特朗普罢免美联储理事引发法律诉讼，鸽派强力推动9月降息预期升温！法国总理豪赌议会信任投票，政治风险加剧市场波动。基辅再遭猛烈袭击，“普泽会”前景黯淡？地缘冲突推动避险资产走高，黄金价格强势突破3400大关，寒武纪跃居A股新“股王”…本周全球市场惊现多重刺激行情，投资者如何把握机遇与风险？
对投资者的影响分析：特朗普政策不确定性及美联储人事动荡可能影响货币政策走向，加大市场波动；地缘政治风险升温推高避险资产需求，黄金及科技股或持续受关注；欧洲政治博弈加剧或引发欧元区资产价格调整。投资者需密切关注国际事件联动效应，合理配置避险与成长资产。
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