如果伊朗不认怂，伊朗_老虎社区_美港股上老虎

gugu
2025-06-13

如果伊朗不认怂，伊朗以色列全面战争开始，最坏情况下霍尔木兹海峡关闭，国际油价可能120美元/桶。全球石油产量20-40%石油供应和26%天然气，流经霍尔木兹海峡，涉及伊朗、伊拉克、巴林、卡塔尔、沙特阿拉伯、阿联酋的能源出口。这部分产量80%流向亚洲。

油价早已不再取决地质储量，而是地缘棋局与技术革命的赛跑。

油价上涨，受益最大的是中国海洋石油，其次是中国石油，然后是煤炭—煤化工一体化的中煤能源，然后是煤炭企业。

当然黄金也会凑热闹，涨1一个点，毕竟已经调整8周。

还是希望战争不要发生，伊朗这个国家内部太不稳定，容易社会次序整体崩溃。

免责声明：上述内容仅代表发帖人个人观点，不构成本平台的任何投资建议。

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厚积薄发886
·2025-06-13
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今天中煤能源沪市的跌，港股的涨，请问一般像这种情况选哪个好呢？
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- gugu:
  这是最差情况，伊朗怂得很
  2025-06-13
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- 厚积薄发886回复gugu:
  好的，谢谢，看这个周末的消息了 [捂脸]
  2025-06-13
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- gugu:
  看长期溢价的变化，哪个便宜换哪个。一般港股的波动更大，a股跌得少些，涨得时候也少。今天一涨一跌没看懂，可能周三涨太多，补跌。
  2025-06-13
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Leader
·2025-06-13
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为什么国内，美股都跌呢，有什么可慌的
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- gugu:
  投资者避险情绪，油价太高影响企业的生产成本
  2025-06-13
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价值投资为王
·2025-06-13
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伊朗没实力发动全面战争
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- 价值投资为王回复gugu:
  全力上了
  2025-06-17
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- gugu:
  三花值得融资打新吗？
  2025-06-13
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