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颜值糕(乞讨版)
颜值糕(乞讨版)
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沙特东西向输油管道遇袭停运,此线日输原油四百至五百万桶,约占全球供应四至五个百分点。延布港库存仅敷五至七日,修复周期未明;若久停,则全球原油现约四%之缺口,油价恐进一步上冲。 今中东局势双重受压:霍尔木兹海峡通航受阻,陆上替代管道又遇袭,红海曼德海峡亦不安。能源价格若持续上行,将推升柴油与成品油,令通胀更具粘性,市场或再上调美联储加息预期,美债收益率承压。 观乎盘面:加密与科技成长股,属利率敏感之资产,加息预期升温则估值受压;黄金、有色及可口可乐等防御资产,或成资金避险之方向。 然须辨明:地缘消息所引发之反弹,未必为趋势反转。能源推升通胀,实乃收紧货币政策之根,不可因一时脉冲而误判大势。#红海风险扩大,百美元油价再现
OKX星球
OKX星球
Planet · Selected Good Articles "Issue 11" has been announced This issue, we have selected 30 high-quality posts to read together~ 🎁 Selected creators will receive a random "Selected Good Articles" reward, and the discussion in the comment thread is ongoing! Looking forward to seeing you in the next issue👀 ➤ How to participate: 【Quote】this article + express your opinion with any popular topic of the day; ➤ Participation period: 【September 9 - September 22】 ➤ 🎁 Comment rewards: High-quality comments will be announced in the next issue and receive peripheral item rewards. Quality content has the chance to be recommended to "Community Opinions" for more exposure

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