The Iran war turned Mag 7 stocks into dip-buying bait. But no one is jumping in yet even though Wall Street expects U.S. tech to outperform

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首先,Simultaneously, influential Iranian figures are capitalizing on the turmoil that the proposed agreement might alleviate. Supreme Leader Mojtaba Khamenei and oil magnate Hossein Shamkhani have benefited from crude price increases enabled by temporary U.S. sanctions exemptions for Iran-affiliated tankers. As former Treasury official Miad Maleki observed, these profits largely enrich intermediaries rather than state coffers. Iranian legislators separately confirmed collecting up to $2 million per vessel transit, with petroleum export revenues doubling pre-war levels.

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来自产业链上下游的反馈一致表明,市场需求端正释放出强劲的增长信号,供给侧改革成效初显。

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