特朗普放话“不惜一切” ，全球市场遭遇“黑色星期二”，除了原油和美元，一切都在跌！

华尔街见闻03-03

全球金融市场在高度不确定性中再度承压。美国总统特朗普誓言在伊朗问题上将"不惜代价"，推动新一轮股票抛售潮，能源价格持续攀升，重新点燃市场通胀担忧，进而削弱全球债券前景。周二，美股指期货下跌，纳斯达克100指数期货跌幅扩大至2.5%。美股盘前，科技股普跌，石油股普涨。欧股集体低开，MSCI亚太指数最多下跌2.5%，创下自4月以来最差的两日累计跌幅；日韩股市集体大幅收跌。债市承压，美元上涨，美元指数...

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Back in black
·03-03
Really? Would you like to have TACO now?
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Except crude oil and the US dollar, everything was falling!","themeId":"6d894a0194eaba7308bb861e97ad6741","isJumpTheme":false,"ttsUrl":"https://static.tigerbbs.com/aa082e7037ba08db9999dccf7d15d10b","symbols_score_info":{".DJI":2,".SPX":2,"NDX":2},"content_text":"全球金融市场在高度不确定性中再度承压。美国总统特朗普誓言在伊朗问题上将\"不惜代价\"，推动新一轮股票抛售潮，能源价格持续攀升，重新点燃市场通胀担忧，进而削弱全球债券前景。周二，美股指期货下跌，纳斯达克100指数期货跌幅扩大至2.5%。美股盘前，科技股普跌，石油股普涨。欧股集体低开，MSCI亚太指数最多下跌2.5%，创下自4月以来最差的两日累计跌幅；日韩股市集体大幅收跌。债市承压，美元上涨，美元指数站上99。商品市场方面，WTI原油站上76美元/桶，日内大涨7%；美国天然气期货上涨超5%。现货黄金跌破5200美元/盎司，报5196.61美元/盎司，日内跌近3%，现货白银日内大跌10%，报80.34美元/盎司。此次冲击叠加了已有的市场脆弱性：冲突爆发前，全球股市估值已处高位，人工智能大规模资本支出的可持续性亦受到质疑。油价飙升引发的通胀担忧进一步削弱了市场对美联储年内多次降息的预期，市场对首次降息的定价已推迟至9月，对2026年完成第三次降息的预期也在消退。麦格理银行策略师加雷斯·贝瑞表示：“与普遍认知相反，来自中东的冲击如果危及能源流动，通常会导致全球债券收益率上升而不是下降。尤其是在当前货币宽松政策已被市场提前消化，而现在看来不太可能实施的情况下，更是如此。”市场走势如下：纳斯达克100指数期货跌幅扩大至2.5%，标普500指数期货下跌2%。美股盘前，明星科技股普跌，英伟达跌3%，英特尔、AMD均跌超3%，美光科技跌超4%。美股石油股普涨，西方石油涨超2%。欧股集体低开，欧洲斯托克50指数跌1.71%，英国富时100指数跌0.72%，法国CAC40指数跌1.25%。德国DAX指数盘中跌幅扩大至2%。日经225指数收跌3.1%，日本东证指数收跌3.2%，丰田汽车、索尼跌超6%。韩国综合指数收盘大跌7.2%，创2024年8月5日以来最大单日跌幅，现代汽车跌近12%，SK海力士跌超11%。美元指数延续前一交易日0.7%的涨幅。韩元兑美元一度下跌1.9%，至1467.8，为2月24日以来最低水平。10年期美债收益率维持前一交易日4.04%附近。日本5年期国债收益率亦上涨逾5个基点至1.585%。日本40年期国债收益率上行5个基点至3.555%。WTI原油站上76美元/桶，日内大涨7%，布伦特原油突破82美元/桶，日内涨超6%。现货黄金跌破5200美元/盎司，报5196.61美元/盎司，日内跌近3%，现货白银日内大跌10%，报80.34美元/盎司。比特币下跌2.2%，以太币下跌2.43%。亚太股市领跌，美欧期货跟进周二亚太股市全线下挫，MSCI亚太指数周二一度下跌2%，日经225指数跌幅扩大至3%，现报56292.02点。韩国首尔综指日内暴跌7%。SK海力士和三星股价跌幅扩大至接近10%。尽管市场短期波动加剧，高盛首席亚太区股票策略师Timothy Moe在接受媒体采访时表示，中东局势可能成为市场\"早该到来的技术性调整\"的催化剂，但从战略角度而言，这反而是布局亚洲资产的机会，因为该地区的基本面依然具有建设性。Vantage Point Asset Management首席投资官Nick Ferres认为，市场周一的走势似乎预设了冲突持续时间较短，\"但这一判断或许过于乐观。\"他同时指出，冲突爆发前，市场已对AI资本支出的可持续性、技术颠覆性及其融资方式感到忧虑。Farringdon Asset Management集团首席投资官Ana Isabel Gonzalez Encinas表示，市场的核心问题在于持续时长——究竟是短暂的风险溢价冲击，还是将开始拖累企业资本支出和招聘决策的长期震荡。油价攀升，债市承压美国与以色列持续对伊朗发动打击，伊朗方面威胁封锁霍尔木兹海峡。油价飙升推动通胀预期走强，交易员已将美联储首次降息时间的预期推迟至9月，2026年第三次降息预期几近消失，利率前景的重新定价令股债两市同步受压。WTI原油一度突破76美元/桶，布伦特原油一度突破82美元/桶，日内均涨超6%。高盛交易员援引历史数据指出，自2000年以来，WTI原油单日涨幅超过10%的22次案例中，标普500指数在初期下跌后的后续表现往往转为正面。不过能源价格的急剧攀升令市场对通胀前景产生顾虑，10年期美债收益率维持前一交易日4.04%附近。澳大利亚10年期国债收益率周二早盘大幅跳升10个基点至4.73%，日本5年期国债收益率亦上涨逾5个基点至1.585%。澳大利亚央行行长Michele Bullock表示，央行对中东冲突可能影响通胀预期\"高度警惕\"，并已做好必要时采取政策应对的准备。据彭博策略师Mark Cranfield分析，澳大利亚、日本和韩国债券均处于下跌状态，当日亚洲固定收益市场整体形势较美债隔夜走势所暗示的更为严峻。贵金属重挫，白银下跌8%。贵金属全线下挫，现货黄金跌破5200美元/盎司关口，报5196.61美元/盎司，现货白银日内大跌10%，报80.34美元/盎司。