
ZeroHedge
@zerohedge · 2026/6/8 08:16:59
RT Gregg Carlstrom
看到一些推文称伊朗对以色列和该地区施加了新的威慑方程。这似乎是大量动机性推理。
首先,要清楚这对伊朗战略学说来说是一个多大的逆转:伊朗不再依赖其阿拉伯代理人保护自己免受攻击,而是试图拯救它们——并因此招致对其自身领土的攻击。
其次,在过去四轮冲突中(可追溯到2024年4月),伊朗无法威慑以色列,因为其导弹齐射未能造成战略破坏。它未能施加足以改变以色列行为的代价。
事实上,正如@NicoleGrajewski和其他人所写,这些攻击可以说引发了进一步冲突,而非威慑。昨晚的齐射似乎并无不同。伊朗的“威慑”行动最终对伊朗造成的损害大于对其试图威慑的国家。
过去几个月更成功的工具——在胁迫而非威慑方面——是针对海湾国家和全球能源市场的工具。但现在(或未来)使用这些工具可能使整个停火协议崩溃。
这里的“方程”依赖于Donald Trump来约束以色列。从长远来看,这似乎根本不可行,除非伊朗准备冒无限升级循环的风险,而这最终将对伊朗自身造成极大损害。
原文 · EN
RT Gregg Carlstrom
Seeing some tweets about how Iran has imposed a new deterrence equation on Israel and the region. That seems like a whole lot of motivated reasoning.
First, let's be clear about how much of a reversal this represents for Iran's strategic doctrine: instead of its Arab proxies protecting Iran from attack, Iran is now trying to bail them out—and inviting attacks on its own territory as a result.
Second, in four past rounds of fighting (going back to April 2024), Iran was unable to deter Israel because its missile barrages failed to cause strategic damage. It could not impose costs significant enough to change Israeli behavior.
Indeed, as @NicoleGrajewski and others have written, those attacks arguably invited further conflict rather than deterred it. The salvos overnight do not seem any different. Iran's act of "deterrence" wound up causing more damage to Iran than to the country it sought to deter.
The tools that have been more successful over the past few months—at compellence, rather than deterrence—have been the ones aimed at Gulf states and global energy markets. But to use those tools now (or in the future) risks collapsing the entire ceasefire.
The "equation" here relies on Donald Trump to restrain Israel. It doesn't seem viable at all in the long term, unless Iran is prepared to risk endless escalatory cycles that would ultimately be very damaging for Iran itself.
原帖 ↗非投资建议
AI 分析
— 整体中性置信度 30%openai-compatible:deepseek-v4-pro
Gregg Carlstrom转发的推文认为,伊朗声称的对以色列新威慑缺乏说服力。它强调了伊朗的战略逆转、过去导弹攻击未能威慑以色列,以及最近的齐射对伊朗造成的损害更大。文章指出,伊朗更有效的工具针对海湾国家和能源市场,但使用它们可能破坏停火。这种威慑的长期可行性依赖于Trump约束以色列,这似乎不可持续。
关键要点
- 伊朗新的威慑方程被认为是动机性推理。
- 伊朗逆转了其战略学说:现在试图拯救阿拉伯代理人,招致对其自身领土的攻击。
- 过去伊朗的导弹齐射未能造成战略破坏或改变以色列行为,反而可能引发进一步冲突。
- 最近的攻击对伊朗造成的损害大于对以色列的损害。
- 针对海湾国家和全球能源市场的工具在胁迫方面更为成功,但可能破坏停火。
- 威慑方程依赖于Donald Trump约束以色列,长期来看可能不可行。
对公开帖子与公开市场数据的客观摘要,非投资建议;数据可能延迟。