---
title: "商品超级周期的预期与收益率上升相遇，市场正在权衡风险"
type: "News"
locale: "zh-CN"
url: "https://longbridge.com/zh-CN/news/286632292.md"
description: "杰夫·库里预测，由于供应瓶颈、去全球化和基础设施支出，将出现新的商品超级周期。伊朗冲突扰乱了石油流动，导致价格上涨和通胀风险增加，而中央银行则在增长和价格稳定之间进行权衡。投资者正在调整投资组合，债券 ETF 的资金流入创下纪录，重点关注企业信用，尽管收益率持续高企"
datetime: "2026-05-16T04:01:18.000Z"
locales:
  - [zh-CN](https://longbridge.com/zh-CN/news/286632292.md)
  - [en](https://longbridge.com/en/news/286632292.md)
  - [zh-HK](https://longbridge.com/zh-HK/news/286632292.md)
---

# 商品超级周期的预期与收益率上升相遇，市场正在权衡风险

Commodity rally forecast: Jeff Currie predicts a new commodity supercycle, citing supply bottlenecks, deglobalization, and infrastructure spending as key drivers. Geopolitics and inflation: The Iran conflict has disrupted oil flows, raising prices and inflation risks, while central banks face pressure between growth and price stability. Investor portfolio shifts: Record inflows into bond ETFs show investors hedging against volatility, with a focus on corporate credit amid higher-for-longer yields.

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