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狩猎跟随
沙特“数日恢复产能”引发油价跳水4%，但1200公里管道全面修复需六周，市场反应过激。与此同时，美胡阿曼密会达成默契，胡塞豁免美船却点名沙特船只，意在切割美沙同盟。
研判认为上述消息均为烟雾弹。油价下跌旨在震慑散户，短期若通胀预期回落将利好风险资产（大饼75000附近震荡）。需高度警惕后续沙特管道修复不及预期或胡塞袭击沙特船只引发的油价V型反转。
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