今日要点

• 美军中央司令部证实，美东时间周二12时（北京时间今日零时）开始打击伊朗革命卫队（IRGC）目标，称系回应IRGC近期试图袭击霍尔木兹海峡商船及地区美军人员 ^[3]US launches strikes on Iran following 'attempted attacks in Strait' – BBC
  bbc.com^[14]US launches new airstrikes on Iranian targets as hostilities flare
  The Guardian。
• 伊朗方面，塔斯尼姆通讯社报道周二格什姆岛、科纳拉克、阿巴斯港多处传出爆炸 ^[1]US launches new strikes against Iran as war escalates
  aljazeera.com^[3]US launches strikes on Iran following 'attempted attacks in Strait' – BBC
  bbc.com；伊朗国家媒体援引一名安全事务副省长称，4枚投射物击中恰巴哈尔与科纳拉克 ^[3]US launches strikes on Iran following 'attempted attacks in Strait' – BBC
  bbc.com。
• 油价周二上涨，据Rigzone报道，WTI 7月底以来首次突破每桶90美元 ^[8]Oil Surges 5% on Renewed Tensions
  rigzone.com；截至美东时间9月1日晚间，WTI报90.78美元/桶，上涨0.62%。
• 美股9月1日（周二）续跌：标普500收于7631.47点，跌0.71%；VIX恐慌指数收于16.34，单日上升9.52%；据Rigzone报道，全球债券收益率升至近二十年最高水平 ^[8]Oil Surges 5% on Renewed Tensions
  rigzone.com。
• 双方表态依旧强硬：特朗普称若伊朗回应，将遭更强军事打击、或被“彻底摧毁” ^[8]Oil Surges 5% on Renewed Tensions
  rigzone.com；IRGC警告实施“严厉惩罚” ^[8]Oil Surges 5% on Renewed Tensions
  rigzone.com；美财长贝森特警告新制裁即将实施 ^[14]US launches new airstrikes on Iranian targets as hostilities flare
  The Guardian。

从“待批计划”到落下的炸弹

昨日简报收尾时，局面还停在“威胁”二字上：特朗普周一威胁“狠狠”打击伊朗 ^[14]US launches new airstrikes on Iranian targets as hostilities flare
The Guardian，而中央司令部一份针对霍尔木兹海峡的有限打击计划，当时仍未获得特朗普批准（昨日简报）。北京时间今晨更新的报道显示，打击已从计划变成行动：美军官员周二称对伊朗境内发动了新一轮打击 ^[2]U.S. carries out new military strikes in Iran
washingtonpost.com，中央司令部通报，行动于美东时间周二12时（北京时间今日零时）开始，目标是IRGC ^[3]US launches strikes on Iran following 'attempted attacks in Strait' – BBC
bbc.com^[14]US launches new airstrikes on Iranian targets as hostilities flare
The Guardian。《华盛顿邮报》称，此轮打击是数周脆弱停火后恢复攻击的延续与扩大 ^[2]U.S. carries out new military strikes in Iran
washingtonpost.com。

升级的路径并不难追溯。本周早些时候，美军袭击了霍尔木兹海峡拉腊克岛上的两具伊朗火箭发射器——美方称它们当时正准备向海峡发射装载水雷的火箭弹，系7月底以来首次 ^[3]US launches strikes on Iran following 'attempted attacks in Strait' – BBC
bbc.com^[4]U.S. Targets Iran in Fresh Wave of Strikes
wsj.com。伊朗随后向美军基地发射导弹 ^[4]U.S. Targets Iran in Fresh Wave of Strikes
wsj.com，双方爆发一个多月来首次直接交火 ^[7]Oil prices jump as US, Iranian attacks stoke fears of escalation
aljazeera.com。据Rigzone报道，特朗普将周二的行动归因为报复伊朗试图在海峡布雷，以及此前对约旦一处军事基地的袭击 ^[8]Oil Surges 5% on Renewed Tensions
rigzone.com。而导火索在8月31日晚已点燃：两艘超级油轮在驶出霍尔木兹海峡时遭投射物击中 ^[8]Oil Surges 5% on Renewed Tensions
rigzone.com^[14]US launches new airstrikes on Iranian targets as hostilities flare
The Guardian；Quartz报道称，美方将周二打击称作对德黑兰夜间袭击过境船只的报复 ^[9]Oil surged above $94 a barrel after the U.S. struck Iranian targets in Hormuz
qz.com。

