[{"data":1,"prerenderedAt":214},["ShallowReactive",2],{"story-2213-cn":3},{"id":4,"slug":5,"slugs":5,"currentSlug":5,"title":6,"subtitle":7,"coverImagesSmall":8,"coverImages":9,"content":38,"questions":39,"relatedArticles":49,"body_color":212,"card_color":213},"2213",null,"大调整：2026年投资格局如何要求战略性革新","驾驭前所未有的市场变革与技术转型，助力投资者与企业",[],[10,11,12,13,14,15,16,17,18,19,20,21,22,23,24,18,25,26,27,28,29,30,31,32,33,34,35,36,37],"https://www.man.com/sites/default/files/styles/sharing_linkedin/public/uploads/content/insight/LinkedIn_VftF_Generic_1200x627.jpg?itok=AmL4TeNy","https://www.lordabbett.com/content/dam/lordabbett-captivate/images/insights/investment-objectives/2025/121225-2026-investment-outlook-riding-the-tailwinds-figure-1.png","https://www.investordaily.com.au/wp-content/uploads/2025/11/stocks-7.jpg","https://www.claconnect.com/en/-/media/images/business/825x465/corporate-worker-or-technology-app-to-budget-company-finance.jpg?rev=2e9db06beb2647e797b4bef7cf3d53e0","https://www.bnnbloomberg.ca/resizer/v2/HMSNP35U7JEOBHI43ODEN7446M.jpg?auth=1fd3802b3aa5f990d50c49b1f7752898cee589d24223b21bb822542fc7140b41&width=300","https://assets.bwbx.io/images/users/iqjWHBFdfxIU/icmsPb.ogDXw/v0/-1x-1.webp","https://www.quiverquant.com/images/bam_rect_new.png","https://assets.realclear.com/images/55/557595_4_.jpeg","https://marketminute.ghost.io/content/images/size/w1200/2025/12/80f3323d-135c-4be9-abef-58ba27b1c0cb.png","https://www.brookfield.com/sites/default/files/styles/media_image_w_text_mobile_1x/public/2025-12/Image-Bruce-1.png?itok=zKBxvJ9F","https://g.foolcdn.com/image/?url=https%3A%2F%2Fg.foolcdn.com%2Feditorial%2Fimages%2F846209%2Fgettyimages-2149581314-1200x675-128554e.jpg&w=1200&op=resize","https://s.tradingview.com/static/images/illustrations/news-story.jpg","https://biz.chosun.com/resizer/v2/WMTIHWHTTNCOZEYSFHE4CCX6WU.png?auth=1db02980b1bc46b70465180297ad0046349300ca5f370dafc4aa34f0424665c2&width=941&height=494&smart=true","https://cphoto.asiae.co.kr/listimglink/1/2025121611593157823_1765853971.jpg","https://media.advisor.ca/wp-content/uploads/2025/12/2549-Image-Advisor-artacet.jpg","https://wimg.mk.co.kr/news/cms/202512/16/news-p.v1.20251216.c475d368eaa6438ca09cb9577b23730d_P1.jpg","http://images.barrons.com/im-72364934?width=1280&height=720","https://static.seekingalpha.com/cdn/s3/uploads/getty_images/838283360/image_838283360.jpg?io=getty-c-w630","https://cf-images.us-east-1.prod.boltdns.net/v1/static/854081161001/63fb7cf2-4b5e-4227-babd-25ccfa525f58/38ca4379-bd93-416b-a653-b93c1fcaf051/1280x720/match/image.jpg","https://spglobal.scene7.com/is/image/spglobalcom/spg-ocean-water-sky-sunset-sunrise?$responsive$","https://www.investmentexecutive.com/wp-content/uploads/sites/3/2025/12/232-Image-5-Medium-AndreyPopov.jpeg","https://www.manilatimes.net/manilatimes/uploads/images/2025/12/16/869589.jpg","https://cassette.sphdigital.com.sg/image/businesstimes/bf6b121180ffda12fd2892b9b0524db382692aedfe2d7347c963e5d4341af8ea?w=960&dpr=1&f=webp","https://static.seekingalpha.com/cdn/s3/uploads/getty_images/1362571535/image_1362571535.jpg?io=getty-c-w630","https://www.theglobeandmail.com/resizer/v2/L2IQB4NDZJEYBAAM7IFP4CQLRE.JPG?auth=eed0c41bdbc2f50b86f3360180ac591450171d7ab49a9d613606912fe04060a2&width=600&quality=80","https://editorial.fxsstatic.com/images/i/Economic-Indicator_Growth-2_XtraLarge.png","https://cdn1.wionews.com/prod/wion/images/2025/20251216/1612_MACRO_530PM-00000002.jpg?im=FitAndFill=(700,400)","https://static.seekingalpha.com/cdn/s3/uploads/getty_images/2150983462/image_2150983462.jpg?io=getty-c-w1536","全球投资生态系统正进入一个关键的**结构转型**时刻，其特征是前所未有的市场动态和技术颠覆。