Analysts: The shadow of Trump's "weekend action" reappears, intensifying market tensions.

Investinglive analyst Adam Button stated that the Iranian Revolutionary Guard today clarified the rules for passage through the Strait of Hormuz: any ships traveling to or from ports of countries "supporting or allied with the Zionist-American camp," regardless of their final destination or route, will be prohibited from passage. The emphasis on "port ownership" is crucial. Previously, the market had envisioned a scenario where crude oil could still flow through the Strait of Hormuz to "friendly countries" like India, thereby reducing the daily supply gap to 2-3 million barrels through supply restructuring. However, based on the current statement, the Iranian Revolutionary Guard appears to be preparing for a larger-scale conflict with other Gulf states, including the UAE and Saudi Arabia. Furthermore, weekend risks are gradually escalating in the market. Trump's statements are not always credible, and he has a history of launching military actions on weekends. Currently, the US is massing troops in the region, and the market is concerned that Trump might launch an attack on Kharg Island or other Iranian targets after today's close or early Saturday morning. Whether this will lead to an escalation of the conflict or a substantial blow to Iran remains highly uncertain. (Jinshi)