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摩根士丹利预计霍尔木兹海峡4月份不会重新开放
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管理着2万亿美元资产的摩根士丹利就重新开放经济发表了自己的看法……
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作者:加密猎鹰

管理着2万亿美元资产的摩根士丹利就霍尔木兹海峡的重新开放发表了看法,认为该航道本月不会重新开放。摩根士丹利能源分析师马丁·拉茨(Martijn Rats)周末表示,他现在认为霍尔木兹海峡的实际关闭状态将持续到4月底,之后才会逐步恢复通航。

霍尔木兹海峡的关闭阻断了全球超过20%的石油运输。当油价飙升时,苹果、英伟达和微软等科技股的股价却出现回落,而全球能源市场却在暴跌。这些跨国巨头将面临更高的资本支出和更低的消费者支出。

此外,据最新数据显示,美国政府预计4月份中东石油日产量将下降多达900万桶。霍尔木兹海峡的冲突仍然是导致油价飙升和石油生产中断的重要因素。

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