{"type":"rich","version":"1.0","provider_name":"Transistor","provider_url":"https://transistor.fm","author_name":"市场透视 Moving Markets","title":"中国 | 月度对话 - 中东停火：市场何去何从？","html":"<iframe width=\"100%\" height=\"180\" frameborder=\"no\" scrolling=\"no\" seamless src=\"https://share.transistor.fm/e/101bda45\"></iframe>","width":"100%","height":180,"duration":1825,"description":"美伊就中东冲突达成为期两周的停火协议，但局势仍显脆弱。市场反应迅速，原油价格回落，黄金与股市则迎来反弹。然而，霍尔木兹海峡仍基本处于封锁状态，能源供应风险尚未解除，地缘政治不确定性仍主导市场情绪与资产定价。 在此背景下，投资者应否参与近期反弹，还是维持防御性配置？原油、黄金及美元的后市前景该如何预测？中国股市展现的相对韧性又释放出哪些信号，投资者应如何在防御股、价值股与高分红板块之间进行权衡与配置？ 本期《市场透视》播客（于2026年4月9日录制）由瑞士宝盛香港研究部主管邓启志先生联同莲华资产管理公司管理合伙人及首席投资官洪灏先生分析市场近况，探讨热点投资话题。","thumbnail_url":"https://img.transistorcdn.com/N0vYw_ERNQssN0eB9tnDdSPRRsZ6Fx7h7_VsJnvMtFw/rs:fill:0:0:1/w:400/h:400/q:60/mb:500000/aHR0cHM6Ly9pbWct/dXBsb2FkLXByb2R1/Y3Rpb24udHJhbnNp/c3Rvci5mbS84ZmRl/YjJkMDdjMThmYjk2/YzhhYjMwNDE1YTNh/YzIyYi5qcGc.webp","thumbnail_width":300,"thumbnail_height":300}