停火两周！TACO如期而至，如何抄底布局？

从威胁“最后期限”到达成停火协议，特朗普“TACO”如期而至，美以伊战局发生光速反转，全球风险资产迎来“报复性反弹”。自2月底以来，美以伊冲突不断，地缘政治风险升温，全球资产在市场恐慌情绪下一度出现短期超跌。然而，危中藏机，短期的回调使估值更具配置“性价比”，正是投资者逢低布局、把握中长期优质资产价...

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