Just now! Israel issues the latest warning!

They’re moving against critical infrastructure!

According to Xinhua News Agency, just now, the Israeli military issued a warning to passengers on trains inside Iran. The military said that if you remain on the train and along the rail lines, it will endanger your lives. This shows that, besides electricity, Israel will also target other critical infrastructure inside Iran. U.S. and Israeli officials aim to weaken Iran’s enrichment program, and only then consider ending the conflict. Meanwhile, at the same time Israel issued the warning, air-raid alert systems were activated in Israel’s northern regions, including Metula and the finger region of Galilee.

As a result, after midday, China’s A-share three major indices temporarily turned green in unison. Sectors such as insurance, banking, precious metals, and baijiu led the declines, while oil and gas stocks rallied against the trend. However, afterward, the market’s style switched again, and it remains in a process of repeated tug-of-war.

Iran’s Railways Become a Target

In the afternoon Beijing time, news suddenly emerged. According to Xinhua News Agency, the Israeli military issued a warning to train passengers inside Iran. “If you stay on the train and along the rail lines, it will endanger your lives.” This implies that Iran’s railways are very likely to become a target for the strikes.

In fact, earlier, on March 25, information obtained from the Iranian side said that during the early hours of that day, a railway workers’ dormitory in Tabriz, Iran was attacked by forces from the United States and Israel, resulting in 7 deaths. It is reported that the relevant rescue operation ended at 2:00 a.m. on the same day, and the bodies of the 7 victims had been removed from the rubble. At present, relevant authorities are searching to determine whether there were more victims.

In addition, in a report dated April 7 from Tehran, Xinhua News Agency stated that, according to information released at dawn on April 7 by Iran’s Islamic Revolutionary Guard Corps, the commander of the IRGC Aerospace Force, Mousavi, said that over the past 24 hours, Israel’s northern city of Haifa had been “fully targeted,” and no missiles were intercepted.

Mousavi said on social media that over the past 24 hours, Iran launched large-scale missile strikes at multiple targets in the Bay of Haifa region, including refinery facilities, power systems, ports, and railways, and that no missiles were effectively intercepted during the strikes. Some areas in northern Israel are evacuating personnel.

On April 6, Iran’s Islamic Revolutionary Guard Corps issued a statement saying that on that day it launched the “True Promise-4” Operation Wave 98 offensive. The targets included Israel’s northern and southern regions of Tel Aviv, the strategic center of Haifa, chemical enterprises and factories in Beersheba, and locations of the Israeli army in Petah Tikva.

Impact Gradually Becomes More Visible

As the conflict worsened day by day, the first to be hit was rising prices. In a report, Citi analyst Saurabh Handa said that after voting in India’s five states concludes at the end of this month, Indian refiners may have options to selectively raise fuel prices, especially aviation fuel and diesel.

The report added that retail fuel consumers, to a large extent, contributed to the impact of the oil price increase caused by the Middle East crisis, while domestic oil marketing companies and refiners absorbed the losses. Although domestic liquefied gas prices for cooking were increased slightly by 7% in early March, the analyst expected that after Saudi oil product prices rise in April, the losses of oil marketing companies would expand to 400 rupees per bottle.

For the stock market, imported inflation is not a positive factor. Huatai Securities pointed out that last week, the Middle East situation fluctuated repeatedly and the market continued to trade in a range, and combined with risk-avoidance ahead of the Qingming holiday, the tracked A-share sentiment index remained in the “panic” zone. The odds for a left-side layout may gradually rise, but before the geopolitical situation becomes clear, it is not advisable to place a one-way bet; it is recommended to continue waiting for right-side signals.

In addition, even with non-farm payroll data coming in above expectations, investors still need to be wary of the risk chain: oil prices rising → inflation moving upward → tightening liquidity. In terms of positioning, it is recommended to control position sizes, leave room, and maintain in the short term an allocation to certain defensive and low-correlation assets, such as dividend-focused strategies, AI computing power, and innovative drugs. In the medium term, it is suggested to go bargain hunting around the two major clues— the power sector chain and overall business conditions.

Layout: Yang Yucheng

Proofreading: Peng Qihua