Van Eck Associates Corp驻悉尼跨资产投资策略师Anna Wu指出，特朗普以\"不惜一切代价\"的表态升级对伊叙事，\"这将延长波动性冲击的持续时间\"。","kind":"news","is_publish_news":true,"is_publish_highlight":true,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"-1","news_tag":"corporation","news_rank":0,"symbols":[],"gpt_button":0,"need_auth":false,"code":"91000000","status":"200"},"commentList":[{"id":538697122546424,"gmtCreate":1772539529596,"gmtModify":1772539533881,"author":{"id":"4213933885352852","authorId":"4213933885352852","name":"Back in black","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","vip":1,"crmLevel":12,"crmLevelSwitch":0,"authorIdStr":"4213933885352852","idStr":"4213933885352852"},"htmlText":"Really? Would you like to have&nbsp;TACO now?","listText":"Really? Would you like to have&nbsp;TACO now?","text":"Really? Would you like to have TACO now?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/538697122546424","repostId":1128440997,"repostType":4,"repost":{"id":"1128440997","kind":"news","pubTimestamp":1772536806,"share":"https://ttm.financial/m/news/1128440997?lang=en_US&edition=fundamental","pubTime":"2026-03-03 19:20","market":"us","language":"zh","title":"Trump said \"whatever it takes\", and the global market suffered a \"Black Tuesday\". Except crude oil and the US dollar, everything was falling!","url":"https://stock-news.laohu8.com/highlight/detail?id=1128440997","media":"华尔街见闻","summary":"全球金融市场在高度不确定性中再度承压。美国总统特朗普誓言在伊朗问题上将\"不惜代价\"，推动新一轮股票抛售潮，能源价格持续攀升，重新点燃市场通胀担忧，进而削弱全球债券前景。周二，美股指期货下跌，纳斯达克100指数期货跌幅扩大至2.5%。美元指数延续前一交易日0.7%的涨幅。韩元兑美元一度下跌1.9%，至1467.8，为2月24日以来最低水平。油价攀升，债市承压美国与以色列持续对伊朗发动打击，伊朗方面威胁封锁霍尔木兹海峡。","content":"<html><head></head><body>Global financial markets are under pressure again amid high uncertainty.US President Trump vowed to \"do whatever it takes\" on Iran, promoting a new wave of stock selling, and energy prices continued to rise, rekindling market inflation concerns, thus weakening the global bond outlook.On Tuesday,U.S. stock index futures fell, and the Nasdaq 100 index futures fell to 2.5%.Before the U.S. stock market opened, technology stocks generally fell, while oil stocks generally rose. In the collective open low of European stocks, the MSCI Asia-Pacific Index fell by up to 2.5%, the worst two-day cumulative decline since April; Japanese and Korean stock markets collectively closed down sharply.The bond market was under pressure, the dollar rose, and the US Dollar Index stood above 99. In the commodity market, WTI crude oil stood at $76/barrel, up 7% during the day; U.S. natural gas futures rose more than 5%. Spot gold fell below $5,200 per ounce to $5,196.61 per ounce, down nearly 3% during the day, and spot silver fell 10% during the day to $80.34 per ounce.The shock superimposed existing market vulnerabilities: before the conflict broke out, global stock market valuations were already high, and the sustainability of large-scale capital expenditures on artificial intelligence was also questioned. Inflation concerns triggered by soaring oil prices have further weakened market expectations for the Federal Reserve to cut interest rates multiple times this year. Market pricing of the first rate cut has been delayed until September, and expectations for a third rate cut to be completed in 2026 are also fading.Macquarie Bank strategist Gareth Berry said:\"Contrary to popular belief, shocks from the Middle East, if they endanger energy flows, usually cause global bond yields to rise rather than fall. This is especially true when the current monetary easing policy has been priced in advance by the market and now seems unlikely to be implemented.