个人中心 - 老虎社区

LiangBing956

IP属地：广东

帖子 · 3帖子 · 3
关注 · 0关注 · 0
粉丝 · 0粉丝 · 0

- LiangBing956LiangBing956
  ·03-24
  特朗普上台后，以特朗普为首的美国，操纵股市收割全球韭菜。据说老特家每天进账至少4亿刀！
  美伊谈判是真是假，至少华尔街已从特朗普引发的五分钟狂飙获得明确信号
  就在特朗普表示放弃轰炸伊朗能源基础设施后几分钟，油价暴跌超13%，美股美债大涨。尽管伊朗迅速否认特朗普关于谈判的说法，但这没有扭转周一市场的大体走势。分析称，在华尔街看来，传递的信号明确：特朗普本人正急于结束这场战争。然而，市场仍对特朗普能否轻易结束冲突存疑，随着这种情绪蔓延，各类资产的早盘涨幅有所回吐。
  美伊谈判是真是假，至少华尔街已从特朗普引发的五分钟狂飙获得明确信号
  2 评论
  1
  分享
  举报
- LiangBing956LiangBing956
  ·2018-01-12
  看看最后这一棒谁来接……
  $中网载线(CNET)$ 好绿的一片韭菜呀！！！
  944 评论
  点赞
  分享
  举报
  看看最后这一棒谁来接……
- LiangBing956LiangBing956
  ·2018-01-12
  $中网载线(CNET)$ 谁跑最后谁站岗.........
  1,318 1
  1
  分享
  举报
暂无关注

热议股票

{"i18n":{"language":"zh_CN"},"isCurrentUser":false,"userPageInfo":{"id":"336235272024449","uuid":"336235272024449","gmtCreate":1468770164312,"gmtModify":1744710137667,"name":"LiangBing956","pinyin":"liangbing956","introduction":"","introductionEn":null,"signature":"","avatar":"https://static.laohu8.com/default-avatar.jpg","hat":null,"hatId":null,"hatName":null,"vip":1,"status":2,"fanSize":0,"headSize":52,"tweetSize":3,"questionSize":0,"limitLevel":900,"accountStatus":4,"level":{"id":1,"name":"萌萌虎","nameTw":"萌萌虎","represent":"呱呱坠地","factor":"评论帖子3次或发布1条主帖（非转发）","iconColor":"3C9E83","bgColor":"A2F1D9"},"themeCounts":0,"badgeCounts":0,"badges":[],"moderator":false,"superModerator":false,"manageSymbols":null,"badgeLevel":null,"boolIsFan":false,"boolIsHead":false,"favoriteSize":13,"symbols":null,"coverImage":null,"realNameVerified":null,"userBadges":[{"badgeId":"02aa7f16703b4ce4ace6f1a7665789cc-1","templateUuid":"02aa7f16703b4ce4ace6f1a7665789cc","name":"知识体验官","description":"观看学堂课程满5节","bigImgUrl":"https://static.tigerbbs.com/fb5ae275631fb96a92d475cdc85d2302","smallImgUrl":"https://static.tigerbbs.com/c2660a1935bd2105e97c9915619936c3","grayImgUrl":null,"redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2024.12.09","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":2006},{"badgeId":"228c86a078844d74991fff2b7ab2428d-2","templateUuid":"228c86a078844d74991fff2b7ab2428d","name":"投资总监虎","description":"证券账户累计交易金额达到30万美元","bigImgUrl":"https://static.tigerbbs.com/9d20b23f1b6335407f882bc5c2ad12c0","smallImgUrl":"https://static.tigerbbs.com/ada3b4533518ace8404a3f6dd192bd29","grayImgUrl":"https://static.tigerbbs.com/177f283ba21d1c077054dac07f88f3bd","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2023.07.14","exceedPercentage":"80.16%","individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1101},{"badgeId":"e50ce593bb40487ebfb542ca54f6a561-4","templateUuid":"e50ce593bb40487ebfb542ca