伊朗誓言永不投降！特朗普威胁“极其猛烈的打击”，高呼MIGA！中东原油停产潮！油价下周极可能破100美元！高盛、大摩、花旗纷纷警告！

Group 1 - The article highlights the significant surge in international oil prices due to escalating tensions in the Middle East, with Brent crude oil rising by 9.26% to $93.32, marking a weekly increase of 35%, the largest in history [1][7]. - The conflict between the US and Iran is expected to be prolonged, with the UN Secretary-General warning that the war "could spiral out of control" [2][5]. - Kuwait has announced a reduction in oil production due to the conflict, with the flow through the Strait of Hormuz plummeting by 94%, leading to concerns about supply disruptions and potential price increases [8][9]. Group 2 - The article discusses the renewed interest in "HALO strategies," focusing on sectors with heavy assets and low risk of technological obsolescence, such as energy, resources, and infrastructure [2][10]. - The oil and petrochemical sector has shown strong performance, with the industry index rising by 31.4% year-to-date, leading among major industry indices [12]. - Other sectors, including coal and non-ferrous metals, have also experienced significant gains, with indices rising around 20% year-to-date [12][16].