\"The market trends are as follows:<ul style=\"\"><li>Nasdaq 100 futures extended their losses to 2.5%, while S&P 500 futures fell 2%.</li><li>Before the U.S. stock market opened, star technology stocks generally fell, Nvidia fell 3%, Intel and AMD both fell more than 3%, and Micron Technology fell more than 4%. U.S. oil stocks generally rose, with Occidental Petroleum rising more than 2%.</li><li>European stocks collectively open low, the European Stoxx 50 index fell 1.71%, the British FTSE 100 index fell 0.72%, and the French CAC40 index fell 1.25%. Germany's DAX index extended its intraday losses to 2%.</li><li>The Nikkei 225 Index closed down 3.1%, Japan's Topix Index closed down 3.2%, and Toyota Motor and Sony fell more than 6%.</li><li>The Korea Kospi closed down 7.2%, the largest one-day drop since August 5, 2024. Hyundai Motor fell nearly 12%, and SK Hynix fell more than 11%.</li><li>The US Dollar Index extended its 0.7% gain in the previous trading day.</li><li>The Korean won once fell 1.9% against the dollar to 1,467.8, its lowest level since February 24.</li><li>The 10-year U.S. Treasury yield remained around 4.04% on the previous trading day.</li><li>The yield on the Japanese 5-year Treasury Bond also rose more than 5 basis points to 1.585%. The Japanese 40-year Treasury Bond yield rose 5 basis points to 3.555%.</li><li>WTI crude oil stood at US $76/barrel, up 7% during the day, and Brent crude oil broke through US $82/barrel, up more than 6% during the day.</li><li>Spot gold fell below $5,200 per ounce to $5,196.61 per ounce, down nearly 3% during the day, and spot silver fell 10% during the day to $80.34 per ounce.</li><li>Bitcoin fell 2.2% and Ethereum fell 2.43%.</li></ul><h2 id=\"id_3799643582\" style=\"text-align: start;\">Asia-Pacific stocks lead losses, US and European futures follow suit</h2>Asia-Pacific stock markets fell across the board on Tuesday. The MSCI Asia-Pacific Index once fell 2% on Tuesday, and the Nikkei 225 Index's decline expanded to 3%, now at 56,292.02 points. South Korea's Seoul Composite Index plunged 7% during the day. SK Hynix and Samsung stock prices extended their losses to nearly 10%.<img src=\"https://community-static.tradeup.com/news/cb4e7ec3e6c973e1f9a490a4681a7739\" tg-width=\"636\" tg-height=\"50\"/><img src=\"https://community-static.tradeup.com/news/1318254da0269050c339ce4be777362c\" tg-width=\"1024\" tg-height=\"478\"/>Despite the intensified short-term market volatility, Timothy Moe, chief Asia-Pacific equity strategist of Goldman Sachs, said in an interview with the media that the situation in the Middle East may become a catalyst for the market's \"long-overdue technical adjustment\", but from a strategic point of view, this is an opportunity for the layout of Asian assets, because the fundamentals of the region are still constructive.Nick Ferres, chief investment officer of Vantage Point Asset Management, believes that the market's trend on Monday seems to presuppose a short duration of the conflict, \"but this judgment may be too optimistic.