智通财经APP获悉，安本投资多元资产客户专属方案全球副主管Ray Sharma-Ong预计，只要停火协议维持有效，且霍尔木兹海峡的石油运输畅通无阻，油价就会从目前的水平回落。同时该行也表示，油价难以回落到冲突前的水平。
安本指出，实际的物流和运输中断不会在一夜之间消失，而且更高的运输成本、战争风险保险、延误、拥挤、改道效率低、预防性库存以及地缘政治风险溢价等因素，都将使油价在一段时间内保持在之前的水平之上。
他又指出，受油价冲击和避险情绪上升影响最严重的市场，预计将出现最强劲的反弹。亚洲石油进口量较大的股市，尤其是韩国、中国台湾省和日本，可能反弹最快。这些市场更容易受到能源价格波动和全球风险情绪的影响。
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.