海外高频 | 海外风险偏好集体回升，地缘冲击下金油大涨 （申万宏观·赵伟团队）

Core Viewpoint - The article discusses the recent rebound in overseas risk appetite amid geopolitical tensions, leading to significant increases in gold and oil prices [2] Group 1: Market Trends - There has been a collective recovery in overseas risk appetite, indicating a shift in investor sentiment [2] - Geopolitical tensions have contributed to the surge in gold and oil prices, reflecting a flight to safety and increased demand for commodities [2] Group 2: Commodity Performance - Gold prices have seen a notable increase, driven by heightened uncertainty in global markets [2] - Oil prices have also risen sharply, influenced by supply concerns and geopolitical factors affecting production [2]