It's clearer to just say which stock it corresponds to

Longbridge - 花街S姐
花街S姐

别光盯着油价,你需要知道的十条传导链条

引言:不只是石油的故事这几天关于美伊战争的讨论一直围绕在油价的讨论上面,关于这点之前已经写过太多了,今天想从传导链条上讲一讲。理解这些链条如何串联、互锁、最终形成闭环,是理解本轮危机真实烈度的关键。第一层:能源震中——石油与天然气的物理断供一切始于物理层面的供给消失。卫星数据显示,海峡封锁后油轮通行量下降约 90%,日均约 2090 万桶石油和 8000 万吨/年 LNG 的运输通道被物理切断...

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