市场快讯：美国以色列对伊朗发动打击，原油或将大幅上涨

1. Report Industry Investment Rating - No relevant information provided 2. Core Viewpoints of the Report - The military strike by the US and Israel against Iran may cause a significant increase in crude oil prices, and the current geopolitical conflict may push the Brent oil price above $75 per barrel [5] - If Iran closes the Strait of Hormuz, about one - third of the world's seaborne crude oil trade and one - fifth of the liquefied natural gas supply will be disrupted, and the global economy may face the risk of paralysis [6] 3. Summary by Related Content Military Action Background - On February 19, 2026, US President Trump stated that Iran needed to reach a "meaningful agreement" with the US within "10 to 15 days", or face "serious consequences". The US sent military forces to the Middle East while negotiating with Iran [5] - On February 27, the third round of US - Iran negotiations failed to reach a consensus on core issues. On February 28, the US and Israel officially launched a military strike against Iran [5] Military Action Details - At around 14:00 Beijing time on February 28, the US and Israel sent F - 35 fighter jets to conduct an air raid on Iran, targeting multiple locations including Tehran [5] - On February 28 local time, Israeli Prime Minister Netanyahu announced that the goal of the US - Israel military action was to overthrow the Iranian regime [5] - The US Pentagon named the air - raid operation on Iran "Epic Rage". President Trump said that after Israel's missile attack, the US had launched "large - scale combat operations" in Iran [5] - According to Iranian media on February 28, the Islamic Revolutionary Guard Corps of Iran declared that in response to the aggression, Iran had started a large - scale missile and drone attack on "territories occupied by Israel" [5] Comparison with Previous Military Actions and Impact on Oil Prices - In June 2025, the US launched a military strike against Iran to destroy its nuclear facilities. This time, the goal is to overthrow the Iranian regime, so the military action is expected to last longer, have a greater intensity, and a more serious geopolitical risk impact [5] - The 2025 Iranian geopolitical event pushed the Brent oil price to a high of $75 per barrel. The current geopolitical conflict may drive the Brent oil price above $75 [5] Potential Consequences of the Strait of Hormuz Closure - There are reports that the Iranian parliament has concluded that the Strait of Hormuz should be closed. If so, about one - third of the world's seaborne crude oil trade and one - fifth of the liquefied natural gas supply will be blocked, and the global economy may face paralysis [6]