能源风险显然集中在霍尔木兹海峡,以及对伊朗国内油田(约占全球产量3.5%)和炼油基础设施的威胁上。高盛研究历史上预测,如果该通道被中断,油价将上涨25%。摩根大通则认为,最坏情况下,油价将涨到130美元。当以色列战机划破德黑兰夜空时,全球能源市场的神经瞬间绷紧。以色列对伊朗核设施和军事目标的空袭引发了全球原油市场的剧烈震荡。周五,WTI原油暴涨近8%至74美元,整条期货曲线全线飙升。而这可能仅仅是...
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