---
title: "供應，供應，供應；高盛一德爾塔交易台認為主導敍事已從人工智能轉向利率"
type: "News"
locale: "zh-HK"
url: "https://longbridge.com/zh-HK/news/286921783.md"
description: "在全球關注半導體/電力/原油 “短缺” 的同時，高盛一位一線交易主管 Rich Privorotsky 強調了許多市場同時面臨的一個日益嚴重的問題——供應！石油敏感性昨晚又一次關於石油的口頭警告/TACO，報道稱在其他中東領導人的壓力下，伊朗的襲擊在最後時刻被叫停"
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)
---

# 供應，供應，供應；高盛一德爾塔交易台認為主導敍事已從人工智能轉向利率

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.

### 相關股票

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

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