以下部分引用 AI 总结，现阶段 AI 仍然有幻觉。请以内容的原文为准。
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Iran
2017 atoms · 跨 81 天 · 首见 2026-04-02 · 最近 2026-07-03
三色: 🟦 fact 1832 · 🟥 take 185 · stance ▲95/▼465/◆886
叙事状态: 🍂 fading (退潮) · 💤 沉寂 · 策展近14d 0 atom · 🐦 X 近14d 79
状态只算低频策展源 (群/卖方); X firehose 仅作背景音量
来源: 群 4 · X 2013
时态: fresh:1891 · aging:104 · stale:22
标签: 好信源:1733 · 好观点:260 · 好数字:94 · 好思考:36 · 好问题:9
别名 (合并): IRAN
🟨 AI 综合 · junior analyst 概览
展开 AI 综合 (灰色 · 非市场结论 · 点击数字溯源到原 atom)
model: deepseek-chat · 2026-07-12 · 默认折叠
伊朗与美国的和平协议已完成，谈判方认为协议已非常接近且伊朗已满足大部分诉求
¹¹¹。协议将释放250亿美元冻结资产并允许伊朗获得60亿美元用于购买美国商品
¹¹，同时美方承诺至少3000亿美元用于伊朗重建
¹¹。但伊朗同时威胁对美军袭击进行报复，并声称已向美军驱逐舰发射导弹
¹¹。以色列智库认为伊朗现在有更多动机抵制美国要求
¹，而特朗普据称考虑恢复军事行动，因停火协议已濒临破裂
¹。此外，伊朗石油产量上月下滑19%
¹，但官方声称正以更高价格出售石油
¹。
🧭 拥挤度 (一人一票): ▲ 7 位作者 (KOL7) vs ▼ 9 位作者 (KOL9) + 群 1 条
⚖️ 空头 9/9 来自KOL
📄 广泛报道的事实 · 150 个
展开 (多人转述同一事实/数字 — 确认度高, **非独立观点**, 不标多空)
- will charge for services in Strait of Hormuz — 5 源报道 (含4快讯) ·
X
- peace proposal submission status — 4 源报道 (含4快讯) ·
X
- response to US proposal — 4 源报道 (含4快讯) ·
X
- 承诺不开发核武器 — 4 源报道 (含4快讯) ·
X
- ceasefire toll policy — 3 源报道 (含3快讯) ·
X
- resumes flights to Moscow after halt — 3 源报道 (含3快讯) ·
X
- Supreme Leader said Iran will guard missile and nuclear technology like borders — 3 源报道 (含3快讯) ·
X
- wants to make a deal — 3 源报道 (含3快讯) ·
X
- 导弹和发射器产能 — 3 源报道 (含3快讯) ·
X
- 军事状态 — 2 源报道 (含1快讯) ·
X
- 拒绝拆除核设施 — 3 源报道 (含3快讯) ·
X
- 进入下轮美伊谈判的前提条件数量 — 3 源报道 (含3快讯) ·
X
- starts bitcoin-backed shipping insurance for Hormuz Strait — 3 源报道 (含3快讯) ·
X
- revised proposal demand — 3 源报道 (含3快讯) ·
X
- 要求全面解冻资产和取消制裁 — 3 源报道 (含3快讯) ·
X
- supreme leader order — 3 源报道 (含3快讯) ·
X
- funds unfreezing status — 3 源报道 (含3快讯) ·
X
- MOU文本近期变更 — 3 源报道 (含3快讯) ·
X
- missile launch target — 2 源报道 (含1快讯) ·
X
- MOU with US under internal review — 3 源报道 (含3快讯) ·
X
- frozen funds access — 3 源报道 (含3快讯) ·
X
- attacked cargo ship — 3 源报道 (含3快讯) ·
X
- communication channel with U.S. type — 3 源报道 (含3快讯) ·
X
- welcomes ceasefire in Lebanon — 2 源报道 (含2快讯) ·
X
- claims control over Strait of Hormuz includes payment for security, safety, and — 2 源报道 (含2快讯) ·
X
- 谈判进展表态 — 2 源报道 (含2快讯) ·
X
- talks participation status — 2 源报道 (含2快讯) ·
X
- reviewing peace talks participation — 2 源报道 (含2快讯) ·
X
- 财政状态 — 2 源报道 (含2快讯) ·
X
- delivered written messages to US — 2 源报道 (含2快讯) ·
X
- 谈判技巧 — 2 源报道 (含2快讯) ·
X
- BELIEVES ITS MILITARY SHOULD HAVE AUTHORITY OVER THE STRAIT OF HORMUZ — 2 源报道 (含2快讯) ·
X
- foreign minister statement — 2 源报道 (含2快讯) ·
X
- 外交部长告知普京美国阻碍外交 — 2 源报道 (含2快讯) ·
X
- oil production and storage duration — 2 源报道 (含2快讯) ·
X
- has warned of unprecedented military action against continued U.S. seizures of I — 2 源报道 (含2快讯) ·
X
- 态度：渴望达成协议 — 2 源报道 (含2快讯) ·
X
- sent latest proposal to U.S. via Pakistani mediators — 2 源报道 (含2快讯) ·
X
- 交付回应给美国 — 2 源报道 (含2快讯) ·
X
- 提交核谈判新提案 — 2 源报道 (含2快讯) ·
X
💢 核心分歧 (3 轴)
1. 霍尔木兹海峡控制权 优势 vs 脆弱
*topic: 地缘政治/谈判进展/供给产能 · 75 bull vs 388 bear*
🟢 bullish 侧:
- <a id="atom-24a26e9caa4a9d05"></a>2026-04-19
X·@zerohedge · 和美国分歧缩小 · 地缘政治
Gaps between America and Iran have been narrowed in recent days: Al Hadath
tags: 好信源 · → daily
value: date=最近几天
- <a id="atom-2c67b81f63b8c82f"></a>2026-04-20
X·@Sino_Market · 态度变化 · 地缘政治
SENIOR IRANIAN OFFICIAL: IRAN IS POSITIVELY REVIEWING PARTICIPATION IN PEACE TALKS WITH U.S., NO FINAL DECISION HAS BEEN MADE YET
tags: 好信源 · → daily
value: status=positively reviewing participation in peace talks with U.S. , no final decision
[图: 这是一张包含地缘政治新闻快讯及AI预测市场走势（标普500、美元指数、黄金）的金融资讯卡片 — 时间: Apr 20 21:09:36]
📷 原图
- <a id="atom-76da4eabd018f475"></a>2026-04-21
X·@FirstSquawk · 威胁移除声明 · 地缘政治
WE HAVE REMOVED THE THREAT OF THE IRANIAN REGIME THAT TARGETED OUR EXISTENCE.
tags: 好信源 · → daily
- <a id="atom-67bfd8d754382524"></a>2026-05-01
X·@FirstSquawk · parliament speaker statement · 地缘政治
IRAN'S PARLIAMENT SPEAKER GHALIBAF: THE DAYS OF CONSTRUCTION AFTER VICTORY AGAINST HOSTILE SUPERPOWERS ARE ON THE WAY
tags: 好信源 · → daily
- <a id="atom-42236bbd21525b2b"></a>2026-05-01
X·@financialjuice · military existence · 地缘政治
Trump: Iran has no military left.
tags: 好观点 · → daily
value: qty=none · date=2026-05-01
🔴 bearish 侧:
- <a id="atom-2b29afdd7d0cbe3f"></a>2026-04-17
X·@MCH2024 [老化中] · 不能强制减少霍尔木兹海峡通行或阻止船只从阿曼一侧通过 · 地缘政治 +同日1条
Iran will not be able to enforce their reduced strait or stop ships from passing Hormuz on the Omani side.
