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受美伊停火前景不明朗影響,股市盤前下跌;關鍵通膨報告即將發布

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-- 週四美股開盤前走低,投資人正在評估美伊近期達成的為期兩週的停火協議的不確定性,並等待一份關鍵的通膨報告。 標普500指數和道瓊工業指數在盤前交易中均下跌0.3%,那斯達克指數下跌0.2%。這些指數週三收盤上漲,創下至少四周以來的最高收盤價。 伊朗議會議長穆罕默德·巴格爾·加利巴夫週三在X網站上發文稱,美國違反了德黑蘭提出的十點停火方案中的三項條款。加利巴夫表示,這些違約行為包括以色列攻擊黎巴嫩、無人機進入伊朗領空、否認德黑蘭的鈾濃縮權利。 加利巴夫表示:“我們對(美國)根深蒂固的歷史性不信任源於其屢次違反各種承諾——令人遺憾的是,這種模式再次重演。在這種情況下,雙邊停火或談判是不合理的。” 週三晚些時候,唐納德·特朗普總統在Truth Social網站上發帖稱,美國船、飛機和軍事人員將“留在伊朗及其周邊地區”,直到“達成的真正協議得到全面遵守”。 川普表示:“很久以前就已達成一致,儘管存在各種相反的虛假言論——沒有核武器,霍爾木茲海峽將保持開放和安全。” 週二,川普宣布,他同意暫停對伊朗的攻擊兩週,前提是德黑蘭同意全面安全地開放霍爾木茲海峽,這是世界上最重要的原油運輸喉嚨要道。伊朗外交部長賽義德·阿巴斯·阿拉格奇在一份聲明中表示,伊朗將在與武裝部隊協調並「充分考慮技術限制」的情況下,允許在為期兩週的停火期間「安全通行」霍爾木茲海峽。 巴基斯坦總理謝赫巴茲·謝里夫週二表示,兩國代表團定於週五在巴基斯坦伊斯蘭堡舉行會晤,就「解決所有爭端的最終協議」進行談判。 西德州中質原油開盤前上漲3.5%,每桶97.70美元;布蘭特原油上漲3.3%,至每桶97.87美元。 盛寶銀行首席投資策略師查魯·查納納週三在一份報告中表示:“新聞頭條可能會先平靜下來,但真正的局面調整取決於未來幾天的發展。” 延遲發布的2月份個人收入和支出報告定於美國東部時間上午8:30發布。該報告包含個人消費支出核心物價指數,這是聯準會首選的通膨指標。 聯準會3月會議紀錄週三顯示,與會者強調,在宏觀風險加劇的情況下,央行需要「靈活」調整貨幣政策。紀要顯示,大多數政策制定者擔心曠日持久的戰爭可能會使勞動市場狀況惡化,可能需要寬鬆的政策。然而,油價上漲導致的持續通膨可能需要升息。 根據芝加哥商品交易所(CME)的FedWatch工具顯示,市場普遍預期聯準會將在4月稍後的下次政策會議上維持基準貸款利率不變。 美國公債殖利率在盤前交易中走低,兩年期公債殖利率下跌0.5個基點至3.79%,十年期公債殖利率下跌0.4個基點至4.29%。 週四的經濟數據還包括上午8:30公佈的第四季度國內生產毛額(GDP)最終估值報告(此前有所延遲)以及每周初請失業金人數報告。 星座品牌(Constellation Brands,股票代號:STZ)股價在盤前下跌0.9%,此前這家啤酒和葡萄酒公司發布了低於華爾街預期的全年獲利預期。 Neogen(股票代號:NEOG)、黑莓機(BlackBerry,股票代號:BB)和Simply Good Foods(股票代號:SMPL)等公司將在盤前公佈最新財報。 WD-40(股票代號:WDFC)的財報將在收盤後發布。 黃金價格小幅上漲0.5%,至每盎司4,752美元;比特幣價格微漲0.2%,至每盎司71,399美元。

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