Crypto界消息,Bank of Prosperity analyst Richard Tang指出,在一份报告中,美伊和平协议对亚洲股市大有裨益。由于大多数亚洲经济体都是石油净进口国,霍尔木兹海峡的重新开放将带来巨大利好。Tang补充道,若油价潜在下跌导致加息次数减少,这一事件或将为人工智能股乃至更广泛的科技板块增添动力。包括韩国、日本等的亚洲科技股占比较高的市场,周一早盘已大幅上涨。与此同时,Tang表示,随着市场对油价的担忧可能缓解,加之其他驱动因素的逐步改善,印度市场或将出现反弹。

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QueuePosition
· 3h ago
Japanese and South Korean tech stocks' recent rally is quite interesting, but whether AI narratives can capitalize on the geopolitical dividends still depends on earnings reports.
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GateUser-991fc58a
· 3h ago
If the Strait of Hormuz really opens, these oil giants in Asia will finally be able to breathe.
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