\" He also pointed out that before the conflict broke out, the market was already worried about the sustainability of AI capital expenditure, technological disruption and financing methods.Ana Isabel Gonzalez Encinas, chief investment officer of Farringdon Asset Management Group, said the core question of the market is duration-whether it is a short-lived risk premium shock or a long-term shock that will begin to drag down corporate capital expenditures and hiring decisions.<h2 id=\"id_4271904479\" style=\"text-align: start;\">Oil prices climb, bond markets under pressure</h2>The United States and Israel continue to launch strikes against Iran, and Iran threatens to block the Strait of Hormuz. Soaring oil prices have boosted inflation expectations. Traders have postponed expectations for the first interest rate cut by the Federal Reserve to September. Expectations for a third interest rate cut in 2026 have almost disappeared. The repricing of interest rate outlook has put pressure on both stocks and bonds simultaneously.WTI crude oil once exceeded US $76/barrel, and Brent crude oil once exceeded US $82/barrel, both rising by more than 6% during the day.<img src=\"https://community-static.tradeup.com/news/219345fb7d4e31f78f538e9d1c0009a6\" tg-width=\"1024\" tg-height=\"608\"/>Citing historical data, Goldman Sachs traders pointed out that in the 22 cases in which WTI crude oil has risen by more than 10% in a single day since 2000, the subsequent performance of the S&P 500 index after the initial decline has often turned positive.However, the sharp rise in energy prices has raised concerns about the outlook for inflation, and the 10-year U.S. bond yield remained around 4.04% on the previous trading day. The Australian 10-year Treasury Bond yield jumped sharply by 10 basis points to 4.73% in early trading on Tuesday, while the Japanese 5-year Treasury Bond yield also rose by more than 5 basis points to 1.585%.<img src=\"https://community-static.tradeup.com/news/ce70a965693b089c0d945fe5b0edb161\" tg-width=\"912\" tg-height=\"528\"/>Reserve Bank of Australia Governor Michele Bullock said the central bank is \"highly vigilant\" that the conflict in the Middle East may affect inflation expectations and is ready to take policy responses if necessary.According to analysis by Bloomberg strategist Mark Cranfield, Australian, Japanese and South Korean bonds were all falling, and the overall situation of the Asian fixed income market that day was more severe than the overnight trend of U.S. bonds suggested。<h2 id=\"id_1970083145\" style=\"text-align: start;\">Precious metals tumbled, with silver down 8%.</h2>Precious metals fell across the board, with spot gold falling below the US $5,200/oz mark to US $5,196.61/oz, and spot silver falling 10% during the day to US $80.34/oz.