-- 路透社最新發布的短觀調查顯示，受油價上漲和中東衝突導致的供應鏈中斷影響，日本製造商信心在4月創下三年多來最大單月跌幅。 該調查於4月1日至10日進行，為日本央行季度短觀指數的先導調查。報告指出，調查顯示，日本製造商信心指數下跌11點至7點，這是三個月來的首次下滑，也是自2023年1月以來的最大跌幅。 報告也指出，由於日本約95%的石油依賴中東供應，企業極易受到任何供應衝擊的影響；霍爾木茲海峽的關閉阻礙了能源運輸，並抵消了近期由晶片需求驅動的樂觀情緒。 報告指出，材料產業受到的衝擊最大：化學產業信心指數從3月份的+21暴跌至4月份的-8，管理層認為原物料成本上漲、採購不穩定以及投入品供應有限限制了出貨量。 相較之下，運輸機械（包括汽車）行業的信心指數跌幅較小，從+36降至+20；路透社報道稱，非製造業行業的信心指數實際上從+25升至+31，這得益於建築、房地產和資訊服務行業的穩定需求。 展望未來，製造商預計到7月份信心指數將進一步惡化至+2，非製造業行業的信心指數也將降至+14；報告還指出，一家機械製造商警告稱，伊朗衝突的持續可能會導致客戶推遲投資。
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