美国下场打击伊朗，如何冲击资本市场?

Group 1 - The core message is that the recent U.S. military action against Iran is expected to impact capital markets, leading to overall pressure but localized upward movements [3] - The U.S. has officially engaged in military strikes against Iran, targeting three nuclear facilities, which is likely to create ongoing market turbulence [3][4] - The potential for Iran to retaliate by disrupting oil transport through the Strait of Hormuz, which accounts for 20% to 30% of global oil trade, poses a significant risk to commodity prices, particularly oil [3][4] Group 2 - The military action is anticipated to create downward pressure on risk assets, especially U.S. equities, as evidenced by a significant drop in the cryptocurrency market during the weekend [4] - Concerns about rising inflation due to potential disruptions in oil trade could exacerbate market instability, making inflation a persistent issue [4]