The next things that are truly worth watching are the following.

First: how the US responds.
If the US only applies diplomatic pressure, the market will digest it quickly.
If it begins large-scale military action, pressure on risk assets will increase noticeably.
Second: whether international shipping truly stops.
More important than the news is:
Whether any tankers still dare to pass through.
If insurance companies stop underwriting and shipping companies pause transport, oil prices may keep climbing.
Third: crude oil prices.
Crude oil is the most direct thermometer for this situation.
If WTI and Brent continue to rise rapidly, it suggests the market believes things are worsening.
If they surge and then fall back, it suggests the market thinks this is only a political game.

#美股AI概念股普涨