54f6a561","name":"明星虎友","description":"加入老虎社区2000天","bigImgUrl":"https://static.tigerbbs.com/dddf24b906c7011de2617d4fb3f76987","smallImgUrl":"https://static.tigerbbs.com/53d58ad32c97254c6f74db8b97e6ec49","grayImgUrl":"https://static.tigerbbs.com/6304700d92ad91c7a33e2e92ec32ecc1","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2022.01.15","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1001},{"badgeId":"976c19eed35f4cd78f17501c2e99ef37-1","templateUuid":"976c19eed35f4cd78f17501c2e99ef37","name":"博闻投资者","description":"累计交易超过10只正股","bigImgUrl":"https://static.tigerbbs.com/e74cc24115c4fbae6154ec1b1041bf47","smallImgUrl":"https://static.tigerbbs.com/d48265cbfd97c57f9048db29f22227b0","grayImgUrl":"https://static.tigerbbs.com/76c6d6898b073c77e1c537ebe9ac1c57","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2021.12.21","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1102},{"badgeId":"518b5610c3e8410da5cfad115e4b0f5a-1","templateUuid":"518b5610c3e8410da5cfad115e4b0f5a","name":"实盘交易者","description":"完成一笔实盘交易","bigImgUrl":"https://static.tigerbbs.com/2e08a1cc2087a1de93402c2c290fa65b","smallImgUrl":"https://static.tigerbbs.com/4504a6397ce1137932d56e5f4ce27166","grayImgUrl":"https://static.tigerbbs.com/4b22c79415b4cd6e3d8ebc4a0fa32604","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2021.12.21","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1100},{"badgeId":"35ec162348d5460f88c959321e554969-2","templateUuid":"35ec162348d5460f88c959321e554969","name":"宗师交易员","description":"证券或期货账户累计交易次数达到100次","bigImgUrl":"https://static.tigerbbs.com/ad22cfbe2d05aa393b18e9226e4b0307","smallImgUrl":"https://static.tigerbbs.com/36702e6ff3ffe46acafee66cc85273ca","grayImgUrl":"https://static.tigerbbs.com/d52eb88fa385cf5abe2616ed63781765","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2021.12.21","exceedPercentage":"80.56%","individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1100}],"userBadgeCount":6,"currentWearingBadge":null,"individualDisplayBadges":null,"crmLevel":2,"crmLevelSwitch":0,"location":"广东","starInvestorFollowerNum":0,"starInvestorFlag":false,"starInvestorOrderShareNum":0,"subscribeStarInvestorNum":17,"ror":null,"winRationPercentage":null,"showRor":false,"investmentPhilosophy":null,"starInvestorSubscribeFlag":false},"page":1,"watchlist":null,"tweetList":[{"id":546000302863584,"gmtCreate":1774310229357,"gmtModify":1774316253951,"author":{"id":"336235272024449","authorId":"336235272024449","name":"LiangBing956","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"336235272024449","idStr":"336235272024449"},"themes":[],"title":"","htmlText":"特朗普上台后，以特朗普为首的美国，操纵股市收割全球韭菜。