分析师:短促冲突或限制美元指数空间,海峡封锁仍是最大变数

Odaily星球日报讯 Ebury 策略师 Matthew Ryan 在报告中表示,如果中东冲突持续时间相对较短,美元近期涨势的进一步空间可能有限。他指出,市场目前正根据特朗普释放的信号,对一场持续约一个月的冲突进行定价。在这种情况下,美元的涨幅应当会受到抑制,且一旦冲突结束,很可能会随之出现回调。然而,更广泛的地区介入以及霍尔木兹海峡的持续封锁“构成了明确的风险”。他认为,这将导致油价进一步飙升,从而推升美元并打击风险敏感型货币。(金十)

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