Strait letter, shaking the world together? This wave is not panic, but a "crisis rehearsal"!

What does it mean if the Strait of Hormuz is blocked?
Simply put:
The global energy lifeline is cut off.
This passage accounts for about one-fifth of global oil transportation. Once restricted, oil prices don't just rise—they "jump."
But the more subtle point now is—
It hasn't gone completely out of control yet.
This creates a typical situation:
✔ Risks exist
✔ But haven't fully erupted
What is this stage called in the market?
— A rehearsal.
Funds will react in advance but won't bet all at once.
So you'll see:
✔ Crude oil moves first
✔ Risk assets retrace
✔ Safe-haven assets diverge
This isn't chaos, but a "test."
What will happen next?
Two paths:
✔ If the situation eases → Risk assets rebound
✔ If it escalates → Full risk aversion
The current question is—
The market still doesn't know which path to choose.
So the most reasonable strategy isn't guessing, but waiting.
One sentence summary:
It's not the result now, but a "countdown." #美军封锁霍尔木兹海峡