tags: 好观点 · → daily
📷 原图
- <a id="atom-80b07cd3923504ba"></a>2026-04-17
X·@FirstSquawk · 限制船只通过霍尔木兹海峡 · 地缘政治/供应链 +同日1条
IRAN TELLS MEDIATORS WILL LIMIT SHIPS CROSSING STRAIT: WSJ
tags: 好信源 · → daily
- <a id="atom-fc72843258969947"></a>2026-04-17
X·@zerohedge · 计划在停火期间收费 · 地缘政治
IRAN TELLS MEDIATORS WILL CHARGE TOLLS DURING CEASEFIRE: WSJ
tags: 好信源 · → daily
- <a id="atom-693981637083b222"></a>2026-04-19
X·@FirstSquawk [老化中] · Strait of Hormuz control stance · 地缘政治 +同日2条
the management of the Strait of Hormuz and control over it must be in its hands
tags: 好观点 · → daily
value: direction=control
- <a id="atom-aa49dff7a19c7aab"></a>2026-04-19
X·@DeItaone · 对美谈判态度 · 地缘政治
IRAN REJECTED TAKING PART IN THE SECOND ROUND OF THE TALKS WITH THE U.S.
tags: 好信源 · → daily
value: direction=reject
展开 767 条中性
- <a id="atom-c70a4db2a5ae49e3"></a>2026-04-15
X·@FirstSquawk · signaling compromise in talks with U.S. · 地缘政治
IRAN IS SIGNALING A COMPROMISE IN TALKS WITH THE U.S., PROPOSING TO RETAIN CONTROL OVER ITS SIDE OF THE STRAIT OF HORMUZ WHILE ALLOWING SHIPS TO TRANSIT SAFELY THROUGH THE OMANI CORRIDOR, CREATING A PARTIAL REOPENING RATHER THAN A FULL LIFTING OF RESTRICTIONS.
tags: 好信源 · → daily
- <a id="atom-12a79255a14c59d4"></a>2026-04-15
X·@financialjuice · 与 Resistance 关系 · 地缘政治
Resistance and Iran are one soul, both in war and in ceasefire.
tags: 好信源 · → daily
- <a id="atom-63000cba9e55b312"></a>2026-04-16
X·@FirstSquawk · welcomes Lebanon ceasefire · 地缘政治
IRAN WELCOMES LEBANON CEASEFIRE: IT WAS PART OF IRAN-US TRUCE UNDERSTANDING BROKERED BY PAKISTAN - IRANIAN MEDIA CITING FOREIGN MINISTRY SPOKESPERSON
tags: 好信源 · → daily
value: date=2026-04-16
- <a id="atom-3846bd2fd038f719"></a>2026-04-17
X·@DrNHJ · 재개방 호르무즈 해협 통과 · 地缘政治
이란이 휴전 잔여 기간 동안 모든 상선에 대해 호르무즈 해협을 공식적으로 재개방
tags: 好信源 · → daily
- <a id="atom-f5045f0f0b69432f"></a>2026-04-17
X·@MCH2024 [老化中] · 可以关闭霍尔木兹海峡，但海湾合作委员会也可以 · 地缘政治
Iran can shut down hormuz, but so can GCC.
tags: 好观点 · → daily
2. 制裁解除预期 宽松 vs 持续封锁
*topic: 监管政策/出口管制 · 10 bull vs 30 bear*
🟢 bullish 侧:
- <a id="atom-ea334ce1a0175136"></a>2026-05-06
X·@FirstSquawk · sanctions policy if deal reached · 地缘政治/监管政策
TRUMP SAYS ON IRAN: IF WE MAKE DEAL, WE'LL LIGHTEN UP ON SANCTIONS
tags: 好信源 · → daily
value: direction=lighter
- <a id="atom-bf02b305bea04940"></a>2026-05-23
X·@KobeissiLetter · nuclear program commitments · 地缘政治/出口管制
Draft MOU includes commitments from Iran to never pursue nuclear weapons, negotiate over a suspension of uranium enrichment, and removal of its highly enriched uranium
tags: 好信源 · → daily
- <a id="atom-54ef43409c6398e3"></a>2026-05-25
X·@zerohedge · U.S. peace talks consensus on many issues · 地缘政治/监管政策
Iran Says U.S. Peace Talks Hit "Consensus" On Many Issues, But No Final Deal Yet
tags: 好信源 · → daily
value: direction=positive · date=2026-05-25
- <a id="atom-8b1e2e57189f3cf0"></a>2026-05-31
X·@FirstSquawk · abandon nuclear program readiness · 地缘政治/监管政策
US Treasury Secretary: Iran is ready for the first time in 47 years to abandon its nuclear program
tags: 好信源 · → daily
value: qty=first time in 47 years · date=2026-05-31
- <a id="atom-0d08b505a99deeb3"></a>2026-06-12
X·@FirstSquawk · economic sanctions status · 地缘政治/监管政策
IF IRAN FOLLOWS RULES, IT WILL RECEIVE EASIER ECONOMIC SANCTIONS, SAID AN OFFICIAL.
tags: 好观点·好信源 · → daily
value: direction=easier · date=future
🔴 bearish 侧:
- <a id="atom-b1386fe1cbee34c0"></a>2026-04-19
X·@FirstSquawk · 外交孤立状态 · 地缘政治/监管政策
IRAN HAS BECOME DIPLOMATICALLY ISOLATED
tags: 好信源 · → daily
value: date=2026-04-20
- <a id="atom-78e6716d6cd4b316"></a>2026-04-27
X·@zerohedge · 传达了美国阻碍外交的信息 · 地缘政治/监管政策
IRAN'S ARAGHCHI INFORMED PUTIN THAT THE US IS HINDERING DIPLOMACY DUE TO ITS 'DESTRUCTIVE HABITS', 'UNREASONABLE DEMANDS', AND FREQUENT CHANGES IN POSITIONS: TELEGRAM.
tags: 好信源 · → daily
value: direction=阻碍外交
- <a id="atom-e774740186160021"></a>2026-04-30
X·@FirstSquawk [老化中] · 对海军封锁的表态 · 地缘政治/出口管制
MANOUCHEHR MOTTAKI, MEMBER OF PARLIAMENT: A NAVAL BLOCKADE MEANS A DECLARATION OF WAR. IT IS POSSIBLE THAT TOMORROW OR NEXT WEEK, OUR FIGHTERS MAY DECIDE TO REMOVE THESE OBSTACLES THROUGH MILITARY ACTION.
tags: 好观点·好信源 · → daily
value: direction=escalation
- <a id="atom-219683726ec53d99"></a>2026-05-04
X·@FirstSquawk [老化中] · 谈判建议美国避免陷入泥潭 · 地缘政治/监管政策
AS NEGOTIATIONS PROGRESS THROUGH PAKISTAN'S GRACIOUS EFFORTS, THE US SHOULD BE WARY OF BEING DRAWN BACK INTO THE QUAGMIRE BY ILL-WISHERS
tags: 好观点 · → daily
- <a id="atom-64af7f9acd0cc098"></a>2026-05-05
X·@FirstSquawk · stated consequences if no nuclear deal · 地缘政治/监管政策
TRUMP SAYS IRAN WILL FACE SERIOUS CONSEQUENCES IF NO DEAL IS REACHED.
tags: 好信源 · → daily
value: date=2026-05-05
展开 90 条中性
- <a id="atom-3485acef8c2e4395"></a>2026-04-16
X·@DeItaone · welcomes ceasefire in Lebanon · 地缘政治/监管政策
IRAN WELCOMES CEASEFIRE IN LEBANON, SAYING IT WAS PART OF IRAN-U.S. CEASEFIRE UNDERSTANDING MEDIATED BY PAKISTAN -IRANIAN MEDIA CITING FOREIGN MINISTRY SPOKESPERSON
tags: 好观点 · → daily
value: qty= · date=2026-04-16
- <a id="atom-f3c21f127eb857ec"></a>2026-04-17
X·@financialjuice · 60% enriched uranium transport policy · 出口管制/地缘政治
Iran's Foreign Ministry: 60% enriched uranium won't be transported out of the nation in any way.
