分析师:油价飙升或迫使外国投资者抛售美国资产

Gate News 消息,3 月 20 日,威灵顿管理公司投资组合经理布里吉·库拉纳表示,美以袭击伊朗后,原油价格上涨导致全球石油进口成本上升,同时多数主要经济体货币兑美元汇率受到打击。这种双重打击形成的局面是:随着美元走强和油价飙升,海外国家和企业为支付突然变得更加昂贵的石油费用,可能不得不抛售持有的美国股票和债券。库拉纳指出,到目前为止,外国投资者还不需要通过清算美国资产来为更高的能源成本融资。然而,如果油价持续高企,日本和韩国等国家可能需要减持美国股票和债券,以获取资金支付能源进口。这一风险值得关注,尤其是在外国国家和政府对美国市场的持有份额不断增长的背景下。

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