金十数据·快讯·· 22 小时前精选
华泰证券：美伊冲突未解与柴油短缺将温和推升美国通胀
Huatai Securities says the US-Iran conflict remains unresolved, global crude refining capacity is unlikely to improve materially in the near term, and a persistent global diesel supply shortfall will keep diesel prices elevated — likely continuing to exert modest upward pressure on US inflation.
AI 导读
华泰证券认为，美伊冲突仍未解决，全球原油炼化产能短期内难以明显改善，持续的全球柴油供应短缺将令柴油价格维持高位，并可能继续对美国通胀形成温和的上行压力。
推荐理由
华泰证券把美伊冲突、炼油产能与柴油短缺串成一条通胀传导链，读者可据此理解能源端对物价的滞后影响。
来源：金十数据·快讯 · jin10.com