--- title: "乔治·诺布尔建议将投资从债券转向能源和黄金" type: "News" locale: "zh-CN" url: "https://longbridge.com/zh-CN/news/286919874.md" description: "乔治·诺布尔警告投资者避免长期债券，原因是收益率和通胀上升，建议投资能源股票和黄金矿业公司。他指出，强劲的现金流和对石油的投资不足是关键因素。地缘政治紧张局势，尤其是在中东，已将收益率推至十年来的高点，增加了通胀风险，并对传统投资策略构成挑战" datetime: "2026-05-19T13:15:18.000Z" locales: - [zh-CN](https://longbridge.com/zh-CN/news/286919874.md) - [en](https://longbridge.com/en/news/286919874.md) - [zh-HK](https://longbridge.com/zh-HK/news/286919874.md) --- # 乔治·诺布尔建议将投资从债券转向能源和黄金 Investor's stark warning: George Noble says investors should 'run, not walk' from long-dated bonds due to rising yields, inflation, and fiscal deficits. Alternative bets rise: Noble favors energy stocks and gold miners, highlighting strong cash flows, underinvestment in oil, and undervalued mining shares. Geopolitics fuel pressure: Middle East tensions and war in Iran have driven yields to decade highs, raising inflation risks and challenging traditional 60/40 portfolios. ### 相关股票 - [AEM.US](https://longbridge.com/zh-CN/quote/AEM.US.md) - [600489.CN](https://longbridge.com/zh-CN/quote/600489.CN.md) - [600547.CN](https://longbridge.com/zh-CN/quote/600547.CN.md) - [GOLD.US](https://longbridge.com/zh-CN/quote/GOLD.US.md) - [NEM.US](https://longbridge.com/zh-CN/quote/NEM.US.md) - [KGC.US](https://longbridge.com/zh-CN/quote/KGC.US.md) - [SGDM.US](https://longbridge.com/zh-CN/quote/SGDM.US.md) - [XME.US](https://longbridge.com/zh-CN/quote/XME.US.md) - [159562.CN](https://longbridge.com/zh-CN/quote/159562.CN.md) - [09824.HK](https://longbridge.com/zh-CN/quote/09824.HK.md) - [VDE.US](https://longbridge.com/zh-CN/quote/VDE.US.md) - [GDXW.US](https://longbridge.com/zh-CN/quote/GDXW.US.md) - [XOP.US](https://longbridge.com/zh-CN/quote/XOP.US.md) - [GLTR.US](https://longbridge.com/zh-CN/quote/GLTR.US.md) - [SGOL.US](https://longbridge.com/zh-CN/quote/SGOL.US.md) - [IXC.US](https://longbridge.com/zh-CN/quote/IXC.US.md) - [GLD.US](https://longbridge.com/zh-CN/quote/GLD.US.md) - [BNO.US](https://longbridge.com/zh-CN/quote/BNO.US.md) - [OIH.US](https://longbridge.com/zh-CN/quote/OIH.US.md) - [IEO.US](https://longbridge.com/zh-CN/quote/IEO.US.md) - [RING.US](https://longbridge.com/zh-CN/quote/RING.US.md) - [SGDJ.US](https://longbridge.com/zh-CN/quote/SGDJ.US.md) - [JNUG.US](https://longbridge.com/zh-CN/quote/JNUG.US.md) - [518850.CN](https://longbridge.com/zh-CN/quote/518850.CN.md) - [XES.US](https://longbridge.com/zh-CN/quote/XES.US.md) - [IAU.US](https://longbridge.com/zh-CN/quote/IAU.US.md) - [02824.HK](https://longbridge.com/zh-CN/quote/02824.HK.md) - [NUGT.US](https://longbridge.com/zh-CN/quote/NUGT.US.md) - [GDXJ.US](https://longbridge.com/zh-CN/quote/GDXJ.US.md) - [GLDM.US](https://longbridge.com/zh-CN/quote/GLDM.US.md) - [82840.HK](https://longbridge.com/zh-CN/quote/82840.HK.md) - [IEZ.US](https://longbridge.com/zh-CN/quote/IEZ.US.md) - [GDXU.US](https://longbridge.com/zh-CN/quote/GDXU.US.md) - [82824.HK](https://longbridge.com/zh-CN/quote/82824.HK.md) - [MLPX.US](https://longbridge.com/zh-CN/quote/MLPX.US.md) - [IYE.US](https://longbridge.com/zh-CN/quote/IYE.US.md) - [CRAK.US](https://longbridge.com/zh-CN/quote/CRAK.US.md) - [UGL.US](https://longbridge.com/zh-CN/quote/UGL.US.md) - [XLE.US](https://longbridge.com/zh-CN/quote/XLE.US.md) - [DBP.US](https://longbridge.com/zh-CN/quote/DBP.US.md) - [GOAU.US](https://longbridge.com/zh-CN/quote/GOAU.US.md) - [09840.HK](https://longbridge.com/zh-CN/quote/09840.HK.md) - [GOEX.US](https://longbridge.com/zh-CN/quote/GOEX.US.md) - [USO.US](https://longbridge.com/zh-CN/quote/USO.US.md) - [GDX.US](https://longbridge.com/zh-CN/quote/GDX.US.md) - [GDXY.US](https://longbridge.com/zh-CN/quote/GDXY.US.md) ## 相关资讯与研究 - [全球债市仍在沦陷！美联储年内加息预期骤升，通胀交易卷土重来](https://longbridge.com/zh-CN/news/286738938.md) - [美债日债大风暴，如何化解？](https://longbridge.com/zh-CN/news/286897361.md) - [收益率上升致黄金下跌](https://longbridge.com/zh-CN/news/286778601.md) - [随着中东能源格局生变，巴西崛起成全球能源新支柱](https://longbridge.com/zh-CN/news/286856557.md) - [黄金直线跳水！原因找到了](https://longbridge.com/zh-CN/news/286949927.md)