“能源核弹”彻底引爆! 高盛:本月或飙升至150美元，冲击远超俄乌冲突

智通财经03-09

智通财经APP获悉，布伦特原油开盘时飙升20%，至每桶111.04美元，而西德克萨斯中质原油上涨22%。由于霍尔木兹海峡仍处于关闭状态，储存迅速填满，阿拉伯联合酋长国和科威特已开始减产，伊拉克上周开始停产。且美国威胁要加深一场颠覆能源市场的冲突。高盛的一份警告称，如果霍尔木兹海峡的原油运输继续中断，全球油价可能会在几天内飙升至每桶100美元以上，并可能在本月底达到150美元。目前来看，高盛预警刚...

网页链接

免责声明：本文观点仅代表作者个人观点，不构成本平台的投资建议，本平台不对文章信息准确性、完整性和及时性做出任何保证，亦不对因使用或信赖文章信息引发的任何损失承担责任。

精彩评论

我们需要你的真知灼见来填补这片空白

发表看法

{"i18n":{"language":"zh_CN"},"isChannel":false,"data":{"share":"https://www.laohu8.com/m/news/2618694667?lang=zh_CN&edition=full","thumbnail":"","is_english":false,"pubTime":"2026-03-09 06:53","share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","id":"2618694667","market":"sh","top_or_hot":-1,"title":"“能源核弹”彻底引爆! 高盛:本月或飙升至150美元，冲击远超俄乌冲突","media":"智通财经","content":"<div>\n<p>智通财经APP获悉，布伦特原油开盘时飙升20%，至每桶111.04美元，而西德克萨斯中质原油上涨22%。由于霍尔木兹海峡仍处于关闭状态，储存迅速填满，阿拉伯联合酋长国和科威特已开始减产，伊拉克上周开始停产。且美国威胁要加深一场颠覆能源市场的冲突。高盛的一份警告称，如果霍尔木兹海峡的原油运输继续中断，全球油价可能会在几天内飙升至每桶100美元以上，并可能在本月底达到150美元。目前来看，高盛预警刚...</p>\n\n<a href=\"http://www.zhitongcaijing.com/content/detail/1411349.html\">网页链接</a>\n\n</div>\n","source":"stock_zhitongcaijing","html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>“能源核弹”彻底引爆! 高盛:本月或飙升至150美元，冲击远超俄乌冲突</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n“能源核弹”彻底引爆! 高盛:本月或飙升至150美元，冲击远超俄乌冲突\n</h2>\n\n<h4 class=\"meta\">\n\n\n2026-03-09 06:53 北京时间&nbsp;&nbsp;&nbsp;<a href=http://www.zhitongcaijing.com/content/detail/1411349.html><strong>智通财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>智通财经APP获悉，布伦特原油开盘时飙升20%，至每桶111.04美元，而西德克萨斯中质原油上涨22%。由于霍尔木兹海峡仍处于关闭状态，储存迅速填满，阿拉伯联合酋长国和科威特已开始减产，伊拉克上周开始停产。且美国威胁要加深一场颠覆能源市场的冲突。高盛的一份警告称，如果霍尔木兹海峡的原油运输继续中断，全球油价可能会在几天内飙升至每桶100美元以上，并可能在本月底达到150美元。目前来看，高盛预警刚...</p>\n\n<a href=\"http://www.zhitongcaijing.com/content/detail/1411349.html\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"BK4585","symbol_name":"ETF&股票定投概念","start_time":0,"source_url":"http://www.zhitongcaijing.com/content/detail/1411349.html","article_id":"2618694667","we_media_id":null,"thumbnails":[],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2618694667","pubTimestamp":1773010407,"columns":[],"sourceInfo":{"source_id":"stock_zhitongcaijing","name":"智通财经网"},"weMediaInfo":null,"summary":"高盛的一份警告称，如果霍尔木兹海峡的原油运输继续中断，全球油价可能会在几天内飙升至每桶100美元以上，并可能在本月底达到150美元。目前来看，高盛预警刚发出油价就已经破110美元，可见市场已陷入恐慌性交易。高盛表示，在最近美国-以色列袭击伊朗后，通过连接中东主要生产商和全球买家的关键海上航线的石油流量下降幅度远远超过最初的预测。