叶倩宁（投资咨询资格编号：Z0016628） 电话：020-88818051 邮箱：yeqianning@gf.com.cn 中东动荡局势加剧 避险情绪驱动金银走强 投资咨询业务资格：证监许可【2011】1292 号 行情导读：上周末由于核谈判破裂，美国突发对伊朗发动军事打击并击毙包括最高领袖哈梅内伊在内 的多名重要领导，伊朗方面随即对中东各地美军基地发动大规模强硬回击并宣布关闭作为全球能源运 输关键咽喉的霍尔木兹海峡，中东局势迅速恶化。事件导致包括能源和化工的品种供应受到冲击而上 涨，避险情绪则驱动黄金白银等贵金属走强。周一日盘，国际金价一度逼近 5400 美元关口创 2 月初回 调以来的新高，沪金主力合约放量且涨幅不断扩大超过 4%；国际银价早盘冲高仅 3%后涨幅收窄，沪银 主力合约延续上周五夜盘涨势幅度最高超过 8%。 驱动分析一：中东或陷入更加混乱局面，"黑天鹅"成"灰犀牛" 在包括最高领袖哈梅内伊在内的多名重要领导被杀后，伊朗方面宣布临时领导委员会于 3 月 1 日 成立并开始工作，由伊朗总统佩泽希齐扬、司法部长、宪法监护委员会一名法学家组成临时领导团队 共同领导国家，保证伊朗政权持续运转，直到选出 ...

Group 1 - The article discusses the assassination of President Kennedy and its connection to the control of the U.S. dollar issuance, suggesting that he attempted to reclaim monetary sovereignty through Executive Order 11110, which allowed the Treasury to issue silver certificates without Federal Reserve involvement [2] - It draws parallels with President Lincoln, who issued "greenbacks" during the Civil War, and was assassinated shortly after, implying a pattern of presidential assassinations linked to monetary reform efforts [4] - The Federal Reserve, established in 1913, is described as a consortium of private banks that profits from government debt, with data indicating that for every dollar collected in taxes, 30 cents goes to pay interest to the Federal Reserve [5] Group 2 - Following Kennedy's assassination, the issuance of silver certificates was immediately halted by his successor, Lyndon Johnson, indicating a power struggle behind the scenes [7] - The article outlines a timeline of events post-1971, including the establishment of the petrodollar system and military interventions in oil-rich regions, suggesting a financial warfare strategy [9] - It highlights the influence of the Freemasons in controlling media and educational institutions, with a significant presence in major media boards and funding for think tanks [11] Group 3 - The article asserts that modern empires do not require territorial conquest but can destabilize nations through monetary control, exemplified by the collapse of the Soviet Union following IMF intervention [13] - It concludes that the tragedies of Kennedy and Lincoln are not coincidences but rather a reflection of a systemic issue where presidents are mere temporary figures, while the true power remains hidden [15]