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【美伊戰爭】美元跑贏黃金！誰是終極避險資產？｜霍爾木茲海峽被封鎖　油價急升將會拖垮全球經濟？ #伊朗局勢 #金價 #油價 #霍爾木茲海峽 #股市

Ken Cheung 外匯策略 • March 7, 2026
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Ken Cheung 外匯策略

@kencheungfx

About

張建泰(Ken Cheung)在企業及投資銀行從事外匯及宏觀分析工作超過12年，曾任職首席亞洲外匯策略師，並定期接受本地及海外媒體訪問，包括Bloomberg、Retuers及CNBC，以及《信報》及《經濟日報》，發表精闢獨到的匯市觀點，在Bloomberg上的個人檔案搜索頁面紀錄多達116頁。 Ken畢業於香港中文大學經濟系，取得學士及研究碩士學位，並在2012年獲得特許金融分析師(CFA)專業資格。 如果你有興趣收聽更多專業的匯市分析，了解宏觀局勢的發展，避開投資市場的陷阱，誠意邀請你訂閱。 28/10/2025: 訂閱+1000 聯絡合作、專業諮詢：請電郵 [email protected] LinkedIn: https://www.linkedin.com/in/kencheungkt/ 免責聲明： 本頻道及所有影片中提供的資訊僅供一般參考，只供學習交流用途，並不構成任何投資建議或投資活動的邀約。建議觀眾在做出任何投資或財務決策之前，進行獨立研究並適當諮詢合格的專家意見，例如財務顧問或法律顧問。

Latest Posts

【金銀黑色星期五】　沃什衝擊殺到！｜新聯儲局主席沃什何許人？　聯儲局真的全面轉鷹？　美元貶值交易將要退場？　黃金崩盤後應該追入？ #黃金 #白銀 #聯儲局 #沃什 #特朗普 #金價
PT4M

【金銀黑色星期五】　沃什衝擊殺到！｜新聯儲局主席沃什何許人？　聯儲局真的全面轉鷹？　美元貶值交易將要退場？　黃金崩盤後應該追入？ #黃金 #白銀 #聯儲局 #沃什 #特朗普 #金價

Ken Cheung 外匯策略2 months ago

46355

聯儲局鷹派減息　美元不升反跌？ 買債是否重啟QE？｜香港減P週期結束　港元利率下跌空間有限？ #聯儲局 #美國議息 #美元 #港元 #最優惠利率 #hibor
PT4M

聯儲局鷹派減息　美元不升反跌？ 買債是否重啟QE？｜香港減P週期結束　港元利率下跌空間有限？ #聯儲局 #美國議息 #美元 #港元 #最優惠利率 #hibor

Ken Cheung 外匯策略4 months ago

663

美元破100大關或觸發AI泡沫爆破？獲利離場還是趁低吸納｜美元流動性枯竭？dotcom泡沫有何啟示？ #美元 #美股 #ai泡沫 #外匯
PT4M

美元破100大關或觸發AI泡沫爆破？獲利離場還是趁低吸納｜美元流動性枯竭？dotcom泡沫有何啟示？ #美元 #美股 #ai泡沫 #外匯

Ken Cheung 外匯策略4 months ago

320

Video Description

美國對伊朗發動斬首行動接近一星期，戰事持續，中東緊張局勢急劇升溫！霍爾木茲海峽被封鎖，油價飆升，環球供應鏈面臨中斷風險。亞洲股市爆發小股災，南韓股市更一度熔斷！ 資金大舉避險，但今次跑出的不是黃金，而是美元！美匯指數直撲99水平，黃金反而一度閃跌。究竟為什麼戰爭爆發，美元竟然跑贏黃金？美元強勢背後隱藏什麼啟示？金融市場會迎來災難性下跌嗎？ 現階段避險，買美元好還是買黃金好？外匯策略Ken為你深度剖析！ 本集分析涵蓋： 🇺🇸📈 美伊衝突最新局勢與地緣政治風險 💵📊 美元指數強勢破頂的底層邏輯 🏆📉 黃金避險光環褪色的持倉因素 🛢️🔥 油價飆升對通脹、減息預期及環球經濟的深遠影響 🇪🇺⚠️ 歐洲滯脹風險與歐元弱勢 🔴🤔 特朗普的軍事困境：從TACO交易到膽小鬼遊戲 🚢🔒 霍爾木茲海峽被封鎖對亞洲經濟體及海灣產油國的致命打擊 🛢️💵 石油美元體系與中東主權基金走向 後市策略：去槓桿、減持、現金為王 記得讚好、留言、訂閱我們頻道，並分享給關心環球金融市場的朋友！ ===== 影片時間軸 00:00 美伊戰事升級，市場動盪 01:57 為什麼美元跑贏黃金？深度分析三大原因 05:49 後市展望：膽小鬼遊戲與攬炒風險 08: 霍爾木茲海峽被封鎖的真正衝擊 11:34 中東資金會否撤出美國？4萬億美元主權基金的關鍵角色 13:40 總結：美元與油價齊升的凶兆，最新投資策略 #美伊衝突 #美元走勢 #黃金價格 #避險資產 #伊朗局勢 #金融市場 #外匯分析 #投資策略 #石油美元 #地緣政治 #現金為王 #港股 #股市分析 #美元 #石油 #金價 #油價 #霍爾木茲海峽 #gold #crudeoil #Iran #USD #goldprice #Trump #stockmarket

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