---
title: "喬治·諾布爾建議將投資從債券轉向能源和黃金"
type: "News"
locale: "zh-HK"
url: "https://longbridge.com/zh-HK/news/286919874.md"
description: "喬治·諾布爾警告投資者避免長期債券，原因是收益率和通脹上升，建議投資能源股票和黃金礦業公司。他指出，強勁的現金流和對石油的投資不足是關鍵因素。地緣政治緊張局勢，尤其是在中東，已將收益率推至十年來的高點，增加了通脹風險，並對傳統投資策略構成挑戰"
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)
---

# 喬治·諾布爾建議將投資從債券轉向能源和黃金

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.

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