市场对一场持久中东冲突的定价仍严重不足——若霍尔木兹海峡封锁延续，原油价格可能于4月底前突破每桶150美元，美国通胀有望逼近5%，全球股市将重演历史供给冲击的下行规律，而消费、金融板块及科技股仓位面临的风险尤为突出。 据追风交易台消息，据瑞银3月13日发布的全球策略报告，即便计入管道分流、战略储备释放等全部替代供给来源，霍尔木兹海峡一旦持续关闭，全球原油市场每日仍将面临约1000万桶的净缺口。以...
Source Link市场对一场持久中东冲突的定价仍严重不足——若霍尔木兹海峡封锁延续，原油价格可能于4月底前突破每桶150美元，美国通胀有望逼近5%，全球股市将重演历史供给冲击的下行规律，而消费、金融板块及科技股仓位面临的风险尤为突出。 据追风交易台消息，据瑞银3月13日发布的全球策略报告，即便计入管道分流、战略储备释放等全部替代供给来源，霍尔木兹海峡一旦持续关闭，全球原油市场每日仍将面临约1000万桶的净缺口。以...
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