tags: 好信源 · → daily
value: direction=not_transported
- <a id="atom-882504317532af8a"></a>2026-04-22
X·@DeItaone ⭐ · talks participation decision · 地缘政治/监管政策
Iran says it has not yet decided whether to join a new round of talks with the U.S. later this week.
tags: 好信源·好思考 · → daily
value: date=2026-04-22
- <a id="atom-9a999d3ff31a831a"></a>2026-04-26
X·@FirstSquawk · 提出修订计划，优先重新开放霍尔木兹海峡和结束海军封锁，之后再讨论核谈判 · 地缘政治/出口管制
Iran has offered a revised plan prioritizing reopening the Strait of Hormuz and ending the naval blockade before discussing nuclear negotiations.
tags: 好信源 · → daily
- <a id="atom-0d958efb74f44c33"></a>2026-04-27
X·@FirstSquawk · offer质量 · 地缘政治/监管政策
IRAN OFFER BETTER THAN EXPECTED
tags: 好信源 · → daily
value: direction=better than expected
3. 伊朗经济韧性 强支撑 vs 崩溃边缘
*topic: 能源/价格动态/供给产能 · 9 bull vs 40 bear*
🟢 bullish 侧:
- <a id="atom-b0807081692b4faa"></a>2026-04-16
X·@TheRegister · broadband price · 价格动态
Iran has something America can only dream of: cheap broadband
tags: 好数字 · → daily
value: direction=low
- <a id="atom-85708905984991a2"></a>2026-04-27
X·@FirstSquawk · oil exports blockability · 地缘政治/供给产能 +同日1条
NO COUNTRY IS ABLE TO BLOCK IRAN'S OIL EXPORTS
tags: 好信源 · → daily
value: direction=cannot block
- <a id="atom-58eee3dfda7e1ee2"></a>2026-05-14
X·@FirstSquawk · 铀浓缩物处置态度 · 地缘政治/供给产能
Trump suggests he would prefer to take control of Iran’s enriched uranium
tags: 好观点 · → daily
value: direction=prefer to take control
- <a id="atom-cf864d410f87e6bf"></a>2026-05-23
X·@KobeissiLetter · oil sales permission · 能源/供给产能 +同日1条
Iran would be able to freely sell oil during the period
tags: 好信源 · → daily
value: date=60-day period
- <a id="atom-22e710f2f6683273"></a>2026-06-14
X·@zerohedge · 立即重新开放霍尔木兹海峡 · 地缘政治/能源
Iran immediately reopening Hormuz Strait to all commercial vessels
tags: 好信源 · → daily
value: direction=开放 · date=签署后
🔴 bearish 侧:
- <a id="atom-06bc5e3a5d6a36c9"></a>2026-04-18
X·@financialjuice · 控制霍尔木兹海峡交通的意图 · 地缘政治/供给产能
Iran is determined to control traffic through the Strait of Hormuz until the war is definitively ended and lasting peace is achieved in the region
tags: 好信源 · → daily
value: date=until the war is definitively ended and lasting peace is achieved in the region
- <a id="atom-a486de4a1255b9dc"></a>2026-04-26
X·@zerohedge · oil supply shut-in deadline · 地缘政治/供给产能
Trump suggests Iran has 3 days until oil shut-ins
tags: 好信源 · → daily
value: qty=3 days · date=2026-04-26
- <a id="atom-83aefed12fbbd32e"></a>2026-04-27
X·@zerohedge · foreign minister arrived in Russia for talks with Putin · 地缘政治/能源
Oil rose as Iran’s foreign minister Abbas Araghchi arrived in Russia for talks with Vladimir Putin, while traders shrugged off an Axios report of a potential interim Hormuz deal. BBG
tags: 好信源 · → daily
- <a id="atom-c0b0a29ae2cc69f0"></a>2026-04-27
X·@FirstSquawk · gasoline shortages · 供给产能/地缘政治 +同日2条
US TREASURY'S BESSENT: IRAN FACING LOOMING GASOLINE SHORTAGES
tags: 好信源 · → daily
value: qty=looming · date=present
- <a id="atom-9d69e9486e9ced71"></a>2026-04-28
X·@zerohedge [老化中] · 正在寻找石油储存设施 · 供给产能
Iran Already Scrambling For Oil Storage After Two Weeks Of US Blockade
tags: 好思考 · → daily
展开 14 条中性
- <a id="atom-14ac921bc4ce7203"></a>2026-04-28
X·@FirstSquawk · 存储容量 · 供给产能
IRAN DOESN'T HAVE A HUGE AMOUNT OF STORAGE CAPACITY
tags: 好信源 · → daily
- <a id="atom-5c270b403958fdbd"></a>2026-04-30
X·@FirstSquawk · 宣称将管理霍尔木兹海峡 · 地缘政治/供给产能
Iran's Supreme Leader Mojtaba Khamenei: New management of Strait of Hormuz and legal framework will benefit all regional nations.
tags: 好信源 · → daily
- <a id="atom-9d1c1de565149237"></a>2026-05-14
X·@DeItaone · oil storage status · 供给产能/库存
Iran’s oil storage is effectively full
tags: 好信源 · → daily
value: qty=full
- <a id="atom-c28b8bc8af42926a"></a>2026-05-22
X·@financialjuice · calls on public to optimize fuel consumption · 能源
Iran calls on public to ‘optimize’ fuel consumption - Shana
tags: 好信源 · → daily
- <a id="atom-d7c854615b8d3e9d"></a>2026-05-25
X·@financialjuice · allowed ships to cross Hormuz Strait · 地缘政治/供给产能
Iran allowed 32 ships to cross the Hormuz Strait in the past day - Fars
tags: 好数字 · → daily
value: qty=32 · date=past day
🔗 因果传导 (causal map)
*Iran 在产业链上的传导关系. 边是群里/卖方陈述的因果 (非 AI 推断), 数字 = 几条 atom 支撑. 点 atom 溯源.*
↓ 下游·近期陈述 (7)
- 🔴 Hormuz transit routes · 政策影响 · 2 次陈述
We told the Omanis that transit paths in Hormuz will have to be redefined, and technical talks are going to be held on t
- ⚪ CoinEx · 传导 · 1 次陈述
Iran allegedly routed about $3.84 billion through CoinEx to facilitate international transactions and mitigate the impac
- 🔴 船运公司 · 政策影响 · 1 次陈述
IRAN EYES $40B HORMUZ FEE PLAN. Iran is proposing fees for ships using the Strait of Hormuz, saying security and environ
- 🔴 全球石油市场 · 供给挤压 · 1 次陈述
Iranian President Masoud Pezeshkian said Iran had resumed oil shipments in recent days by exporting 16 million barrels o
- 🟢 Strait of Hormuz control · 政策影响 · 1 次陈述
IRAN EYES BILLIONS IN ANNUAL FEES, SEEKS LONG-TERM CONTROL ROLE IN STRAIT OF HORMUZ
- ⚪ US · 政策影响 · 1 次陈述
@FirstSquawk: IRAN'S PRESIDENT PEZESHKIAN: IF AMERICAN SIDE HONOURS THE ACCORD, IRAN WILL LIKEWISE FULFIL ITS OBLIGATION
- 🔴 China · 定价权转移 · 1 次陈述
伊朗给中国的油价可能提价
↑ 上游·近期陈述 (3)
- 🔴 Trump · 传导 · 1 次陈述
伊朗议长称 Trump 延长停火是“争取时间的企图”
- 🟢 美国 · 政策影响 · 1 次陈述
美国削减了对伊朗的制裁，伊朗可以常态卖油
- 🟢 China · 需求拉动 · 1 次陈述
China Eyes Iran's Postwar Reconstruction In Bid To Lock Up Future Oil Supplies
🔮 前瞻触发器 (forward triggers)
*这些 atom 指向可能 reprice 的前瞻事件 (无精确日期, 仅类型). 配合上面叙事状态看「上膛」程度.*
供需拐点 (1 · ▲0/▼0)
- ⚪ 2026-06-19 · 石油谈判中的信任赤字
if Iran fully restores exports and removes the oil risk premium, it surrenders its primary negotiating leverage. Consequently, Tehran may fa
🟦 客观事实 (facts) (30)
- <a id="atom-76784becd8302b88"></a>🟦 2026-06-30
X·@zerohedge ⭐ · 石油销售价格涨幅 · 价格动态
GHALIBAF: WE ARE SELLING OIL AT 20% HIGHER PRICE
tags: 好数字·好信源 · → daily
value: qty=+20% · date=当前
- <a id="atom-72781068f31d33e5"></a>🟦 2026-06-25
X·@zerohedge ⭐ · Hormuz通行收费提案 · 地缘政治/营收
*IRAN ESTIMATES $40B A YEAR IN REVENUE FROM HORMUZ: WSJ
tags: 好数字·好信源 · → daily
value: qty=$40B · date=年
- <a id="atom-82117b68ae146cc8"></a>🟦 2026-06-25
X·@AIStockSavvy ⭐ · 年营收预估 · 地缘政治
Iran Estimates $40B A Year In Revenue From Hormuz - WSJ - $USO
tags: 好数字·好信源 · → daily
value: qty=$40B · date=年
- <a id="atom-ae5877df91aac314"></a>🟦 2026-06-18
X·@zerohedge ⭐ · MoU: USD 300bln allocated to be invested in Iran · 融资
Iranian Parliament Speaker and top negotiator Ghalibaf said ... USD 300bln has been allocated to be invested in Iran, part of which will be spent on reconstruction.
