已确认："Unconfirmed reports of explosions in Iran"
Yahoo Finance / Bloomberg 刚刚报道：
"Global benchmark Brent jumped as much as 4.2% early in the session before quickly reversing on unconfirmed reports that there were explosions in Iran."
关键观察：Brent 跳 4.2% 然后反转
这是 diagnostic 信号：
- 初始反应：Brent +4.2% (到 $107+) → 市场 price in rumor 为真
- 然后反转：Brent 回到 $104 → 市场 fade rumor
这意味着：
- Rumor 已经在市场里流传
- 但没有得到官方确认
- Smart money 开始 fade
- 但 VIX 仍然 20+, TNX 仍然上升（risk premium 还在）
