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【Today’s Highlights】
✅ OPEC+ Warning: The cost of repairing energy facilities is high, and supply-side risks are elevated.
✅ Market betting odds: An 80% chance that April WTI crude oil will break $120, and a 51% chance it will break $130.
🔑 Key conclusion: Expectations of an energy crisis are intensifying, and inflation-hedging assets (gold/related energy stocks/cryptocurrencies) may present a deployment opportunity.
Keep an eye on oil prices, keep an eye on inflation!