Replying t_老虎社区_美港股上老虎

Replying to @取经:降息要等新主席上来，以及海峡解封，加息我觉得难，但市场很可能会先把预期拉到极致//@取经:老师未来还是降息嘛？还是转为加息？美股接下来会怎么走

地缘风险持续升温。周末美军完成对伊朗连续第八晚打击，目标包括沿岸监视与防空设施，伊朗则继续向约旦、科威特、巴林等地还击，地区临时停火进一步破裂。霍尔木兹海峡通航风险陡增，近期单日仅录得3艘船舶穿越，沙特已将逾七成原油出口改道红海。原油（CLmain）跳涨2.23%，油价上行将直接推升通胀担忧、强化美联储维持高利率甚至再度加息的压力，高估值科技股或首当其冲；黄金虽有避险买盘支撑，也将受到利率预期上行的牵制。当周一美股要同时消化"油价+通胀+地缘"三重风险，你更看好原油、黄金，还是逢低布局美股？

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MabelReed
03-27
MabelReed
降息可能性大，美股短期震荡为主

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