中东冲突看来要长期化_老虎社区_美港股上老虎

中东冲突看来要长期化了，市场已经在重新定价。逻辑链条很清晰：油价抬高→通胀预期下不来→降息泡汤→美元走强→贵金属、有色、股票全被压制。现在就是在走这个流程。

周二三大美股指两连跌周二美股盘后，特朗普称，鉴于伊朗政府内部“严重分裂”，美方决定延长停火期，直至伊方提出统一的谈判方案并完成谈判为止，在此期间，美军将继续对伊实施海上封锁，同时保持军事准备状态。【延长停火，对股市将有何影响？大家目前的操作策略是？】

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