---
title: "石油冲击和通胀担忧搅动全球市场"
type: "News"
locale: "zh-CN"
url: "https://longbridge.com/zh-CN/news/289354565.md"
description: "全球市场因伊朗冲突导致的石油供应中断而面临波动，这一事件使供应减少了 20%，并推动通胀达到多年来的高点。尽管面临这些宏观经济压力和美联储预期的变化，汇丰仍对股票持乐观态度，建议投资者当前的风险已经被市场定价"
datetime: "2026-06-10T16:11:38.000Z"
locales:
  - [zh-CN](https://longbridge.com/zh-CN/news/289354565.md)
  - [en](https://longbridge.com/en/news/289354565.md)
  - [zh-HK](https://longbridge.com/zh-HK/news/289354565.md)
---

# 石油冲击和通胀担忧搅动全球市场

Markets on edge: Global stocks have seesawed after record highs, with oil supply disruptions and shifting Fed expectations driving volatility. Oil crunch impact: The Iran war has cut 20% of global oil supply, pushing inventories toward historic lows and accelerating inflation to multi-year highs. HSBC stays bullish: Despite market jitters, HSBC urges staying long on equities, arguing that current risks are already factored into prices.

### 相关股票

- [HSBC.US](https://longbridge.com/zh-CN/quote/HSBC.US.md)
- [00005.HK](https://longbridge.com/zh-CN/quote/00005.HK.md)
- [HSBA.UK](https://longbridge.com/zh-CN/quote/HSBA.UK.md)
- [BNO.US](https://longbridge.com/zh-CN/quote/BNO.US.md)
- [HSBH.US](https://longbridge.com/zh-CN/quote/HSBH.US.md)
- [USO.US](https://longbridge.com/zh-CN/quote/USO.US.md)
- [UCO.US](https://longbridge.com/zh-CN/quote/UCO.US.md)
- [DTIW.SG](https://longbridge.com/zh-CN/quote/DTIW.SG.md)

## 相关资讯与研究

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- [5 月通胀：供需何以再平衡？](https://longbridge.com/zh-CN/news/289300822.md)
- [SMBC 日兴证券：当前日本企业提价已催生长期通胀](https://longbridge.com/zh-CN/news/289288002.md)
- [国际观察｜断供 通胀 降速——盘点伊朗战事百日经济冲击波](https://longbridge.com/zh-CN/news/288955284.md)
- [通胀冲向 4%，债市逼沃什亮剑：敢不敢对特朗普说 “不”？](https://longbridge.com/zh-CN/news/289190525.md)