据说老特家每天进账至少4亿刀！","listText":"特朗普上台后，以特朗普为首的美国，操纵股市收割全球韭菜。据说老特家每天进账至少4亿刀！","text":"特朗普上台后，以特朗普为首的美国，操纵股市收割全球韭菜。据说老特家每天进账至少4亿刀！","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/546000302863584","repostId":"2621389400","repostType":2,"repost":{"id":"2621389400","kind":"highlight","weMediaInfo":{"introduction":"追踪全球财经热点，精选影响您财富的资讯，投资理财必备神器！","home_visible":1,"media_name":"华尔街见闻","id":"1084101182","head_image":"https://static.tigerbbs.com/66809d1f5c2e43e2bdf15820c6d6897e"},"pubTimestamp":1774308281,"share":"https://www.laohu8.com/m/news/2621389400?lang=zh_CN&edition=full","pubTime":"2026-03-24 07:24","market":"us","language":"zh","title":"美伊谈判是真是假，至少华尔街已从特朗普引发的五分钟狂飙获得明确信号","url":"https://stock-news.laohu8.com/highlight/detail?id=2621389400","media":"华尔街见闻","summary":"就在特朗普表示放弃轰炸伊朗能源基础设施后几分钟，油价暴跌超13%，美股美债大涨。尽管伊朗迅速否认特朗普关于谈判的说法，但这没有扭转周一市场的大体走势。分析称，在华尔街看来，传递的信号明确：特朗普本人正急于结束这场战争。然而，市场仍对特朗普能否轻易结束冲突存疑，随着这种情绪蔓延，各类资产的早盘涨幅有所回吐。","content":"<html><head></head><body><blockquote><p>就在特朗普表示放弃轰炸伊朗能源基础设施后几分钟，油价暴跌超13%，美股美债大涨。尽管伊朗迅速否认特朗普关于谈判的说法，但这没有扭转周一市场的大体走势。分析称，在华尔街看来，传递的信号明确：特朗普本人正急于结束这场战争。然而，市场仍对特朗普能否轻易结束冲突存疑，随着这种情绪蔓延，各类资产的早盘涨幅有所回吐。</p></blockquote><p>周一，就在特朗普在Truth Social上表示放弃轰炸伊朗能源基础设施后仅几分钟，油价暴跌超过13%，美国国债收益率大幅下行，美股盘前大涨。</p><p>尽管不到一小时后，伊朗方面否认了特朗普关于谈判正在进行的说法，但这没有扭转周一市场的大体走势。分析指出，之所以市场表现如此，是因为在华尔街看来，传递出的信号非常明确：<strong>至少特朗普本人正急于结束这场由他在三周多前开启、并将全球经济推向危机边缘的战争。</strong></p><p>有分析人士称，如果未来7到10天内无法解决问题，我们可能会看到类似疫情时期的全球经济停摆。今天的表态说明，特朗普意识到实体经济可能面临“悬崖式下跌”的风险。</p><p>特朗普的举动引发了一波持续约五分钟的剧烈反弹，也为自美以对伊朗开战以来华尔街最动荡的交易日画上注脚。这一幕也让人想起去年4月，当时特朗普发动“美国对抗全球”的关税，将全球金融市场推至边缘，随后又迅速转向。</p><p>媒体援引知情人士称，与当时类似，特朗普此次表态部分也是为了安抚因市场动荡而不安的投资者，避免在新一周开始时出现新一轮剧烈抛售。</p><p>周一美股开盘后，<a href=\"https://laohu8.com/S/161125\">标普500</a>指数一度上涨2.2%、为5月以来最大涨幅，两年期美债收益率一度较高点狂泻22个基点至3.79%，布伦特原油暴跌、跌破每桶100美元，美元走弱，欧洲股债市场也由跌转涨并收高。</p><p><strong>然而，在表面之下，市场仍对特朗普能否轻易结束冲突存疑。随着这种情绪蔓延，各类资产的早盘涨幅逐渐回吐。投资者普遍怀疑，特朗普周一的表态更多只是短期稳定市场的举措。到周一美股收盘时，标普500涨幅已收窄至约1.2%，美债市场的涨势也有所回落。</strong></p><p>上述市场走势也凸显出，仅靠口头安抚难以说服那些已在为中东长期动荡做准备的投资者。一些人担心，这已经不再完全由特朗普决定了，不像关税那样可以随时叫停，那些因为他对市场反应敏感而感到安心的人，可能判断失误。</p><p>在特朗普重返白宫的第一年，交易员逐渐形成一种预期：一旦政策引发市场大跌，他往往会迅速转向。这一现象被称为“TACO交易”（特朗普总会退缩），也助长了“逢低买入”的交易心态——无论是贸易战威胁、提出接管格陵兰，还是抨击美联储。</p><p>但对伊朗的战争削弱了这种信念。过去几周，冲突持续升级：特朗普时而宣称胜利在望，时而指责盟友未提供支持；伊朗方面依然稳固，通过封锁霍尔木兹海峡，伊朗切断了全球关键能源供应。</p><p>中东冲突的影响在上周愈发明显。能源价格飙升带来新的通胀冲击，交易员开始押注全球央行将被迫进一步加息。这加剧了“滞胀”风险，即增长疲弱叠加通胀上升，并导致全球债券市场蒸发超过2.5万亿美元市值，本月或创下三年多来最大月度跌幅。</p><p>这也凸显出战争正在冲击特朗普政府的其他政策目标——包括降低按揭贷款利率、压低油价，以及在今年美国中期选举前展示美国经济稳健的形象。