对冲基金 CIO 警告:若周一前霍尔木兹海峡无重开信号,大宗商品价格将再次暴涨

Gate News 消息,3 月 8 日,美国对伊朗军事行动引发油价暴涨之际,政策工具箱几近告罄。专家警告,若无法迅速重开霍尔木兹海峡(全球重要石油运输通道),华盛顿祭出的其他一切措施不过是杯水车薪。

部分专家对特朗普政府的危机处置方式提出批评。能源与工业对冲基金 Gallo Partners 首席投资官 Michael Alfaro 表示,「过去 48 小时内,政府做出或放风的许多政策决定,都显示出一种急于安抚油市的仓皇迹象。」他警告称,若在周一前看不到霍尔木兹海峡即将重开的信号,大宗商品价格将迎来新一轮暴涨。

不过,也有人为白宫的策略进行辩护。在特朗普第一任期担任能源部长的 Dan Brouillette 表示,政府持有比金融市场更长远的视角。「高油价只是暂时的。现在正是移除这个政权、彻底解除其对海峡数十年来勒索的时机。」

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