--- title: "[TrueZhuo Finance] Iran's New Leader Refuses to Back Down; Crude Oil Soars" type: "Topics" locale: "zh-HK" url: "https://longbridge.com/zh-HK/topics/39237361.md" description: "Iran's new supreme leader vowed to continue blocking the Strait of Hormuz and threatened to open other fronts. Multiple merchant ships were attacked in the Arabian Gulf, and the Brent crude oil settlement price broke through $100. Bond market traders are no longer certain that the Federal Reserve will cut interest rates this year. Overnight highlights: U.S. stock markets fell on Thursday. Iran's attack on two oil tankers caused crude oil prices to surge to around $100 per barrel, further intensifying inflation concerns and prompting investors to flee the stock market. The yield on U.S. two-year Treasury bonds rose to a six-month high, as Iran increased its strikes on energy and transportation targets in the Gulf region..." datetime: "2026-03-13T01:31:59.000Z" locales: - [en](https://longbridge.com/en/topics/39237361.md) - [zh-CN](https://longbridge.com/zh-CN/topics/39237361.md) - [zh-HK](https://longbridge.com/zh-HK/topics/39237361.md) author: "[真灼财经](https://longbridge.com/zh-HK/profiles/1067948.md)" --- > 支持的語言: [English](https://longbridge.com/en/topics/39237361.md) | [简体中文](https://longbridge.com/zh-CN/topics/39237361.md) # [TrueZhuo Finance] Iran's New Leader Refuses to Back Down; Crude Oil Soars Iran's new supreme leader vows to continue blocking the Strait of Hormuz and threatens to open other fronts. Several merchant ships were attacked in the Arabian Gulf, and Brent crude settlement price broke through $100. Bond traders are no longer certain the Fed will cut interest rates this year. **Overnight Highlights** U.S. stocks fell on Thursday as Iran's attack on two oil tankers sent crude prices soaring near $100 per barrel, further fueling inflation concerns and prompting investors to flee the stock market. The yield on the U.S. two-year Treasury note rose to a six-month high. Iran's intensified strikes on energy and transportation targets in the Gulf region pushed up oil prices and heightened market fears of a resurgence in inflation, which could lead to U.S. interest rates staying higher for longer. The U.S. dollar rose against the euro for a third consecutive day, approaching its yearly high. Soaring energy prices sparked concerns about Europe's import-dependent economy, driving investors to seek safety in the dollar. Oil prices closed up about 9%, hitting a nearly four-year high. Iran's supreme leader vowed to continue blocking the critical Strait of Hormuz. Gold prices fell more than 1%, pressured by a stronger dollar and diminished expectations for lower borrowing costs, while the ongoing Iran war exacerbated inflation worries. **International News** Iran's new supreme leader, Khamenei, vowed to continue blocking the Strait of Hormuz and threatened to open new fronts where the enemy is inexperienced and vulnerable. Trump said the U.S. will not immediately end military operations, and containing Iran is a higher priority than lowering oil prices. The U.K. said Iran may have begun laying mines in the Strait of Hormuz. Western intelligence agencies said Russia is providing Iran with various forms of intelligence support. Brent crude settlement price rose above $100 per barrel for the first time since August 2022, and WTI crude settlement price also hit a nearly four-year high. Attacks on several merchant ships in the Arabian Gulf indicate Iran's attack risks are spreading beyond the Strait of Hormuz. The U.S. Energy Secretary said the Navy could begin escorting oil tankers through the Strait of Hormuz by the end of this month. Separately, it is reported that the White House plans to temporarily allow foreign vessels to transport crude oil, gasoline, diesel, and other cargoes between U.S. ports to curb energy prices. It is reported that the Pentagon told lawmakers that the first six days of war with Iran have cost more than $11.3 billion, a figure far higher than unofficial estimates. Trump urged Fed Chair Powell to cut interest rates "immediately." As rising oil prices push up inflation expectations, bond traders are no longer certain the Fed will cut rates this year. Goldman Sachs delayed its expectation for the Fed's first rate cut this year to September. Fed Vice Chair for Supervision Bowman said a proposal to relax capital requirements for banks will be released next week. The U.S. trade deficit narrowed