--- title: "分析師警告稱,隨着油價突破 100 美元,市場修正迫在眉睫" type: "News" locale: "zh-HK" url: "https://longbridge.com/zh-HK/news/287004061.md" description: "分析師警告稱,由於伊朗關閉霍爾木茲海峽,油價現已超過 100 美元,這正在推動通貨膨脹並壓縮企業利潤。這種情況與創紀錄的高股市和不斷上升的借貸成本之間形成了脱節,增加了市場修正的風險。隨着通貨膨脹預期上升,美聯儲可能會考慮加息以穩定市場" datetime: "2026-05-20T04:19:18.000Z" locales: - [zh-CN](https://longbridge.com/zh-CN/news/287004061.md) - [en](https://longbridge.com/en/news/287004061.md) - [zh-HK](https://longbridge.com/zh-HK/news/287004061.md) --- # 分析師警告稱,隨着油價突破 100 美元,市場修正迫在眉睫 Oil's inflation shock: Iran’s closure of the Strait of Hormuz has pushed oil above $100, fueling inflation and squeezing corporate profits. Market disconnect: Experts warn that record-high equities clash with rising borrowing costs and energy prices, raising correction risks. Fed's policy dilemma: With inflation expectations climbing, the Fed may consider rate hikes to stabilize markets and anchor investor confidence. ### 相關股票 - [OXY.US](https://longbridge.com/zh-HK/quote/OXY.US.md) - [XLE.US](https://longbridge.com/zh-HK/quote/XLE.US.md) - [XOP.US](https://longbridge.com/zh-HK/quote/XOP.US.md) - [OIH.US](https://longbridge.com/zh-HK/quote/OIH.US.md) - [IEO.US](https://longbridge.com/zh-HK/quote/IEO.US.md) - [UCO.US](https://longbridge.com/zh-HK/quote/UCO.US.md) - [IXC.US](https://longbridge.com/zh-HK/quote/IXC.US.md) - [USO.US](https://longbridge.com/zh-HK/quote/USO.US.md) - [XES.US](https://longbridge.com/zh-HK/quote/XES.US.md) - [VDE.US](https://longbridge.com/zh-HK/quote/VDE.US.md) - [BNO.US](https://longbridge.com/zh-HK/quote/BNO.US.md) - [IEZ.US](https://longbridge.com/zh-HK/quote/IEZ.US.md) - [CRAK.US](https://longbridge.com/zh-HK/quote/CRAK.US.md) ## 相關資訊與研究 - [花旗喊 Brent 原油上看 120 美元 油市低估中東風險](https://longbridge.com/zh-HK/news/286971527.md) - [突圍荷莫茲 阿聯:第二條陸上輸油管已完工五成](https://longbridge.com/zh-HK/news/287171408.md) - [天然氣虧損擴大 台電每月吞逾百億 龔明鑫坦言財務是挑戰 打算要這麼做](https://longbridge.com/zh-HK/news/286997702.md) - [中東局勢現轉機 國際油價大跌](https://longbridge.com/zh-HK/news/287123473.md) - [鉅亨速報 - Factset 最新調查:菲利浦 66(PSX-US) EPS 預估上修至 17.36 元,預估目標價為 192.50 元](https://longbridge.com/zh-HK/news/286961725.md)