我认为这场伊朗战争将促使各国重新思考石油的替代方案。在这场战争结束后，押注替代能源是个好主意！
M
![图片 1，共 2 张]()
![图片 2，共 2 张]()
☕️ Daily Market Talk | Mar 9, 2026
👋 Hi brilliant investors! Let's grab a coffee and join the convo ☕️ Today we're talking $110 oil, US vs China robots, and earnings. Jump in and earn rewards!
分享你的想法与我们分享你的投资心得，或其他想分享的内容...
0 / 1,000
- G
地缘政治风险依然存在，但留在游戏中比择时游戏更重要。保持专注，保持清醒的头脑！
☕️ Daily Market Talk | Mar 9, 2026👋 Hi brilliant investors! Let's grab a coffee and join the convo ☕️ Today we're talking $110 oil, US vs China robots, and earnings. Jump in and earn rewards!
- I
只要战争持续，整个股市都会遭殃，无论哪个行业。用石油或国防股来对冲仍然是个坏主意！
☕️ Daily Market Talk | Mar 9, 2026👋 Hi brilliant investors! Let's grab a coffee and join the convo ☕️ Today we're talking $110 oil, US vs China robots, and earnings. Jump in and earn rewards!
- J
这场战争将持续下去，最终演变成一场永久的战争。股市将遭受重创，大宗商品市场则会繁荣！
☕️ Daily Market Talk | Mar 9, 2026👋 Hi brilliant investors! Let's grab a coffee and join the convo ☕️ Today we're talking $110 oil, US vs China robots, and earnings. Jump in and earn rewards!
- D
我认为油价很可能会上涨，但情况可能瞬息万变，这并不一定意味着所有石油相关股票的价格都会上涨。
☕️ Daily Market Talk | Mar 9, 2026👋 Hi brilliant investors! Let's grab a coffee and join the convo ☕️ Today we're talking $110 oil, US vs China robots, and earnings. Jump in and earn rewards!
- T
油价高涨应该还会持续下去一个周期，买点儿能源股吧，贵金属虽然下跌，但是毕竟赢过大盘了。
☕️ Daily Market Talk | Mar 9, 2026👋 Hi brilliant investors! Let's grab a coffee and join the convo ☕️ Today we're talking $110 oil, US vs China robots, and earnings. Jump in and earn rewards!
- V
在地缘政治溢价持续期间做多能源股，但如果供应恢复正常则减仓
美国主导平台（AI + 芯片），而中国主导制造规模
甲骨文受益于企业 AI 支出。如果云和 AI 资本支出保持强劲，逢科技股下跌就买入
☕️ Daily Market Talk | Mar 9, 2026👋 Hi brilliant investors! Let's grab a coffee and join the convo ☕️ Today we're talking $110 oil, US vs China robots, and earnings. Jump in and earn rewards!
- H
油价正处于明显的第三浪，可能延伸至 125 美元，然后才会在第四浪中回调，届时将与科技股和风险资产反弹同步。风险资产正处于更大 A 浪中 C 浪的第三浪阵痛期，当油价进行第四浪调整时，应会看到 B 浪反弹。希望许多人都留意了我之前帖子中对市场的警告，并采取了必要措施。注意安全！
☕️ Daily Market Talk | Mar 9, 2026👋 Hi brilliant investors! Let's grab a coffee and join the convo ☕️ Today we're talking $110 oil, US vs China robots, and earnings. Jump in and earn rewards!
