军事升级预期对冲撤军利好,特朗普演说引发市场巨震

Odaily星球日报讯 特朗普在白宫发表了罕见的黄金时段全国电视讲话。他试图安抚因战争导致金融市场动荡及政治支持率受挫的美国民众,宣称对伊战争已“非常接近”尾声。然而,随着特朗普暗示军事行动可能在短期内升级,国际现货金银价格一路狂泻,美、布两油持续拉升。截至发稿,现货黄金日内跌超 100 美元,现货白银跌超 3%,美、布两油均涨超 5%。此次演讲凸显了特朗普面临的巨大压力,即向公众明确战争目的,并为这场已进入第五周且愈发难以管控的冲突寻找“退出通道”。值得注意的是,此次演讲在某些方面更像是开战初期的动员,而非开战一月后的总结。目前,占全球海运石油五分之一的霍尔木兹海峡自战事爆发以来基本处于封锁状态,成为主要的经济痛点。尽管特朗普仍然坚称能源冲击将在战后缓解,但政府尚未明确将如何说服伊朗恢复该海峡的通航。(金十)
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