---
title: "供应，供应，供应；高盛一德尔塔交易台认为主导叙事已从人工智能转向利率"
type: "News"
locale: "zh-CN"
url: "https://longbridge.com/zh-CN/news/286921783.md"
description: "在全球关注半导体/电力/原油 “短缺” 的同时，高盛一位一线交易主管 Rich Privorotsky 强调了许多市场同时面临的一个日益严重的问题——供应！石油敏感性昨晚又一次关于石油的口头警告/TACO，报道称在其他中东领导人的压力下，伊朗的袭击在最后时刻被叫停"
datetime: "2026-05-19T13:27:20.000Z"
locales:
  - [zh-CN](https://longbridge.com/zh-CN/news/286921783.md)
  - [en](https://longbridge.com/en/news/286921783.md)
  - [zh-HK](https://longbridge.com/zh-HK/news/286921783.md)
---

# 供应，供应，供应；高盛一德尔塔交易台认为主导叙事已从人工智能转向利率

While the world was/is focused on the **'shortage'** of semis/power/crude, Goldman Sachs one-delta desk-head, Rich Privorotsky, highlights a growing problem facing many markets simultaneously - **supply!**

## **Oil Sensitivity**

Yet another jawbone/TACO on oil overnight, with Iran strikes reportedly called off at the last minute following pressure from other middle east leaders.

### 相关股票

- [GS.US](https://longbridge.com/zh-CN/quote/GS.US.md)
- [GS-A.US](https://longbridge.com/zh-CN/quote/GS-A.US.md)
- [GS-C.US](https://longbridge.com/zh-CN/quote/GS-C.US.md)
- [GS-D.US](https://longbridge.com/zh-CN/quote/GS-D.US.md)
- [IAI.US](https://longbridge.com/zh-CN/quote/IAI.US.md)
- [FNCL.US](https://longbridge.com/zh-CN/quote/FNCL.US.md)
- [XLF.US](https://longbridge.com/zh-CN/quote/XLF.US.md)
- [VFH.US](https://longbridge.com/zh-CN/quote/VFH.US.md)
- [W4VR.SG](https://longbridge.com/zh-CN/quote/W4VR.SG.md)

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