---
title: "石油领涨，债券下跌：德意志银行追踪伊朗冲突爆发两个月后的市场表现"
type: "News"
locale: "zh-CN"
url: "https://longbridge.com/zh-CN/news/284415388.md"
description: "在伊朗冲突开始两个月后，德意志银行研究部门分析了市场反应。油价飙升，布伦特 1 个月期合约上涨 49%，而 6 个月期合约仅上涨 25%，这表明市场对暂时性中断的认知。由于能源出口地位和科技股反弹，美国资产表现优于其他地区，而欧元区因能源暴露而面临困境。令人惊讶的是，贵金属价格下跌超过 10%，这归因于收益率上升。债券市场遭受严重损害，发达市场的收益率大幅上升，主要受到通胀担忧和财政宽松的推动"
datetime: "2026-04-28T15:23:18.000Z"
locales:
  - [zh-CN](https://longbridge.com/zh-CN/news/284415388.md)
  - [en](https://longbridge.com/en/news/284415388.md)
  - [zh-HK](https://longbridge.com/zh-HK/news/284415388.md)
---

# 石油领涨，债券下跌：德意志银行追踪伊朗冲突爆发两个月后的市场表现

Two months after the attack on Iran began, Deutsche Bank Research has assessed how a sample of financial assets has responded, and while much of the market action follows the standard oil shock playbook, the bank flags several surprising divergences worth noting. Oil is leading the way, as Deutsche Bank expected. Brent 1-month contracts are up 49% ...

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