市场担忧已从单纯的供需转向地缘风险对供给链的冲击。 中东局势升级搅动全球市场,资产价格波动加剧,滞胀担忧明显升温。 过去两周,原油、黄金与股票等大类资产均出现剧烈波动,走势显著分化。国际油价一度突破每桶100美元后维持高位震荡,年内涨幅接近八成;黄金在避险情绪升温的背景下却不涨反跌,单月跌幅接近10%;亚太股市整体承压,日本、韩国主要指数月内跌幅均超过7%。 与此同时,全球迎来“超级...
Source Link市场担忧已从单纯的供需转向地缘风险对供给链的冲击。 中东局势升级搅动全球市场,资产价格波动加剧,滞胀担忧明显升温。 过去两周,原油、黄金与股票等大类资产均出现剧烈波动,走势显著分化。国际油价一度突破每桶100美元后维持高位震荡,年内涨幅接近八成;黄金在避险情绪升温的背景下却不涨反跌,单月跌幅接近10%;亚太股市整体承压,日本、韩国主要指数月内跌幅均超过7%。 与此同时,全球迎来“超级...
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