伊朗战事已对全球股市造成普遍冲击,美国、欧洲及亚洲主要指数纷纷下挫。然而在这场市场动荡中,一个北欧国家正悄然成为例外——石油出口国挪威。
自战事爆发以来,斯堪的纳维亚半岛主要股指奥斯陆OBX指数逆势上涨超8%,同期泛欧斯托克600指数下跌逾3%,标普500指数跌幅达1.4%。在停火希望持续黯淡的当下,挪威成为极少数实现股指正增长的经济体。
OBX指数的强劲表现与其成分构成密不可分:该指数包含多家能源巨头,随着国际油价攀升,这些企业股价均大幅飙升。以挪威最大能源公司Equinor为例,其股价自战事以来涨幅超过30%,同期Var Energi等能源企业也录得相似涨幅。
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