智通财经APP注意到，由于美国和以色列袭击伊朗打击了风险偏好并推高油价，东京股市早盘走低。
截至发稿，日经 225 指数下跌 1.8%，涵盖范围更广的东证指数(Topix)下跌 2.2%。汽车制造商和电子制造商等出口商板块是导致大盘下跌的主要因素，银行股同样表现疲软。受布伦特原油一度飙升逾 13% 并突破每桶 82 美元的带动，石油生产商和航运公司逆市上涨。
随着投资者逃离风险资产，周一股市可能全面承压。橡胶制品和整车制造等对油价敏感的行业可能受损最重。
Parasol 研究所副所长 Nobuhiko Kuramochi 表示，由于日本“高度依赖中东原油”，日本股市显得尤为脆弱。
仓持指出，受油价上涨影响，航空、海运和陆路运输等板块可能面临抛售压力，而防御性股票可能会提供一些支撑。
花旗集团分析师 Arifumi Yoshida 在报告中写道，日本汽车零部件供应商(如轮胎制造商)面临“油价大幅上涨”带来的负面盈利风险，这可能会拖累其股价。轮胎生产商住友橡胶(Sumitomo Rubber Industries)和东洋轮胎(Toyo Tire)的股价跌幅均超过 5%。
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.