Brookfield 的 2026 年投资展望揭示了一个关键的转折点，传统投资策略必须彻底变革，以应对**数字化**，**去全球化**，和**脱碳化**等新兴大趋势。\n\n**前所未有的市场复杂性**成为 2026 年投资格局的决定性特征。华尔街在 2025 年的出色表现——例如加拿大 SPTSX 市场总回报率达到 31%，黄金飙升 60%——掩盖了更深层次的结构性转变。防御性资产和风险资产的同时上涨预示着深刻的市场重新校准，打破了历史投资模式，并暗示了潜在的经济不确定性。\n\n**人工智能驱动的技术转型**代表了一个关键的战略转变。投资重点正迅速从基础设施提供商转移到有效将人工智能融入核心业务解决方案的公司。这种转型不仅仅是技术采用，它从根本上重新构想了卓越运营。Brookfield 的分析将人工智能基础设施定位为他们所谓的“下一次工业革命”的支柱，这表明战略投资将越来越依赖于技术适应性。\n\n**风险与机遇并存**于这种复杂的环境中。虽然主要投资银行预测标普 500 指数将上涨 10%，这主要受到人工智能热潮的推动，但前所未有的股票估值和不明确的人工智能货币化策略带来了巨大的风险。国际清算银行已经注意到这种微妙的平衡，推测投资者同时寻求安全资产敞口，并追求高增长的技术机会。\n\n新兴的投资范式要求**严谨的转型**。成功的策略将优先考虑卓越运营、高效的资本回收，并重新关注基本的业务战略。实际资产——特别是在基础设施、可再生能源和技术赋能领域——将构成具有韧性、复合型投资组合的关键基础。\n\n投资者和企业必须拥抱适应性、长期思维和对全球经济格局的细致理解。下一波价值创造不会来自被动投资，而是来自能够驾驭数字、地缘政治和环境转型复杂交汇点的战略性、技术集成的方法。",[40,43,46],{"title":41,"answer":42,"author":5,"avatar":5,"time":5},"目前的市场估值有多大的风险？","当前市场估值存在重大风险。尽管华尔街仍然乐观，但前所未有的股价、不确定的 AI 变现策略，以及防御性资产和风险性资产同时出现异常上涨，都表明市场可能出现回调。",{"title":44,"answer":45,"author":5,"avatar":5,"time":5},"2026年有哪些重要的投资大趋势？","三大变革性宏观趋势是数字化、去全球化和脱碳。这些是重塑全球经济的结构性转变，尤其侧重于人工智能整合、基础设施投资和技术适应性。",{"title":47,"answer":48,"author":5,"avatar":5,"time":5},"2026年哪些投资策略将最有效？","成功的策略将侧重于有纪律的转型，优先考虑卓越运营、高效的资本循环，以及对实际资产的战略投资——尤其是在基础设施、可再生能源和人工智能赋能技术领域。",[50,55,60,64,67,71,76,80,84,88,92,96,100,103,106,110,114,118,121,125,130,134,139,143,147,151,155,159,163,167,171,175,179,183,187,191,195,199,204,208],{"id":51,"title":52,"source":53,"logo":5,"time":54},96405,"Some Big themes for 2026?","https://morningporridge.com/blog/investments/markets/some-big-themes-for-2026/","4天前",{"id":56,"title":57,"source":58,"logo":29,"time":59},96406,"2026 Outlooks","https://www.spglobal.com/en/research-insights/special-reports/2026-outlooks","3天前",{"id":61,"title":62,"source":63,"logo":18,"time":54},96407,"Navigating 2026: Why Long-Term Investors Are Eyeing Tech and Payment Giants","https://markets.financialcontent.com/stocks/article/marketminute-2025-12-15-navigating-2026-why-long-term-investors-are-eyeing-tech-and-payment-giants",{"id":65,"title":62,"source":66,"logo":18,"time":54},96408,"https://markets.financialcontent.com/siliconvalley/article/marketminute-2025-12-15-navigating-2026-why-long-term-investors-are-eyeing-tech-and-payment-giants",{"id":68,"title":69,"source":70,"logo":33,"time":59},96401,"Diversification Mirage In Plain Sight","https://seekingalpha.com/article/4853494-diversification-mirage-in-plain-sight",{"id":72,"title":73,"source":74,"logo":34,"time":75},96467,"This year was easy for investors. Don’t expect a replay in 2026","https://www.theglobeandmail.com/investing/markets/inside-the-market/article-forecast-gold-silver-tsx-risky-safe-assets/","6天前",{"id":77,"title":78,"source":79,"logo":14,"time":59},96402,"Market Outlook: 2026 could mark a shift away from U.S. megacap dominance","https://www.bnnbloomberg.ca/investing/market-outlook/2025/12/15/market-outlook-2026-could-mark-a-shift-away-from-us-megacap-dominance/",{"id":81,"title":82,"source":83,"logo":20,"time":75},96468,"3 Bold Stock Market Predictions for 2026","https://www.fool.com/investing/2025/12/13/3-bold-stock-market-predictions-for-2026/",{"id":85,"title":86,"source":87,"logo":5,"time":59},96403,"2026 Global Macroeconomic Outlook: clearer picture, better growth","https://www.jhinvestments.com/viewpoints/market-outlook/2026-global-macroeconomic-outlook--clearer-picture--better-growt",{"id":89,"title":90,"source":91,"logo":24,"time":59},96404,"Rising risks and hidden