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Saudi Arabia

四月 9, 2026

Riyadh 4:03 上午

22°C

Firefighters attempt to extinguish a fire following an Israeli strike at the Corniche al-Mazraa neighbourhood of Beirut on April 8, 2026.

伊朗袭击海湾国家，威胁停火，以色列升级在黎巴嫩的军事行动：你需要了解什么

在伊朗和美国宣布停火数小时后，伊朗继续在阿拉伯联合酋长国、沙特阿拉伯和科威特发动袭击。

picture of Qatar Energy's operating facilities on March 3, 2026, in Ras Laffan Industrial City, Qatar.

Analysis

美伊停火后，海湾地区的能源生产能以多快的速度恢复？

停火协议可能会为失去的石油和液化天然气供应重新流入全球市场铺平道路，但要将海湾地区的能源生产恢复到正常水平，可能需要数月甚至更长时间。

Samuel Wendel

由 Samuel Wendel

In Washington, DC, reporting on regional business and tech

The Dubai skyline with the landmark Burj Khalifa skyscraper (R) is pictured as a smoke plume rises from an ongoing fire near Dubai International Airport on March 16, 2026. Flights were gradually resuming at Dubai airport on March 16, previously the world's busiest for international flights, the airport operator said, after a "drone-related incident" sparked a fuel tank fire nearby, as Iran kept up its Gulf attacks. (Photo by AFP via Getty Images) /

海湾国家处于伊朗局势升级的前线：你需要了解哪些信息

伊朗在海湾地区加大了袭击力度，而美国即将设定重新开放霍尔木兹海峡的最后期限，导致连接沙特阿拉伯和巴林的一座桥梁短暂关闭。

United Arab Emirates

AirAsia aircraft with two engines landing on Kota Kinabalu International airport runway, Kota Kinabalu Sabah, Malaysia, March 4, 2017.

尽管伊朗战争给航空业增长计划蒙上阴影，但亚航仍坚持以巴林为枢纽的计划。

这家低成本航空公司的承诺虽然取决于冲突的演变，但在大多数全球航空公司缩减航线、推迟航班开通和更改航线以避开中东之际，它显得格外突出。

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Analysis

受制于霍尔木兹海峡，海湾国家能否重塑未来的能源流动，绕过伊朗的咽喉要道？

A police speed boat patrols the port as oil tankers and high speed crafts sit anchored at Muscat Anchorage near the Strait of Hormuz on March 30, 2026 in Muscat, Oman.

Samuel Wendel

由 Samuel Wendel

In Washington, DC, reporting on regional business and tech

沙特阿拉伯、约旦和卡塔尔将在伊朗战争期间深化安全关系：你需要了解什么

A trilateral meeting was held today in Jeddah, bringing together His Royal Highness Prince Mohammed bin Salman bin Abdulaziz Al Saud, Crown Prince and Prime Minister King Abdullah II ibn Al Hussein of the Hashemite Kingdom of Jordan, and Amir of the State of Qatar Sheikh Tamim bin Hamad Al Thani, in Jeddah, Saudi Arabia, on March 20, 2026.

Analysis

伊朗战争冲击能源安全，石油资源丰富的海湾国家或面临电力短缺。

A general view of South Pars gas field facilities in the southern Iranian port town of Assaluyeh, on the Gulf, Nov. 19, 2015.

Samuel Wendel

由 Samuel Wendel

In Washington, DC, reporting on regional business and tech

尽管美伊战争仍在继续，海湾地区的人工智能交易依然吸引着投资者。

FAYEZ NURELDINE/AFP via Getty Images

Flags of Saudi Arabia and Ukraine line the King Abdulaziz Road in the Saudi Red Sea port city of Jeddah ahead of a visit by the Ukrainian President on March 10, 2025. Ukraine's President Volodymyr Zelensky is due to arrive in Saudi Arabia on March 10, a day ahead of crucial talks between Ukrainian and US officials on ending the war with Russia. (Photo by Amer HILABI / AFP) (Photo by AMER HILABI/AFP via Getty Images)

沙特阿拉伯和乌克兰在伊朗发动袭击之际签署防务协议：我们目前掌握的情况

沙特阿拉伯持续反击伊朗无人机和弹道导弹袭击之际，达成了这项协议。

YASSER AL-ZAYYAT / AFP via Getty Images

沙特阿拉伯开通新的巴林海上航线，霍尔木兹航线压力增大

该航线连接达曼的阿卜杜勒阿齐兹国王港和巴林的哈利法·本·萨勒曼港。

United Arab Emirates army helicopters fly from the Burj al Arab hotel (R) toward Burj Khalifa, Dubai, Jan. 16, 2026.

