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投资者是过于自满，还是在明智地忽略市场杂音？

关注持久的基本面将推动投资组合取得长期成功

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    • 油气价格上涨如同对消费者和企业征收的隐性税收，从而减缓整体经济活动并加剧通货膨胀。
    • 油气价格上涨如同对消费者和企业征收的隐性税收，从而减缓整体经济活动并加剧通货膨胀。 图片来源：彭博社

    DeeperDive is a beta AI feature. Refer to full articles for the facts.

    Steve Brice

    Published Tue, Mar 10, 2026 · 04:36 PM

    本文由AI辅助翻译

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    2026年刚过去两个多月，我们就已经经历了一系列足以影响市场的重大事件。

    其中包括中东地区持续的地缘政治对峙、美国逮捕委内瑞拉前总统 Nicolas Maduro、格陵兰主权受到威胁，以及美国最高法院最新的关税裁决及其后美国总统 Donald Trump 宣布改革关税结构等，这仅是其中几个例子。

    就在2月底，全球股市还创下了历史新高。然而，如果年初时有人告诉我，我们将迎来如此密集且持续的新闻事件，我可能会认为市场将大幅走低。

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