【与瑞士宝盛的月度对话（英文版）】跨资产类别的史诗级波动；后市的展望（2026.02.10录制）

近期市场呈现跨资产类别的剧烈波动，美国和中国科技股、贵金属及加密货币均遭遇大幅回调。人民币升值的理由持续强化。

在本期节目中，我们将探讨当前市场动荡对投资者的启示，以及这些跨资产联动效应将如何影响未来数周的仓位布局。

这是春节前最后一次节目更新。祝您和家人马年大吉，马到功成。

Recent weeks have seen extreme cross‑asset volatility, with sharp unwinds hitting US and China tech stocks, precious metals and cryptocurrencies. In China, renewed concerns about regulatory scrutiny are weighing on sentiment, even as the case for a stronger renminbi continues to build.

In this episode, we discuss what the market dislocations mean for investors, and how these cross-asset dynamics may shape positioning in the weeks ahead.

节目网页链接：http://t.cn/AXt5VltG

苹果播客链接: http://t.cn/AXt5Vltq

Spotify节目链接: http://t.cn/AXt5Vltb