美联储与通胀的棘手难题:汽油价格加速上涨

投资观察
Yesterday

美国加油站价格正以伊朗战争爆发以来最快的日增速攀升。最新一轮能源通胀的抬头并非仅源于原油成本波动。

美国汽车协会数据显示,周三普通汽油全美均价触及每加仑4.23美元,较本周初飙升近12美分。原油价格的持续上涨正使美联储的政策前景复杂化。周三原油期货暴涨5%,此前《华尔街日报》披露特朗普总统已要求幕僚筹备对伊朗实施长期封锁的方案。

然而燃料分析师指出,近日驾驶者面临的新一轮零售价格冲击并非单纯由原油成本推动。加油站同时正试图收复因冲突导致批发燃料成本飙升而受挤压的利润空间。据OPIS统计,近日美国加油站扣除信用卡手续费和税费的平均利润已跌破每加仑15美分,较2024年及2025年近40美分的平均水平大幅下滑。

这意味着随着加油站竭力挽回利润,驾驶者可能面临更多涨价。海湾石油公司首席能源顾问汤姆·克洛扎周二表示:"即使原油价格暂停上涨,加油站仍可能提价20美分。"

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