停战的意思是:参与战争的双方/多方都同意停战。美国一方Taco不叫停战,叫Taco罢了。 所以现在“停战”需要看伊朗想打到哪时候?美国能让步到哪里?以色列又要斩首到何时? 讲真,三方都是疯子,目前看停战还远着。 但是市场并不需要等到停战才能稳定,市场需要的是可以预期的未来,需要更少变量的未来。 关键还是霍尔木兹和美国的利率。
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