<img src=\"https://community-static.tradeup.com/news/95afd796780598e33bc554ed05508ee6\" tg-width=\"1024\" tg-height=\"607\"/><img src=\"https://community-static.tradeup.com/news/08b0ce353a9f91445840f39dec0e4a1b\" tg-width=\"1024\" tg-height=\"594\"/>Anna Wu, a cross-asset investment strategist at Van Eck Associates Corp in Sydney, pointed out that Trump escalated the narrative against Iraq with a \"whatever it takes\" statement, \"which will prolong the duration of volatility shocks.\"</body></html>","source":"lsy1762389672944","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Trump said \"whatever it takes\", and the global market suffered a \"Black Tuesday\". Except crude oil and the US dollar, everything was falling!</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nTrump said \"whatever it takes\", and the global market suffered a \"Black Tuesday\". Except crude oil and the US dollar, everything was falling!\n</h2>\n<h4 class=\"meta\">\n\n华尔街见闻2026-03-03 19:20\n\n</h4>\n</header>\n<article>\n<html><head></head><body>Global financial markets are under pressure again amid high uncertainty.US President Trump vowed to \"do whatever it takes\" on Iran, promoting a new wave of stock selling, and energy prices continued to rise, rekindling market inflation concerns, thus weakening the global bond outlook.On Tuesday,U.S. stock index futures fell, and the Nasdaq 100 index futures fell to 2.5%.Before the U.S. stock market opened, technology stocks generally fell, while oil stocks generally rose. In the collective open low of European stocks, the MSCI Asia-Pacific Index fell by up to 2.5%, the worst two-day cumulative decline since April; Japanese and Korean stock markets collectively closed down sharply.The bond market was under pressure, the dollar rose, and the US Dollar Index stood above 99. In the commodity market, WTI crude oil stood at $76/barrel, up 7% during the day; U.S. natural gas futures rose more than 5%. Spot gold fell below $5,200 per ounce to $5,196.61 per ounce, down nearly 3% during the day, and spot silver fell 10% during the day to $80.34 per ounce.The shock superimposed existing market vulnerabilities: before the conflict broke out, global stock market valuations were already high, and the sustainability of large-scale capital expenditures on artificial intelligence was also questioned. Inflation concerns triggered by soaring oil prices have further weakened market expectations for the Federal Reserve to cut interest rates multiple times this year. Market pricing of the first rate cut has been delayed until September, and expectations for a third rate cut to be completed in 2026 are also fading.Macquarie Bank strategist Gareth Berry said:\"Contrary to popular belief, shocks from the Middle East, if they endanger energy flows, usually cause global bond yields to rise rather than fall. This is especially true when the current monetary easing policy has been priced in advance by the market and now seems unlikely to be implemented.