原油价格大涨，以伊紧张局势牵动全球经济

Group 1: Market Reactions to Geopolitical Tensions - The announcement of airstrikes on Iranian nuclear facilities by President Trump has increased uncertainty in capital markets, with investors awaiting potential market movements [1] - Oil prices have risen approximately 10% over the past week, with Brent crude futures up 18% since June 10, reaching a high of $79.04 per barrel [3] - The rental prices for large oil tankers crossing the Strait of Hormuz have more than doubled due to concerns over navigation risks, with rates for supertankers rising from under $20,000 to nearly $48,000 per day [3] Group 2: Economic Implications of Oil Price Fluctuations - Morgan Stanley predicts that if the Strait of Hormuz is blocked, international oil prices could exceed $100 per barrel, with Oxford University estimating prices could rise to around $130 per barrel under severe conditions [3] - The U.S. is expected to experience increased inflation pressure, with estimates suggesting that every $10 increase in oil prices could raise inflation by 0.3%-0.4% [4] Group 3: Shifts in Energy Imports and Market Dynamics - Europe has increased its imports of liquefied natural gas from the U.S., reducing reliance on the Middle East, while diesel and aviation fuel premiums in Europe have surged to 15-month highs [4] - The U.S. is less affected by these tensions as an energy net exporter, but faces economic slowdown and rising inflation pressures [4] Group 4: Investment Trends and Market Sentiment - Despite predictions of gold prices potentially rising to $4,000 per ounce, gold prices have actually decreased by 2% since the onset of the conflict [4] - There has been a significant outflow from U.S. stock funds, with a net outflow of $18.43 billion, marking the largest weekly outflow in three months [5] - Central banks are shifting their focus from U.S. Treasury bonds to gold, with gold currently making up only 3.5% of their reserves [5]