<p><img src="https://imageproxy.pbkrs.com/https://invezz-wp-media.lon1.digitaloceanspaces.com/2026/04/Ships-going-near-Strait-of-Hormuz.png?x-oss-process=image/auto-orient,1/interlace,1/resize,w_1440,h_1440/quality,q_95/format,jpg" alt="" original-src="https://imageproxy.pbkrs.com/https://invezz-wp-media.lon1.digitaloceanspaces.com/2026/04/Ships-going-near-Strait-of-Hormuz.png"/></p>
<p>全球市场在周三保持紧张，因为地缘政治紧张局势和宏观发展推动了投资者对各类资产的情绪。</p>
<p>美国和伊朗在霍尔木兹海峡的对峙加剧，引发了对供应中断的担忧。</p>
<p>欧盟在经过数月的僵局后，批准了一项 900 亿欧元的贷款用于乌克兰。</p>
<p>比特币在停火延长后，风险偏好改善，价格飙升至 78,000 美元以上。</p>
<p>与此同时，因关键航运路线紧张，原油价格重新攀升至 100 美元以上。</p>
<h2>美国 - 伊朗在霍尔木兹海峡的僵局</h2>
<p>美国和伊朗在霍尔木兹海峡的控制权问题上仍处于高风险对峙中，未能恢复和平谈判，双方在延长的停火期间利用对水道的限制作为筹码。</p>
<p>华盛顿对往返伊朗港口的船只维持海上封锁，德黑兰对此表示批评，称其违反了停火协议。</p>
<p>作为回应，伊朗有效限制了通过该海峡的国际交通，并据报道对商业船只开火。</p>
<p>这一战略水道曾处理全球约五分之一的石油和液化天然气运输，目前仍大部分受到干扰，引发了对全球供应短缺和通胀风险的担忧。</p>
<p>特朗普总统延长了停火，但承认伊朗领导层内部存在分歧。然而，仍然存在不确定性，关于重新开放海峡或恢复谈判没有明确的时间表。</p>
<p>“一旦他们打破这个封锁，我认为下一轮谈判将在伊斯兰堡进行，” 伊朗驻联合国大使表示。</p>
<h2>欧盟批准 900 亿欧元援助乌克兰</h2>
<p>欧盟批准了一项 900 亿欧元（1060 亿美元）的贷款计划，用于乌克兰，结束了数月的政治僵局，此前匈牙利解除其否决权。</p>
<p>这一突破是在乌克兰恢复通过友谊管道的石油流动后实现的，解决了匈牙利对能源供应的担忧。</p>
<p>该决议使欧盟大使能够推进援助计划和对俄罗斯的额外制裁。</p>
<p>这笔资金预计将为面临越来越大财政压力的乌克兰提供关键的财政支持，乌克兰与俄罗斯的战争已持续超过四年。</p>
<p>匈牙利的政治转变也发挥了作用，新领导层表示将更加强调与欧盟优先事项的一致性，并继续支持乌克兰。</p>
<h2>比特币在风险偏好情绪下飙升至 78,000 美元以上</h2>
<p>比特币价格攀升至 78,000 美元以上，创下新的月度高点，投资者在美国 - 伊朗停火延长后开始接受风险资产。</p>
<p>这一反弹得到了强劲的机构需求的支持，包括对现货比特币 ETF 的持续流入和企业投资者的购买活动。</p>
<p>空头挤压进一步加速了涨幅，过去 24 小时内超过 3.3 亿美元的杠杆头寸被清算。</p>
<p>分析师指出，80,000 美元的水平仍然是一个关键的心理阈值，进一步上涨取决于持续的动能和突破阻力位的决定性表现。</p>
<h2>原油价格因供应担忧重新攀升至 100 美元以上</h2>
<p>油价大幅反弹，布伦特和 WTI 原油价格上涨超过 3%。布伦特原油价格在霍尔木兹海峡紧张局势加剧的情况下，突破 100 美元每桶。</p>
<p>伊朗的革命卫队据报道在该地区扣押了两艘集装箱船，并对其他船只开火，突显了全球能源供应链的风险加剧。</p>
<p>与此同时，美国的封锁和停滞的和平谈判增加了未来石油流动的不确定性，推动价格上涨。</p>
<p>在地缘政治风险和供应限制的关注下，能源市场对该地区的发展保持高度敏感。</p>
<p>晚间摘要：乌克兰援助获批，伊朗霍尔木兹对峙加深，首发于 Invezz。</p>

GLXY

西方石油

<p>全球市场因地缘政治问题而紧张，特别是美国与伊朗在霍尔木兹海峡的对峙，威胁到石油供应。欧盟已批准向乌克兰提供 900 亿欧元的贷款，缓解了之前的政治僵局。比特币已突破 78,000 美元，受到风险偏好改善的推动，而原油价格在关键航运路线紧张局势升级的背景下已上涨至 100 美元以上。形势仍然不稳定，对全球供应和通胀风险产生重大影响</p>

<p><img src="https://imageproxy.pbkrs.com/https://invezz-wp-media.lon1.digitaloceanspaces.com/2026/04/Ships-going-near-Strait-of-Hormuz.png" alt="" original-src="https://invezz-wp-media.lon1.digitaloceanspaces.com/2026/04/Ships-going-near-Strait-of-Hormuz.png"/></p>
<p>Global markets remained on edge on Wednesday as geopolitical tensions and macro developments drove investor sentiment across asset classes.</p>
<div class="lb-trans"><p>全球市场在周三保持紧张，因为地缘政治紧张局势和宏观发展推动了投资者对各类资产的情绪。</p>
</div><p>The US and Iran are locked in a standoff over the Strait of Hormuz, raising fears of supply disruptions.</p>
<div class="lb-trans"><p>美国和伊朗在霍尔木兹海峡的对峙加剧，引发了对供应中断的担忧。</p>
</div><p>The European Union has approved a €90 billion loan for Ukraine after months of deadlock.</p>
<div class="lb-trans"><p>欧盟在经过数月的僵局后，批准了一项 900 亿欧元的贷款用于乌克兰。</p>
</div><p>Bitcoin surged past $78,000 as risk appetite improved following a ceasefire extension.</p>
<div class="lb-trans"><p>比特币在停火延长后，风险偏好改善，价格飙升至 78,000 美元以上。</p>
</div><p>Meanwhile, crude oil prices climbed back above $100 amid escalating tensions in key shipping routes.</p>
<div class="lb-trans"><p>与此同时，因关键航运路线紧张，原油价格重新攀升至 100 美元以上。</p>
</div><h2>US-Iran deadlock over Strait of Hormuz</h2>
<div class="lb-trans"><h2>美国 - 伊朗在霍尔木兹海峡的僵局</h2>
</div><p>The United States and Iran remain locked in a high-stakes standoff over control of the Strait of Hormuz after failing to resume peace talks, with both sides using restrictions on the waterway as leverage during an extended ceasefire.</p>
<div class="lb-trans"><p>美国和伊朗在霍尔木兹海峡的控制权问题上仍处于高风险对峙中，未能恢复和平谈判，双方在延长的停火期间利用对水道的限制作为筹码。</p>
</div><p>Washington has maintained a naval blockade on ships traveling to and from Iranian ports, a move Tehran has criticized as a violation of the truce.</p>
<div class="lb-trans"><p>华盛顿对往返伊朗港口的船只维持海上封锁，德黑兰对此表示批评，称其违反了停火协议。</p>
</div><p>Iran, in response, has effectively restricted international traffic through the strait and reportedly fired on commercial vessels.</p>
<div class="lb-trans"><p>作为回应，伊朗有效限制了通过该海峡的国际交通，并据报道对商业船只开火。</p>
</div><p>The strategic waterway, which previously handled about a fifth of global oil and liquefied natural gas shipments, remains largely disrupted, raising concerns about global supply shortages and inflation risks.</p>
<div class="lb-trans"><p>这一战略水道曾处理全球约五分之一的石油和液化天然气运输，目前仍大部分受到干扰，引发了对全球供应短缺和通胀风险的担忧。</p>
</div><p>President Donald Trump extended the ceasefire but acknowledged divisions within Iran’s leadership. However, uncertainty persists, with no clear timeline for reopening the strait or resuming negotiations.</p>
<div class="lb-trans"><p>特朗普总统延长了停火，但承认伊朗领导层内部存在分歧。然而，仍然存在不确定性，关于重新开放海峡或恢复谈判没有明确的时间表。</p>
</div><p>“As soon as they break this blockade, I think that the next round of the negotiations will take place in Islamabad,” Iran’s envoy to the United Nations said.</p>
<div class="lb-trans"><p>“一旦他们打破这个封锁，我认为下一轮谈判将在伊斯兰堡进行，” 伊朗驻联合国大使表示。</p>
</div><h2>EU clears €90 billion aid package for Ukraine</h2>
<div class="lb-trans"><h2>欧盟批准 900 亿欧元援助乌克兰</h2>
</div><p>The European Union has approved a €90 billion ($106 billion) loan package for Ukraine, ending months of political gridlock after Hungary lifted its veto.</p>
<div class="lb-trans"><p>欧盟批准了一项 900 亿欧元（1060 亿美元）的贷款计划，用于乌克兰，结束了数月的政治僵局，此前匈牙利解除其否决权。</p>
</div><p>The breakthrough came after Ukraine restored oil flows through the Druzhba pipeline, addressing Hungary’s concerns over energy supplies.</p>
<div class="lb-trans"><p>这一突破是在乌克兰恢复通过友谊管道的石油流动后实现的，解决了匈牙利对能源供应的担忧。</p>
</div><p>The resolution allowed EU ambassadors to move forward with both the aid package and additional sanctions against Russia.</p>
<div class="lb-trans"><p>该决议使欧盟大使能够推进援助计划和对俄罗斯的额外制裁。</p>
</div><p>The funding is expected to provide critical financial support to Ukraine, which faces mounting fiscal pressure more than four years into the war with Russia.</p>
<div class="lb-trans"><p>这笔资金预计将为面临越来越大财政压力的乌克兰提供关键的财政支持，乌克兰与俄罗斯的战争已持续超过四年。</p>
</div><p>The political shift in Hungary also played a role, with incoming leadership signaling stronger alignment with EU priorities and continued support for Ukraine.</p>
<div class="lb-trans"><p>匈牙利的政治转变也发挥了作用，新领导层表示将更加强调与欧盟优先事项的一致性，并继续支持乌克兰。</p>
</div><h2>Bitcoin surges above $78,000 on risk-on sentiment</h2>
<div class="lb-trans"><h2>比特币在风险偏好情绪下飙升至 78,000 美元以上</h2>
</div><p>Bitcoin climbed above $78,000, marking a fresh monthly high as investors embraced risk assets following the extension of the US-Iran ceasefire.</p>
<div class="lb-trans"><p>比特币价格攀升至 78,000 美元以上，创下新的月度高点，投资者在美国 - 伊朗停火延长后开始接受风险资产。</p>
</div><p>The rally was supported by strong institutional demand, including continued inflows into spot Bitcoin ETFs and buying activity from corporate players.</p>
<div class="lb-trans"><p>这一反弹得到了强劲的机构需求的支持，包括对现货比特币 ETF 的持续流入和企业投资者的购买活动。</p>
</div><p>A short squeeze further accelerated gains, with more than $330 million in leveraged positions liquidated over the past 24 hours.</p>
<div class="lb-trans"><p>空头挤压进一步加速了涨幅，过去 24 小时内超过 3.3 亿美元的杠杆头寸被清算。</p>
</div><p>Analysts noted that the $80,000 level remains a key psychological threshold, with further upside dependent on sustained momentum and a decisive breakout above resistance levels.</p>
<div class="lb-trans"><p>分析师指出，80,000 美元的水平仍然是一个关键的心理阈值，进一步上涨取决于持续的动能和突破阻力位的决定性表现。</p>
</div><h2>Crude oil climbs back above $100 amid supply fears</h2>
<div class="lb-trans"><h2>原油价格因供应担忧重新攀升至 100 美元以上</h2>
</div><p>Oil prices rebounded sharply, with Brent and WTI crude surging above 3%. Brent crude rallied above $100 per barrel as tensions in the Strait of Hormuz intensified.</p>
<div class="lb-trans"><p>油价大幅反弹，布伦特和 WTI 原油价格上涨超过 3%。布伦特原油价格在霍尔木兹海峡紧张局势加剧的情况下，突破 100 美元每桶。</p>
</div><p>Iran’s Revolutionary Guards reportedly seized two container ships and opened fire on others in the region, highlighting escalating risks to global energy supply chains.</p>
<div class="lb-trans"><p>伊朗的革命卫队据报道在该地区扣押了两艘集装箱船，并对其他船只开火，突显了全球能源供应链的风险加剧。</p>
</div><p>At the same time, the US blockade and stalled peace talks have added to uncertainty around future oil flows, pushing prices higher.</p>
<div class="lb-trans"><p>与此同时，美国的封锁和停滞的和平谈判增加了未来石油流动的不确定性，推动价格上涨。</p>
</div><p>With both geopolitical risks and supply constraints in focus, energy markets remain highly sensitive to developments in the region.</p>
<div class="lb-trans"><p>在地缘政治风险和供应限制的关注下，能源市场对该地区的发展保持高度敏感。</p>
</div><p>The post Evening digest: Ukraine aid cleared, Iran Hormuz standoff deepens appeared first on Invezz</p>
<div class="lb-trans"><p>晚间摘要：乌克兰援助获批，伊朗霍尔木兹对峙加深，首发于 Invezz。</p>
</div>

