2月28日,美国与以色列对伊朗发动的联合军事打击彻底点燃了中东地缘火药桶,3月1日伊朗最高领袖哈梅内伊丧生的消息被证实后,今天黄金与原油价格上演了经典的“冲高回落”戏码,市场反应相对克制。 3月2日,东吴证券在最新研报中称,当前的宏观主线已明确:短期内市场将遵循“先避险、后缓和”的交易逻辑。然而,霍尔木兹海峡的航运状态、美国是否卷入地面战以及伊朗内部的权力更迭,仍是悬在市场头顶的三大尾部风险。 ...
Source Link2月28日,美国与以色列对伊朗发动的联合军事打击彻底点燃了中东地缘火药桶,3月1日伊朗最高领袖哈梅内伊丧生的消息被证实后,今天黄金与原油价格上演了经典的“冲高回落”戏码,市场反应相对克制。 3月2日,东吴证券在最新研报中称,当前的宏观主线已明确:短期内市场将遵循“先避险、后缓和”的交易逻辑。然而,霍尔木兹海峡的航运状态、美国是否卷入地面战以及伊朗内部的权力更迭,仍是悬在市场头顶的三大尾部风险。 ...
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