美国、伊朗、以色列爆发战争,原油价格暴涨。A股中国石油两个交易日涨停,虹吸效应对A股带来哪些影响。

零点财报
Mar 03

核心逻辑关注点能源与航运冲突直接导致原油供应风险和运输成本上升,相关商品价格获得支撑。石油ETF(如561360)、油服公司、因绕行而运费上涨的航运龙头。贵金属与军工传统避险资产,在市场恐慌和不确定性加剧时受到追捧。黄金、军工板块。高股息红利在市场整体下跌时,具备稳定现金流和高分红的板块(如银行、部分公用事业)是资金的"避风港"。银行、保险、部分高股息央企。中长期策略:回归基本面,把握"黄金坑"...

Source Link

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

Most Discussed

  1. 1
     
     
     
     
  2. 2
     
     
     
     
  3. 3
     
     
     
     
  4. 4
     
     
     
     
  5. 5
     
     
     
     
  6. 6
     
     
     
     
  7. 7
     
     
     
     
  8. 8
     
     
     
     
  9. 9
     
     
     
     
  10. 10