(本文作者祝波,上海大学经济学院副教授)美伊军事冲突将对全球经济发展带来深远而重大的影响。无论是资本市场的投资者,还是面向全球的企业经营者,都面临外部环境的巨大不确定性,其核心关切已从追求高增长、高回报,转向危机中的避险求生存。霍尔木兹海峡作为全球石油运输的关键通道,其通行安全受军事冲突影响,可能直接推高国际油价,进而冲击波斯湾沿岸的石化产业布局与产能释放。这种影响将通过产业链传导至全球制造业的...
Source Link(本文作者祝波,上海大学经济学院副教授)美伊军事冲突将对全球经济发展带来深远而重大的影响。无论是资本市场的投资者,还是面向全球的企业经营者,都面临外部环境的巨大不确定性,其核心关切已从追求高增长、高回报,转向危机中的避险求生存。霍尔木兹海峡作为全球石油运输的关键通道,其通行安全受军事冲突影响,可能直接推高国际油价,进而冲击波斯湾沿岸的石化产业布局与产能释放。这种影响将通过产业链传导至全球制造业的...
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