美国“下场”打击伊朗 全球市场波动加剧

Core Viewpoint - The U.S. military airstrikes on three Iranian nuclear facilities have significantly escalated geopolitical tensions, leading to anticipated market reactions including rising oil prices and increased demand for safe-haven assets like the dollar and gold [2][3][8]. Market Reactions - Middle Eastern stock markets opened higher following the news, with Israel's TA-125 index rising by 1% and Saudi Arabia's Tadawul index increasing by 1% [4]. - Cryptocurrency markets experienced volatility, with Ethereum dropping by 7.7% and Bitcoin briefly falling below $101,000 [4]. - Oil prices have surged, with Brent crude futures rising 18% since June 10, reaching a near five-month high of $79 per barrel [5]. Oil and Gold Outlook - Analysts predict that while oil prices may spike in the short term due to geopolitical fears, the long-term outlook will depend on global economic fundamentals and energy market dynamics [6]. - Gold is expected to see increased demand as a safe-haven asset amid rising geopolitical tensions, although its price may not rise significantly unless the conflict escalates further [6]. Geopolitical Risks - The U.S. airstrikes have raised concerns about potential retaliatory actions from Iran, which could lead to broader regional conflicts and impact global markets [8][9]. - Analysts warn that the situation could lead to increased inflationary pressures in Asia due to energy price sensitivity, affecting overall growth expectations in the region [7].