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@然妈看美股：高盛家族办公室报告：2026年，保持弹性、拥抱科技、远离废纸、押注未来。🧐

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style=\"list-style-type: disc;\"><li><p><strong>现金12%</strong>：作为战术性\"子弹\"，用于抄底加仓，而非囤积</p></li><li><p><strong>股票31%</strong>：重仓优质核心资产（尤其美股科技），作为抗通胀基础盘</p></li><li><p><strong>另类资产42%</strong>：核心对冲工具，包括黄金、私募股权、房地产、基建、能源等，构建\"反脆弱\"组合</p></li></ul><p><strong>重点投资方向：</strong></p><ol start=\"1\" style=\"list-style-type: decimal;\"><li><p><strong>AI（86%已配置）</strong>：38%直接布局一级市场（AGI、AI医疗、机器人、算力基建），押注未来30年工业革命</p></li><li><p><strong>加密资产（配置率从16%→33%）</strong>：亚太家办达39%，作为对冲全球货币体系风险的\"保险\"，而非投机</p></li></ol><p><strong>普通人可复制的逻辑：</strong></p><ol start=\"1\" style=\"list-style-type: decimal;\"><li><p>现金保持流动性即可，重点配置生产力资产</p></li><li><p>长期拥抱AI全产业链投资</p></li><li><p>适度配置无主权风险资产（加密、黄金）对冲法币风险</p></li><li><p>采用专业化思维，不懂不投</p></li><li><p>主动学习\"冲浪\"而非被动躲避风浪</p></li></ol><p><strong>总结：</strong> 保持弹性、拥抱科技、远离废纸、押注未来。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/5fd692c11a2bf6fcaec0c3f71006e894\" tg-width=\"2048\" tg-height=\"2048\"></p></body></html>","htmlText":"<html><head></head><body><p><strong>核心观点：</strong></p><p>高盛2025年家族办公室报告显示，全球245个平均管理资产超10亿美元的家办，当前最大担忧是<strong>地缘政治冲突（61%）</strong>和世界秩序失灵，而非市场波动。</p><p><strong>资产配置策略（均值）：</strong></p><ul style=\"list-style-type: disc;\"><li><p><strong>现金12%</strong>：作为战术性\"子弹\"，用于抄底加仓，而非囤积</p></li><li><p><strong>股票31%</strong>：重仓优质核心资产（尤其美股科技），作为抗通胀基础盘</p></li><li><p><strong>另类资产42%</strong>：核心对冲工具，包括黄金、私募股权、房地产、基建、能源等，构建\"反脆弱\"组合</p></li></ul><p><strong>重点投资方向：</strong></p><ol start=\"1\" style=\"list-style-type: decimal;\"><li><p><strong>AI（86%已配置）</strong>：38%直接布局一级市场（AGI、AI医疗、机器人、算力基建），押注未来30年工业革命</p></li><li><p><strong>加密资产（配置率从16%→33%）</strong>：亚太家办达39%，作为对冲全球货币体系风险的\"保险\"，而非投机</p></li></ol><p><strong>普通人可复制的逻辑：</strong></p><ol start=\"1\" style=\"list-style-type: decimal;\"><li><p>现金保持流动性即可，重点配置生产力资产</p></li><li><p>长期拥抱AI全产业链投资</p></li><li><p>适度配置无主权风险资产（加密、黄金）对冲法币风险</p></li><li><p>采用专业化思维，不懂不投</p></li><li><p>主动学习\"冲浪\"而非被动躲避风浪</p></li></ol><p><strong>总结：</strong> 保持弹性、拥抱科技、远离废纸、押注未来。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/5fd692c11a2bf6fcaec0c3f71006e894\" tg-width=\"2048\" tg-height=\"2048\"></p></body></html>","text":"核心观点： 高盛2025年家族办公室报告显示，全球245个平均管理资产超10亿美元的家办，当前最大担忧是地缘政治冲突（61%）和世界秩序失灵，而非市场波动。 资产配置策略（均值）： 现金12%：作为战术性\"子弹\"，用于抄底加仓，而非囤积 股票31%：重仓优质核心资产（尤其美股科技），作为抗通胀基础盘 另类资产42%：核心对冲工具，包括黄金、私募股权、房地产、基建、能源等，构建\"反脆弱\"组合 重点投资方向： AI（86%已配置）：38%直接布局一级市场（AGI、AI医疗、机器人、算力基建），押注未来30年工业革命 加密资产（配置率从16%→33%）：亚太家办达39%，作为对冲全球货币体系风险的\"保险\"，而非投机 普通人可复制的逻辑： 现金保持流动性即可，重点配置生产力资产 长期拥抱AI全产业链投资 适度配置无主权风险资产（加密、黄金）对冲法币风险 采用专业化思维，不懂不投 主动学习\"冲浪\"而非被动躲避风浪 总结： 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