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Cato_KT
Cato_KT
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伊朗目前跟我的感觉是有点“赌上头”了,伊朗近期的强硬就是赌特朗普不敢在中期选举前与陷入伊朗地缘泥潭 赌的方向是对的,但是个人感觉火候把握的有点差,真正的谈判是要学会浅尝辄止,围三阙一,让对手跟着自己的节奏走,但是不能把对手逼急了 但是从本周伊朗袭击美国约旦基地,给人感觉非常突兀,而美国报复袭击也保持相对克制的前提下,伊朗扬言又要继续打击? 这是刻意激化矛盾,让美国下不来台,这么做我认为只有两种可能 1,伊朗背后力量支持伊朗这么做,有人拖底,自然伊朗更加硬。 2,伊朗自己赌上头,认为只要保持强硬美国就会一直软化,因为特朗普不敢真的发动大规模袭击 但是不管两个方向是哪一个,短期都会增加美伊的地缘风险,这对于全球能源价格,通胀压力,以及各位小伙伴的投资账户来说,都不是那么友好!#美军空袭伊朗,油价冲高回落
Cato_KT
Cato_KT
Media reports this morning reported that the US military has completed its strike against Iran. According to the three counterattack plans I mentioned yesterday—upper, middle, and lower— Based on current open-source information, this strike against Iran is relatively neutral 1. This strike will still focus on military facilities: Revolutionary Guard command centers, missile facilities, drone bases, coastal defense systems, and maritime defense forces, with a focus on military weakening 2. Specific target locations a. Bushehr, a city in southern Iran, an important military node in the Persian Gulf, and a key Revolutionary Guard military facility b. Abu Musa Island, an important node at the southern entrance of the Strait of Hormuz controlled by Iran c. Kish Island, the Persian Gulf islands, and tourist islands have simultaneously deployed key military facilities such as radar and logistics d. Avaz, an important logistics center in southwestern Iran 3. This two-hour attack struck dozens of targets, not continuous bombing, but precise targeted strikes 4. So far, Iran has reported three deaths, nothing more, and no clear military response has been made Overall, assessing this attack, the U.S. strikes on Iran focused on military facilities and related expectations, using targeted strikes to maintain a certain degree of restraint and not expanding to civilian sites. The focus is on attacking southern Iran, mainly to weaken military intervention in the strait, and has not targeted any major Iranian towns. This means Trump still maintains some room for negotiation and mediation. In summary, the current U.S. counterattack is neutral and has the option to move in an optimistic direction There are three aspects to pay attention to in the next 24 hours: 1. Will Iran retaliate against the United States? 2. Whether new military actions have occurred in the Strait of Hormuz, including Revolutionary Guard activities and harassment of oil tankers 3. Whether Trump has signaled the resumption of negotiations If options 1 or 2 appear, it means there is a risk of escalation in US-Iran tensions, causing oil prices to rise. If option 3 appears, it signals an optimistic downgrade for the US and Iran, leading to a drop in oil prices Of course, if the majority remain silent and there is no military friction or escalation, it would be a potential benefit, indicating that the parties are secretly negotiating and negotiating! #美军空袭伊朗, oil prices surged and then retreated

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