“The European [gas] benchmark soared 90% in the past two days, and Asia’s [benchmark] also jumped,” said Pavel Molchanov, Raymond James investment strategy analyst. “These economies rely on imported LNG, so they are affected by the disruption in Qatar’s LNG exports. As the world’s largest LNG producer, the U.S. doesn’t have the same worry as Europe or Asia—in fact, it could benefit.”
По мнению эксперта, базовый сценарий на период с марта по май 2026 года предполагает, что нефть марки Brent будет стоить 95–115 долларов.
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规模方面,半导体设备ETF易方达近1周规模增长8039.83万元,实现显著增长,新增规模位居可比基金2/5。(数据来源:Wind)
Author(s): İskender Muz, Mustafa Kurban