发展到现在,各方和平下台是非常有难度的,两种假设输赢两种情景:如果乌克兰赢了,在欧洲支持下重建,新一代马歇尔计划,欧洲东扩的mini版全球化受益,乌克兰投资,基建,工厂,产品送给西欧,人口恢复,房地产恢复,整个正向反馈循环,哎,不得不说虽然战争很残酷,但战争后也是经济最好的高光时刻,如果是一个全球投机分子,这种情况会带来不错的投资机会; 当然如果乌克兰输了,俄罗斯吞并乌克兰,那估计经济层面估计不会有啥投机的机会逻辑;
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