The four-week timeline priced in by the market represents a critical threshold for the global economy. Struyven noted that the impact on oil prices is a “convex function” of the disruption’s length. If the conflict is brief—lasting only a few days or a week—the impact on prices will be disproportionately smaller. In a short-term scenario, crude oil can simply be stored on land in Middle Eastern producing countries, delaying deliveries but leaving the cumulative global supply unaffected—a workaround if Iran’s threats of shutting down the Strait stretch come to fruition.
与硬件底座互为表里的，是算法大脑的“自主换挡”。智元的EnerVerse、自变量的WALL-A、中科第五纪的BridgeV2W、蚂蚁灵波的LingBot-World等一批国产世界模型分别从应用落地、技术突破、生态打磨上展开竞速，它们不是在“复制OpenAI”，而是在构建更契合物理世界的国产技术栈。
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