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Cato_KT
Cato_KT
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截止目前,美伊之间不管是准备战争常态化还是继续拉锯战,都属于噪音阶段 时间节点上,欧美高层在G20勾兑,亚太领导在上合峰会沟通,内部沟通还未结束,美伊局势走向什么局势很难明确,所以当前的噪音无法作为判断依据 当前对能源价格影响最大的就是海峡的实际通航,根据Kpler数据显示,海峡日内通航船只仅有5艘,大幅低于10日内的平均14艘/日的水平 其次,霍尔木兹海峡多次出现货轮受袭事件,这两个因素短期给能源供给市场带来担忧,刺激能源价格短期上涨。 美伊真正的态度还是要等各方大佬勾兑完成之后再看,这周高能源价格+高加息预期,对整个风险市场还是比较难受的!#美伊再交火、油轮遇阻,布油重返90美元
Cato_KT
Cato_KT
To be fair, the US and Iran initially agree on the purpose of military deterrence, but unfortunately, the whole world fears this deterrence turning into actual conflict, causing the market to tremble! The current situation is a typical case of powerful forces clashing and innocent bystanders suffering! #美伊军事对抗升级,原油供应风险升温

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