美国对伊朗出手，周一开盘全球市场“大地震”？

Group 1: Market Reactions - The U.S. strike on Iranian nuclear facilities is expected to cause significant market reactions, with analysts predicting initial shock and a likely rise in oil prices [1] - Investors anticipate a sell-off in the stock market and a strengthening of the dollar and other safe-haven assets due to the increased geopolitical tension [1] - Historical data suggests that while the S&P 500 may experience a short-term decline, it often rebounds in the months following geopolitical escalations [4] Group 2: Oil Prices and Inflation Risks - The escalation in the Middle East is likely to impact oil prices, which could lead to increased inflation and reduced consumer confidence [2] - Brent crude oil futures have risen approximately 18% since June 10, reaching a near five-month high of $79.04 per barrel [2] - Oxford Economics outlines three scenarios regarding the conflict's impact on oil prices, with the worst-case scenario predicting prices could soar to $130 per barrel and U.S. inflation nearing 6% by year-end [2] Group 3: Safe-Haven Assets - The conflict is expected to drive investors towards traditional safe-haven assets like gold, especially if Iran retaliates significantly [6] - The dollar's performance is uncertain; however, it may strengthen in the short term due to increased demand for safe-haven assets [5] - Gold prices are influenced by geopolitical tensions and may see increased investment as a hedge against rising risks [6]