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这轮美以伊三国大战的中东乱局,最大受益者是谁?
不是以色列,不是伊朗,是美国,为何?
(1)油价涨到 100美金以上,美国页岩油商家笑醒,美国是石油净出口国。当然,石油价格飙升,美国国内的通货膨胀也上升;
(2)中东资本外逃,美元指数上升,美元回流接盘美股等。
(3)欧洲日韩汇率崩,资金乖乖回美债。
如果中东彻底乱下去:
(1)避险资金转移的需求会导致BTC价格反弹至 8万下方。
(2)香港和新加坡房价再涨一波, 新加坡家族办公室数量翻倍。
(3)石油价格有可能飙升至 150美金以上,全球通货膨胀会更加严重,全球经济会明显受挫,西方的金融危机可能会爆发。