Pike时政财经分析(@BigbirdflyChan):The U.S. and Iran have reportedly reached a ceasefire agreement, with an announcement expected in the coming days, RIA Novosti reported, citing Pakistani and Iranian military sources. 果然如此，如我所料😀

2026.08.25 20:06

The U.S. and Iran have reportedly reached a ceasefire agreement, with an announcement expected in the coming days, RIA Novosti reported, citing Pakistani and Iranian military sources. 果然如此，如我所料😀

Pike时政财经分析@BigbirdflyChan

2026.08.25 14:27

昨天的一条新闻值得美股投资者关注：Washington offered to halt the naval blockade and lift sanctions on Iran in exchange for opening the Strait of Hormuz and stopping proxy attacks.美国愿意停止海上封锁并解除制裁，交换伊朗重新开放霍尔木兹海峡、停止其代理组织的袭击。回顾我3月份分析的伊朗局势的帖子，现在依然有参考性。一方面，hormuz海峡在美军护航下有限通行，削弱了伊朗的封锁最后底牌另外一方面，随着伊朗石油出口被美国反封锁，国内经济面临崩溃的压力，不得不和美国达成妥协。目前趁着中期选举，Trump的政治压力和伊朗的经济压力促使双方达成协议将是最好的结局。一旦伊朗和美国达成协议，对于中东局势缓解，石油造成的通胀预期下降，美股风险偏好回升都将是利好。