刚刚！霍尔木兹海峡，传来大消息！伊朗：允许部分国家船只通过！

Core Viewpoint - The article highlights a significant decline in market risk appetite due to escalating geopolitical tensions in the Middle East, particularly involving Iran and the U.S., which has led to a sharp drop in stock markets and a surge in oil prices. Group 1: Market Reactions - On March 13, Japanese and South Korean stock markets experienced a sharp decline, with the KOSPI index dropping over 3% at one point and the Nikkei 225 index falling over 2% [1] - U.S. stock indices also fell, with the Nasdaq down by 1.78% [1] Group 2: Geopolitical Developments - An Iranian military spokesperson reported that a U.S. military refueling aircraft was shot down in western Iraq, resulting in the death of all personnel on board [2] - The U.S. Central Command stated that the crash was not due to enemy fire or friendly fire [3] - Iranian officials claimed that Iran has the capability for prolonged warfare and has destroyed 70% of U.S. military bases in the region [4] Group 3: Military Actions and Threats - Iran launched a military operation involving precision-guided weapons and heavy missiles targeting Israeli and U.S. military bases [5] - Iranian officials warned that any attack on Iran's energy infrastructure would result in "devastating" retaliation, threatening U.S. and allied oil and gas facilities in the region [6] Group 4: Oil Market Implications - The situation in the Strait of Hormuz, a critical passage for global oil, has raised concerns about potential long-term supply disruptions, with Brent crude oil prices rising over 9% to above $100 per barrel [8] - Analysts suggest that prolonged closure of the Strait could push oil prices to $150 or even $160 per barrel [8][9] - The U.S. Treasury announced a temporary easing of sanctions on certain Russian oil in response to rising oil prices due to Middle Eastern tensions [9]