- D
随着战事升级、石油供应受到影响，市场正在暴跌。我真心希望局势能尽快好转。
🔥 Market Flash: Iran Denies Strait Closure, Chip Controls Expand, Jobs Data Ahead | Mar 6, 2026A pivotal Friday unfolds as geopolitical tensions take a new turn, AI chip controls tighten globally, and markets brace for key jobs data. Here's your essential briefing:
- I
随着战争持续，市场波动性将长期存在。然而，一旦川普成功实施 TACO，反弹将继续！
🔥 Market Flash: Iran Denies Strait Closure, Chip Controls Expand, Jobs Data Ahead | Mar 6, 2026A pivotal Friday unfolds as geopolitical tensions take a new turn, AI chip controls tighten globally, and markets brace for key jobs data. Here's your essential briefing:
- G
世界大战即将开始。事实是，没有任何资产是最安全的。甚至连现金都可能消失！
🔥 Market Flash: Iran Denies Strait Closure, Chip Controls Expand, Jobs Data Ahead | Mar 6, 2026A pivotal Friday unfolds as geopolitical tensions take a new turn, AI chip controls tighten globally, and markets brace for key jobs data. Here's your essential briefing:
- G
我认为随着战争持续，油价维持高位的风险会上升，这将导致通胀失控。这真的取决于川普 TACO！
🔥 Market Flash: Iran Denies Strait Closure, Chip Controls Expand, Jobs Data Ahead | Mar 6, 2026A pivotal Friday unfolds as geopolitical tensions take a new turn, AI chip controls tighten globally, and markets brace for key jobs data. Here's your essential briefing:
- M
这场战争将只是另一场过眼云烟的风暴，就像自新冠疫情以来发生的许多战争一样。屏蔽噪音，保持专注！
🔥 Market Flash: Iran Denies Strait Closure, Chip Controls Expand, Jobs Data Ahead | Mar 6, 2026A pivotal Friday unfolds as geopolitical tensions take a new turn, AI chip controls tighten globally, and markets brace for key jobs data. Here's your essential briefing:
- L
全球 AI 芯片出口管制是一个明确的信号，表明美国正试图通过控制尖端技术的获取来维持其对世界其他国家的主导地位。这层地缘政治面纱，为寻求大规模应用 AI 的全球企业带来了不确定性。这可能会无意中促使企业寻求多元化，并重新考虑使用中国替代方案（或两者兼用），尤其是当两者现在风险相当时。目前中国科技公司被低估了。这会引发对它们新的、持续的兴趣吗？我们将拭目以待，看事态如何发展。
🔥 Market Flash: Iran Denies Strait Closure, Chip Controls Expand, Jobs Data Ahead | Mar 6, 2026A pivotal Friday unfolds as geopolitical tensions take a new turn, AI chip controls tighten globally, and markets brace for key jobs data. Here's your essential briefing:
- N
美国五角大楼表示，他们已准备好战争持续到九月，并且考虑到川普关于在伊朗结束后转向古巴的言论，我不指望近期会有稳定。当然，市场在 2026 年全年可能仍会上涨，但波动性肯定会保持高位。
🔥 Market Flash: Iran Denies Strait Closure, Chip Controls Expand, Jobs Data Ahead | Mar 6, 2026A pivotal Friday unfolds as geopolitical tensions take a new turn, AI chip controls tighten globally, and markets brace for key jobs data. Here's your essential briefing:
- P
战争天平似乎正在向美国和以色列倾斜。战争必须迅速结束，以挽救双方的人员损失。就连马来西亚也加入进来，说以色列是伊斯兰教的共同敌人。他难道不知道这意味着马来西亚也是反美的吗？
🔥 Market Flash: Iran Denies Strait Closure, Chip Controls Expand, Jobs Data Ahead | Mar 6, 2026A pivotal Friday unfolds as geopolitical tensions take a new turn, AI chip controls tighten globally, and markets brace for key jobs data. Here's your essential briefing:
- V
石油风险溢价可能保持高位
继续做多 AI 基础设施，并持有一些大宗商品敞口，以对冲地缘政治风险。
看好 AI 基础设施和网络——贵金属较低的保证金要求可能提升流动性及交易活跃度。
🔥 Market Flash: Iran Denies Strait Closure, Chip Controls Expand, Jobs Data Ahead | Mar 6, 2026A pivotal Friday unfolds as geopolitical tensions take a new turn, AI chip controls tighten globally, and markets brace for key jobs data. Here's your essential briefing:
- H
在市场出现更具韧性的价格走势之前，我将坚持我的防御性立场。在此之前，我倾向于防御。注意安全！
🔥 Market Flash: Iran Denies Strait Closure, Chip Controls Expand, Jobs Data Ahead | Mar 6, 2026A pivotal Friday unfolds as geopolitical tensions take a new turn, AI chip controls tighten globally, and markets brace for key jobs data. Here's your essential briefing:
- F
全球芯片出口管制是一把双刃剑：保护美国在人工智能领域的领导地位，但加速了中国国内半导体产业的发展。
🔥 Market Flash: Iran Denies Strait Closure, Chip Controls Expand, Jobs Data Ahead | Mar 6, 2026A pivotal Friday unfolds as geopolitical tensions take a new turn, AI chip controls tighten globally, and markets brace for key jobs data. Here's your essential briefing: