Latest developments in the US-Iran conflict! What will long-term high oil prices bring? What major events to watch for next week?

The conflict between the U.S. and Iran continues to escalate, with market expectations that high oil prices will reshape the global asset pricing logic. High oil prices may suppress the valuations of technology stocks while activating investments in energy and resource sectors. The A-share market has already shown a flow of funds towards sectors such as electricity, coal chemical, and new energy. The U.S. is increasing its military presence in the Middle East, while Iran is considering allowing tankers to pass through the Strait of Hormuz with settlements in RMB. Macroeconomists point out that although the U.S.-Israel alliance initially gained military advantages, it has failed to achieve its core objectives, and the direction of the war is influenced by multiple strategic games