Recent macro conditions are a bit chaotic, with the Middle East escalating further. The U.S. has issued alerts from multiple embassies across the region, and even oil tankers in Oman have been attacked—energy supplies are once again uncertain. The Pentagon also says it wants to spend more than ten billion dollars to buy interceptor missiles, and the geopolitical risks are not low. After the earthquake in Japan’s “Silicon Island,” multiple semiconductor factories have stopped production, and the chip supply chain will face added pressure again. For this round in the U.S. market, both safe-haven assets and commodities could move in a volatile way—just watch the relationship between crude oil and gold. Tighten your positions; don’t chase highs or sell into lows. #宏观 #地缘风险 #原油 #黄金 NFA DYOR