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特朗普动手了,市场一线怎么看?
Hua Er Jie Jian Wen·2025-06-22 01:55

Core Viewpoint - The recent military action by President Trump against Iran's nuclear facilities has raised concerns about market volatility and energy prices, with analysts predicting an initial spike in oil prices and increased uncertainty in the market [1][2]. Energy Market Impact - Mark Spindel, CIO of Potomac River Capital, anticipates initial panic in the market, leading to higher oil prices due to increased uncertainty and risk exposure [2]. - Jamie Cox from Harris Financial Group expects oil prices to surge initially but stabilize within a few days, suggesting that Iran may seek a peace agreement after losing leverage [2]. - Jack Ablin, CIO of Cresset Capital, warns that this event introduces new complex risks that will clearly impact energy prices and could potentially increase inflation [2]. Stock Market Reactions - Mark Malek, CIO of Siebert Financial, holds an optimistic view on the stock market, believing the military action will be positive, especially since it appears to be a one-time event rather than a prolonged conflict [3]. - Malek emphasizes the need to remain vigilant regarding the potential for Iran to block the critical Strait of Hormuz, which would significantly alter market dynamics [3]. Pre-Market Observations - Investors are closely monitoring early signals before the market opens, with Spindel noting that there is ample time for consideration and discussions before trading begins [4]. - Analysts believe the bold military action contrasts sharply with previous expectations of negotiations, and market participants are assessing potential damage, which may take time [4]. - The core concern for investors remains the potential retaliatory measures from Iran and whether this action is truly a one-time event or could escalate into a broader regional conflict [4].