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美国斩首行动,会引发投资市场持续波动吗?_我的网站

A | 本篇评级为★★★,主要围绕以下内容展开:
1、伊朗冲突,如何串联全球投资市场?
2、国内市场,临近重要时间节点;
3、人民币可能暂缓升值,迎来休整震荡
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新闻解读评级说明:五星重磅,四星重要,三星级以下大家选择听。
1、伊朗冲突,如何串联全球投资市场?
这个周末最重磅的消息就是美国和以色列联手对伊朗进行军事打击,伊朗最高精神领袖哈梅内伊已被证实身亡,美国的“斩首行动”基本达到目的。

Photo: VCG
The US government is encouraging American companies to launch their own cyberattacks against criminal hackers, a move that certain US media claimed would bring the US closer to the practices of some of its chief cyber adversaries, including China and Russia. A Chinese expert slammed the claim as factually unfounded, saying that the US move would seriously disrupt the global cyberspace order. Washington has long projected its own conduct onto other countries, inventing adversaries to justify the militarization of cyberspace, the weaponization of artificial intelligence (AI) and even a privateer-style model of cyber piracy, said the expert.
Under a national security memorandum that US President Donald Trump signed late Wednesday, select companies would work with the Justice and Homeland Security Departments to strike foreign cybercriminal groups with hacks under certain conditions. The attacks would allow both surveillance of the criminal networks and specific types of hacking operations that could lead to disruption, manipulation or destruction of information systems and networks, including virtual and physical infrastructure, according to a report from the New York Times.
A CNN report called the move "a major policy shift that experts say could come with legal risk for the companies." It also noted that "companies can use cyber tools to surveil foreign criminals and disrupt their networks under the 'control and oversight' of the new federal program."
The US move is an attempt, under the guise of combating cybercrime, to accelerate its plan to issue "cyber privateering licenses" to private entities. Its core objective is to exploit its advantages in the cybersecurity and intelligence sectors and rapidly turn AI-enhanced cyberattack capabilities into tools for securing strategic interests and undermining the security of other nations, Xiao Xinguang, chief software architect from Chinese cybersecurity company Antiy, told the Global Times on Friday.
Analysts noted that some US media outlets routinely drag China into the frame and slander it whenever Washington unveils relevant policies, all to manufacture pretexts to legitimize America's own policies.
The New York Times report claimed that "to some extent, the new order would align the US more with some of its chief cyberantagonists, including China and Russia, where spy agencies have long relied on contract hackers working in the private sector to further their national security missions."
Xiao noted that the US has long projected its own practices onto other countries, manufacturing imaginary adversaries as scapegoats and falsely attributing to China the operational models of its own intelligence agencies, contractor networks and revolving-door system. By applying double standards and leveling unfounded accusations, Washington creates pretexts for militarizing cyberspace, weaponizing AI and even developing a cyber-privateering model.
In reality, certain US corporations have long supported US intelligence agencies in intelligence collection and offensive cyber operations, and this has been an established practice for years, Xiao said.
"Now, the US is bringing these previously covert practices into the open. As the trend develops, more US cybersecurity firms and intelligence contractors could operate under so-called privateering authorizations, posing as non-state actors while carrying out intrusions, data theft, sabotage and other disruptive cyberattacks against countries around the world," said Xiao.
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即使美国和以色列刻意选择在周末发起攻击,但对于脆弱的金融市场来说,也已经掀起了很大的涟漪。首先看到的就是原油价格飙涨,黄金价格也大幅上涨。这种波动有没有可能在下周继续传导到股票市场和其他资本市场?局势是否会进一步扩大、恶化和蔓延?我们一起来聊一下。

B |
首先,军事打击对资本市场的影响,最关键的因素在于:这到底是一次性打击——打完就结束,还是会拖入一场持久消耗战?如果是一次性打击,过几天就平息了,往往“炮弹落地”之时就是原油和黄金价格的高点。我们在2025年6月就见过类似情况:当时打了12天,伊朗一边犹豫一边打,一边打一边犹豫,最终向市场传递的信息是——缺乏强烈反击的决心。因此,投资市场并未出现大幅波动。

C |
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D |
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