大摩：随着美伊外交取得进展 欧洲股市对霍尔木兹海峡可能重新开放最为敏感
格隆汇
18:45
摩根士丹利：随着美伊外交取得进展，欧洲股市对霍尔木兹海峡可能重新开放最为敏感。仍超配银行、半导体和资本品板块；在欧洲主要股市中，法国CAC 40指数与霍尔木兹海峡重新开放的正相关性最强。
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