Jan 21, 2026 · 07:54 PM
    • LGT 的 Stefan Hofer 表示：“我们坚信，在美国、欧洲和大多数发达经济体，基础设施支出将会增加，而这是一个巨大的投资机会。”
    • LGT 的 Stefan Hofer 表示：“我们坚信，在美国、欧洲和大多数发达经济体，基础设施支出将会增加，而这是一个巨大的投资机会。” 图片来源：LGT PRIVATE BANKING

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    【新加坡】LGT私人银行首席投资策略师 Stefan Hofer 表示，2026年金融市场面临的最大威胁是美国通胀的卷土重来，而非地缘政治热点或政治言论。

    尽管近期的一些事态发展，包括美国总统 Donald Trump 就格陵兰岛问题发表评论后美欧之间出现的新的紧张关系，动摇了全球市场并对美元构成压力，但 Hofer 指出，投资者最终关注的是经济基本面，而非政治噪音。

    在接受《商业时报》采访时，Hofer 解释说，近期的市场抛售反映了市场对头条新闻的敏感度增加，但并不代表投资者评估风险的方式发生了根本性转变。

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