分析师称，中东冲突持续推高油价，通胀担忧再度成为市场焦点

环球市场播报15:19

　　分析师表示，美伊中东冲突持续升级、油价居高不下，通胀担忧再度浮出水面。

　　贝莱德测算，此次冲突或将推动全球整体通胀上升约0.8个百分点，不过各地区受到的影响程度存在差异。

　　贝莱德在研报中指出，欧洲及部分亚洲经济体高度依赖能源进口，受全球整体通胀冲击会更为明显。

　　华侨银行也持相同观点，其报告称：“劳动力市场数据趋于平稳、并未走弱，新一轮能源冲击将使美联储重点关注通胀上行风险。”

　　PNC资产管理首席投资策略师马永裕在电视节目中表示：“美股中小盘企业利润率有所提升固然是利好，但我不确定这类利好趋势能否扛住连续数个季度的高油价以及持续升温的通胀压力。”

　　马永裕认为，美联储的鹰派立场短期内不会改变，“只有能源、原油市场压力缓解，且各类再度抬头的通胀因素有所回落，美联储政策姿态才会出现松动。”

　　他称：“当下我们需要构建均衡投资组合，通过资产多元化对冲相关风险。”

海量资讯、精准解读，尽在新浪财经APP

责任编辑：江学思

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