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基辅遭袭击：俄军打击市内加油站，俄乌冲突继续扰动能源预期
基辅市长克利奇科通报，俄军袭击基辅第聂伯区、奥博隆区的多处加油站，事件造成2人死亡、8人受伤，俄方暂未作出回应 。
本次袭击目标为城市民用燃油基础设施，再度凸显俄乌冲突持续带来的能源扰动风险。虽然本次是乌克兰本土加油站遇袭，并非直接冲击原油主产区，但市场会重新定价冲突升级的尾部风险。当前全球成品油本就处于紧张状态，柴油价格维持高位，地缘事件容易引发油价的短期情绪波动。
宏观层面，地缘紧张反复会持续扰动市场对于能源通胀的判断。如果冲突进一步扩散，存在重新推升原油、成品油价格的可能性，会再度抬升市场对美联储加息的预期，压制美债收益率，对风险资产形成压力。
放到加密市场来看，俄乌局势反复会放大市场避险情绪。一旦油价再度反弹，通胀担忧回归，会加剧BTC现货ETF赎回压力，压制加密盘面。但要区分，单一局部袭击很难改变大趋势，更多带来短期震荡，后续重点观察冲突是否进一步外溢，原油、柴油价格是否出现异动，以及今晚CPI与下周美联储议息会议的结果。#OKX百万规划师 #红海风险扩大，百美元油价再现
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