\"The market trends are as follows:<ul style=\"\"><li>Nasdaq 100 futures extended their losses to 2.5%, while S&P 500 futures fell 2%.</li><li>Before the U.S. stock market opened, star technology stocks generally fell, Nvidia fell 3%, Intel and AMD both fell more than 3%, and Micron Technology fell more than 4%. U.S. oil stocks generally rose, with Occidental Petroleum rising more than 2%.</li><li>European stocks collectively open low, the European Stoxx 50 index fell 1.71%, the British FTSE 100 index fell 0.72%, and the French CAC40 index fell 1.25%. Germany's DAX index extended its intraday losses to 2%.</li><li>The Nikkei 225 Index closed down 3.1%, Japan's Topix Index closed down 3.2%, and Toyota Motor and Sony fell more than 6%.</li><li>The Korea Kospi closed down 7.2%, the largest one-day drop since August 5, 2024. Hyundai Motor fell nearly 12%, and SK Hynix fell more than 11%.</li><li>The US Dollar Index extended its 0.7% gain in the previous trading day.</li><li>The Korean won once fell 1.9% against the dollar to 1,467.8, its lowest level since February 24.</li><li>The 10-year U.S. Treasury yield remained around 4.04% on the previous trading day.</li><li>The yield on the Japanese 5-year Treasury Bond also rose more than 5 basis points to 1.585%. The Japanese 40-year Treasury Bond yield rose 5 basis points to 3.555%.</li><li>WTI crude oil stood at US $76/barrel, up 7% during the day, and Brent crude oil broke through US $82/barrel, up more than 6% during the day.</li><li>Spot gold fell below $5,200 per ounce to $5,196.61 per ounce, down nearly 3% during the day, and spot silver fell 10% during the day to $80.34 per ounce.</li><li>Bitcoin fell 2.2% and Ethereum fell 2.43%.</li></ul><h2 id=\"id_3799643582\" style=\"text-align: start;\">Asia-Pacific stocks lead losses, US and European futures follow suit</h2>Asia-Pacific stock markets fell across the board on Tuesday. The MSCI Asia-Pacific Index once fell 2% on Tuesday, and the Nikkei 225 Index's decline expanded to 3%, now at 56,292.02 points. South Korea's Seoul Composite Index plunged 7% during the day. SK Hynix and Samsung stock prices extended their losses to nearly 10%.<img src=\"https://community-static.tradeup.com/news/cb4e7ec3e6c973e1f9a490a4681a7739\" tg-width=\"636\" tg-height=\"50\"/><img src=\"https://community-static.tradeup.com/news/1318254da0269050c339ce4be777362c\" tg-width=\"1024\" tg-height=\"478\"/>Despite the intensified short-term market volatility, Timothy Moe, chief Asia-Pacific equity strategist of Goldman Sachs, said in an interview with the media that the situation in the Middle East may become a catalyst for the market's \"long-overdue technical adjustment\", but from a strategic point of view, this is an opportunity for the layout of Asian assets, because the fundamentals of the region are still constructive.Nick Ferres, chief investment officer of Vantage Point Asset Management, believes that the market's trend on Monday seems to presuppose a short duration of the conflict, \"but this judgment may be too optimistic.