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中东战争引发的石油冲击波及东南亚

石油价格上涨引发的通货膨胀，正以更高的运输和食品成本、电价、燃料价格以及政府更庞大的燃料津贴账单形式显现。

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Elisa Valenta ,

Benicia Tan ,

Evan See ,

Jamille Tran &

Tan Ai Leng

Published Mon, Mar 9, 2026 · 08:46 PM
    • Nomura 分析师警告，该地区面临滞胀冲击，其严重程度将取决于供应中断的持续时间。
    • Nomura 分析师警告，该地区面临滞胀冲击，其严重程度将取决于供应中断的持续时间。 图片来源：BTVISUAL

    本文由AI辅助翻译

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    【新加坡、雅加达、吉隆坡、胡志明市】油价飙升至每桶100美元以上，分析师警告可能逼近150美元，这暴露了东南亚对中东进口能源的严重依赖。

    冲击波已在整个地区蔓延：菲律宾的运输和食品生产成本上升，泰国的电价受到威胁，马来西亚和印度尼西亚的津贴账单膨胀，新加坡的油价则被推向2022年能源危机期间的水平。

    Nomura 分析师警告，该地区面临滞胀冲击，其严重程度将取决于供应中断的持续时间。Nomura表示：“如果高油价持续，企业可能面临利润压力和减产，而消费者可能面临更高的食品价格。”

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