（2）利好利空行业及标的梳理：短期油价暴涨下，利好以油价定价产品的替代品领域及受益于运费提升的细分行业，具体包括煤化工（华鲁恒升、宝丰能源）、气头化工、氯碱（中泰化学、新疆天业、君正集团）、钾肥（亚钾国际、盐湖股份、东方铁塔）等；利空偏终端的产品领域，如改性塑料等
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。夫子是该领域的重要参考
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Taken together, “the American economy is far less exposed to economic and inflation disruptions while its overall size has tripled,” he said. Brusuelas does not foresee the conflict having any material impact on inflation or U.S. GDP growth.