三菱日联金融集团指出，随着市场重新评估与美伊战争及地区咽喉要道相关的供应风险，油价已下跌。沙特阿拉伯努力修复东西管道并持续有油轮通过霍尔木兹海峡，加上美国、海湾国家、中国和伊朗的外交举措，支撑了风险资产和全球久期的反弹。
外交缓解供应担忧
“油价下跌，风险资产反弹，而全球久期在过去几周经历明显抛售后表现更佳。”
“部分原因在于，市场预期下一轮外交将展开，而这将塑造美伊战争。”
“沙特阿拉伯尤其已着手修复受损的东西管道至其红海海岸，目标是在数日内恢复约一半产能。”
“与此同时，一些油轮仍在穿越备受争议的霍尔木兹海峡。”
“路透社还报道称，在利雅得向中国发出呼吁后，北京私下要求伊朗帮助约束胡塞武装分子，近几日该武装组织在也门向曼德海峡咽喉要道推进。”
（本文由人工智能工具协助生成，并经编辑审校。了解更多。）
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