Evening digest: Ukraine aid cleared, Iran Hormuz standoff deepens

- 全球市场因地缘政治紧张和宏观因素而不安。  
- 欧盟批准向乌克兰提供 900 亿欧元贷款，此前与匈牙利的僵局已解除。  
- 由于霍尔木兹海峡的冲突加剧，原油价格重新攀升至 100 美元以上。

invezz

Galaxy Digital

Hut 8 Mining

Marathon Digital

Bitfarms Canada

Coinbase

和顺石油

Riot Platforms

CoinShares Bitcoin ETF

美国石油设备与服务 ETF - iShares

标普油气设备与服务 ETF - SPDR

Grayscale Bitcoin Adopters ETF

区块链 ETF - Amplify

Invesco Galaxy Bitcoin ETF

博时比特币

Bitwise MARA Option Income Strategy ETF

Bitwise Bitcoin ETF

2 倍做多 Riot ETF - Defiance

ARK 21Shares Bitcoin ETF

华夏比特币

能源业 ETF - SPDR

iShares Bitcoin Trust ETF

Fidelity Wise Origin Bitcoin Fund - ETF

美国 WTI 原油 ETF

Valkyrie Bitcoin and Ether Strategy ETF

FGX原油

标普全球能源股指数 ETF - iShares

能源业 ETF - Vanguard

ProShares Bitcoin Strategy ETF

VanEck Bitcoin ETF

F三星原油期

美国布伦特原油期货基金

油气开采 ETF - SPDR

炼油公司指数 ETF - VanEck Vectors

美国油气勘探与生产 ETF - iShares

嘉实比特币

Franklin Bitcoin ETF

油气服务 ETF - Market Vectors

WisdomTree Bitcoin Fund

2 倍做多彭博原油 ETF - ProShares

2 倍做多 MARA ETF - GraniteShares

晚间摘要：乌克兰援助已获批准，伊朗在霍尔木兹海峡的对峙局势加剧