【分析师:市场正投资大宗商品以对冲多重风险】金十数据1月10日讯,荷兰国际银行大宗商品策略主管Warren Patterson和大宗商品策略师Ewa Manthey表示,北半球部分地区天气转冷,可能会刺激石油需求,因此市场情绪依然乐观。尽管美元走强,美债收益率高企,但石油市场仍在继续2025年的涨势。 欧洲货币对美元走软通常会导致石油需求下降,然而,由于宏观经济环境看起来不太有利,市场参与者正在增加对原油和其他大宗商品的投资。盛宝银行战略团队在报告中表示:“投资者正转向有形资产,以对冲持续的通胀风险和日益加剧的财政债务担忧,以及关税扰乱正常贸易动态的风险。”瑞典北欧斯安银行首席大宗商品分析师Bjarne Schieldrop表示:“目前原油的强势可能是全球石油市场供需平衡的真实面貌,而不仅仅是昙花一现。”
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