-- 週二,由於霍爾木茲海峽能否重新開放仍存在不確定性,油價上漲,阿聯酋股市走勢不明朗。 收盤時,富時ADX綜合指數小漲0.080%,而杜拜金融市場綜合指數下跌0.218%。 根據多家媒體報道,美國總統川普對伊朗提出的新方案並不滿意。該方案包括重新開放霍爾木茲海峽,並將伊朗核計畫談判推遲到以後階段。 麥格理在一份報告中指出:「我們懷疑美國是否會接受這一方案,因為美國對伊朗的經濟封鎖仍然是其迫使伊朗在有關伊朗實力的根本性要求上讓步的關鍵『施壓策略』。然而,伊朗主動提出這一方案表明,美國的經濟封鎖壓力正在顯現,美國或許無需再次動用軍事力量。」 “對美國政府而言,對伊朗實施經濟封鎖的目的正是為了達到這一效果,即造成伊朗財政收入損失,進而導致貨幣通脹,最終造成伊朗政權不穩定,並迫使伊朗在美國提出的根本性問題上做出讓步。” 截至阿聯酋時間下午3:51,布蘭特原油期貨價格接近每桶112.374美元,較前一日上漲3.81%。 在阿聯酋國內,本週晚些時候,阿聯酋中央銀行將公佈利率決議,此前聯準會已於週三宣布了聯邦基金利率決議。 在公司新聞方面,Aldar Properties(ADX:ALDAR)發布了第一季財報。這家房地產開發商報告稱,其營收年增12%,但收盤下跌0.37%。 另一方面,杜拜投資公司(DFM:DIC)股價下跌0.97%。這家在杜拜上市的投資公司宣布計劃透過首次公開募股(IPO)出售其子公司迪拜投資園區24%的股份,並計劃在2026年提高股息,但前提是IPO能夠順利完成。
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Update: Gold Falls to a Month Low as Surging Oil Prices Threaten to Hike Inflation and Stall Growth
(Updates prices.)Gold traded at a month low midafternoon Tuesday as rising oil prices threaten to boost inflation and raise interest rates, while the dollar and treasury yields moved higher.Gold for June delivery was last seen down US$82.80 to US$4,610.90 per ounce, the lowest since March 30.The drop comes as the Federal Reserve's Federal Open Market Committee begins its two-day meeting that ends with a decision on interest rates. While the committee is widely expected to leave rates unchanged, it comes as oil prices surge with the war on Iran choking off 20% of daily supply from Persian Gulf nations, boosting inflation while stalling global growth."The stagflationary impact of the energy crisis, combined with mounting fiscal debt concerns and an ongoing de-dollarisation trend, remains supportive over the longer term, with these drivers currently being overshadowed by the market's near-term focus on oil-driven inflation," Saxo Bank noted.The dollar roserly, with the ICE dollar index last seen up 0.12 points to 98.62. Treasury yields were also higher, bearish for gold since it pays no interest. The U.S. two-year note was last seen paying 3.85%, up 4.7 basis points, while the yield on the 10-year note was up 1.8 points to 4.363%.
Sector Update: Consumer Stocks Mixed Tuesday Afternoon
Consumer stocks were mixed Tuesday afternoon, with the State Street Consumer Staples Select Sector SPDR ETF (XLP) rising 0.9% and the State Street Consumer Discretionary Select Sector SPDR ETF (XLY) down 0.7%.Redbook US same-store sales rose by 7.7% from a year earlier in the week ended April 25 after a 6.7% year-over-year increase in the previous week, with sales benefitting from an extra selling day this year compared with last year due to the timing of Easter.In corporate news, Coca-Cola (KO) lifted its full-year earnings growth outlook on Tuesday as the beverages giant posted fiscal Q1 results above market expectations amid pricing and volume gains. Its shares jumped past 5%.General Motors (GM) raised its full-year earnings outlook and trimmed its tariff hit forecast on Tuesday, as the automaker reported an unexpected year-over-year increase in its Q1 bottom line. GM shares added 0.2%.Walt Disney's (DIS) broadcast licenses may be headed for review by the US Federal Communications Commission, Semafor reported Tuesday. Disney shares were down 0.6%.Copa's (CPA) Copa Airlines reached a $13.5 billion deal with Boeing (BA) to incorporate up to 60 of the airplane maker's 737 Max jets over the next eight years, Reuters reported. Copa shares shed 0.6%.
Top Midday Gainers
Sanmina (SANM) reported late Monday fiscal Q2 adjusted earnings and revenue above market expectations, with sales more than doubling.Shares climbed 13% as intraday trading volume jumped to over 2.20 million from a daily average of about 779,000.Kforce (KFRC) reported late Monday better-than-expected Q1 results, with its Q2 guidance for earnings and revenue also exceeding market expectations.Shares surged 45%, with intraday trading volume of over 945,000 against a daily average of roughly 282,000.Axogen (AXGN) shares jumped 7% after the company reported Tuesday a swing to Q1 adjusted EPS from a a loss a year earlier following a surge in revenue.More than 1.75 million shares traded intraday, compared with a daily average of about 1.03 million.Price: $212.30, Change: $+24.22, Percent Change: +12.88%