The impact of the US Israel attack on Iran on the world economy (benefiting industries) According to the Iranian Red Crescent Society on the evening of the 28th local time, the US Israel attack on Iran has resulted in 201 deaths and 747 injuries, with 24 provinces across Iran being attacked. The possibility of a full-scale conflict between the United States, Israel, and Iran has greatly increased Leaving politics aside, let's look at its impact on the global economy. Firstly, conflicts have a positive impact on safe haven products such as the energy industry, shipping, and military industries. 1. Safe haven products Core logic: The escalation of geopolitical conflicts will trigger market panic, and funds will shift from risky assets to safe haven assets. Beneficial varieties: Gold: As a traditional safe haven asset, its price usually rises sharply due to a surge in safe haven demand. The US dollar and US Treasury bonds: Global capital will flow heavily into the US dollar and US Treasury bond markets in search of safety, driving the US dollar to strengthen and US Treasury bond prices to rise. Swiss Franc and Japanese Yen: These two currencies are also considered important safe haven currencies and are sought after in times of tension. 2. Energy industry Core logic: Iran is an important global oil producer and exporter, and the conflict directly affects its production capacity and exports, while threatening the Strait of Hormuz, a global energy transportation throat. Specific impact: Crude oil prices: The expectation of supply interruption will directly push up international oil prices, and Brent crude oil and WTI crude oil prices may experience severe fluctuations. Related enterprises: The profits of upstream oil and gas extraction and exploration enterprises will increase with the rise of oil prices; Downstream industries such as refining and aviation, which are sensitive to oil prices, will face pressure from rising costs. 3. Shipping industry Core logic: The Strait of Hormuz is a transportation route for approximately 15% of the world's oil and a large amount of liquefied natural gas, and tense situations can lead to increased shipping risks and costs. Specific impact: Freight and insurance costs: The insurance rates for oil tankers and cargo ships will significantly increase, and longer shipping routes will be chosen to avoid risks, resulting in an overall increase in transportation costs. Shipping companies: Shipping companies with large oil tankers may benefit from rising freight rates, but also face route disruptions and geopolitical risks. 4. Military industry Core logic: The escalation of regional conflicts will stimulate relevant countries to increase their defense budgets, accelerate the procurement and updating of weapons and equipment. Specific impact: Order growth: It is expected that the orders for missiles, fighter jets, drones and other equipment from military enterprises will significantly increase. Industry chain: From upstream core components to downstream complete machine manufacturing, the prosperity of the entire military industry chain will be improved.