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动荡时期，不妨考虑主动管理

主动管理能更好地抵御迫在眉睫的宏观风险，而这些风险可能对不同行业和国家造成极不均衡的影响。

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    • “七巨头”股票的超额表现已有所放缓，预计将进一步收窄。
    • “七巨头”股票的超额表现已有所放缓，预计将进一步收窄。 图片来源：路透社

    Jenny Johnson

    Published Fri, Apr 10, 2026 · 03:45 PM

    本文由AI辅助翻译

    查看原文

    如今的股票投资者面临着多维度的高度不确定性，从全球地缘政治动态到人工智能 (AI) 革命不一而足。近期的市场动荡表明，投资者正努力为这些伴随而来的风险定价。

    在我看来，主动投资管理将是应对当前环境的最佳策略。且听我阐明缘由。

    在强韧的全球增长和对 AI 日益高涨的热情支持下，市场进入了2026年。股票估值的相应飙升在投资领域造成了显著的失衡。

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