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历史启示：如何在石油冲击中获得正向市场回报

负实际利率将有助于投资者重现1973年、1990年和2003年的能源投资热潮。

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    • 在五次能源冲击中的四次，能源、材料和工业股的表现平均跑赢标准普尔500指数16%。
    • 在五次能源冲击中的四次，能源、材料和工业股的表现平均跑赢标准普尔500指数16%。 图片来源：BLOOMBERG

    Norman Villamin

    Published Tue, Apr 21, 2026 · 06:27 PM

    本文由AI辅助翻译

    查看原文

    美伊战争以及俄罗斯2022年入侵乌克兰等冲突，可能对全球经济产生长期影响。然而，回顾过去50多年的历史，这些影响各不相同。

    2026年的美伊冲突对全球经济造成了石油供应冲击，这与过去的能源冲击颇为相似。

    从规模上看，当前冲突已对全球近6%至8%的需求造成初步冲击。

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