-- 週五午盤交易中,美國股市漲跌互現。脆弱的伊朗停火協議似乎將維持到週六在巴基斯坦舉行的和平談判開始,而強勁的通膨數據也符合預期。 那斯達克指數上漲0.3%,至22,887.1點;標普500指數下跌0.2%,至6,814.3點;道瓊工業指數下跌0.6%,至47,881.5點。科技和原料板塊領漲,而必需消費品、醫療保健和金融板塊領跌。 報道稱,在伊斯蘭堡舉行的伊朗和平談判的一個關鍵目標是全面重新開放霍爾木茲海峽。此前,美國總統川普週四表示,伊朗在原油過境方面“做得非常糟糕”,並警告不要在這個戰略水道收取通行費。 伊朗議會議長穆罕默德·巴格爾·加利巴夫表示,除非美國滿足兩個條件,否則談判無法啟動:黎巴嫩停火和釋放被凍結的伊朗資產。 根據《華爾街日報》報道,美國副總統約翰·萬斯啟程前往巴基斯坦首都伊斯蘭堡參加美伊會談。他表示,華盛頓“願意在本週末的談判中伸出橄欖枝”,但警告德黑蘭不要“試圖耍我們”。 一位以色列官員和一位知情人士告訴美國有線電視新聞網(CNN),以色列、黎巴嫩和美國的大使將於週五在華盛頓特區舉行會談,為以色列和黎巴嫩未來的談判奠定基礎。初步討論將著重於就直接談判的議程達成一致。以色列方面表示,直接談判旨在解除真主黨的武裝,並在兩國之間建立「和平關係」。 西德州中質原油期貨上漲1%至每桶98.92美元,布蘭特原油期貨上漲1.3%至每桶97.08美元。 經濟新聞方面,受中東衝突推高能源價格的影響,美國3月份消費者物價指數(CPI)加速上漲至近四年來的最高月度水準。 美國勞工統計局週五公佈的數據顯示,3月CPI上漲0.9%,創下2022年6月以來的最大成長率。這項最新數據與彭博調查的預期一致。 2月份CPI上漲0.3%。 3月CPI年增3.3%,高於2月的2.4%,低於華爾街先前預測的3.4%。 官方數據顯示,3月能源價格較上月上漲約11%,其中汽油價格飆漲21%,佔整體漲幅的近四分之三。 美國公債殖利率上升,10年期公債殖利率上漲2.6個基點至4.32%,2年期公債殖利率上漲2.5個基點至3.81%。 牛津經濟研究院首席美國經濟學家伯納德·亞羅斯在發給的電子郵件中表示:“美以伊戰爭的餘波在3月份的消費者物價指數中顯而易見。” 公司方面,巴克萊將費埃哲公司(Fair Isaacs,股票代號:FICO)的目標價從2,400美元下調至1,950美元,同時維持「增持」評等。該股盤中一度下跌14%,是標普500指數成分股中跌幅最大的股票之一。 貴金屬方面,黃金期貨下跌0.7%至每盎司4,784.9美元,白銀期貨下跌0.3%至每盎司76.22美元。
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