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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
This morning, media reports stated that the US military completed strikes against Iran. According to the three counterattack plans I mentioned yesterday—upper, middle, and lower levels—based on currently available open-source information, this strike against Iran is relatively neutral. 1. This strike still focused on military facilities: the Revolutionary Guard command center, missile facilities, drone bases, coastal defense systems, and maritime defense forces, primarily aiming to weaken military capabilities. 2. Specific strike target locations: a. Bushehr, a southern Iranian city and an important military node in the Persian Gulf, housing key Revolutionary Guard military facilities. b. Abu Musa Island, an important node controlled by Iran at the southern entrance of the Strait of Hormuz. c. Kish Island, a Persian Gulf island and tourist destination, also hosting radar, logistics, and other critical military facilities. d. Ahvaz, an important logistics hub in southwestern Iran. 3. The attack lasted 2 hours, targeting dozens of sites. It was not continuous bombing but precise, targeted strikes. 4. So far, Iran has reported 3 deaths only, with no clear military response. Overall, evaluating this strike, the US attack on Iran focused on military facilities and related expectations, using pinpoint strikes and maintaining a certain level of restraint without expanding to civilian infrastructure. The attack concentrated on southern Iran to weaken military intervention in the Strait, without hitting major Iranian cities. This suggests that Trump still maintains some room for negotiation. In summary, the current US counterattack is neutral and has the option to lean toward optimism. In the next 24 hours, three aspects need attention: 1. Whether Iran will retaliate against the US. 2. Whether new military actions occur in the Strait of Hormuz, including Revolutionary Guard activities or harassment of oil tankers. 3. Whether Trump signals a resumption of negotiations. If options 1 or 2 occur, it means the US-Iran friction risks escalation, causing crude oil prices to rise. If option 3 occurs, it signals an optimistic de-escalation between the US and Iran, causing crude oil prices to fall. Of course, if all parties remain silent with no military friction or escalation, it is also a potential positive sign, indicating behind-the-scenes negotiation and maneuvering! #美军空袭伊朗,油价冲高回落

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