BFM Podcast
疯狂的通膨交易 大宗商品将跑赢金融资产？
16-Feb-22 14:51
随着美联储升息脚步声逼近，风险资产近期阴霾笼罩，欧美股市较去年开局表现略为逊色。然而，大宗商品却在升息的浪潮中乘风破浪，无论是原油、铝还是大豆类产品价格都如乘坐火箭般，冲上云霄，不少市场人士更断言：“大宗商品今年铁定跑赢金融资产！”
随着俄乌局势、美国褐伊朗核协议谈判等地缘政治问题风起云涌，今年的大宗商品会否迎来全新的“通膨交易”局面？本期节目将由来自香港的马银证券零售研究部主管李韵仪，来为我们分析接下来大宗商品的走势。
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