\" He also pointed out that before the conflict broke out, the market was already worried about the sustainability of AI capital expenditure, technological disruption and financing methods.Ana Isabel Gonzalez Encinas, chief investment officer of Farringdon Asset Management Group, said the core question of the market is duration-whether it is a short-lived risk premium shock or a long-term shock that will begin to drag down corporate capital expenditures and hiring decisions.<h2 id=\"id_4271904479\" style=\"text-align: start;\">Oil prices climb, bond markets under pressure</h2>The United States and Israel continue to launch strikes against Iran, and Iran threatens to block the Strait of Hormuz. Soaring oil prices have boosted inflation expectations. Traders have postponed expectations for the first interest rate cut by the Federal Reserve to September. Expectations for a third interest rate cut in 2026 have almost disappeared. The repricing of interest rate outlook has put pressure on both stocks and bonds simultaneously.WTI crude oil once exceeded US $76/barrel, and Brent crude oil once exceeded US $82/barrel, both rising by more than 6% during the day.<img src=\"https://community-static.tradeup.com/news/219345fb7d4e31f78f538e9d1c0009a6\" tg-width=\"1024\" tg-height=\"608\"/>Citing historical data, Goldman Sachs traders pointed out that in the 22 cases in which WTI crude oil has risen by more than 10% in a single day since 2000, the subsequent performance of the S&P 500 index after the initial decline has often turned positive.However, the sharp rise in energy prices has raised concerns about the outlook for inflation, and the 10-year U.S. bond yield remained around 4.04% on the previous trading day. The Australian 10-year Treasury Bond yield jumped sharply by 10 basis points to 4.73% in early trading on Tuesday, while the Japanese 5-year Treasury Bond yield also rose by more than 5 basis points to 1.585%.<img src=\"https://community-static.tradeup.com/news/ce70a965693b089c0d945fe5b0edb161\" tg-width=\"912\" tg-height=\"528\"/>Reserve Bank of Australia Governor Michele Bullock said the central bank is \"highly vigilant\" that the conflict in the Middle East may affect inflation expectations and is ready to take policy responses if necessary.According to analysis by Bloomberg strategist Mark Cranfield, Australian, Japanese and South Korean bonds were all falling, and the overall situation of the Asian fixed income market that day was more severe than the overnight trend of U.S. bonds suggested。<h2 id=\"id_1970083145\" style=\"text-align: start;\">Precious metals tumbled, with silver down 8%.</h2>Precious metals fell across the board, with spot gold falling below the US $5,200/oz mark to US $5,196.61/oz, and spot silver falling 10% during the day to US $80.34/oz.<img src=\"https://community-static.tradeup.com/news/95afd796780598e33bc554ed05508ee6\" tg-width=\"1024\" tg-height=\"607\"/><img src=\"https://community-static.tradeup.com/news/08b0ce353a9f91445840f39dec0e4a1b\" tg-width=\"1024\" tg-height=\"594\"/>Anna Wu, a cross-asset investment strategist at Van Eck Associates Corp in Sydney, pointed out that Trump escalated the narrative against Iraq with a \"whatever it takes\" statement, \"which will prolong the duration of volatility shocks.