Analysis

伊朗战争促成了土耳其与海湾国家的防御联盟，但并未促成两国结盟。

尽管由于美以对伊朗的战争，双方合作加速，但结构性和政治性的制约因素使得正式的军事联盟不太可能成立。

Barin Kayaoglu

由 Barin Kayaoglu

In Ankara, reporting on geopolitics and national security

Excess gas is burned at the oil refinery in Israel's northern city of Haifa late on March 19, 2026.

Analysis

随着红海和东地中海地区也加入竞争，伊朗将能源目标扩大到海湾以外。

为了报复对其能源部门的袭击，德黑兰加强并扩大了对地区石油和天然气基础设施的打击力度，目标是沙特阿拉伯的延布港和以色列海法的炼油厂。

Samuel Wendel

由 Samuel Wendel

In Washington, DC, reporting on regional business and tech

Lorries roll along the highway between Riyadh and al-Ahsa, some 200 kilometers east of the Saudi capital, on March 15, 2026. The war sparked by US-Israel strikes on Iran on February 28 has sparked chaos on global markets, and sent the price of oil soaring after the Islamic republic imposed control by force over the crucial artery. (Photo by Fayez NURELDINE / AFP via Getty Images) /

美国要求公民撤离沙特阿拉伯，此前伊朗袭击了该国能源设施：你需要了解什么

在伊朗对沙特阿拉伯境内能源设施发动袭击事件激增后，美国驻利雅得大使馆敦促其公民离开沙特阿拉伯。

The city skyline is pictued in Dubai on March 11, 2026. The oil-rich Gulf has borne the brunt of Iran's attacks in response to US-Israeli strikes that sparked the Middle East war, with Tehran targeting US assets but also civilian infrastructure. (Photo by Giuseppe CACACE / AFP via Getty Images)

Analysis

伊朗战争考验海湾地区的交易能力，外国投资者正在评估风险

科威特一项价值数十亿美元的输油管道出售案，成为海湾地区交易机制受到美以伊战争冲击的早期迹象之一。

Samuel Wendel

由 Samuel Wendel

In Washington, DC, reporting on regional business and tech

A Patriot anti-missile battery launcher, deployed by Dutch NATO soldiers, is seen March 11, 2003 at the Diyarbakir military airport in southeastern Turkey.

北约向土耳其部署新型“爱国者”导弹系统，菲丹在利雅得参加地区会谈

向土耳其重要空军基地部署兵力可能表明北约规划者对土耳其的军事资产日益关注。

The city skyline is pictured in Dubai on March 11, 2026.

Analysis

战争持续不断，市场还能对海湾地区的韧性抱有多久的信心？

专家表示，霍尔木兹海峡长期关闭以及对海湾能源基础设施的持续攻击可能会导致整个地区的信用状况恶化。

由 Jack Dutton

In Bristol, reporting on regional business, climate change, AI, tech

Young wheat shoots emerge from moist soil in farmland near Zakho, Iraqi Kurdistan region, Dec. 19, 2025.

伊朗战争冲击化肥供应，惠誉警告称价格可能上涨约25%。

由于霍尔木兹海峡关闭，粮食价格上涨和供应减少，引发了全球以及中东地区的粮食安全担忧。

An Emirates Airbus A380 passenger aircraft prepares for landing at Dubai International Airport in Dubai on March 8, 2026.

航空公司逐步恢复中东航班，海湾地区航班仍大量停飞。

据航班数据公司 Cirium 的数据显示，自 2 月 28 日战争爆发以来，往返中东的 78500 个预定航班中，已有超过 43000 个航班被取消。

United Arab Emirates

Dan Kitwood/Getty Images

油价走势平稳，沙特阿美警告称霍尔木兹输油管道可能出现“灾难性”中断

由于投资者似乎在对冲持续存在的战争风险，周二，海湾地区的能源基础设施继续遭到袭击，一架无人机袭击了该地区最大的单体炼油厂。

Smoke and flames rise at the site of airstrikes on an oil depot in Tehran on March 7, 2026.

Analysis

石油危机加剧中东通胀风险，伊朗战争暴露进口国困境

周一原油价格一度逼近每桶 120 美元，随后回落，这场冲突势必会再次引发全球通胀压力，包括埃及和土耳其等脆弱经济体。

Samuel Wendel

由 Samuel Wendel

In Washington, DC, reporting on regional business and tech