美國眾叛親離、中俄笑看風雲。黑天鵝在後 | (18 Mar 2026)
香港看世界
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March 17, 2026
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本集Podcast剖析由特朗普發動的美伊戰事如何演變成全球政經風暴。伊朗封鎖霍爾木茲海峽令油價狂飆，但美國的歐亞盟友集體拒絕派兵護航，中俄則藉機坐收漁利，令特朗普陷入外交與管治泥沼。更致命的是，這場地緣衝突正點燃華爾街高達兩萬億美元的「私募信貸」火藥桶。能源危機與高通脹恐引發企業違約潮，迫使基金恐慌性拋售AI科技股套現。一場由實體戰爭觸發、破壞力堪比2008年的金融黑天鵝事件，隨時席捲全球。 戰火外的風暴 | 3.8萬億私募信貸危機: https://www.youtube.com/watch?v=PzwPfZEnqIc #特朗普 #美伊戰爭 #私募信貸 #霍爾木茲海峽 #史詩憤怒行動 #油價 #石油危機 #北約盟友 #地緣政治 #金融海嘯 #黑天鵝事件 #通脹 #影子銀行 #科技巨頭 #供應鏈斷裂 #經濟衰退
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