中东紧张局势推高油价，通胀预期、债券收益率和美元同步抬升。
据金十数据报道，高久期的科技叙事正面临资金成本攀升的挑战，宏观对市场节奏的控制权加强，AI交易将按照收入落点开始分流。
地缘政治 | 油价走高，科技叙事遇压
2026-07-24 08:57:46
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