opportunities drive 2026 markets","https://www.advisor.ca/podcasts/rising-risks-and-hidden-opportunities-drive-2026-markets/",{"id":93,"title":94,"source":95,"logo":16,"time":59},96386,"Brookfield Releases 2026 Investment Outlook Highlighting Major Global Economic Shifts and Opportunities","https://www.quiverquant.com/news/Brookfield+Releases+2026+Investment+Outlook+Highlighting+Major+Global+Economic+Shifts+and+Opportunities",{"id":97,"title":98,"source":99,"logo":31,"time":59},96387,"Brookfield’s 2026 Investment Outlook: A Defining Moment for Global Markets","https://www.manilatimes.net/2025/12/16/tmt-newswire/globenewswire/brookfields-2026-investment-outlook-a-defining-moment-for-global-markets/2244285",{"id":101,"title":98,"source":102,"logo":5,"time":59},96388,"https://www.thestar.com/globenewswire/brookfield-s-2026-investment-outlook-a-defining-moment-for-global-markets/article_17055739-5e1d-5c2a-a8bd-99c0fe88e79e.html",{"id":104,"title":98,"source":105,"logo":5,"time":59},96389,"https://finance.yahoo.com/news/brookfield-2026-investment-outlook-defining-114500161.html",{"id":107,"title":108,"source":109,"logo":17,"time":54},96400,"How the Stock Market's Big Rally Can Continue Into 2026","https://www.realclearmarkets.com/2025/12/15/how_the_stock_markets_big_rally_can_continue_into_2026_1153352.html",{"id":111,"title":112,"source":113,"logo":19,"time":59},96466,"2026 Investment Outlook","https://www.brookfield.com/2026-investment-outlook",{"id":115,"title":116,"source":117,"logo":5,"time":59},96383,"Brookfield’s 2026 Outlook: Embracing a Transformative Investment Era","https://www.tipranks.com/news/company-announcements/brookfields-2026-outlook-embracing-a-transformative-investment-era",{"id":119,"title":98,"source":120,"logo":5,"time":59},96384,"https://www.theglobeandmail.com/investing/markets/stocks/BAM-N/pressreleases/36641639/brookfields-2026-investment-outlook-a-defining-moment-for-global-markets/",{"id":122,"title":123,"source":124,"logo":21,"time":59},96385,"Brookfield Asset Management Ltd. Publishes 2026 Investment Outlook","https://www.tradingview.com/news/tradingview:caee4e34eb94e:0-brookfield-asset-management-ltd-publishes-2026-investment-outlook/",{"id":126,"title":127,"source":128,"logo":27,"time":129},96416,"AI Is The Last Defense Against Stagflation: Why Tech And Energy Will Lead In 2026 (XLK)","https://seekingalpha.com/article/4852930-ai-is-the-last-defense-against-stagflation-why-tech-and-energy-will-lead-in-2026","7天前",{"id":131,"title":132,"source":133,"logo":15,"time":129},96417,"Investing Themes for 2026: Experts from BlackRock, Netwealth Weigh In","https://www.bloomberg.com/news/newsletters/2025-12-12/investing-themes-to-watch-in-2026-experts-from-blackrock-netwealth-weigh-in",{"id":135,"title":136,"source":137,"logo":37,"time":138},96418,"2 Crucial Market Predictions For 2026","https://seekingalpha.com/article/4852044-2-crucial-market-predictions-for-2026","8天前",{"id":140,"title":141,"source":142,"logo":13,"time":129},96419,"2026 CLA Outlook: Economic and Market Insight for Businesses and Investors","https://www.claconnect.com/en/resources/articles/25/2026-cla-outlook",{"id":144,"title":145,"source":146,"logo":5,"time":129},96412,"Add to equities","https://www.ubs.com/us/en/wealth-management/insights/market-news/article.2921023.html",{"id":148,"title":149,"source":150,"logo":28,"time":75},96413,"Chief investment strategist breaks down market performance and the 2026 outlook","https://www.foxbusiness.com/video/6386404881112",{"id":152,"title":153,"source":154,"logo":5,"time":129},96414,"The