\"</body></html>\n<div class=\"bt-text\">\n\n\n source：<a href=\"https://wallstreetcn.com/articles/3766590\">华尔街见闻</a>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/1d6a4572b675796b315e560ea7fe3401","relate_stocks":{"NDX":"纳斯达克100指数",".DJI":"道琼斯",".SPX":"S&P 500 Index"},"source_url":"https://wallstreetcn.com/articles/3766590","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1128440997","content_text":"全球金融市场在高度不确定性中再度承压。美国总统特朗普誓言在伊朗问题上将\"不惜代价\"，推动新一轮股票抛售潮，能源价格持续攀升，重新点燃市场通胀担忧，进而削弱全球债券前景。周二，美股指期货下跌，纳斯达克100指数期货跌幅扩大至2.5%。美股盘前，科技股普跌，石油股普涨。欧股集体低开，MSCI亚太指数最多下跌2.5%，创下自4月以来最差的两日累计跌幅；日韩股市集体大幅收跌。债市承压，美元上涨，美元指数站上99。商品市场方面，WTI原油站上76美元/桶，日内大涨7%；美国天然气期货上涨超5%。现货黄金跌破5200美元/盎司，报5196.61美元/盎司，日内跌近3%，现货白银日内大跌10%，报80.34美元/盎司。此次冲击叠加了已有的市场脆弱性：冲突爆发前，全球股市估值已处高位，人工智能大规模资本支出的可持续性亦受到质疑。油价飙升引发的通胀担忧进一步削弱了市场对美联储年内多次降息的预期，市场对首次降息的定价已推迟至9月，对2026年完成第三次降息的预期也在消退。麦格理银行策略师加雷斯·贝瑞表示：“与普遍认知相反，来自中东的冲击如果危及能源流动，通常会导致全球债券收益率上升而不是下降。尤其是在当前货币宽松政策已被市场提前消化，而现在看来不太可能实施的情况下，更是如此。”市场走势如下：纳斯达克100指数期货跌幅扩大至2.5%，标普500指数期货下跌2%。美股盘前，明星科技股普跌，英伟达跌3%，英特尔、AMD均跌超3%，美光科技跌超4%。美股石油股普涨，西方石油涨超2%。欧股集体低开，欧洲斯托克50指数跌1.71%，英国富时100指数跌0.72%，法国CAC40指数跌1.25%。德国DAX指数盘中跌幅扩大至2%。日经225指数收跌3.1%，日本东证指数收跌3.2%，丰田汽车、索尼跌超6%。韩国综合指数收盘大跌7.2%，创2024年8月5日以来最大单日跌幅，现代汽车跌近12%，SK海力士跌超11%。美元指数延续前一交易日0.7%的涨幅。韩元兑美元一度下跌1.9%，至1467.8，为2月24日以来最低水平。10年期美债收益率维持前一交易日4.04%附近。日本5年期国债收益率亦上涨逾5个基点至1.585%。日本40年期国债收益率上行5个基点至3.555%。WTI原油站上76美元/桶，日内大涨7%，布伦特原油突破82美元/桶，日内涨超6%。现货黄金跌破5200美元/盎司，报5196.61美元/盎司，日内跌近3%，现货白银日内大跌10%，报80.34美元/盎司。比特币下跌2.2%，以太币下跌2.43%。亚太股市领跌，美欧期货跟进周二亚太股市全线下挫，MSCI亚太指数周二一度下跌2%，日经225指数跌幅扩大至3%，现报56292.02点。韩国首尔综指日内暴跌7%。SK海力士和三星股价跌幅扩大至接近10%。尽管市场短期波动加剧，高盛首席亚太区股票策略师Timothy Moe在接受媒体采访时表示，中东局势可能成为市场\"早该到来的技术性调整\"的催化剂，但从战略角度而言，这反而是布局亚洲资产的机会，因为该地区的基本面依然具有建设性。Vantage Point Asset Management首席投资官Nick Ferres认为，市场周一的走势似乎预设了冲突持续时间较短，\"但这一判断或许过于乐观。\"他同时指出，冲突爆发前，市场已对AI资本支出的可持续性、技术颠覆性及其融资方式感到忧虑。Farringdon Asset Management集团首席投资官Ana Isabel Gonzalez Encinas表示，市场的核心问题在于持续时长——究竟是短暂的风险溢价冲击，还是将开始拖累企业资本支出和招聘决策的长期震荡。油价攀升，债市承压美国与以色列持续对伊朗发动打击，伊朗方面威胁封锁霍尔木兹海峡。油价飙升推动通胀预期走强，交易员已将美联储首次降息时间的预期推迟至9月，2026年第三次降息预期几近消失，利率前景的重新定价令股债两市同步受压。WTI原油一度突破76美元/桶，布伦特原油一度突破82美元/桶，日内均涨超6%。高盛交易员援引历史数据指出，自2000年以来，WTI原油单日涨幅超过10%的22次案例中，标普500指数在初期下跌后的后续表现往往转为正面。不过能源价格的急剧攀升令市场对通胀前景产生顾虑，10年期美债收益率维持前一交易日4.04%附近。澳大利亚10年期国债收益率周二早盘大幅跳升10个基点至4.73%，日本5年期国债收益率亦上涨逾5个基点至1.585%。澳大利亚央行行长Michele Bullock表示，央行对中东冲突可能影响通胀预期\"高度警惕\"，并已做好必要时采取政策应对的准备。据彭博策略师Mark Cranfield分析，澳大利亚、日本和韩国债券均处于下跌状态，当日亚洲固定收益市场整体形势较美债隔夜走势所暗示的更为严峻。贵金属重挫，白银下跌8%。贵金属全线下挫，现货黄金跌破5200美元/盎司关口，报5196.61美元/盎司，现货白银日内大跌10%，报80.34美元/盎司。Van Eck Associates Corp驻悉尼跨资产投资策略师Anna Wu指出，特朗普以\"不惜一切代价\"的表态升级对伊叙事，\"这将延长波动性冲击的持续时间\"。","news_type":1,"symbols_score_info":{".DJI":2,".SPX":2,"NDX":2}},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"}],"hasMoreComments":true,"newsSizeData":{"likeSize":4,"commentSize":1,"repostSize":0,"favoriteSize":2,"likeStatus":false,"favoriteStatus":false},"isCrawlerRequest":true}