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世界银行警告：地缘政治商品冲击日益加剧，影响已超越石油危机

尽管市场迄今表现出韧性，但日益加剧的地缘政治风险正在削弱全球秩序

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    • 奥地利，熔融铝正从铸造炉中流出。大宗商品价格的飙升，部分原因是基础金属（尤其是铝）的价格创下历史新高。
    • 奥地利，熔融铝正从铸造炉中流出。大宗商品价格的飙升，部分原因是基础金属（尤其是铝）的价格创下历史新高。 图片：REUTERS

    Andrew Hammond

    Published Thu, May 7, 2026 · 12:00 PM

    本文由AI辅助翻译

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    2022年俄罗斯入侵乌克兰后，世界银行曾警告称，一场自1970年代以来最严重的大宗商品冲击已经来临。如今仅四年后，中东的战争在地缘政治持续脆弱的背景下，构成了新的“历史性冲击”。

    国际货币基金组织也强调了这种高度的地缘战略波动性，并指出近年来此类不确定性已大幅增加。

    世界银行于4月28日发布的《大宗商品市场展望》报告中，“地缘政治”一词被提及约200次，报告甚至设有专门章节深入探讨这些对全球经济构成的挑战。

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