Paul Tudor Jones 看涨石油,称伊朗冲突或推动油价再涨20至25美元
Paul Tudor Jones is bullish on oil, says it could rally another $20-$25 because of Iran conflict
Paul Tudor Jones yakin tentang minyak, percaya bahawa konflik antara Amerika Syarikat dan Iran mungkin mendorong harga minyak naik lagi $20-$25. Niaga hadapan minyak mentah WTI didagangkan pada kira-kira $92.50 pada pagi Selasa. Jika direalisasikan, ia akan melebihi paras penutupan tertinggi sebelum ini iaitu hampir $113/tong pada 2026. Beliau juga berkata pasaran saham akan menentang kuat kenaikan sedemikian dan meramalkan bahawa saham mungkin tertekan pada 2027 oleh peningkatan bekalan saham daripada IPO syarikat teknologi besar seperti Anthropic dan OpenAI.
If the conflict between the United States and Iran drives up oil prices, market concerns about the persistence of inflation may intensify, which will affect the assessment of gold's anti-inflation and safe-haven needs. At the same time, we need to pay attention to the transmission of oil price fluctuations to commodity currencies and the currencies of energy importing countries, as well as the possible cross-asset linkage caused by the stock market's rejection of high oil prices.
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来源:CNBC Top News · cnbc.com