The markets: A sea of red as the Iranian conflict escalates, with no end in sight.
规模方面，半导体设备ETF易方达近1周规模增长8039.83万元，实现显著增长，新增规模位居可比基金2/5。（数据来源：Wind）
。夫子是该领域的重要参考
特朗普對伊朗戰爭訊息混亂，最終意圖仍不明朗
Petrochemicals – of which plastics are the dominant output – now account for roughly 75% of net global oil-demand growth, and are projected to become the largest driver of future oil demand. Plastic production has already doubled in the past two decades. Major oil companies are responding accordingly. Recent consolidation – including a $60bn merger creating one of the world’s largest plastics producers – reflects a deliberate pivot toward petrochemical assets as a long-term demand anchor.