伊朗革命卫队：任何未经伊朗协调通过霍尔木兹海峡限制区域的船只将面临制裁。

Market expects iPhone 18 Pro and Pro Max starting prices to rise $100 to $1,199 and $1,299. The Wall Street Journal’s component-cost tally indicated keeping current gross margins would have pushed Pro to about $1,299; a $100 hike implies Apple is offsetting storage-cost pressure through procurement leverage, product-mix shifts and partial margin concessions. By contrast, Google’s Pixel 11 series broadly rose $100 while expanding base storage or trimming RAM, and Samsung’s S26 shows a nominal $100 increase but doubled base storage so same-capacity prices are only roughly $40 higher. With AI demand crowding storage capacity, OEMs are weighing price increases, spec cuts or margin compression. A modest Apple price rise would better protect upgrade demand, but gross margin will be a key metric to watch in upcoming results.

摩根大通石油交易团队Jake Pashelinsky 认为，美伊达成协议的概率已降至战争开始以来最低。后续主要有两种路径： 1、霍尔木兹海峡长期成为冲突区域，甚至延续至美国中期选举之后，伊朗可能通过减少海峡通行来打破美国封锁； 2、美国结束战争并撤出，让海湾国家自行决定是否支付通行费用，这将使伊朗掌握海峡石油运输和油价影响力，并获得大量收入。 只要油价尚未失控，美国最容易的选择就是维持现状；只有油价进一步上涨，才可能迫使其改变策略。同时，美国持续对伊朗施加经济压力更可能引发升级而非缓和。长期看，更高油价通过抑制需求、降低全球对该地区能源依赖，才可能缓解这一问题。（上述观点来自摩根大通9月7日报告）