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The first opinion hasn't changed; fundamentally, the news battles between Chuanzi and Iran these days are just tactics to gain more leverage at the negotiation table. The battlefield has shifted to the news front;
Just look at one point: as long as there is no resumption of fighting, the market has already priced in most of it. News only causes small fluctuations; only a new outbreak of war will lead to re-pricing.
For example: you block the strait? Fine! I'll fight you!