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INSIGHTS FROM CFA SOCIETY SINGAPORE

市场反弹、脆弱休战及其背后的焦虑症

持续的不确定性，在不间断的评论放大下，让有纪律的决策变得愈发重要。

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    • 在美国和伊朗恢复相互攻击后，更广泛的金融市场并未出现恐慌性反应。
    • 在美国和伊朗恢复相互攻击后，更广泛的金融市场并未出现恐慌性反应。 图片来源：EPA
    Chez Anbu

    Chez Anbu

    Published Tue, Jul 14, 2026 · 03:09 PM

    本文由AI辅助翻译

    查看原文

    在美伊冲突的大部分时间里，市场都在上涨。如今，美国与伊朗之间的休战，看起来更像是攻击间歇，而非和平。

    攻击已经恢复。双方都在试探彼此的底线，而霍尔木兹海峡依然是市场最明显的压力点。

    然而，尽管存在地缘政治紧张局势和能源市场的波动，更广泛的金融市场并未像人们预期的那样，出现持续的恐慌性反应。

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