节点：下游（终端消费/应用）位置：下游情绪：中性参考度：2/10
当前伊朗冲突中，脆弱的外交进程正在推进，停火带来战略要地霍尔木兹海峡有限重开，显现局势缓和迹象。伊朗外长阿巴斯·阿拉格希表示：“根据黎巴嫩停火协议，所有商业船只在停火剩余期间，可沿伊朗伊斯兰共和国内政部港口与海事组织已公布的协调航线，完全通过霍尔木兹海峡。”据媒体报道，伊朗宣布停火期间霍尔木兹海峡对商业船只开放，缓解了全球能源供应中断的即时担忧。该水道通常承担约20%的全球石油运输量，冲突期间曾近乎关闭，严重影响航运及能源市场。
停火与外交谈判势头增强。目前临时停火已生效，美伊正就达成更广泛协议展开谈判。美国官员表示，尽管仍存...
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