tags: 好数字·好信源 · → daily
value: qty=300B
- <a id="atom-2d35f3d113339a67"></a>🟦 2026-06-18
X·@zerohedge ⭐ · frozen funds access · 关税/地缘政治
Iran to get access to $6bn of frozen funds to buy US goods: FT
tags: 好数字·好信源 · → daily
value: qty=$6bn · date=
- <a id="atom-9e96ef599764874e"></a>🟦 2026-06-15
X·@DrNHJ ⭐ · 重建资金承诺 · 资本开支/地缘政治
최종 합의 이후 미국과 역내 파트너들은 이란에 최소 $300bn 규모(약 450조 원)을 이란 재건 및 경제 개발 프로그램에 사용할 예정
tags: 好数字·好信源 · → daily
value: qty=300000000000 · currency=USD
- <a id="atom-9c097ed83f723692"></a>🟦 2026-06-14
X·@zerohedge ⭐ · 释放250亿美元冻结资产 · 地缘政治
the release of $25b of Iran’s frozen assets
tags: 好数字·好信源 · → daily
value: qty=$25B · date=签署后
- <a id="atom-6c981d1505a2d5bb"></a>🟦 2026-06-11
X·@zerohedge ⭐ · oil production decline · 供给产能/价格动态
Iran’s Oil Production Slumped 19% Last Month, OPEC Data Show
tags: 好数字·好信源 · → daily
value: qty=19% · date=last month
- <a id="atom-2fe75cdd2860dd0d"></a>🟦 2026-06-05
X·@zerohedge ⭐ · 冻结资产谈判条件 · 地缘政治
IRAN OFFICIAL TO CNN: DEAL HINGES ON $24B IN FROZEN ASSETS
tags: 好数字·好信源 · → daily
value: qty=$24B · date=2026-06-05
- <a id="atom-f10c02354c4aa95e"></a>🟦 2026-05-26
X·@zerohedge ⭐ · frozen funds demand · 地缘政治
Iran Wants $12b in Frozen Funds When US MoU Is Announced: Tasnim
tags: 好数字·好信源 · → daily
value: qty=$12b
- <a id="atom-ae6456cd6a5593dd"></a>🟦 2026-05-25
X·@zerohedge ⭐ · personnel killed · 地缘政治
US Launches 'Self-Defense Strikes' Near Hormuz, Killing Several Iranian Personnel
tags: 好信源·好数字 · → daily
value: qty=several · date=2026-05-26
- <a id="atom-fff426e741d2271d"></a>🟦 2026-05-23
X·@zerohedge ⭐ · destroyed Pentagon MQ-9 Reaper drone fleet · 地缘政治/供给产能
Iran Destroyed 20% Of Pentagon's MQ-9 Reaper Drone Fleet: Report
tags: 好数字·好信源 · → daily
value: qty=20% · date=2026-05-23
- <a id="atom-61053260e7fd90d0"></a>🟦 2026-05-18
X·@zerohedge ⭐ · 封锁导致哈尔克岛油轮停运天数 · 地缘政治/供给产能
伊朗反封锁措施生效，10天来没有油轮在哈尔克岛装载
tags: 好数字·好信源 · → daily
value: qty=10天 · date=2026-05-18
- <a id="atom-d1fd27c1684ca221"></a>🟦 2026-05-17
X·@KobeissiLetter ⭐ · 需向美国转移400公斤铀 · 地缘政治/出口管制
Iran transfers 400kg of uranium to the US
tags: 好数字·好信源 · → daily
value: qty=400kg
- <a id="atom-f50bb99bb7ad695c"></a>🟦 2026-05-17
X·@KobeissiLetter ⭐ · 已开战天数 · 地缘政治
It has now been 78 days since the Iran War began.
tags: 好数字·好信源 · → daily
value: qty=78天 · date=2026-05-17
- <a id="atom-a384d66ad57e395c"></a>🟦 2026-04-21
群 · 谈判立场 · 谈判立场
伊朗议长称 Trump 延长停火是“争取时间的企图”
tags: 好观点·好信源 · → daily
- <a id="atom-25ce6251ca1e7a61"></a>🟦 2026-05-28
X·@AIStockSavvy · reported Strait of Hormuz transits · 地缘政治/出货量
Tehran also reported 26 vessels transited the strait in the past 24 hours, a figure it said may include small coastal craft.