</p><p>尽管特朗普多次抨击美联储主席鲍威尔未能降息，但截至上周五，两年期美债收益率自伊朗冲突开始以来已上升超过0.5个百分点，反映出市场对通胀制约政策空间的担忧。</p><p>有分析人士指出，虽然特朗普显然在努力压制油价，但或许，再一次，是债券市场迫使他做出让步。</p><p>在上周五股市下跌、标普500录得一年最长周度连跌后，特朗普在社交媒体上表示自己“非常接近”实现目标，并考虑缩减在中东的军事行动。</p><p>随后他又威胁称，如果伊朗不在48小时内重开霍尔木兹海峡，将攻击其电力设施。但到周一，他又表示将暂停行动五天，并称谈判取得进展——这一说法遭到伊朗否认。</p><p>在许多人看来，特朗普立场反复以及不准确言论，正在削弱其在金融市场的公信力，这已严重扰乱市场仓位布局。有分析师直言：</p><blockquote><p>最难预测的不是战争本身，而是白宫的沟通方式以及市场对其反应的程度。市场无法判断，这究竟是接近尾声的可信信号，还是又一次几乎完全实现的说法。</p><p>所谓真相取决于认知，而特朗普的反复无常是在不确定性之上叠加不确定性，这反而限制了原本信心十足的空头推动市场进一步下跌的能力。这样的反复在为市场争取时间，同时也抑制了过度自信——无论好坏。</p></blockquote></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>美伊谈判是真是假，至少华尔街已从特朗普引发的五分钟狂飙获得明确信号</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n美伊谈判是真是假，至少华尔街已从特朗普引发的五分钟狂飙获得明确信号\n</h2>\n\n<h4 class=\"meta\">\n\n\n2026-03-24 07:24 北京时间&nbsp;&nbsp;&nbsp;<a href=https://wallstreetcn.com/articles/3768206><strong>华尔街见闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>就在特朗普表示放弃轰炸伊朗能源基础设施后几分钟，油价暴跌超13%，美股美债大涨。尽管伊朗迅速否认特朗普关于谈判的说法，但这没有扭转周一市场的大体走势。分析称，在华尔街看来，传递的信号明确：特朗普本人正急于结束这场战争。然而，市场仍对特朗普能否轻易结束冲突存疑，随着这种情绪蔓延，各类资产的早盘涨幅有所回吐。周一，就在特朗普在Truth Social上表示放弃轰炸伊朗能源基础设施后仅几分钟，油价暴跌...</p>\n\n<a href=\"https://wallstreetcn.com/articles/3768206\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://community-static.tradeup.com/news/a641ba689741f1e38c3545add5626d8e","relate_stocks":{"SHEL":"SHELL PLC SPON ADS EACH REPR 2 ORD SHS","CVX":"雪佛龙","USEG":"美国能源","HAL":"哈里伯顿","INDO":"Indonesia Energy Corp Ltd.","COP":"康菲石油",".DJI":"道琼斯","EQNR":"Equinor ASA","PSX":"Phillips 66",".IXIC":"NASDAQ Composite","BP":"英国石油","BKR":"Baker Hughes Co","VLO":"瓦莱罗能源","SLB":"斯伦贝谢","XOM":"埃克森美孚",".SPX":"S&P 500 Index","MUR":"墨菲石油","MPC":"马拉松原油","DVN":"德文能源","OXY":"西方石油","PBF":"PBF Energy","PBR":"巴西石油公司"},"source_url":"https://wallstreetcn.com/articles/3768206","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2621389400","content_text":"就在特朗普表示放弃轰炸伊朗能源基础设施后几分钟，油价暴跌超13%，美股美债大涨。尽管伊朗迅速否认特朗普关于谈判的说法，但这没有扭转周一市场的大体走势。分析称，在华尔街看来，传递的信号明确：特朗普本人正急于结束这场战争。然而，市场仍对特朗普能否轻易结束冲突存疑，随着这种情绪蔓延，各类资产的早盘涨幅有所回吐。周一，就在特朗普在Truth Social上表示放弃轰炸伊朗能源基础设施后仅几分钟，油价暴跌超过13%，美国国债收益率大幅下行，美股盘前大涨。尽管不到一小时后，伊朗方面否认了特朗普关于谈判正在进行的说法，但这没有扭转周一市场的大体走势。分析指出，之所以市场表现如此，是因为在华尔街看来，传递出的信号非常明确：至少特朗普本人正急于结束这场由他在三周多前开启、并将全球经济推向危机边缘的战争。有分析人士称，如果未来7到10天内无法解决问题，我们可能会看到类似疫情时期的全球经济停摆。今天的表态说明，特朗普意识到实体经济可能面临“悬崖式下跌”的风险。特朗普的举动引发了一波持续约五分钟的剧烈反弹，也为自美以对伊朗开战以来华尔街最动荡的交易日画上注脚。这一幕也让人想起去年4月，当时特朗普发动“美国对抗全球”的关税，将全球金融市场推至边缘，随后又迅速转向。媒体援引知情人士称，与当时类似，特朗普此次表态部分也是为了安抚因市场动荡而不安的投资者，避免在新一周开始时出现新一轮剧烈抛售。周一美股开盘后，标普500指数一度上涨2.2%、为5月以来最大涨幅，两年期美债收益率一度较高点狂泻22个基点至3.79%，布伦特原油暴跌、跌破每桶100美元，美元走弱，欧洲股债市场也由跌转涨并收高。然而，在表面之下，市场仍对特朗普能否轻易结束冲突存疑。