打击落点：两边各有一套说法

美方的口径集中在动机：中央司令部称，打击缘于IRGC近期试图袭击海峡商船及部署在地区的美军人员 ^[1]US launches new strikes against Iran as war escalates
aljazeera.com^[2]U.S. carries out new military strikes in Iran
washingtonpost.com^[3]US launches strikes on Iran following 'attempted attacks in Strait' – BBC
bbc.com。伊方的信息则集中在落点：塔斯尼姆通讯社报道，周二格什姆岛、科纳拉克、阿巴斯港多处传出爆炸 ^[1]US launches new strikes against Iran as war escalates
aljazeera.com^[3]US launches strikes on Iran following 'attempted attacks in Strait' – BBC
bbc.com；伊朗国家媒体援引安全事务副省长称，4枚投射物击中恰巴哈尔与科纳拉克 ^[3]US launches strikes on Iran following 'attempted attacks in Strait' – BBC
bbc.com。美联社则将当日局势概括为美伊互相实施打击 ^[11]US and Iran trade strikes, and other Mideast news – apnews.com
apnews.com。《华尔街日报》的概括是：本周美伊恢复战斗，争夺这条战略水道的控制权 ^[4]U.S. Targets Iran in Fresh Wave of Strikes
wsj.com。

威胁与制裁：表态继续加码

军事行动之外，双方嘴上的交锋也在同步进行。IRGC警告，将对美方的报复行动实施“严厉惩罚” ^[8]Oil Surges 5% on Renewed Tensions
rigzone.com；伊朗并警告将阻止海湾石油出口 ^[14]US launches new airstrikes on Iranian targets as hostilities flare
The Guardian。特朗普对福克斯新闻表示，若伊朗回应，将遭到更强的军事打击，甚至可能被“彻底摧毁” ^[8]Oil Surges 5% on Renewed Tensions
rigzone.com。经济战线上，美国财政部长贝森特警告，华盛顿即将实施新制裁 ^[14]US launches new airstrikes on Iranian targets as hostilities flare
The Guardian。

油、股、债：9月1日的市场表现

美伊再度交战，加剧了市场对霍尔木兹海峡能源供应中断的担忧 ^[6]Oil Prices Rise After U.S. and Iran Clash Near Strait of Hormuz – WSJ
wsj.com。据Rigzone报道，美国油价7月底以来首次突破每桶90美元 ^[8]Oil Surges 5% on Renewed Tensions
rigzone.com；截至美东时间9月1日19时20分，WTI原油报90.78美元/桶，上涨0.62%。作为参照，布伦特原油8月21日曾触及近94.40美元的高点，此后一直在86-91美元区间震荡 ^[7]Oil prices jump as US, Iranian attacks stoke fears of escalation
aljazeera.com；Rigzone还提到，今年油价累计涨幅已超过55% ^[8]Oil Surges 5% on Renewed Tensions
rigzone.com。

股市未能幸免。9月1日（周二），标普500指数收于7631.47点，下跌0.71%，继周一（8月31日）收跌后再度走低；VIX恐慌指数收于16.34，单日上升9.52%。黄金报4376.3美元/盎司，当日下跌0.46%。债市方面，据Rigzone报道，周二全球债券收益率升至近二十年最高水平 ^[8]Oil Surges 5% on Renewed Tensions
rigzone.com。据Benzinga报道，防务股周二下跌，市场严阵以待 ^[10]Oil Spikes, Defense Stocks Slide: Markets Brace as US Strikes Iran Again
benzinga.com。

六个月的战争，循环又转一轮

这场冲突已持续六个月 ^[12]从“史诗狂怒”到“史诗灾难”：美伊冲突半年复盘 – Sohu
Sohu。双方的60天停火于8月中旬到期，既未获延长，也未达成永久和平协议 ^[7]Oil prices jump as US, Iranian attacks stoke fears of escalation
aljazeera.com。从8月30日的拉腊克岛，到8月31日晚的油轮遇袭，再到周二的境内打击与“彻底摧毁”的警告，“打击—报复—再威胁”的循环又转过了一轮 ^[3]US launches strikes on Iran following 'attempted attacks in Strait' – BBC
bbc.com^[4]U.S. Targets Iran in Fresh Wave of Strikes
wsj.com^[8]Oil Surges 5% on Renewed Tensions
rigzone.com^[9]Oil surged above $94 a barrel after the U.S. struck Iranian targets in Hormuz
qz.com。

行情速览

行情为最近一个交易日收盘数据（CNBC）；周末/非交易时段不更新，非实时盘中价。

封面图来源：aljazeera.com

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