tags: 好数字·好信源 · → daily
value: qty=26 · date=2026-05-28
- <a id="atom-4028734286afe497"></a>🟦 2026-05-21
X·@Kalshi_Crypto · holds_bitcoin · 地缘政治
Iran reportedly holds $7.7B worth of Bitcoin
tags: 好数字·好信源 · → daily
value: qty=$7.7B
- <a id="atom-ea3a1243578c2cc1"></a>🟦 2026-05-06
X·@AIStockSavvy · 核浓缩暂停承诺 · 地缘政治
Iran Commits To Moratorium On Nuclear Enrichment
tags: 好信源·好数字 · → daily
value: date=2026-05-06 · direction=暂停
- <a id="atom-aaf6aa9530495bab"></a>🟦 2026-05-06
X·@zerohedge [老化中] · official statement on US negotiation · 地缘政治/谈判进展
Iran Spox Blasts 'Unrealistic' White House 'Wish List' To End War After US Touts 'Close' To Deal
tags: 好观点·好信源 · → daily
- <a id="atom-3fabccfebc030062"></a>🟦 2026-04-27
X·@zerohedge · 新提案 · 地缘政治
Iran Offers New Proposal To Reopen Strait
tags: 好信源·好观点 · → daily
value: qty= · date=2026-04-27
- <a id="atom-fdeb644643a86488"></a>🟦 2026-04-21
群 · 框架获利的规模 · 规模
IRGC 在拟议框架中获得 $20bn 现金加更多被冻结资金，是 JCPOA 的 10 倍
tags: 好数字·好观点 · → daily
value: qty=$20bn cash + multiples in repatriated funds, 10x vs JCPOA
- <a id="atom-532245e678ea2a2f"></a>🟦 2026-07-02
X·@zerohedge · 海上原油和凝析油库存 · 库存
More than 58 million barrels of its crude and condensate was on the water as of July 1, but over 90% has no clear destination
tags: 好数字 · → daily
value: qty=58M 桶 · date=2026-07-01
- <a id="atom-6db675287c1484a7"></a>🟦 2026-06-23
X·@zerohedge · 冻结资金解冻 · 地缘政治
Iran said $12 billion of its frozen funds were set to be released as part of ongoing talks with the US
tags: 好数字 · → daily
value: qty=$12 billion
- <a id="atom-6d6ba8df86361c97"></a>🟦 2026-06-18
X·@zerohedge · 安排霍尔木兹海峡船舶通行 · 地缘政治/能源
IRAN TO ARRANGE HORMUZ SHIP PASSAGE, WITH NO CHARGE FOR 60 DAYS
tags: 好数字 · → daily
value: qty=免费60天 · date=2026-06-18
- <a id="atom-b08d8a32839806f4"></a>🟦 2026-06-15
X·@DrNHJ · 天然气/原油储量排名 · 供给产能
이란은 현재 천연가스, 원유 시장에서 각각 2위, 3위의 매장량을 보이고 있으며
tags: 好数字 · → daily
- <a id="atom-5a917dd67bbc7851"></a>🟦 2026-06-10
X·@AIStockSavvy · threatens to target new U.S. interests if Americans take action · 地缘政治
Iran will target new U.S. interests if the Americans take action - Iran's Tasnim
tags: 好观点·好信源 · → daily
- <a id="atom-203dd8750a2f1d2c"></a>🟦 2026-06-10
X·@zerohedge · 新打击目标声明 · 地缘政治
IRAN SAYS IT WILL HIT NEW US TARGETS, TASNIM REPORTS
tags: 好数字 · → daily
value: direction=will hit new US targets
- <a id="atom-eb18db06d3d17b75"></a>🟦 2026-05-19
X·@zerohedge · earthquake magnitude · 价格动态
Severe earthquake in Lorestan province, Northern Iran: M4.6 Magnitude: Mehr News
tags: 好数字 · → daily
value: qty=M4.6
- <a id="atom-66db71eea70034c5"></a>🟦 2026-05-05
X·@zerohedge · 向 UAE 发射导弹数量 · 地缘政治
the 570 missiles Iran fired at UAE
tags: 好数字 · → daily
value: qty=570
🟥 多头 takes (bullish) (11)
- <a id="atom-00fd46945dd828a3"></a>🟥 2026-06-04
X·@zerohedge · 深化与中国的战略伙伴关系 · 地缘政治/合作客户
Iran To Deepen Ties With 'Principal Strategic Partner' China: Ghalibaf
tags: 好信源 · → daily
value: direction=deepening
- <a id="atom-fd89c750d83e2094"></a>🟥 2026-05-23
X·@Alisvolatprop12 · 합의 근접 · 地缘政治
이란 외무 대변인 "합의 매우 근접"
tags: 好信源 · → daily
- <a id="atom-108e903ec2099b0b"></a>🟥 2026-05-23
X·@Alisvolatprop12 · 협상 진전 성과 · 地缘政治
루비오 美 국무 "이란 협상 진전 성과…종전 타결 임박 시사"
tags: 好信源 · → daily
- <a id="atom-b0e971bc1ffce92f"></a>🟥 2026-06-10
X·@zerohedge · leverage shrinking due to oil tankers sneaking through Hormuz · 地缘政治/定价权
Growing Number Of Oil Tankers Successfully Sneak Through Hormuz, Shrinking Iran's Leverage
tags: 好观点 · → daily
- <a id="atom-6276ef802c20b778"></a>🟥 2026-06-22
X·@teortaxesTex · action: controlling Strait of Hormuz and charging for passage · 地缘政治
“if Iran can do this, why can't we?”
tags: 好思考 · → daily
- <a id="atom-f3f531c2b34e3ee4"></a>🟥 2026-06-14
X·@AmericaAeterna · 和平协议已完成 · 地缘政治
Peace deal is done with Iran
tags: 好思考 · → daily
value: date=当前 (2026-06-14)
- <a id="atom-52be4db74812c09c"></a>🟥 2026-05-23
X·@Alisvolatprop12 · 종전 협상 타결 가능성 · 地缘政治
"이르면 오늘 종전 협상 타결 소식 있을 수도"
tags: 好观点 · → daily
- <a id="atom-a2b009f802ae1ace"></a>🟥 2026-06-18
X·@teortaxesTex · negotiation outcome · 地缘政治
Iran has satisfied most of theirs
tags: 好观点 · → daily
value: direction=win
📷 原图
- <a id="atom-8e0ba7f2bd3cf45e"></a>🟥 2026-06-18
X·@jugram51036 · military capability assessment · 地缘政治
a theocratic one, to be able to do that
tags: 好观点 · → daily
- <a id="atom-ed7ab2d32ab3e35b"></a>🟥 2026-06-16
X·@NickJFuentes · permanently controls Strait of Hormuz · 地缘政治
which they now permanently control
tags: 好观点 · → daily
- <a id="atom-03720f501d5c35d2"></a>🟥 2026-05-20
X·@JigarShahDC · 局势促使消费者转向低成本中国电动车 · 地缘政治/订单需求
The craziness in Iran is enough for folks to switch to low cost Chinese EVs across Southeast Asia and Europe.
tags: 好观点 · → daily
🟥 空头 takes (bearish) (21)
- <a id="atom-ad8294a1f83669d3"></a>🟥 2026-05-26
X·@zerohedge ⭐ · 威胁报复 · 地缘政治/仓位情绪
Iran Vows 'Swift, Decisive' Revenge After Overnight US Port Attack
tags: 好观点·好思考·好信源 · → daily
value: direction=escalate
- <a id="atom-db5930121a93459b"></a>🟥 2026-05-19
X·@zerohedge · Incentive to Resist US Demands · 地缘政治/仓位情绪
Iran Now Has More Incentive To Resist US Demands, Even If War Restarts: Israeli Think Tank
tags: 好观点·好信源 · → daily
value: qty=more · date=now
- <a id="atom-0f1181a2bf98f341"></a>🟥 2026-05-07
X·@zerohedge · 原油产量削减 · 供给产能
LOOKS LIKE IRAN HAS CUT BY 400,000 BARRELS/DAY
tags: 好数字 · → daily
value: qty=400,000 barrels/day
- <a id="atom-d9bd64dc2d53e8f0"></a>🟥 2026-05-11
X·@zerohedge [老化中] · ceasefire status · 地缘政治
Trump Reportedly Mulls Renewed Military Action As Ceasefire With Iran "On Life Support"
tags: 好信源 · → daily
value: direction=deteriorating
- <a id="atom-3d0aa34d7423db23"></a>🟥 2026-05-07
X·@zerohedge [老化中] · 声称向美军驱逐舰发射导弹 · 地缘政治
IRAN CLAIMS IT FIRED MISSILES AT THREE US DESTROYERS: TASNIM
tags: 好信源 · → daily
- <a id="atom-a486de4a1255b9dc"></a>🟥 2026-04-26
X·@zerohedge · oil supply shut-in deadline · 地缘政治/供给产能
Trump suggests Iran has 3 days until oil shut-ins
tags: 好信源 · → daily
value: qty=3 days · date=2026-04-26
- <a id="atom-586df35e90a78094"></a>🟥 2026-04-12
X·@willchamberlain [老旧] · war outcome perception · 地缘政治/仓位情绪
Iran is under the impression they are winning a war in which they are getting obliterated. They will have to have that impression corrected.
