伊朗战局早报·7月3日｜第127天：葬礼压场，海峡半开，黎南仍打
早上好，这里是「伊朗战局早报」。截至北京时间七月三日早上八点，过去一天的主线不是新的大规模互打，而是三条执行线同时卡住：多哈谈完但没谈成，霍尔木兹在恢复但没有完全正常，黎巴嫩南部还在打。
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节目导览
本期梳理过去一天伊朗战争相关局势：美伊多哈技术会谈留下后续窗口，但没有进入最终和平；霍尔木兹通航恢复到半开状态，核查和海峡收费仍是硬结；伊朗国内进入哈梅内伊葬礼周期，黎巴嫩南部继续在撤军和解除武装条件之间拉扯。
来源
- Reuters: Most Gulf markets in red as US-Iran negotiations show little headway
- Reuters via AOL: US, Iran talks conclude in Doha, focused on Strait of Hormuz
- Al Jazeera: US-Iran talks in Doha: What were the outcomes and what’s next?
- Reuters: UBS lowers 2026-2027 oil price forecasts as Hormuz flows recover
- Al Jazeera: With Hormuz reopened, has the oil shortage turned into a glut?
- Reuters: Iran prepares to bury slain supreme leader with week of mass mourning
- Reuters: Iran's Revolutionary Guards say they killed Kurdish militants in northwest Iran
- L'Orient Today: Lebanese president says will not yield a single inch of territory to Israel
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