中东地缘局势趋紧推动风险溢价回归，对冲基金原油看涨押注升至22个月高点

Group 1 - The core viewpoint of the articles indicates that investor sentiment towards oil, particularly Brent crude, has shifted to a bullish stance due to rising concerns over potential U.S. military actions in the Middle East, which could disrupt oil supplies [1][4] - Hedge funds have increased their net long positions in Brent crude oil to 320,952 contracts, marking the highest level since April 2024, with a notable increase of 57,766 contracts in the week ending February 24 [1][4] - The WTI crude oil futures for April closed at $67.02 per barrel, up 2.78%, while Brent crude futures for April closed at $72.48 per barrel, up 2.45%, reflecting a cumulative increase of 3.52% and 5.64% respectively for February [4] Group 2 - The U.S. military has significantly increased its presence in the Middle East, with the deployment of two aircraft carriers, the USS Ford and USS Lincoln, marking the largest military buildup in the region since the 2003 invasion of Iraq [4] - There are rising tensions as Iran has threatened a "devastating" response to any U.S. aggression, indicating a potential escalation in conflict [4] - Analysts warn that if negotiations between the U.S. and Iran fail and Iran were to cut off the Strait of Hormuz, the oil supply in the Middle East could face severe disruptions, potentially driving oil prices above $100 per barrel [5]