美伊停火后大类资产对照:美股近乎回到战前 原油仍大幅溢价 贵金属显著回落

金吾财讯
Apr 08

美伊周二晚间达成停火,为对比全球主要资产战前战后变化提供关键参照。当前各类资产表现差异显著,唯独股市几乎回归原状。

国际布伦特原油跌至 94.65 美元 / 桶,较近期高点回落 13%,但较 2 月 28 日美以首次袭击伊朗前仍高出 29%。

美国 WTI 原油较战前上涨 43%,汽油期货上涨 30%。

标普 500 期货报 6830 点,仅较战前低 0.7%;纳指 100 期货报 25184 点,反而较战前高 0.7%。美元指数下跌 1% 至 98.85,仍较战前高 1.2%。

10 年期美债收益率升至 4.24%,高于战前 4.01%。

黄金当日上涨 3% 至 4843.50 美元 / 盎司,较战前回落约 9%;白银报 77.10 美元,较战前下跌 18%。

整体显示地缘风险降温后,能源溢价仍高,股市基本修复,贵金属明显回调。

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