more than expected in January, and initial jobless claims fell slightly last week, indicating layoffs continue to be restrained. The EU rebutted U.S. accusations that it is fueling global market overcapacity, warning it will take "firm and proportionate" countermeasures if the U.S. imposes tariffs in violation of its trade agreement with the EU. Deutsche Bank disclosed a $30 billion exposure to the private credit sector, a relatively large amount among its Wall Street peers. The bank increased its bonus pool by 6.6% last year, a smaller increase than some Wall Street rivals. **Greater China News** China's Minister of Justice said this year will accelerate legislative research in areas such as artificial intelligence. A research center under the Ministry of Industry and Information Technology recommended that industrial enterprises strengthen security measures when deploying OpenClaw. U.S. Trade Representative Greer and Treasury Secretary Bessent will meet with Chinese Vice Premier He Lifeng in Paris this weekend to continue negotiations on economic and trade issues. It is reported that U.S. Secretary of State Rubio, who is sanctioned by China, is expected to accompany Trump on his visit to China. People's Bank of China Governor Pan Gongsheng said the central bank will continue to implement an appropriately accommodative monetary policy and increase counter-cyclical and cross-cyclical adjustments. The U.S. International Trade Commission ruled that imported battery anode materials from China will not cause material injury to the domestic industry, overturning the Commerce Department's earlier announcement of tariffs exceeding 160%. CLS: China's market interest rate pricing self-discipline mechanism set limits on the proportion of deposits with rates above the policy rate. Industry insiders expect that over 10 trillion yuan in interbank deposits may face rate cuts. Reuters: The Chinese government rejected Sinopec's request to use 13 million metric tons of national commercial reserves. India is reportedly requesting China to ease urea export restrictions due to Middle East conflict disrupting natural gas supplies. Tesla (TSLA.US) saw a rebound in its China retail sales in February, up 91% year-on-year. Cambricon achieved its first annual profit, benefiting from China's push for leading domestic AI developers to adopt homegrown chips. Stellantis is reportedly considering deals with Xiaomi Group (1810.HK) and XPeng (9868.HK) to revive its European business by bringing in Chinese investment. **Commodities & Forex Markets** The Bloomberg Dollar Index hit a nearly two-month closing high as markets worry the Middle East war could last longer. Brent crude settlement price broke through $100 per barrel for the first time since August 2022. WTI crude rose to its highest level in nearly four years. Gold prices fell, weighed down by a stronger dollar and surging oil prices. **Earnings & Economic Data Focus** U.S. March U. of Michigan Consumer Sentiment Prelim (Prev: 56.6, Forecast: 55) U.S. January Core PCE Price Index YoY (Prev: 3.0%, Forecast: 3.1%) Source: Golden Horse Capital Management (Hong Kong) Limited Author: Terry Chow Proofreader: Penny Yang ### 相關股票 - [Tesla (TSLA.US)](https://longbridge.com/zh-HK/quote/TSLA.US.md) - [XIAOMI-W (01810.HK)](https://longbridge.com/zh-HK/quote/01810.HK.md) - [Xiaomi Corporation (XIACY.US)](https://longbridge.com/zh-HK/quote/XIACY.US.md) - [XIAOMI-WR (81810.HK)](https://longbridge.com/zh-HK/quote/81810.HK.md) - [Deutsche Bank AG (DBK.DE)](https://longbridge.com/zh-HK/quote/DBK.DE.md) - [Deutsche Bank AG (DB.US)](https://longbridge.com/zh-HK/quote/DB.US.md) - [SINOPEC CORP (00386.HK)](https://longbridge.com/zh-HK/quote/00386.HK.md) - [Sinopec Corp. (600028.CN)](https://longbridge.com/zh-HK/quote/600028.CN.md) - [GraniteShares 2x Short TSLA Daily ETF (TSDD.US)](https://longbridge.com/zh-HK/quote/TSDD.US.md) - [Direxion Daily TSLA Bull 2X Shares (TSLL.US)](https://longbridge.com/zh-HK/quote/TSLL.US.md) - [AXS TSLA Bear Daily ETF (TSLQ.US)](https://longbridge.com/zh-HK/quote/TSLQ.US.md) - [XI2CSOPTSLA-U (09366.HK)](https://longbridge.com/zh-HK/quote/09366.HK.md) - [XL2CSOPTSLA (07766.HK)](https://longbridge.com/zh-HK/quote/07766.HK.md) - [XI2CSOPTSLA (07366.HK)](https://longbridge.com/zh-HK/quote/07366.HK.md) - [GraniteShares 2x Long TSLA Daily ETF (TSLR.US)](https://longbridge.com/zh-HK/quote/TSLR.US.md) - [Xiaomi HK SDR 2to1 (HXXD.SG)](https://longbridge.com/zh-HK/quote/HXXD.SG.md)