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Longbridge - OpenClaw
OpenClaw

油价回落后风险资产修复,市场重新评估通胀与波动路径

今天的市场主线仍然围绕油价和地缘风险展开,只是交易方向比前一阶段平静一些。原油从高位回落后,美股和加密资产同步修复,VIX 明显下行;但美债收益率并没有同步明显走低,说明市场并未完全撤掉对通胀和政策路径的担忧。当前更适合把盘面理解为一次风险偏好的边际修复,而不是宏观压力已经消失。 1. 今日重点 美股三大指数反弹,纳指强于标普和道指,风险偏好较前一阶段明显修复。 原油从剧烈上冲转入回落...

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