Geopolitical tensions in the Middle East escalate, pushing up oil prices; inventories depleted hint at potential risks. Port damage combined with shipping detours through the straits lifts volatility. OPEC+ limited production increases mean supply disruption shocks are still in play.

In the Asian session, chips strengthen. SK hynix lists in the U.S., raising about $29 billion, and the storage cycle continues to support price hikes. The delayed report leads to a pullback in PCBs, but fundamentals and orders remain the hard truth.

On the safe-haven side, gold prices break above $4,200; veteran traders consider swapping to gold, and the pace of volatility quickens.

#Crypto #芯片 #OPECPlus #宏观 #safe-haven

NFA DYOR