International stock markets and energy prices have become very unstable following new attacks between Israel and Iran. This situation is made worse by new US employment data and changes in expected interest rates.

在以色列與伊朗再次發起攻擊後，國際股票市場與能源價格變得非常不穩定。美國最新的就業數據以及對利率預期的變動，使情況更加惡化。

The political situation changed quickly as Israel and Iran exchanged missile strikes, breaking a fragile ceasefire from April. This escalation has increased fears that the Strait of Hormuz, which handles about 20% of the world's oil trade, could be closed. Although OPEC+ has agreed to increase oil production targets, these measures are not very helpful if Gulf countries cannot export oil through the blocked waterway. Experts emphasize that while China's lower oil imports have prevented prices from jumping too high, long-term oil prices may still rise as countries refill their strategic reserves.

以色列與伊朗互射飛彈，打破了四月脆弱的停火協議，政治局勢迅速變化。這次升級增加了市場對霍爾木茲海峽可能被封鎖的擔憂，因為該水道承擔了全球約 20% 的石油貿易。雖然 OPEC+ 已同意提高石油產量目標，但如果海灣國家無法透過被封鎖的水道出口石油，這些措施將缺乏成效。專家強調，雖然中國減少石油進口防止了價格過度飆升，但隨著各國重新填充策略儲備，長期油價仍可能上升。

At the same time, global stock markets saw a significant drop. South Korea's KOSPI fell by over 8%, which forced the market to temporarily stop trading, while Japan and India also saw sharp losses. This decline was mainly caused by investors selling expensive artificial intelligence and semiconductor stocks after US tech shares fell. Furthermore, a strong US jobs report for May led investors to believe the Federal Reserve might raise interest rates by the end of the year. Consequently, this increased the cost of borrowing for companies and made non-interest-bearing assets less attractive.

與此同時，全球股市出現顯著下跌。韓國 KOSPI 下跌超過 8%，迫使市場暫時停止交易，而日本與印度也出現劇烈跌幅。此次下跌主因在於美國科技股下跌後，投資者拋售價格過高的人工智能與半導體股票。此外，五月份強勁的美國就業報告令投資者相信聯準會可能會在年底前調高利率。因此，這增加了企業的借貸成本，並使非計息資產的吸引力降低。

Global markets remain risky as investors wait for official peace talks and upcoming interest rate decisions from the US Federal Reserve and the European Central Bank.

由於投資者仍在等待官方的和平談判，以及美國聯準會與歐洲央行即將公布的利率決定，全球市場仍處於風險之中。