---
type: "Topics"
locale: "zh-HK"
url: "https://longbridge.com/zh-HK/topics/40203808.md"
description: "在宏觀經濟「逆風」與產業創新「順風」並存的當下，投資者應如何構建一個能夠對沖政策不確定性，同時又能捕捉 AI、能源及具身智能等顛覆性科技浪潮的投資組合？"
datetime: "2026-04-26T11:34:41.000Z"
locales:
  - [en](https://longbridge.com/en/topics/40203808.md)
  - [zh-CN](https://longbridge.com/zh-CN/topics/40203808.md)
  - [zh-HK](https://longbridge.com/zh-HK/topics/40203808.md)
author: "[money88](https://longbridge.com/zh-HK/profiles/15817822.md)"
---

# 在宏觀經濟「逆風」與產業創新「順風」並存的當下，投資者應如何構建一個能夠對沖政策不確定性，同時又能捕…