高盛:中东冲突长期化可能给亚洲新兴经济体带来压力,霍尔木兹海峡封锁或令通胀攀升

高盛分析师在研究报告中指出,中东冲突的长期化可能会给亚洲新兴经济体带来压力。高盛估计,如果霍尔木兹海峡关闭六周,油价可能会推高至每桶 85 美元。

在这种情境下,该地区的通胀率可能会上升约 0.7 个百分点,其中菲律宾和泰国的敏感度最高。供应中断可能会对该地区的实际 GDP 增长造成平均 0.5 个百分点的拖累,而新加坡受到的影响最为严重。高盛补充称,该地区几乎所有国家的经常项目收支都可能出现恶化,其中以泰国和新加坡为首。

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