#美伊局势影响

As the US-Iran conflict escalates to direct confrontation, global markets have entered a war inflation mode. The substantial blockade of the Strait of Hormuz has directly cut off 20% of the world's oil supply, causing Brent crude oil to surge within days and approach the $100 mark. Due to disruptions at Qatar's energy facilities, liquefied natural gas prices have also spiked, indicating that global energy costs will face a new round of vicious inflation.

Rerouting through the Cape of Good Hope has doubled shipping costs, making oil giants and offshore oil tanker sectors without Middle Eastern production a safe haven for capital. Safe-haven assets like gold remain strong, driven by both inflation and risk aversion. $BTC , despite fluctuations, is being viewed by some institutions as digital gold in extreme conditions. Orders for consumable weapons and electronic warfare systems are booming, and the military sector continues to outperform the broader market.

Currently, the market is in a highly sensitive period, and going long on energy, gold, and defense supplies remains the trend. However, rising oil prices increase transportation costs and squeeze profits, so caution is advised regarding potential pullbacks in highly dependent emerging markets such as aviation, retail, and energy. If the blockade prolongs, the world may face a serious stagflation test.