"Epic Rage Operation" has been underway, with the US military striking over 10,000 Iranian military targets～

But there’s another airstrike happening silently—global capital markets, where the number of affected stocks has long exceeded 10,000～
Missiles on the battlefield have target coordinates; market damage is indiscriminate: AI stocks, shipping stocks, emerging market ETFs, Middle East-related assets. After a round of risk re-pricing, there’s no precision guidance—only broad clearance～
The most ironic part is: wars target geographic locations, while markets target valuation logic. The former has ceasefire agreements; the latter does not— as long as uncertainty persists, capital will continue to withdraw from risk assets, fleeing into gold, US Treasuries, and the US dollar～
10,000 military targets are being counted. 10,000 affected stocks, no one is issuing obituaries～
#中东战争 # Capital Markets #风险资产 # Gold #Macro Trading