随着伊朗协议的崩塌，布伦特原油期货跳涨多达7.5%至接近每桶80美元，逆转了此前由6月谅解备忘录导致的“微型供应过剩”局面。能源价格激增引发了对通胀敏感资产（包括长期债券和黄金）的抛售，同时推动短期债券收益率走高。股票市场表现出脆弱迹象，尤其是半导体板块，费城半导体指数在最近地缘政治升级之前就已处于下行回调中。引述“这对市场来说是一个重大的警钟。”— Wisdomtree宏观经济研究主管Aneeka Gupta来源Investors are back to ‘square one’ with inflation as ongoing Middle East war raises oil prices – Ed YardeniSeekingalphaInvestors get inflation 'wake-up call' as Trump fires up oil pricesReutersBond yields jump as surging oil prices spark renewed inflation fearsYahoo Finance
