The repeated "on-off" of the Strait of Hormuz is not about military matters, but a capital game behind the scenes. Don't treat the repeated toggling of the Strait of Hormuz as ordinary geopolitical news. It is more like an information + capital financial game. On the surface, it appears that Iran is influencing the passage of oil tankers; but essentially, it affects — oil prices → inflation → attractive national monetary policies → U.S. stock market trends. The logic is actually quite clear: release expectations of "blockade" → oil prices rise → market worries about inflation → U.S. stocks come under pressure, signaling "easing" → oil prices fall back → risk sentiment recovers → U.S. stocks rebound. Both sides repeatedly tug at market expectations within a single day through news pacing + media amplification + capital reactions. This is not accidental fluctuation, but a contest for pricing power.

Impact on the market:
1️⃣ Commodities and global stock market volatility will intensify in the short term, with emotions constantly amplified, but long-term trends will not be easily changed.
2️⃣ Supply chain security becomes a core variable. Instability in the Middle East will accelerate the construction of land-based energy channels (Middle East - Central Asia - China).
3️⃣ Industry transfer may accelerate, with some energy and manufacturing companies relocating to more stable regions to avoid uncertainty.