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受美伊和平谈判破裂影响,新西兰股市下跌;恒天然合作集团实施超过30亿新西兰元的资本返还计划

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-- 周一,新西兰股市收低,亚洲股市普遍下跌,此前美国与伊朗周末的和平谈判破裂。 S&P/NZX 50 指数下跌 1.22%,或 161.26 点,收于 13,020.18 点。 美国总统唐纳德·特朗普在社交媒体上警告称,在与伊朗的谈判失败后,美国海军将立即开始封锁所有试图进出霍尔木兹海峡的船只。 美国军方表示,将于周一开始封锁所有进出伊朗港口和沿海地区的海上交通。 据路透社报道,MST Marquee 分析师索尔·卡沃尼克表示:“市场现在基本恢复到了停火前的状态,只是现在美国还将封锁剩余的、最多可达 200 万桶的与伊朗有关的、通过霍尔木兹海峡的石油运输。” 卡沃尼克补充道:“目前关键的问题是,美国是否会重启对伊朗的空袭,这将增加该地区能源基础设施遭受袭击的风险,其影响可能远超战争持续时间。” 在国内新闻方面,据澳新银行(ANZ)的一份报告显示,新西兰储备银行(RBNZ)预计将在7月、9月和10月连续三次上调官方现金利率,每次上调25个基点,将政策利率提升至3%。 此外,西太平洋银行表示,由于油价飙升,新西兰3月份的燃油支出环比大幅增长15%,导致大量家庭支出减少,并对其他领域的消费造成压力。 新西兰商业协会(BusinessNZ)表示,受中东冲突影响,新西兰服务业在3月份出现萎缩,连续第三个月下滑,其中非必需消费品支出受到的冲击尤为严重。 企业新闻方面,恒天然合作集团(NZE:FCG)于4月10日向股东返还了约32亿新西兰元的资本。 新莱特乳业(NZE:SML,ASX:SM1)表示,今年早些时候,公司对所有婴幼儿配方奶粉产品实施了更严格的检测,导致产品上市时间延长,同时也对营运资金需求产生了一定影响。

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