---
title: "由于风险情绪的转变，新兴市场债务遭受重创"
type: "News"
locale: "zh-CN"
url: "https://longbridge.com/zh-CN/news/280057996.md"
description: "新兴市场本币债券因全球风险情绪恶化而下跌超过 4.5%，尤其是在伊朗冲突之后。货币疲软和油价上涨推动了通胀预期的上升，促使中央银行重新考虑降息。南非和匈牙利等国遭受了显著损失，而墨西哥和印度尼西亚等国则仍然不稳定。投资者正在调整策略，减少对波动性货币的敞口，倾向于选择通胀管理更好的地区。相比之下，哥伦比亚的本地债券表现较好，因为其政策收紧的预期已经被市场消化。这一情况突显了新兴市场投资者情绪的快速变化"
datetime: "2026-03-22T14:33:16.000Z"
locales:
  - [zh-CN](https://longbridge.com/zh-CN/news/280057996.md)
  - [en](https://longbridge.com/en/news/280057996.md)
  - [zh-HK](https://longbridge.com/zh-HK/news/280057996.md)
---

# 由于风险情绪的转变，新兴市场债务遭受重创

Local-currency bonds in emerging markets have quickly turned from a favored trade into a source of losses as global risk sentiment deteriorates, Bloomberg News reported Sunday. After benefiting earlier this year from a weaker dollar and easing inflation, the asset class has dropped more than 4.5% since the Iran conflict began, underperforming dolla...

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