伊朗战争引发新兴市场暴跌 投资吸引力锐减

Cnbeta.com.tw - March 4, 2026

伊朗战争引发新兴市场暴跌 投资吸引力锐减

伊朗的战争局势使得新兴市场迅速逆转为对全球投资者而言最糟糕的地方之一。几天前还创下历史新高的股票和债券如今面临下行压力,交易员评估油价上涨和美元走强——这两大冲击均由冲突引发——将如何削弱一些全球增长最快经济体的前景。亚洲首当其冲地遭到抛售,其中韩国股市本周已大跌18%。 这种突如其来的转变引发了人们对新兴市场投资价值是否发生变化的担忧。战前顶级基金经理一直在亚洲、拉丁美洲和部分EMEA地区建立多头仓位,投资者押注强劲增长、通胀放缓和全球货币政策宽松。如今,能源成本持续上涨和美元走强的风险引发了投资者纷纷减持的…

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