tags: 好观点·好思考 · → daily
- <a id="atom-bc87d4332f28f75e"></a>🟥 2026-06-11
X·@zerohedge · threatens Starlink ground stations · 地缘政治/供给产能
Iran Threatens Elon Musk's Gulf-Area Starlink Ground Stations In Suspicious Timing Ahead Of SpaceX IPO
tags: 好观点 · → daily
- <a id="atom-3091435fd4998707"></a>🟥 2026-06-10
X·@zerohedge · Hormuz leverage shrinking · 地缘政治
Growing Number Of Oil Tankers Successfully Sneak Through Hormuz, Shrinking Iran's Leverage
tags: 好观点 · → daily
- <a id="atom-8fdc4e9d24f4f4aa"></a>🟥 2026-05-06
X·@zerohedge [老旧] · readiness to use military force · 地缘政治/监管政策
Iran is ready to pull the trigger
tags: 好观点 · → daily
- <a id="atom-da82c3bf642778f9"></a>🟥 2026-05-06
X·@zerohedge [老旧] · demand for US concessions · 地缘政治/监管政策
If they do not surrender and make the necessary concessions
tags: 好观点 · → daily
- <a id="atom-7adef2fcd83d4521"></a>🟥 2026-04-21
群 [老旧] · 封锁博弈优势 · 封锁博弈/经济后果
市场认为时间在伊朗一边，长期封锁将导致严重经济后果
tags: 好观点 · → daily
- <a id="atom-15cc48d257728410"></a>🟥 2026-06-27
X·@pplsartofwar · economic leverage status · 地缘政治
Iran retains economic leverage, but hasn't been able to build on it diplomatically.
tags: 好观点 · → daily
value: direction=retained
📷 原图
- <a id="atom-defc44749243704c"></a>🟥 2026-06-25
X·@wolfejosh · war will create seismic societal pressures in Europe · 地缘政治/能源
The war in Iran ultimately creates seismic societal pressures in Europe
tags: 好观点 · → daily
- <a id="atom-cbbea7fedadd8ddd"></a>🟥 2026-06-18
X·@teortaxesTex · country infrastructure quality assessment · 地缘政治
their country is shit, because it's corrupt based on broken infrastructure and words of visitors
tags: 好观点 · → daily
- <a id="atom-ae559a1322ae0f85"></a>🟥 2026-06-15
X·@teortaxesTex · logistical problems · 地缘政治
Iran already had severe logistical problems.
tags: 好观点 · → daily
- <a id="atom-a01d54a1c8726ea8"></a>🟥 2026-06-07
X·@Chaimeisenberg · fired missiles toward Israel · 地缘政治
Iran fired towards Israel entirely unprovoked
tags: 好观点 · → daily
value: date=2026-06-07
- <a id="atom-8596abd6ec415a0d"></a>🟥 2026-06-01
X·@AIStockSavvy · ceasefire violation warning · 地缘政治
Iran warns US, Israel over ceasefire violations in Lebanon
tags: 好观点 · → daily
- <a id="atom-3005b728981c107a"></a>🟥 2026-04-21
X·@Sino_Market [老化中] · 财政状态 · 地缘政治
Iran is collapsing financially
tags: 好观点 · → daily
value: direction=collapse
- <a id="atom-2b29afdd7d0cbe3f"></a>🟥 2026-04-17
X·@MCH2024 [老化中] · 不能强制减少霍尔木兹海峡通行或阻止船只从阿曼一侧通过 · 地缘政治
Iran will not be able to enforce their reduced strait or stop ships from passing Hormuz on the Omani side.
tags: 好观点 · → daily
📷 原图
- <a id="atom-0580a0b88320f830"></a>🟥 2026-04-17
X·@MCH2024 · 100%依赖霍尔木兹海峡 · 地缘政治
Iran is stuck at 100% Hormuz.
tags: 好观点 · → daily
🟥 中性 takes (neutral) (14)
- <a id="atom-2d243a6dba7d0861"></a>🟥 2026-06-25
X·@KobeissiLetter · Hormuz 通行费年收入预估 · 地缘政治
Iran estimates it could make $40 billion per year by charging for security, safety, and environmental services in Hormuz
tags: 好数字 · → daily
value: qty=$40 billion · date=per year
- <a id="atom-eb3f1d842391dec5"></a>🟥 2026-06-09
X·@zerohedge · commitment to continuing the diplomatic process · 地缘政治
high-ranking source told Al Arabiya: Iran confirmed to mediators its commitment to continuing the diplomatic process
tags: 好信源 · → daily
- <a id="atom-4bd45981fe0f978d"></a>🟥 2026-05-13
X·@zerohedge · claims restored 80% of bombed-out areas of Tehran · 地缘政治
Iran Claims 80% Of Bombed-Out Areas Of Tehran Restored, Amid $270BN War Loss Compensation Demand
tags: 好信源 · → daily
value: qty=80% · date=2026-05-13
- <a id="atom-c2012a1365e2effd"></a>🟥 2026-06-09
X·@zerohedge · foreign forces proximity risk · 地缘政治
FOREIGN FORCES IN PROXIMITY TO IRAN ARE AT RISK
tags: 好思考 · → daily
- <a id="atom-9c2fa14bad0424dc"></a>🟥 2026-06-19
群 · 石油谈判中的信任赤字 · 石油谈判/供给风险
if Iran fully restores exports and removes the oil risk premium, it surrenders its primary negotiating leverage. Consequently, Tehran may favor a slower, phased implementation. The market is pricing physical barrels but has yet to fully discount this trust deficit and the deteriorating momentum of the agreement.
tags: 好思考 · → daily
🧠 设:if Iran fully restores exports and removes the oil risk premium, it surrenders its primary negotiating leverage → 推:Consequently, Tehran may favor a slower, phased implementation → 观:The market is pricing physical barrels but has yet to fully discount this trust deficit and the deteriorating momentum of the agreement
- <a id="atom-0e7f94f3f4b14f4d"></a>🟥 2026-06-16
X·@KobeissiLetter · expected to receive upfront sanctions relief · 地缘政治/监管政策
Iran is expected to receive upfront sanctions relief under the deal with further relief tied to Iran’s performance
tags: 好观点 · → daily
- <a id="atom-e375f330fe9e64eb"></a>🟥 2026-05-26
X·@zerohedge · insists on fund release for talks · 地缘政治
Insists On $12BN Fund Release To Advance Talks
tags: 好观点 · → daily
value: qty=$12BN · date=
- <a id="atom-25703974662d12d9"></a>🟥 2026-04-28
X·@zerohedge · 向美国提交修订版提案 · 地缘政治
Iran To Send Revised Proposal To US In 'Days' As 'Tank Tops' Loom, Trump Claims Iran "Informed Us They Are In State Of Collapse"
tags: 好问题 · → daily
value: direction=未来几天内
- <a id="atom-a08d23d18732a1d5"></a>🟥 2026-04-02
X·@stevehou [老旧] · 伊朗军事行动对航运影响 · 地缘政治/能源
We now know that the market can live with/in fact celebrate “the US bombed a bunch of stuff, made a mess in Iran, and just bounced and never picked up the phone again, leaving the RoW to deal with the blocked Hormuz” or simply “bomb and bounce”.
tags: 好思考 · → daily
- <a id="atom-bdc19868acc07f54"></a>🟥 2026-06-12
X·@MCH2024 · gas was struck by Israel · 地缘政治
Except Israel struck Iran’s gas anyway because Israel wanted the gas to burn.
tags: 好观点 · → daily
- <a id="atom-b331fb5cdd742b0c"></a>🟥 2026-05-06
X·@stevehou [老化中] · US China aligned on Iran deal · 地缘政治
The US eagerly wants an Iran deal before the Trump-Xi summit. China eagerly wants a deal too in order to keep the focus on making progress on US-China trade relations not to mention the energy cost pressure. The two geopolitical rivals are aligned on the issue.
tags: 好观点 · → daily
- <a id="atom-48076bfd7078a71f"></a>🟥 2026-04-20
X·@teortaxesTex [老化中] · 战略游戏分析 · 地缘政治
Very sensible analysis of the strategic game Iran is playing. but in short, it's just: ignore noise and inflict pain, until the US is *trained* to not respond to Israeli pressure or domestic hawkish opportunism. Risky, but between the 12 day war and this, a rational choice.
tags: 好观点 · → daily
- <a id="atom-f5045f0f0b69432f"></a>🟥 2026-04-17
X·@MCH2024 [老化中] · 可以关闭霍尔木兹海峡，但海湾合作委员会也可以 · 地缘政治
Iran can shut down hormuz, but so can GCC.