随着这种情绪蔓延，各类资产的早盘涨幅逐渐回吐。投资者普遍怀疑，特朗普周一的表态更多只是短期稳定市场的举措。到周一美股收盘时，标普500涨幅已收窄至约1.2%，美债市场的涨势也有所回落。上述市场走势也凸显出，仅靠口头安抚难以说服那些已在为中东长期动荡做准备的投资者。一些人担心，这已经不再完全由特朗普决定了，不像关税那样可以随时叫停，那些因为他对市场反应敏感而感到安心的人，可能判断失误。在特朗普重返白宫的第一年，交易员逐渐形成一种预期：一旦政策引发市场大跌，他往往会迅速转向。这一现象被称为“TACO交易”（特朗普总会退缩），也助长了“逢低买入”的交易心态——无论是贸易战威胁、提出接管格陵兰，还是抨击美联储。但对伊朗的战争削弱了这种信念。过去几周，冲突持续升级：特朗普时而宣称胜利在望，时而指责盟友未提供支持；伊朗方面依然稳固，通过封锁霍尔木兹海峡，伊朗切断了全球关键能源供应。中东冲突的影响在上周愈发明显。能源价格飙升带来新的通胀冲击，交易员开始押注全球央行将被迫进一步加息。这加剧了“滞胀”风险，即增长疲弱叠加通胀上升，并导致全球债券市场蒸发超过2.5万亿美元市值，本月或创下三年多来最大月度跌幅。这也凸显出战争正在冲击特朗普政府的其他政策目标——包括降低按揭贷款利率、压低油价，以及在今年美国中期选举前展示美国经济稳健的形象。尽管特朗普多次抨击美联储主席鲍威尔未能降息，但截至上周五，两年期美债收益率自伊朗冲突开始以来已上升超过0.5个百分点，反映出市场对通胀制约政策空间的担忧。有分析人士指出，虽然特朗普显然在努力压制油价，但或许，再一次，是债券市场迫使他做出让步。在上周五股市下跌、标普500录得一年最长周度连跌后，特朗普在社交媒体上表示自己“非常接近”实现目标，并考虑缩减在中东的军事行动。随后他又威胁称，如果伊朗不在48小时内重开霍尔木兹海峡，将攻击其电力设施。但到周一，他又表示将暂停行动五天，并称谈判取得进展——这一说法遭到伊朗否认。在许多人看来，特朗普立场反复以及不准确言论，正在削弱其在金融市场的公信力，这已严重扰乱市场仓位布局。有分析师直言：最难预测的不是战争本身，而是白宫的沟通方式以及市场对其反应的程度。市场无法判断，这究竟是接近尾声的可信信号，还是又一次几乎完全实现的说法。所谓真相取决于认知，而特朗普的反复无常是在不确定性之上叠加不确定性，这反而限制了原本信心十足的空头推动市场进一步下跌的能力。这样的反复在为市场争取时间，同时也抑制了过度自信——无论好坏。","news_type":1,"symbols_score_info":{"MPC":2,"BZmain":2,"USEG":2,"XOM":2,"OXY":2,"CVX":2,".DJI":2,"COP":2,"DVN":2,"HAL":2,"EQNR":2,".IXIC":2,".SPX":1.5,"VLO":2,"INDO":2,"NQmain":2,"SLB":2,"CLmain":2,"PSX":2,"ESmain":2,"YMmain":2,"BP":2,"MUR":2,"PBF":2,"PBR":2,"BKR":2,"SHEL":2}},"isVote":1,"tweetType":1,"viewCount":2,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":144413,"gmtCreate":1515689328430,"gmtModify":1704887375579,"author":{"id":"336235272024449","authorId":"336235272024449","name":"LiangBing956","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"336235272024449","idStr":"336235272024449"},"themes":[],"title":"看看最后这一棒谁来接……","htmlText":"$中网载线(CNET)$ 好绿的一片韭菜呀！！！","listText":"$中网载线(CNET)$ 好绿的一片韭菜呀！！！","text":"$中网载线(CNET)$ 好绿的一片韭菜呀！！！","images":[],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/144413","isVote":1,"tweetType":1,"viewCount":944,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":144407,"gmtCreate":1515688729485,"gmtModify":1704887374885,"author":{"id":"336235272024449","authorId":"336235272024449","name":"LiangBing956","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"336235272024449","idStr":"336235272024449"},"themes":[],"htmlText":"$中网载线(CNET)$ 谁跑最后谁站岗.........","listText":"$中网载线(CNET)$ 谁跑最后谁站岗.........","text":"$中网载线(CNET)$ 谁跑最后谁站岗.........","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/144407","isVote":1,"tweetType":1,"viewCount":1318,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"defaultTab":"following","isTTM":false}