-- 周二,沙特证券交易所综合指数(Tadawul All Share Index)收跌0.19%,原因是市场对美伊和平谈判前景的不确定性感到担忧,投资者纷纷转向避险。 路透社援引巴基斯坦消息人士的话报道称,随着为期两周的停火即将结束,伊朗和美国将于周三在巴基斯坦伊斯兰堡举行会晤。美国将派遣副总统约翰·万斯(JD Vance)参加会谈,而伊朗代表团是否会出席则尚未可知。 德意志银行研究部在一份报告中指出:“各种报道显示,万斯副总统预计将于今日启程前往伊斯兰堡。此外,《纽约时报》和其他媒体也报道称,伊朗也将派遣代表团前往伊斯兰堡参加谈判。此前,伊朗外交部发言人曾表示德黑兰没有参加谈判的计划,这使得谈判前景更加乐观,但目前尚不清楚谁将率领伊朗代表团。” 回到国内,沙特国家银行(SASE:1180)、利雅得银行(SASE:1010)、拉吉银行(SASE:1120)和阿拉伯国家银行(SASE:1080)公布了2026年第一季度的财务报表。截至3月31日的三个月内,这四家银行的净利润和总营业利润均有所增长。 “沙特国家银行公布2026年第一季度净利润为64.23亿沙特里亚尔,比市场普遍预期(Visible Alpha)高出1.7%,比美国银行高出2.2%,环比增长0.6%。净拨备释放(-32个基点)对利润增长起到了积极作用,抵消了低于预期的收入和更高的成本。在资产负债表方面,贷款增长温和,而存款增长加速,导致存贷比下降。”美国银行全球研究部表示。 沙特国民银行和利雅得银行分别下跌2.40%和0.23%,而拉吉银行收盘上涨0.42%,阿拉伯国民银行收盘上涨1.58%。 与此同时,阿拉伯互联网与通信服务公司(SASE:7202,又名Solutions')股价上涨0.68%,原因是该公司获得了一个项目,将为沙特电信(SASE:7010,又名stc)的数据中心设计、升级并提供设备。stc股价收盘上涨0.05%。
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