美伊冲突引爆油价，美元随之走强。 然而，此轮升势并非避险情绪的回归，而是全球能源格局重塑下的“被动受益”：当油价飙升重创能源进口国货币时，身为净出口国的美国反而成为资金别无选择下的去处。 这一逻辑在市场表现中清晰呈现：美元与日元两大传统避险资产分化。美国凭借能源净出口国地位逆势走强，而日本因约三分之一的能源进口需经霍尔木兹海峡，贸易收支直接承压，日元周一兑美元跌逾1%，创下月内新低。避险逻辑让位于...
Source Link美伊冲突引爆油价，美元随之走强。 然而，此轮升势并非避险情绪的回归，而是全球能源格局重塑下的“被动受益”：当油价飙升重创能源进口国货币时，身为净出口国的美国反而成为资金别无选择下的去处。 这一逻辑在市场表现中清晰呈现：美元与日元两大传统避险资产分化。美国凭借能源净出口国地位逆势走强，而日本因约三分之一的能源进口需经霍尔木兹海峡，贸易收支直接承压，日元周一兑美元跌逾1%，创下月内新低。避险逻辑让位于...
Source LinkDisclaimer: 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.