Geopolitical Flash · April 30th — The crisis in the Strait of Hormuz continues to escalate and intensify, and the situation is growing increasingly severe. Some trapped crew members have tragically lost their lives; nearly two tens of thousands of seafarers are adrift and stranded at sea, with living supplies in short supply across the board, and humanitarian risks rising sharply. Amid the turmoil and chaos in the Middle East, Trump cannot be blamed, and this is an important underlying cause of the worsening situation.

As the May Day holiday approaches, the market enters a five-day window period. Geopolitical undercurrents are surging, uncertainties are multiplying, and sudden “black swan” market events are all too likely to occur unexpectedly. Latest news from Caixin on April 30th: U.S. military operations have once again been strongly escalated. The U.S. plans to make a first-ever operational combat deployment of the Dark Eagle hypersonic missile into the Middle East, with the sword’s point directly targeting Iran’s interior ballistic missile launch sites.

Behind this emergency deployment, the core reason is that Iran has relocated its key missile facilities, stepping outside the range of U.S. conventional precision strike capabilities. Of note, U.S. hypersonic weapons development has long been behind schedule and has not yet completed full operational fielding; the application for the Middle East deployment still has not been officially approved, and the U.S. Central Command has remained silent and evasive throughout, with an ambiguous stance.

Now, the Middle East is fully loaded with explosive tensions. The geopolitical standoff is continuously escalating, and there is a risk that the conflict could spiral out of control and erupt at any moment.