Ten Potential Black Swans in the Global Market by 2026","https://news.futunn.com/en/post/66124691/the-ten-potential-black-swans-in-the-global-market-by",{"id":156,"title":157,"source":158,"logo":26,"time":75},96415,"Meeting the Challenge","https://www.barrons.com/video/meeting-the-challenge/573F5954-C4AB-43E9-804D-F1EA93FBB70C?gaa_at=eafs&gaa_n=AWEtsqcU45JSvzDO-bCcBI_nQo5AaMdxI2DrtJ-435yj9fz1r90Jm_xjgcQp&gaa_ts=6941bf03&gaa_sig=hlVu6450p4CC1bn4Hz-aryQ2VI9ar0X9SghCwDyh9t0JTlAmrSqbjoG9-EW0Sr3VEhekViQ7L5w1pvFPMACacw%3D%3D",{"id":160,"title":161,"source":162,"logo":35,"time":59},96397,"1Q 2026 – New layout","https://www.fxstreet.com/analysis/1q-2026-new-layout-202512161344",{"id":164,"title":165,"source":166,"logo":36,"time":59},96398,"Global outlook: Why 2026 will be good for some but not all in US next year","https://www.wionews.com/videos/global-outlook-why-2026-will-be-good-for-some-but-not-all-in-us-next-year-1765891125279",{"id":168,"title":169,"source":170,"logo":10,"time":59},96399,"Views from the Floor No Grinch in Sight as Investors Bet on 2026","https://www.man.com/insights/views-from-the-floor-2025-16-dec",{"id":172,"title":173,"source":174,"logo":5,"time":75},96410,"Key risks for 2026: What could go wrong (and right) next year?","https://www.investing.com/news/economy-news/key-risks-for-2026-what-could-go-wrong-and-right-next-year-4399358",{"id":176,"title":177,"source":178,"logo":11,"time":75},96411,"2026 Investment Outlook: Riding the Tailwinds","https://www.lordabbett.com/en-us/institutional-investor/insights/investment-objectives/2025/2026-investment-outlook-riding-the-tailwinds.html",{"id":180,"title":181,"source":182,"logo":22,"time":59},96393,"Toss Securities publishes 2026 outlook report based on 2,000 investors' questions - CHOSUNBIZ","https://biz.chosun.com/en/en-finance/2025/12/16/HKL4SPAMFRB2JLCRV4ZEMV3Q34/",{"id":184,"title":185,"source":186,"logo":5,"time":59},96394,"What To Expect From Wells Fargo Stock In 2026?","https://www.trefis.com/stock/wfc/articles/585352/what-to-expect-from-wells-fargo-stock-in-2026/2025-12-16",{"id":188,"title":189,"source":190,"logo":32,"time":59},96395,"Stock investing in 2026 demands diversification, active approach amid AI boom, geopolitical risks","https://www.businesstimes.com.sg/companies-markets/stock-investing-2026-demands-diversification-active-approach-amid-ai-boom-geopolitical-risks",{"id":192,"title":193,"source":194,"logo":23,"time":59},96396,"Toss Securities Research Center Publishes 2026 Outlook Report 'QnA 2026'","https://cm.asiae.co.kr/en/article/2025121612000220598",{"id":196,"title":197,"source":198,"logo":12,"time":59},96390,"Nuveen flags five major global investment themes for 2026","https://www.investordaily.com.au/nuveen-flags-five-major-global-investment-themes-for-2026/",{"id":200,"title":201,"source":202,"logo":30,"time":203},96391,"Challenge for 2026: balance resilience and opportunism","https://www.investmentexecutive.com/soundbites/economy/challenge-for-2026-balance-resilience-and-opportunism/","2天前",{"id":205,"title":206,"source":207,"logo":25,"time":59},96392,"The Toss Securities Research Center announced on the 16th that it has published a report \"QnA 2026\"","https://www.mk.co.kr/en/stock/11493335",{"id":209,"title":210,"source":211,"logo":5,"time":54},96409,"AI – the power of large numbers","https://www.dws.com/en-it/insights/cio-view/macro/ai-the-power-of-large-numbers/","#28224eff","#28224e4d",1766133809724]