地缘风险加剧，美元或成最终赢家
3月 2, 2026 18:45:47
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ChainCatcher 消息，据金十报道，凯投宏观经济学家分析指出，随着伊朗冲突的起伏演变，全球金融市场可能受到投资者风险偏好波动的冲击。如果冲突加剧，政府债券可能无法提供可靠的避险作用，货币宽松的预期可能会被推迟。美元可能会持续走强，主要得益于降息终止使得相对收益率对美元有利，以及美国作为能源净出口国的地位。
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