美以伊冲突下的投资:以静制动,见步行步
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美以伊冲突已持续十日,全球资本市场随之波动,我的投资组合也因此出现约5%的盈利回撤。面对这场充满不确定性的地缘风暴,我选择了以静制动,既未追高受益的油气股,也未抄底受冲击的航空、船运股。
在投资的世界里,“不确定性”是永恒的主题。我无法预判这场冲突会持续升级还是逐渐受控,正因如此,适度提高现金仓位成了当下的...
1 day ago
A man's stories, feelings and sharing along his path till his journey end~
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