伊朗战事爆发后，全球股市承压却未溃败——标普500跌幅不足3%，逢低买盘悄然入场。支撑投资者按兵不动的，是三重信念：战争不会旷日持久、私募信贷不具系统性风险、政策制定者终将出手托市。但巴克莱警告，霍尔木兹海峡封锁越久，滞胀风险越烈；VIX偏斜度逼近历史高位，市场正为尾部风险支付高昂溢价。本周四大央行议息，每桶百元油价之下，政策表态将成定价关键。伊朗战争爆发以来，全球股市承压，但抛售力度远不及历史上...
Source Link伊朗战事爆发后，全球股市承压却未溃败——标普500跌幅不足3%，逢低买盘悄然入场。支撑投资者按兵不动的，是三重信念：战争不会旷日持久、私募信贷不具系统性风险、政策制定者终将出手托市。但巴克莱警告，霍尔木兹海峡封锁越久，滞胀风险越烈；VIX偏斜度逼近历史高位，市场正为尾部风险支付高昂溢价。本周四大央行议息，每桶百元油价之下，政策表态将成定价关键。伊朗战争爆发以来，全球股市承压，但抛售力度远不及历史上...
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