高盛曾预计，通过海峡的原油流量将降至正常水平的15%左右。","collect":0,"end_time":0,"defaultTopTitle":"zhitongcaijing.com","property":[],"viewcount":null,"language":"zh","relate_stocks":{"159945":"能源","BK4585":"ETF&股票定投概念","IE00B19Z3B42.SGD":"Legg Mason ClearBridge - Value A Acc SGD","LU2471134796.USD":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (USD) INC","LU0096364046.USD":"CT (LUX) I AMERICAN \"DU\" (USD) ACC","IE00BSNM7G36.USD":"NEUBERGER BERMAN SYSTEMATIC GLOBAL SUSTAINABLE VALUE \"A\" (USD) ACC","LU2265009873.SGD":"Eastspring Investments - Global Growth Equity AS SGD-H","LU2750360641.GBP":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (GBPHDG) INC","LU2237438978.USD":"Amundi Funds US Pioneer A2 (C) USD","IE0034235188.USD":"PINEBRIDGE GLOBAL FOCUS EQUITY \"A\" (USD) ACC","LU0048573561.USD":"FIDELITY AMERICA \"A\" (USD) INC","LU2750360997.AUD":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (AUDHDG) INC","LU0251131958.USD":"FIDELITY AMERICA \"A\" (USD) ACC","LU0251142724.SGD":"Fidelity America A-SGD","BK4516":"特朗普概念","LU1894683264.USD":"AMUNDI FUNDS US EQUITY RESEARCH VALUE \"A2\" (USD) ACC","LU0345770308.USD":"NINETY ONE GSF GLOBAL STRATEGIC EQUITY \"A\" (USD) ACC","BK4504":"桥水持仓","LU1894683348.USD":"AMUNDI FUNDS US EQUITY RESEARCH VALUE \"A2\" (USD) INC","LU0345770993.USD":"NINETY ONE GSF GLOBAL STRATEGIC EQUITY \"A\" (USD) INC","LU1868837300.USD":"CT (LUX) I AMERICAN FUND \"9\" (USD) ACC","LU2237443978.SGD":"Aberdeen Standard SICAV I - Global Dynamic Dividend A Acc SGD-H","LU2237443895.HKD":"abrdn SICAV I -  GLOBAL DYNAMIC DIVIDEND \"A\" (HKD) ACC","BK4550":"红杉资本持仓","BK4588":"碎股","GS":"高盛","LU2237443622.USD":"Aberdeen Standard SICAV I - Global Dynamic Dividend A Acc USD","IE0004086264.USD":"BNY MELLON GLOBAL OPPORTUNITIES \"A\" (USD) ACC","LU2237443465.HKD":"abrdn SICAV I -  GLOBAL DYNAMIC DIVIDEND \"A\" (HKD) INC","BK4552":"Archegos爆仓风波概念","GSX":"Tradr 2X Long GS Daily ETF","LU1868836914.USD":"CT (LUX) I AMERICAN \"3\" (USD) ACC","LU2237443549.SGD":"Aberdeen Standard SICAV I - Global Dynamic Dividend A MIncA SGD-H","IE00BFXG1179.USD":"BNY MELLON U.S. EQUITY INCOME \"B\" (USD) INC","LU1804176565.USD":"EASTSPRING INV GLOBAL GROWTH EQUITY \"A\" (USD) ACC","LU0061475181.USD":"THREADNEEDLE (LUX) AMERICAN \"AU\" (USD) ACC","LU1868837136.USD":"CT (LUX) I AMERICAN \"8\" (USD) ACC","IE0004091025.USD":"BNY MELLON GLOBAL OPPORTUNITIES \"B\" (USD) ACC","LU2237443382.USD":"Aberdeen Standard SICAV I - Global Dynamic Dividend