能源命门被卡！印度市场成中东地缘博弈下首个“牺牲品” 大摩下调评级至“持有”

智通财经03-06

智通财经APP注意到，由于担忧如果霍尔木兹海峡的石油流动无法恢复，伊朗战争可能会扰乱供应链，摩根士丹利正对亚洲股市采取更审慎的立场，并削减了对印度的风险敞口。包括丹尼尔·布莱克和乔纳森·加纳在内的摩根士丹利策略师在 3 月 5 日的一份报告中写道，“我们保持防御立场，”“亚洲依然极度依赖中东的原油、精炼产品和液化天然气(LNG)供应，我们认为市场对于供应链风险过于乐观了。”策略师们在最新的调整中将...

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