2026新年伊始，中国收拾亚洲，美国收拾美洲，俄罗斯收拾欧洲。世界三大强人统治的国家，都忙得不亦乐乎，大力夯实自己的基本盘，之后怎么办呢？新三国演义？
感觉2026会是一个动荡的年份。这种地缘政治下的股市，资本是如往年一样，追逐高风险的资产（比如ai）？还是开始准备战略收缩，避险到一些不太受重视的领域（比如石油）？
下面是AI的总结：
“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. ”
