After the IRGC announced strikes on 85 US military facilities, Ibrahim Azizi, chair of Iran’s parliament National Security and Foreign Policy Committee, wrote on social media that the US must “acknowledge the new Iranian order” in the Strait of Hormuz, calling the IRGC action a “preliminary response” to US aggression.

2026-07-08

After the IRGC announced strikes on 85 US military facilities, Ibrahim Azizi, chair of Iran’s parliament National Security and Foreign Policy Committee, wrote on social media that the US must “acknowledge the new Iranian order” in the Strait of Hormuz, calling the IRGC action a “preliminary response” to US aggression.

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2026-07-08

燃油主力合约日内大涨4.00%,现报3042.00元/吨。

2026-07-08

特朗普强硬言论推动国际油价盘中快速拉升,市场迅速交易“二次通胀”风险,美联储降息预期进一步降温。美债收益率和美元同步走强,直接提高黄金、白银等无息资产的持有成本,贵金属多头因此遭遇集中抛售。 但此次下跌并非单纯由基本面驱动,更像是一场流动性清算。此前黄金多头仓位高度集中,市场普遍押注地缘风险将持续支撑金价。当科技股、半导体板块同步调整后,跨资产基金面临保证金压力,往往会优先平仓流动性最好、前期盈利最丰厚的资产,黄金白银成为资金快速回笼的选择。 与此同时,三星电子、英伟达等高估值科技资产承压,韩国三倍杠杆ETF KORU日内重挫,反映市场正在进行风险敞口收缩。贵金属跌破关键技术位后,又触发量化资金和趋势交易策略的连锁卖单,加剧短线波动。 此次行情的核心并非避险需求消失,而是利率预期变化与资金去杠杆阶段性压过了传统避险逻辑。