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战争与和平：对投资组合的影响

投资者应保留核心投资敞口，并辅以对冲来降低投资组合的波动性

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    • 霍尔木兹海峡的关闭已收紧全球石油供应和贸易路线的咽喉。
    • 霍尔木兹海峡的关闭已收紧全球石油供应和贸易路线的咽喉。 图片来源：路透社

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

    Jean Chia

    Published Tue, Apr 14, 2026 · 04:07 PM

    本文由AI辅助翻译

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    四月是“解放日”的一周年纪念，当时美国总统 Donald Trump 威胁要对世界各国征收惩罚性关税。

    然而，自中东冲突爆发以来的油价冲击，在通货膨胀、经济活动和资本流动方面造成的痛苦，比长达一年的关税战更为严重。

    霍尔木兹海峡的关闭已收紧全球石油供应和贸易路线的咽喉。随着上周末美国与伊朗谈判失败后 Trump 宣布进行海上封锁，这一全球能源和贸易关键咽喉点的经济影响将持续存在。

    Decoding Asia newsletter: your guide to navigating Asia in a new global order. Sign up here to get Decoding Asia newsletter. Delivered to your inbox. Free.

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