tags: 好观点 · → daily
- <a id="atom-47d3f76212582373"></a>🟥 2026-05-29
X·@stevehou [老旧] · inflation shock status · 地缘政治
Have we seen the worst of the Iran-driven inflation shock as inflation sensitive equities suggested?
tags: 好问题 · → daily
📷 原图
🟦 新闻流 (squawk · 40)
展开新闻流 (FirstSquawk / financialjuice / wallstengine / DeItaone — 快讯, 非原创 take)
- <a id="atom-047cf6d63493d697"></a>🟦 2026-07-03
X·@financialjuice · resolved issues for Chinese ships transiting Hormuz · 地缘政治
Iran resolved issues for Chinese ships transiting Hormuz - ISNA
tags: 好信源·好数字 · → daily
- <a id="atom-aa182a4328e9855f"></a>🟦 2026-07-03
X·@FirstSquawk · 伊朗议长表态呼吁加强与中国战略关系 · 合作客户/地缘政治
Iranian Parliament Speaker Mohammad Bagher Ghalibaf called on Friday for closer strategic ties with China
tags: 好观点·好信源 · → daily
- <a id="atom-0c29bb557ff1b673"></a>🟦 2026-07-03
X·@FirstSquawk · 伊朗议长表态不允许美国干涉霍尔木兹海峡 · 地缘政治/出口管制
Iran would not allow any US 'interference' in the Strait of Hormuz
tags: 好观点·好信源 · → daily
- <a id="atom-ef53692de2f33873"></a>🟦 2026-07-03
X·@FirstSquawk · 伊朗议长称以色列试图破坏伊美谅解 · 地缘政治/竞争格局
Israel was seeking to undermine the understanding reached between Iran and the United States, but that Iran's deterrence would prevent a new war
tags: 好观点·好信源 · → daily
- <a id="atom-fcd0b651c6f9f8e7"></a>🟦 2026-07-03
X·@FirstSquawk · 警告美国以色列若不守承诺将采取行动 · 地缘政治
IRAN'S MAIN NEGOTIATOR QALIBAF SAID THAT IF THE U.S. AND ISRAEL DO NOT KEEP THEIR PROMISES, IRAN WILL TAKE NECESSARY ACTIONS AGAIN. -ISNA
tags: 好信源 · → daily
value: direction=conditional threat
- <a id="atom-a2733d2419b96403"></a>🟦 2026-07-03
X·@financialjuice · Qalibaf表态 · 地缘政治
If the US and Israel do not fulfill their commitments, Iran will resume its appropriate measures
tags: 好信源 · → daily
- <a id="atom-28edbf3fdafd8701"></a>🟦 2026-07-03
X·@FirstSquawk · 与俄罗斯扩大合作表态 · 地缘政治/合作客户
IRAN'S PEZESHKIAN SPOKE TO RUSSIA ON EXPANDING COOPERATION: ISNA
tags: 好信源 · → daily
- <a id="atom-3b0ba54084662ace"></a>🟦 2026-07-02
X·@financialjuice · refusal to open Strait of Hormuz · 地缘政治
US dangles rewards for opening the Strait of Hormuz. Iran isn't budging
tags: 好信源 · → daily
- <a id="atom-80ba9eb7c6f9f51c"></a>🟦 2026-07-02
X·@FirstSquawk · defense commitment · 地缘政治
IRAN'S PEZESHKIAN: DEFENDING ARMED FORCES IS MY DUTY AND I WILL BACK THEM WITH ALL MY STRENGTH; DISMISSES CRITICISM OVER 20 MLN BARREL OIL PROVISION TO A COMPANY AS INTERNAL DISCLOSURE; VOWS TO SUPPLY 100 MLN BARRELS IF SIMILAR SITUATION ARISES AGAIN - FARS NEWS
tags: 好信源 · → daily
value: direction=support
- <a id="atom-a7ba56c2de4feac2"></a>🟦 2026-07-02
X·@DeItaone · agreed to just about everything · 地缘政治
TRUMP ON IRAN: I THINK THEY HAVE AGREED TO JUST ABOUT EVERYTHING WE NEED
tags: 好信源 · → daily
- <a id="atom-a5f4d01120d06168"></a>🟦 2026-07-02
X·@FirstSquawk · agreed to virtually all U.S. demands · 地缘政治
TRUMP: THINKS IRAN HAS AGREED TO VIRTUALLY ALL U.S. DEMANDS, SIGNALING PROGRESS TOWARD A FINAL DEAL.
tags: 好信源 · → daily
- <a id="atom-28131f58d585d655"></a>🟦 2026-07-02
X·@FirstSquawk · 剩余导弹数量状态 · 地缘政治
SAYS IRAN STILL HAS SOME MISSILES LEFT
tags: 好信源 · → daily
value: direction=仍有剩余
- <a id="atom-3925268720f7bc47"></a>🟦 2026-07-01
X·@FirstSquawk · 将与美国举行间接会谈 · 地缘政治
US, Iran Officials To Hold Indirect Talks Today- AFP
tags: 好信源 · → daily
value: date=2026-07-01
- <a id="atom-b99ae01930e2fb52"></a>🟦 2026-07-01
X·@DeItaone ⭐ · 与美国间接谈判重点 · 地缘政治
SENIOR IRANIAN OFFICIAL TO REUTERS: INDIRECT NEGOTIATIONS WITH U.S. IN DOHA ARE FOCUSED ON RELEASE OF TEHRAN'S FUNDS AND STRAIT OF HORMUZ
tags: 好信源·好思考 · → daily
- <a id="atom-b0e2130d2be24b8e"></a>🟦 2026-07-01
X·@FirstSquawk · insists on keeping control over Hormuz · 地缘政治
Iran Insists On Keeping Control Over Hormuz -Senior Iranian Sources Say
tags: 好信源 · → daily
- <a id="atom-188e8d4d916ec222"></a>🟥 2026-07-01
X·@financialjuice · 外交部长表态 · 地缘政治
Any threat against our people and leadership will receive immediate powerful response.
tags: 好信源 · → daily
value: date=2026-07-01T10:45:26Z
- <a id="atom-cacab00e61aa3ffa"></a>🟦 2026-07-01
X·@financialjuice · Gharibabadi讨论US MOU实施 · 地缘政治
Iran's Gharibabadi discusses US MOU implementation -IRNA
tags: 好信源 · → daily
- <a id="atom-25e874cdff807bb1"></a>🟦 2026-07-01
X·@DeItaone · 声明 · 地缘政治
IRAN SAYS NEGOTIATIONS ON A FINAL AGREEMENT HAVE NOT BEGUN: IRNA
tags: 好信源 · → daily
value: date=迄今
- <a id="atom-4c3147947db606df"></a>🟥 2026-07-01
X·@financialjuice · negotiation progress · 地缘政治
Trump: Iran has come a long way
tags: 好观点 · → daily
value: direction=positive
- <a id="atom-e525557407fb790d"></a>🟦 2026-07-01
X·@FirstSquawk · denuclearization · 地缘政治/监管政策
KELLY SAYS WE HAVE PAVED THE WAY FOR DENUCLEARIZATION OF IRAN
tags: 好信源 · → daily
- <a id="atom-86da67188861d9fd"></a>🟦 2026-07-01
X·@financialjuice · deal probability · 地缘政治
White House Spokeswoman Kelly: The US and Iran have a good chance to make a deal
tags: 好观点·好信源 · → daily
- <a id="atom-24652738bf636d9e"></a>🟦 2026-07-01
X·@financialjuice · 与美方代表举行会晤 · 地缘政治
Iran's Gharibabadi: No meeting has been held between Iran and the US delegations in Doha - ISNA
tags: 好信源 · → daily
- <a id="atom-aed8acebf1ac9ffc"></a>🟦 2026-07-01
X·@FirstSquawk · 海军和军事力量状态 · 地缘政治
VANCE SAYS IRAN'S NAVAL AND MILITARY FORCES HAVE BEEN DESTROYED.
