JUST IN: 🇺🇸🇮🇷 President Trump says the war with Iran could end soon.
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️Macro Alpha Analytics
除非发生以下情况，油价才会真正突破并站稳 $100：长期供应破坏： 例如伊朗主要油田被彻底炸毁，修复需要数年，导致“锚”直接从 $66 拔起来跳到 $90。那么：$90 x 1.3 = $117$。这才是真正的结构性大涨。
最高 119.48
战争溢价正在被挤掉，油价最终还是会回归基本面。
$70–75：比较合理的长期均衡价
$65–70：如果战争风险完全消退
市场最恐慌的阶段，已经过去了。
战争溢价正在被挤掉，油价最终还是会回归基本面。
$70–75：比较合理的长期均衡价
$65–70：如果战争风险完全消退
市场最恐慌的阶段，已经过去了。
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Billionaire Quek Leng Chan’s Guocoland Sells 90% Of Prime Singapore Residential Project During Weekend Launch
https://www.forbes.com/sites/jonathanburgos/2026/03/08/billionaire-quek-leng-chans-guocoland-sells-90-of-prime-singapore-residential-project-during-weekend-launch/
https://www.forbes.com/sites/jonathanburgos/2026/03/08/billionaire-quek-leng-chans-guocoland-sells-90-of-prime-singapore-residential-project-during-weekend-launch/
Forbes
Billionaire Quek Leng Chan’s Guocoland Sells 90% Of Prime Singapore Residential Project During Weekend Launch
Billionaire Quek Leng Chan's Guocoland sold 410 of the 455-unit River Modern residential condominium near the Singapore River over the weekend launch, adding to signs of resilient demand in the city-state.
US investigates manufacturing overcapacity in 15 economies, including Malaysia, EU | The Star
https://www.thestar.com.my/business/business-news/2026/03/12/us-investigates-manufacturing-overcapacity-in-15-economies-including-malaysia-eu
https://www.thestar.com.my/business/business-news/2026/03/12/us-investigates-manufacturing-overcapacity-in-15-economies-including-malaysia-eu
The Star
US investigates manufacturing overcapacity in 15 economies, including Malaysia, EU
KUALA LUMPUR: The United States (US) has initiated investigations into the acts, policies, and practices of 15 economies, including Malaysia and the European Union (EU), under Section 301(b) of the Trade Act of 1974 relating to structural excess capacity…
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