如何对冲伊朗战争风险？市场投票：黄金，而非债券

华尔街见闻03-03 08:52

伊朗战争风险升温，重塑全球避险资产格局。大型机构投资者正将黄金和美元置于传统避险资产国债之上，标志着市场对"安全资产"定义的一次重要重估。周一，国际现货黄金价格一度飙升2.6%至每盎司逾5400美元，逼近历史高位，导火索是针对卡塔尔天然气设施的无人机袭击引发的新一轮能源危机担忧。与此同时，欧洲天然气价格单日暴涨逾30%，通胀预期急剧升温，推动全球债券收益率走高——两年期德国国债收益率上行8个基点至...

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