其实就上周单日的表现来看，即使重磅数据如 CPI 和 PPI 发布，尤其是 CPI 数据再次超预期，但在经济基本面本身较强的情况下，市场的调整并不算大，主要是道指和小盘股的调整。
而下跌主要是周五，触发事件是伊朗对以色列的袭击，当前在美股、黄金等均在历史高位时刻，而且二次通胀似乎重来之际，稍微的风吹草动，类似这种石油重仓地的擦枪走火都会对市场产生重大影响。但从目前的媒体报道来看，伊朗这次的袭击更像是点到为止。
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