#美伊谈判陷入僵局 The US-Iran negotiations have reached a deadlock, with Iran announcing a comprehensive management plan for the Strait of Hormuz

Both sides' new round of contacts in Pakistan have stalled, with Iran taking a tougher stance, emphasizing that any end to the war must be executed according to Iran's conditions. Iranian Islamic Parliament members disclosed that Iran has finalized a comprehensive management plan for the Strait of Hormuz, requiring all ships to obtain Iranian permission to pass, commercial documents only recognize the name "Persian Gulf," Israeli ships are strictly prohibited from passing, and must pay relevant fees and prioritize payment in Iranian rials. The US Secretary of Defense stated that the maritime blockade is intensifying, with a second US aircraft carrier set to participate in the blockade operations.
Market Impact Assessment:
Short-term (1-3 days): Geopolitical risks may continue to push oil prices higher, intensifying inflation concerns and suppressing the performance of risk assets; the crypto market may continue to fluctuate following macro sentiment.
Medium-term (1-2 weeks): If tensions persist, broader market risk aversion may be triggered; but if signs of easing appear, risk assets could rebound.
Risk Level: Moderate to high - Geopolitical risks are uncertain and may cause significant market volatility.