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Apr 16, 2026
Premium The Hormuz Shock Is Not Regional — It Is Systemic Energy, Gold, and the Emergence of Strategic Vacuum Date: 2026-04-15 Core Thesis 市场当前在犯一个结构性错误: 把霍尔木兹冲突理解为一个“能源问题”。
Dec 18, 2025
1) 发生了什么:从“反毒”叙事到“油轮/出口通道”现实 过去一段时间,美方对委内瑞拉相关海域的军事与执法动作,已经从“打击贩毒船只/海上行动”逐步演化到对委内瑞拉石油外运链条产生 可见摩擦 的程度。