--- title: "這是防禦性股票市場交易 -2-" type: "News" locale: "zh-HK" url: "https://longbridge.com/zh-HK/news/287637816.md" description: "Commodity Context 的首席執行官 Rory Johnston 強調，由於伊朗衝突，中國的石油進口在今年下降了 40%，同時指出全球經濟依然強勁。他建議，中國可能更加依賴其石油儲備，這在市場上造成了不確定性，關於這種支持何時結束，可能導致油價上漲" datetime: "2026-05-26T12:26:57.000Z" locales: - [zh-CN](https://longbridge.com/zh-CN/news/287637816.md) - [en](https://longbridge.com/en/news/287637816.md) - [zh-HK](https://longbridge.com/zh-HK/news/287637816.md) --- # 這是防禦性股票市場交易 -2- The chart shared by Rory Johnston, founder and CEO of Commodity Context, shows a 40% drop in China oil imports this year, due to the Iran conflict. Yet he notes on his Substack that the global economy seems to be humming along, meaning China is probably drawing more than expected from its own oil reserves. He calls that "the largest blind spot to the market's collective statistical model of the oil industry." That leaves the market now guessing "when China's aggressive SPR support will be exhausted or otherwise withdrawn, which would prompt a renewed surge in upward pricing pressure," he said. Read more here. Top tickers These were the top-searched tickers on MarketWatch: Ticker Security name NVDA Nvidia TSLA Tesla MU Micron AMD Advanced Micro Devices TSM Taiwan Semiconductor Manufacturing GME GameStop RKLB Rocket Lab AMZN Amazon AAPL Apple INTC Intel Random reads The world's oldest skywalker. England lose at home to Germany - in cheese rolling. Beyond the news MarketWatch Picks: This is 'the silent killer for retirement portfolios' - and it's wreaking havoc on many retirees right now \-Barbara Kollmeyer This content was created by MarketWatch, which is operated by Dow Jones & Co. MarketWatch is published independently from Dow Jones Newswires and The Wall Street Journal. (END) Dow Jones Newswires 05-26-26 0814ET Copyright (c) 2026 Dow Jones & Company, Inc. ### 相關股票 - [00857.HK](https://longbridge.com/zh-HK/quote/00857.HK.md) - [601857.CN](https://longbridge.com/zh-HK/quote/601857.CN.md) - [00386.HK](https://longbridge.com/zh-HK/quote/00386.HK.md) - [NVDA.US](https://longbridge.com/zh-HK/quote/NVDA.US.md) - [TSLA.US](https://longbridge.com/zh-HK/quote/TSLA.US.md) - [MU.US](https://longbridge.com/zh-HK/quote/MU.US.md) - [AMD.US](https://longbridge.com/zh-HK/quote/AMD.US.md) - [TSM.US](https://longbridge.com/zh-HK/quote/TSM.US.md) - [GME.US](https://longbridge.com/zh-HK/quote/GME.US.md) - [RKLB.US](https://longbridge.com/zh-HK/quote/RKLB.US.md) - [AMZN.US](https://longbridge.com/zh-HK/quote/AMZN.US.md) - [AAPL.US](https://longbridge.com/zh-HK/quote/AAPL.US.md) - [INTC.US](https://longbridge.com/zh-HK/quote/INTC.US.md) - [NVD.DE](https://longbridge.com/zh-HK/quote/NVD.DE.md) - [GME+.US](https://longbridge.com/zh-HK/quote/GME+.US.md) ## 相關資訊與研究 - [達力普控股：中標中石油集團重大採購訂單](https://longbridge.com/zh-HK/news/287742152.md) - [濱海投資與中石化氫氣供應涉 4 項合作，訂框架協議](https://longbridge.com/zh-HK/news/287287974.md) - [美伊協議前景不明，全球經濟與市場情緒面臨挑戰](https://longbridge.com/zh-HK/news/287459134.md) - [美媒稱美伊將簽諒解備忘錄 伊朗指兩國承諾不攻擊對方及盟友](https://longbridge.com/zh-HK/news/287455665.md) - [伊朗阿巴斯港多次爆炸 當局稱情況受控](https://longbridge.com/zh-HK/news/287552904.md)