中东乱局下能源安全成头号投资主题！大摩详解布局方向

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自上月底美伊冲突爆发以来，金融市场持续受到扰乱，投资者在市场剧烈波动中纷纷寻求避险交易。摩根士丹利投资管理公司的副首席投资官Jitania Kandhari日前在接受采访时表示，一个关键的投资机会正在显现，值得投资者关注。她表示，能源安全是这场冲突及后续阶段最值得关注的交易主题。“我认为，每个国家都将希望拥有非常安全的能源供应和能源资源，并减少在全球范围内的能源依赖，正如我们在此次事件中所看到的...

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Morgan Stanley explains the layout direction in detail","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{},"content_text":"自上月底美伊冲突爆发以来，金融市场持续受到扰乱，投资者在市场剧烈波动中纷纷寻求避险交易。摩根士丹利投资管理公司的副首席投资官Jitania  Kandhari日前在接受采访时表示，一个关键的投资机会正在显现，值得投资者关注。她表示，能源安全是这场冲突及后续阶段最值得关注的交易主题。“我认为，每个国家都将希望拥有非常安全的能源供应和能源资源，并减少在全球范围内的能源依赖，正如我们在此次事件中所看到的那样，整体的‘资源安全’实际上是支撑全球权力格局演变的基石。”她表示。这一观点最近对其团队的投资策略产生了影响。Kandhari补充称，他们一直专注于地缘政治对冲工具，比如有望在冲突中受益的国防与能源板块股票。她还表示，最近其团队已逐步增加在能源安全和生产方面的敞口。他们认为，当前的地缘政治格局正在发生变化，主要经济体可能会重新审视自身的能源需求以及如何确保供应安全。“我们认为，真正会从这一乱局中崛起的将是整个能源产业链，”她表示，“这意味着对于可再生能源而言，各国政府将出台有利政策，无论是通过补贴还是税收优惠，以各种可能的方式推动能源自给自足。”Kandhari认为，能源安全供应链的新一轮繁荣蕴藏着最大的投资机会。她特别指出，几种关键金属可能会成为受益者。“从结构性角度来看，我们已经投资于其中一些大宗商品，例如铜，以及核设施所需的铀，”她指出。Kandhari认为，如果各国加大能源安全方面的投资，他们可能会进一步强化安全基础设施。她补充道，随着各国将能源独立列为优先事项，对防护措施的需求可能会增加，这将为国防和网络安全领域的公司创造机会。最后，她认为，尽管市场因冲突而高度关注石油流动，但可再生能源投资仍是投资者利用能源叙事新阶段获利的最有效途径之一。“可再生能源是布局方向之一。”她表示，“部分国家可能还会对炼油产能进行投资，或推动相关投资。这需要我们逐个国家去分析，以发现其中蕴藏的机会。”上周五，美国袭击了伊朗原油的主要出口枢纽哈尔克岛，此举引发了人们对海湾地区石油供应中断将进一步加剧的担忧。尽管哈尔克岛上的石油基础设施未被损坏，但美国总统特朗普威胁称，若德黑兰继续阻断能源输送，则石油基础设施也可能遭打击。伊朗方面则回应称，任何对石油和能源基础设施的袭击，都将导致对该地区与美国有关联的能源设施进行报复。本文转载自“财联社”，智通财经编辑：蒋远华。","kind":"highlight","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"1","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/2619510830","isCrawlerRequest":true}

中东乱局下 能源安全成头号投资主题！大摩详解布局方向

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中东乱局下能源安全成头号投资主题！大摩详解布局方向