A MIncA USD","IE00B19Z3581.USD":"Legg Mason ClearBridge - Value A Acc USD","LU1868836591.USD":"CT (LUX) I AMERICAN \"1U\"(USD) ACC","LU2471134952.CNY":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (CNYHDG) INC","LU0106831901.USD":"贝莱德世界金融基金A2","BK4127":"投资银行业与经纪业","LU1668664300.SGD":"Blackrock World Financials A2 SGD-H","LU1868836757.USD":"CT (LUX) I AMERICAN FUND \"2\" (USD) ACC","LU2471134879.HKD":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (HKD) INC","IE0002270589.USD":"LEGG MASON CLEARBRIDGE VALUE \"A\" (USD) INC","LU0742534661.SGD":"Fidelity America A-SGD (hedged)","LU2471134523.USD":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (USD) ACC"},"translate_title":"The \"Energy Nuclear Bomb\" was completely detonated! Goldman Sachs: It may soar to $150 this month, and the impact far exceeds the Russia-Ukraine conflict","themeId":"eb7b4cc75e0a86557e1d65d51fe24ff6","isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"159945":1.5,"GS":1.5,"GSX":0.6},"content_text":"智通财经APP获悉，布伦特原油开盘时飙升20%，至每桶111.04美元，而西德克萨斯中质原油上涨22%。由于霍尔木兹海峡仍处于关闭状态，储存迅速填满，阿拉伯联合酋长国和科威特已开始减产，伊拉克上周开始停产。且美国威胁要加深一场颠覆能源市场的冲突。高盛的一份警告称，如果霍尔木兹海峡的原油运输继续中断，全球油价可能会在几天内飙升至每桶100美元以上，并可能在本月底达到150美元。目前来看，高盛预警刚发出油价就已经破110美元，可见市场已陷入恐慌性交易。高盛表示，在最近美国-以色列袭击伊朗后，通过连接中东主要生产商和全球买家的关键海上航线的石油流量下降幅度远远超过最初的预测。高盛曾预计，通过海峡的原油流量将降至正常水平的15%左右。然而，伊朗对通过狭窄水道的油轮的有效封锁意味着，通常通过这条路线的石油货物中只有约10%能够通过。在周五给客户的一份报告中，该行表示，此次中断带来的冲击远远大于早些时候的全球供应危机。该行上周提到：“根据这些新数据、事态发展和冲击的规模，如果霍尔木兹海峡的流量在整个3月份保持低迷，油价，特别是成品油价格，很可能会超过2008年和2022年的峰值。”高盛分析表明，上周对全球石油流动的影响是2022年4月普京下令俄罗斯入侵乌克兰后记录的峰值产量损失的17倍，这将原油价格推高至每桶110美元左右。目前价格已经开始急剧攀升。上周晚些时候，油价上涨至每桶90美元以上，创下六年前新冠肺炎疫情以来的最大单周涨幅，其中包括周五单日上涨10美元。值得一提的是，国际石油基准在2022年短暂攀升至120美元以上，在2008年能源危机期间达到约145美元，这两次事件都给全球经济带来了严重后果。战略与国际研究中心高级研究员Clayton Seigle表示，市场越来越接受供应冲击可能会持续下去“市场给予特朗普政府的宽限期已于上周末到期”。“每天2000万桶的赤字正在冲击全球石油市场的平衡，而且没有缓解的迹象。相反特朗普总统要求无条件投降，这是一个非常不可能的前景。虽然观察人士最初可能认为他无视痛苦的油价是虚张声势，但现在很明显不是。”","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"2","news_tag":"","news_rank":0,"isVideo":false,"video":null,"symbols":[],"gpt_button":1,"need_auth":false,"need_login_tip":false,"code":"91000000","status":"200"},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":false,"tenantId":"TBCN","deviceId":"web-server-community-laohu8-v3","version":"4.42.0","shortVersion":"4.42.0","platform":"web","vendor":"web","appName":"laohu8","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/2618694667","isCrawlerRequest":true}