每週市場觀察：被遺忘的資產

2026-07-27 · seekingalpha.com

房地產投資信託基金（REITs）對利率極為敏感，但它們同樣受通膨影響，而我們可能正處於一個類似的轉折點。

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You can’t take the same actions as everyone else and expect to outperform.

In order to outperform, by definition, you ha...