4.1 Macro 伊朗袭击货轮引发美军空袭，霍尔木兹海峡被无限期关闭，市场担忧局势升级及伊朗或全面关闭领空。
霍尔木兹海峡局势持续升级，伊朗袭击了悬挂新加坡国旗的货轮Ever Lovely，无视美国的最后通牒，并违反了6月签署的停火协议。作为回应，美国迅速展开第三轮空袭，打击了约140处伊朗军事设施，以报复针对商船的袭击。 与此同时，悬挂塞浦路斯国旗的集装箱船M/V GFS Galaxy因火灾和一名船员失踪被迫停航。伊斯兰革命卫队宣布无限期关闭该航道，禁止所有船只通行，进一步加剧地区紧张局势。 此外，美军还袭击了Kangan高速公路附近的一处山丘，可能影响伊朗的雷达和防空战略。据市场分析，8月31日前航运恢复的可能性不大，且7月31日前伊朗全面关闭领空的风险正在上升。
Iranian navy officer killed as US strikes hit Jask in escalating Strait of Hormuz standoff
Iranian navy officer killed in US strikes amid escalating tensions
US strikes 140 Iranian targets after ship attack in Strait of Hormuz
Iranian forces strike US-linked targets across five Middle Eastern countries, sending shockwaves through global markets
IRGC strikes US logistics facilities at Oman’s Duqm port in third retaliation round
U.S. completes third round of strikes against Iran following incident in Hormuz
The U.S. bombs Iran following Tehran's attack on a commercial vessel in Hormuz
US strike hits hilltop near Kangan highway, escalating Iran tensions
Trump orders renewed airstrikes on Iran after IRGC attack on ship in Strait of Hormuz, U.S. military says
Iran strikes cargo ship in Strait of Hormuz, defying US ultimatum
