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投资者加速转向大宗商品和基础设施

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2026-07-24 07:11:14
在全球通胀粘性、地缘冲突及财政赤字高企的影响下,传统“股债配比”策略正面临失效。投资者正加速将资金从债券转向大宗商品及基础设施,寻求新的避险港湾。
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