tags: 好信源 · → daily
value: direction=destroyed
- <a id="atom-fff25b6f95fdbd34"></a>🟦 2026-07-01
X·@financialjuice · requested implementation of 5 items from memorandum of understanding · 地缘政治
Iran requested the implementation of 5 items from the memorandum of understanding before moving on to other files - Al Arabiya sources
tags: 好信源 · → daily
value: qty=5 items · date=2026-07-01
- <a id="atom-7d0f01315aaa085e"></a>🟦 2026-07-01
X·@financialjuice · Deputy Foreign Minister stated talks in Qatar ended · 地缘政治
Iran's Deputy Foreign Minister: Talks in Qatar ended - IRNA
tags: 好信源 · → daily
- <a id="atom-9ec0a24b69bae7a2"></a>🟦 2026-07-01
X·@FirstSquawk · 外交部长表示在卡塔尔的谈判结束 · 地缘政治
IRAN'S DEPUTY FOREIGN MINISTER SAYS TALKS IN QATAR ENDED - IRNA
tags: 好信源 · → daily
- <a id="atom-c8a19f57e80db717"></a>🟦 2026-07-01
X·@financialjuice · frozen funds usage decision · 地缘政治/合作客户
it has been decided in meeting with Qatar that part of the $6 bln in frozen funds would be used to purchase goods based on iran's needs
tags: 好信源 · → daily
value: qty=$6 bln · date=2026-07-01
- <a id="atom-d57a32676fcf0471"></a>🟦 2026-07-01
X·@FirstSquawk · 外交政策表态 · 地缘政治
IRAN'S GHALIBRAF: UPCOMING CHINA VISIT AIMED AT ELEVATING TEHRAN-BEIJING TIES TO STRATEGIC PARTNERSHIP
tags: 好观点 · → daily
value: direction=up · date=2026-07-01
- <a id="atom-338e19cfd0968a36"></a>🟦 2026-07-01
X·@financialjuice · inspectors access rights limited · 监管政策
They only have access rights in two cases, one is the Bushehr power plant, and the other is the Tehran reactor. Access has been limited to just these
tags: 好信源 · → daily
value: qty=two cases · date=current
- <a id="atom-2104f76447366aba"></a>🟦 2026-07-01
X·@FirstSquawk · insists on maintaining influence over the Strait of Hormuz · 地缘政治
IRAN CONTINUES TO INSIST ON MAINTAINING INFLUENCE OVER THE STRAIT OF HORMUZ, LEAVING GEOPOLITICAL RISKS STILL IN PLACE
tags: 好信源 · → daily
- <a id="atom-aa35f7cddccbc974"></a>🟦 2026-06-30
X·@financialjuice · 与美国的临时协议的对话时间 · 地缘政治
Iran's Baghaei: Dialogue with mediator Qatar on implementation of interim deal with the US, including release of frozen assets, is likely to be on Wednesday in Doha
tags: 好信源 · → daily
value: qty=Wednesday · date=2026-07-01
- <a id="atom-30f60b01fe45a071"></a>🟦 2026-06-30
X·@FirstSquawk · dialogue with mediator Qatar on interim deal implementation · 地缘政治
IRAN'S BAGHAEI SAYS DIALOGUE WITH MEDIATOR QATAR ON IMPLEMENTATION OF INTERIM DEAL WITH U.S., INCLUDING RELEASE OF FROZEN ASSETS, LIKELY TO BE ON WEDNESDAY IN DOHA
tags: 好信源 · → daily
- <a id="atom-d3fa344028dacce0"></a>🟦 2026-06-30
X·@DeItaone · communication channel with U.S. type · 地缘政治
IRAN'S BAGHAEI SAYS COMMUNICATION CHANNEL BETWEEN IRAN AND U.S. IS NOT MILITARY BUT POLITICAL
tags: 好信源 · → daily
value: direction=political
- <a id="atom-624c2f092d468264"></a>🟦 2026-06-30
X·@FirstSquawk · communication channel with United States is political · 地缘政治
IRAN'S BAGHAEI SAYS COMMUNICATION CHANNEL BETWEEN IRAN AND U.S. IS NOT MILITARY BUT POLITICAL
tags: 好信源 · → daily
value: direction=political
- <a id="atom-40c07595fb42797b"></a>🟦 2026-06-30
X·@financialjuice · communication_channel_type · 地缘政治
Communication channel between Iran and the US is not military but political
tags: 好信源 · → daily
- <a id="atom-086e44889891a226"></a>🟦 2026-06-30
X·@DeItaone · 要求先履行临时协议条款再与美国谈判 · 地缘政治
IRAN'S BAGHAEI SAYS INTERIM DEAL CLAUSES NEED TO BE IMPLEMENTED BEFORE TALKS WITH U.S. TO REACH FINAL DEAL CAN START
tags: 好信源 · → daily
- <a id="atom-75cc125fd9c018f6"></a>🟦 2026-06-30
X·@financialjuice · 将继续谈判 · 地缘政治
Iran's Baghaei: Iran will continue talks with Oman on managing the strait
tags: 好信源 · → daily
value: qty= · date=2026-06-30
- <a id="atom-595efc7138b51fc6"></a>🟦 2026-06-30
X·@FirstSquawk · 表明临时协议条款需先执行 · 地缘政治
IRAN'S BAGHAEI SAYS INTERIM DEAL CLAUSES NEED TO BE IMPLEMENTED BEFORE TALKS WITH U.S. TO REACH FINAL DEAL CAN START
tags: 好信源 · → daily
- <a id="atom-3838394336352ad3"></a>🟦 2026-06-30
X·@DeItaone · oil and petrochemical sales enabled · 地缘政治/出口管制
IRAN SAYS ITS OIL, PETROCHEMICAL SALES GREATLY FACILITATED
tags: 好信源 · → daily
- <a id="atom-e73bfa723ae5e36c"></a>🟦 2026-06-30
X·@FirstSquawk · oil and petrochemical sales status · 地缘政治
IRAN SAYS ITS OIL, PETROCHEMICAL SALES GREATLY FACILITATED
tags: 好信源 · → daily
value: direction=greatly facilitated
⏱ 时间轴 (近 20)
- 🟦 2026-07-03 ·
fact · resolved issues for Chinese ships transiting Hormuz · → daily
- 🟦 2026-07-03 ·
narrative · 伊朗议长表态呼吁加强与中国战略关系 · → daily
- 🟦 2026-07-03 ·
narrative · 伊朗议长表态不允许美国干涉霍尔木兹海峡 · → daily
- 🟦 2026-07-03 ·
narrative · 伊朗议长称以色列试图破坏伊美谅解 · → daily
- 🟦 2026-07-03 ·
fact · 警告美国以色列若不守承诺将采取行动 · → daily
- 🟦 2026-07-03 ·
narrative · Qalibaf表态 · → daily
- 🟦 2026-07-03 ·
fact · 与俄罗斯扩大合作表态 · → daily
- 🟦 2026-07-02 ·
fact · 在60天窗口期内难以找到石油买家 · → daily
- 🟦 2026-07-02 ·
fact · 海上原油和凝析油库存 · → daily
- 🟦 2026-07-02 ·
fact · refusal to open Strait of Hormuz · → daily
- 🟦 2026-07-02 ·
fact · defense commitment · → daily
- 🟦 2026-07-02 ·
fact · agreed to just about everything · → daily
- 🟦 2026-07-02 ·
fact · agreement status · → daily
- 🟦 2026-07-02 ·
fact · agreed to virtually all U.S. demands · → daily
- 🟦 2026-07-02 ·
fact · 剩余导弹数量状态 · → daily
- 🟦 2026-07-01 ·
fact · 将与美国举行间接会谈 · → daily
- 🟦 2026-07-01 ·
fact · 与美国间接谈判重点 · → daily
- 🟦 2026-07-01 ·
fact · insists on keeping control over Hormuz · → daily
- 🟥 2026-07-01 ·
fact · 外交部长表态 · → daily
- 🟦 2026-07-01 ·
fact · Gharibabadi讨论US MOU实施 · → daily
← 实体目录 · 系统日志
