---
title: "汇丰的 Kettner 认为股市对停火的反应 “相当理性”"
type: "News"
locale: "zh-CN"
url: "https://longbridge.com/zh-CN/news/282187682.md"
description: "汇丰（HSBC）首席多资产策略师 Max Kettner 分析了股市与石油之间的关系，针对美国与伊朗的停火，他认为今年晚些时候油价降至接近 80 美元将 “足够好” 以推动市场。由 MT Newswires 提供的彭博视频"
datetime: "2026-04-09T11:42:24.000Z"
locales:
  - [zh-CN](https://longbridge.com/zh-CN/news/282187682.md)
  - [en](https://longbridge.com/en/news/282187682.md)
  - [zh-HK](https://longbridge.com/zh-HK/news/282187682.md)
---

# 汇丰的 Kettner 认为股市对停火的反应 “相当理性”

Max Kettner, chief multi-asset strategist at HSBC (HSBC), examines the relationship between equities and oil in response to the US-Iran ceasefire and sees a reduction in oil prices to near $80 later this year as "good enough" to drive markets.

Bloomberg videos, provided by MT Newswires

### 相关股票

- [IAI.US](https://longbridge.com/zh-CN/quote/IAI.US.md)
- [HSBA.UK](https://longbridge.com/zh-CN/quote/HSBA.UK.md)
- [HSBH.US](https://longbridge.com/zh-CN/quote/HSBH.US.md)
- [XLF.US](https://longbridge.com/zh-CN/quote/XLF.US.md)
- [00005.HK](https://longbridge.com/zh-CN/quote/00005.HK.md)
- [HSBC.US](https://longbridge.com/zh-CN/quote/HSBC.US.md)
- [VFH.US](https://longbridge.com/zh-CN/quote/VFH.US.md)
- [IYE.US](https://longbridge.com/zh-CN/quote/IYE.US.md)
- [FNCL.US](https://longbridge.com/zh-CN/quote/FNCL.US.md)

## 相关资讯与研究

- [美伊停火重燃美联储降息希望，年内降息概率一度飙升至 43%](https://longbridge.com/zh-CN/news/282147474.md)
- [美联储会议纪要显示更多官员对加息持开放态度，因担忧中东冲突对通胀影响](https://longbridge.com/zh-CN/news/282109807.md)
- [小摩：香港银行业去年业绩好坏参半 偏好汇丰控股及中银香港](https://longbridge.com/zh-CN/news/282009672.md)
- [认定 “战争走向结束的开始”！对冲基金以 2020 年来最快的速度 “平掉美股空仓”](https://longbridge.com/zh-CN/news/282121294.md)
- [全球市场 “报复性反弹”，即便 “导弹仍在飞、海峡尚未通”](https://longbridge.com/zh-CN/news/282112501.md)