特朗普下令：发动猛烈空袭！油价冲破100美元，金银集体跳水！资产波动率飙升，“这通常是宏观危机的信号！”

Group 1 - The ongoing Middle East conflict is significantly impacting global capital markets, with major U.S. stock indices experiencing declines and oil prices surpassing $100 for two consecutive days [3][14]. - The S&P 500 index has seen a continuous decline for three weeks, while the technology sector is particularly weak, with major tech stocks like META and Apple dropping by nearly 4% and over 2% respectively [6][8]. - Despite the downturn in U.S. tech stocks, Chinese concept stocks have mostly risen, with the Nasdaq Golden Dragon China Index increasing by 0.76% [8]. Group 2 - Storage-related stocks have shown resilience, with companies like SanDisk and Micron Technology seeing significant gains, attributed to increased demand driven by AI spending [10][11]. - Analysts have raised Micron's target price, indicating strong market confidence in its potential, especially in high-bandwidth memory (HBM) [11]. - The storage chip industry is entering a new phase, with executives suggesting that price increases may become the "new normal" due to ongoing supply-demand imbalances [12]. Group 3 - Oil prices have continued to rise, with WTI and Brent crude oil futures closing at $97.21 and $103.90 per barrel respectively, marking a significant increase [14][15]. - The geopolitical tensions in the Middle East have led to heightened volatility in the markets, with implied volatility indices reaching levels not seen since last year's significant market events [20][21]. - The overall market has experienced a substantial loss in value, with trillions of dollars evaporating from global stock markets due to the escalating conflict [21].