中文翻译
任何扰动都不会是好事。 不过，其对韩国供应链或台湾的 $TSM 的影响大多被夸大了。 美国政策的核心是压低油价。 而伊朗唯一的生存机会，就是让能源 / 油价极端上涨，逼美国后退。 我永远会把赌注押在美国政策上。
· 供应链分析
认为对韩国和台积电供应链的扰动被夸大
涉及标的： $TSM
英文原文
Any disruption is never a positive thing. However the effect to which the supply chains in Korea or $TSM in Taiwan are largely overblown. US policy focuses around lowering oil prices. And Iran's only chance of survival is extreme increases in energy/oil prices, leading the US to back off. I would always put my money on US policy.