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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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Published Fri, Apr 10, 2026 · 03:45 PM
本文由AI辅助翻译
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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