贝莱德总裁Kapito警告投资者低估伊朗战争风险

环球市场播报03-26

贝莱德总裁Rob Kapito表示，投资者可能低估了伊朗战争带来的风险，即使冲突很快结束，这些风险也可能对经济增长构成压力并推高通胀。　　Kapito周四在墨尔本举行的亚太金融与创新研讨会上警告，即使战争很快结束，经济增长也可能受到多达两个百分点的冲击，而通胀率可能出现类似幅度的上行。　　即使“我们明天宣布战争结束”，油价仍可能飙升至每桶150美元，因为受阻的供应链需要时间才能恢复到满负荷运转...

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Kapito表示，投资者可能低估了伊朗战争带来的风险，即使冲突很快结束，这些风险也可能对经济增长构成压力并推高通胀。\n　　Kapito周四在墨尔本举行的亚太金融与创新研讨会上警告，即使战争很快结束，经济增长也可能受到多达两个百分点的冲击，而通胀率可能出现类似幅度的上行。\n　　即使“我们明天宣布战争结束”，油价仍可能飙升至每桶150美元，因为受阻的供应链需要时间才能恢复到满负荷运转...</p>\n\n<a href=\"https://finance.sina.com.cn/stock/usstock/c/2026-03-26/doc-inhshnwy0346847.shtml\">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":"LU2430703178.SGD","symbol_name":"WELLINGTON MULTI-ASSET HIGH INCOME \"AM4H\" (SGDHDG) INC","start_time":0,"source_url":"https://finance.sina.com.cn/stock/usstock/c/2026-03-26/doc-inhshnwy0346847.shtml","article_id":"2622881636","we_media_id":null,"thumbnails":[],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2622881636","pubTimestamp":1774489183,"columns":[],"sourceInfo":{"source_id":"sina_us","name":"新浪美股"},"weMediaInfo":null,"summary":"贝莱德总裁Rob 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Zelter也警告，冲突时间的拉长将加剧美国陷入衰退的风险，并对信贷周期构成威胁。\n　　上述警告凸显出日益加剧的一种担忧，即市场对冲突带来的经济影响过于自满，尤其是未充分计入能源和航运可能长期受到冲击并波及全球供应链的风险。\n　　Kapito表示，过去“发生这类冲突时，投资者会买入短期美债、黄金，做空股市”，而当前市场对战争的反应不一致，股市仅小幅下跌，黄金和美债却跌了。\n　　Zelter表示，过去几年一直是经济支柱的美国消费者，如今已显露出承压迹象。他说，今年前两个月消费者信心持续走弱，而油价上涨将进一步给他们的钱包带来负担。\n　　“这其实并非利率冲击，而是对全球最大经济体消费信心的一次冲击，” Zelter说道。\n　　尽管战争可能导致增长放缓和通胀加剧，但Kapito对长期前景仍保持乐观，并指出人工智能和私募市场崛起等主题将成为投资者的重要助力。\n\n\n\n海量资讯、精准解读，尽在新浪财经APP\n\n责任编辑：于健 SF069","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; 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贝莱德总裁Kapito警告 投资者低估伊朗战争风险

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贝莱德总裁Kapito警告投资者低估伊朗战争风险