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中信建投:中东冲突外溢持续推高全球航运与能源成本_城市资讯网

cooperation, jointly cracking down on telecom and online fraud in the Dubai area. They successfully dismantled nine fraud dens and arrested 276 criminal suspects, according to a report by China Centra
级将推高原油及航运物流成本,抬升全球市场波动与避险需求,利好原油、航运及部分通胀对冲资产,同时对全球权益类风险资产形成扰动;中长期看,若冲突持续发酵,全球供应链修复进程或将受阻,能源与运输成本中枢可能维持高位,并进一步加大全球资产定价的不确定性。
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