比推消息，美国与以色列对伊朗展开大规模军事行动，冲突进入第 3 天。伊朗关闭霍尔木兹海峡、红海航运或再受阻，油轮运输实质降速。美国暂未讨论释放战略石油储备（SPR），市场解读为华盛顿判断油价仍在可控区间。多家投行推演油价情境：若海峡长时间中断，布油可能上看 100 美元以上；若冲突迅速收敛，风险溢价或阶段性回吐。
比推消息，美国与以色列对伊朗展开大规模军事行动，冲突进入第 3 天。伊朗关闭霍尔木兹海峡、红海航运或再受阻，油轮运输实质降速。美国暂未讨论释放战略石油储备（SPR），市场解读为华盛顿判断油价仍在可控区间。多家投行推演油价情境：若海峡长时间中断，布油可能上看 100 美元以上；若冲突迅速收敛，风险溢价或阶段性回吐。
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