中東各國開始對美國割蓆

[mtr]

https://x.com/SV_Nomad/status/2029614963820802364

1.中国禁止油品出口
2.欧洲开始计划大规模难民疏散
3.海湾诸国开始和美国切割（禁止用本国领土攻击伊朗）
这几个新闻连起来看
你肯定不会得出战争即将结束、油价即将恢复正常、一切就像从来没发生一样美好的结论


https://x.com/KobeissiLetter/status/2029722607956766769

BREAKING: 3 of the 4 big Gulf countries (Saudi Arabia, UAE, Kuwait, and Qatar) are discussing withdrawing from US and other investments as the toll from the war with Iran mounts, per FT.

Details Include:

1. "Budget stains" are reportedly mounting due to reduced income from energy, shipping, and tourism

2. Countries could reassess investment commitments to US

3. The move would be viewed as a "precautionary measure"

4. Moves that jeopardize US investments could "pressure" President Trump

Over $2 trillion in US investment appears to be at risk.

[mtr]

看新闻的顺序是这样的：

沙特向中国求助，中国告诉伊朗停止攻击沙特，伊朗继而感谢沙特，胡塞武装可能不会攻击红海的延布出口枢纽，那里也是中石油和沙特阿美合资企业的所在地。

之后沙特促使海湾合作委员会撤回美国投资。

顺理成章。

https://x.com/Kai866/status/2029779585559314915

[mtr]

Why HSI Tech Index rebound ?

https://x.com/Kai866/status/2029772154418647381

因对伊朗特殊军事行动，多个海湾国家正在考虑取消对美国投资。

特朗普正陷入被动，这场战争结束的时候，海湾国家会全面开始转向中国，因为同样可以提供强有力的保护，更加支持海湾国家的贸易正常化，关税更低，重要的是，有更稳定可靠不会突然变动的出尔反尔。

[joe]