EPISODE · Mar 20, 2026 · 7 MIN
大宗商品教父：能源危机冲击等同新冠
from 深度
大宗商品教父Jeff Currie警告，当前能源供应冲击规模堪比新冠疫情。现货与期货市场严重脱节，阿曼原油现货飙升至173美元/桶，而成品油价格突破200美元，纸货市场却仅100美元左右波动。他指出这是物理供应链问题，金融手段无效，建议做多原油，称做空者是在压路机前捡硬币。
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