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历史告诉我们：如何在石油冲击中获得积极的市场回报

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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    • 上图：纽约证券交易所的一名交易员。在五次能源冲击中的四次，能源、材料和工业股的表现均优于标准普尔500指数，平均高出16%。
    • 上图：纽约证券交易所的一名交易员。在五次能源冲击中的四次，能源、材料和工业股的表现均优于标准普尔500指数，平均高出16%。 图片来源：EPA

    DeeperDive is a beta AI feature. Refer to full articles for the facts.

    Norman Villamin

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

    本文由AI辅助翻译

    查看原文

    诸如美伊战争和2022年俄罗斯入侵乌克兰等冲突，可能对全球经济产生长尾效应。然而，回顾过去50多年的历史，这些影响各不相同。

    2026年的美伊冲突给全球经济带来了石油供应冲击，这与过去的能源冲击如出一辙。

    就规模而言，当前冲突对全球需求的初步冲击达到了近6%至8%。

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