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战神x4110
霍尔木兹海峡变数再起
特朗普拒绝伊朗重开海峡提议，美伊谈判卡住，中东地缘风险再度升温。
👉核心传导逻辑：一旦冲突升级→油价大涨→通胀反弹→美联储更难降息，持续高利率压制BTC等风险资产，这也是本轮上涨降温的主要原因。
👉重点观察：有没有航运、炼油设施遇袭，一旦出现实质性军事升级，行情会大幅波动。
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