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总结
多家外媒报道，CNBC“Daily Open”等栏目指出，在美国对伊朗施压、特朗普发表针对伊朗的强硬表态背景下，伊朗具备多种反制与报复路径，其中包括通过影响地区原油供应与运输来施加压力。市场层面，投资者被提示关注油价波动与地缘政治风险溢价上升的可能性，相关影响或利好能源板块与国防军工相关股票及ETF，但同时加大市场不确定性与风险偏好波动。
正文
CNBC Daily Open: Iran has more avenues of retaliating against the U.S. - including oil supply CNBC Trump's Iran 'Freedom' Message May Lift Energy and Defense Stocks on Geopolitical Risk Hopes TipRanks CNBC daily open: Trump has Iran in his sights - watch for oil prices MSN Defense ETFs to Gain if Trump Acts on His Intervention Threat on Iran The Globe and Mail Potential Market Ripples: How Trump's Iran Protest Claims Could Lift Energy and Defense Stocks TipRanks
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