瑞穗证券亚太区宏观策略主管维什努·瓦拉坦指出，全球金融市场可能面临“三重打击”。
据金十数据报道，首先，美伊冲突升级正濒临中东爆发战争的边缘。其次，市场对AI估值过热产生担忧，引发AI领域的恐慌情绪。第三，美联储因担心高企且顽固的通胀而采取鹰派立场。
维什努·瓦拉坦称，考虑到这三重冲击，酷暑般的夏季崩盘威胁不容忽视。
瑞穗证券：全球市场面临三重打击
2026-07-20 01:21:11
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