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11 月 18 日全球市场一片低迷，核心诱因直指美联储明年上半年不降息的预期，以及日本十年期国债收益率攀升至 2008 年以来近高位的流动性冲击。加密货币市场更是雪上加霜，比特币盘中跌破 9 万美元，抹去 2025 年全部涨幅，24 小时内超 17.6 万人爆仓。但反差之下，瑞银给出乐观展望：预计 2026 年中国股市再迎丰年，MSCI 中国指数目标位较当前有 14% 上涨空间，股价将由盈利驱动，每股收益预计增长 10%，看好互联网硬件、科技和券商板块。全球股市大跌会持续拖累新兴市场吗？比特币熊市何时见底？瑞银看好的中国股市盈利驱动逻辑能兑现吗？欢迎你留言、评论，与我们交流。更多全球财经动态、股市核心事件、行业趋势资讯，尽在财经早咖啡。
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