2026新年伊始，中國收拾亞洲，美國收拾美洲，俄羅斯收拾歐洲。世界三大強人統治的國家，都忙得不亦樂乎，大力夯實自己的基本盤，之後怎麽辦呢？新三國演義？
感覺2026會是一個動蕩的年份。這種地緣政治下的股市，資本是如往年一樣，追逐高風險的資產（比如ai）？還是開始準備戰略收縮，避險到一些不太受重視的領域（比如石油）？
下麵是AI的總結：
“During wartime, assets that hold value are： safe-haven assets like gold and strong currencies (USD, Swiss Franc, Yen) for stability, government bonds (especially US Treasuries) for safety, defense stocks (weapons, energy) for potential gains, and essential goods/commodities (oil, food) due to supply disruption, alongside tangible items like real estate in stable areas, offering hedges against economic turmoil, inflation, and currency devaluation. ”
