The Middle East situation has driven up oil prices, making the new energy sector favored by capital.

1. The situation in the Strait of Hormuz remains tense, and Middle Eastern geopolitics continue to be the core influencing factor for current international crude oil prices. Market expectations for a rapid resolution of the US-Israel-Iran conflict through negotiations have weakened, pushing energy prices higher. 2. Meanwhile, new energy sectors such as lithium batteries have become safe-haven options for funds, with liquidity in lithium carbonate futures exceeding 40 billion yuan, reflecting increased market attention toward the new energy sector.