- Published on
霍尔木兹海峡危机导致油轮运费暴涨467%，VLCC日租金创纪录飙升至77万美元。OPEC+宣布增产20.6万桶/日，但伊朗石油出口中断可能抵消增产效应。航运市场正处于极度紧张状态，2026年大部分时间运费预计保持高位。
Recommended Reads
- Published on
意大利牵头北约四国向塞浦路斯派舰，美国部署2003年以来最大军力，潜艇二战后首用鱼雷击沉伊朗军舰。中东冲突性质已变，全球能源航道面临直接威胁。- Published on
BlackRock持有5785个标的，总市值约5920亿美元。前十大持仓占比29%，NVDA跃升为第一大持仓(6.13%)，科技股占比超过32%。本报告揭示这家资管巨头的最新布局方向。- Published on
The masters' bell still hangs in the temple hall, Yet strikes no more - no hand to pull its cord at all.- Published on
Hello welcome, This is a platform for sharing insights on China’s political economy and I Ching culture. It’s a space for thoughtful discussions and an exploration of how creating and sharing knowledge can lead to personal growth and deeper understanding.