-- 多倫多證券交易所週四下跌,這是十二個交易日以來的第二次下跌,部分原因是獲利回吐,部分原因是市場對伊朗戰爭可能對市場造成的影響仍存擔憂,此前加拿大國家銀行下調了2026年全球經濟增長預期。 儘管多數板塊上漲,其中電信板塊領漲,上漲1.1%,能源板塊上漲1%,基本金屬板塊上漲0.2%,S&P/TSX綜合指數仍下跌103.76點,跌幅0.3%,收在34,052.23點。電池金屬指數下跌1.4%。 此前,市場對加拿大經濟前景的樂觀情緒有所改善,這提振了多倫多證券交易所。本週,聯邦自由黨在議會中獲得了組成多數政府所需的席位,可以自由推進其經濟議程,市場對此消息反應積極。加拿大人將在4月28日自由黨發布財政更新報告並概述其經濟計畫時了解更多資訊。 受市場情緒改善的影響,Linamar (LNR.TO) 和 Martinrea International (MRE.TO) 在過去一天內維持了其 2026 年全年業績展望。此前,美國對鋼鐵、鋁和銅進口徵收的 232 條款關稅進行了修訂,該修訂於 4 月 6 日生效。 然而,加拿大國家銀行表示,中東危機持續時間過長,不可能對全球經濟造成影響。 加拿大國家銀行指出,自從美國和以色列對伊朗發動戰爭以來,已經過了近七週。儘管近幾天來,交戰雙方透過談判達成和平的希望有所重燃,但該行表示,全球經濟不太可能完全不受危機的影響。因為即使緊張局勢有所緩和,霍爾木茲海峽實際上仍然對航運關閉。該行補充說,因此,太多重要的原料在波斯灣滯留了太久,全球經濟成長必然會受到一定程度的影響。 國家銀行表示,即使海峽能夠迅速重新開放航運,恢復這些貨物的正常流通也可能需要數週時間。該行補充說,這不僅是因為船舶往返中東和世界其他地區需要時間,還因為重啟生產本身就困難重重。 國家銀行表示,儘管衝突造成的經濟後果因國家而異,但從全球範圍來看,其影響無疑是負面的。因此,該行將2026年全球經濟成長預期從3.4%下調至3.1%。此次下調反映了歐洲和新興亞洲國家經濟前景的黯淡。該行仍預計2027年全球GDP將成長3.3%。 大宗商品方面,西德州中質原油價格週四上漲,但仍低於每桶100美元,因為市場寄望美國和伊朗延長停火協議並重啟談判,以結束中東戰爭。 5月交割的WTI原油期貨價格上漲3.40美元,收在每桶94.69美元;6月交屋的布蘭特原油期貨價格上漲4.29美元,收在每桶99.22美元。 週四午後,金價走弱,在5,000美元下方區間震盪,高企的油氣價格可能推高通膨和利率。 5月交割的黃金期貨價格下跌15.40美元,至每盎司4,808.20美元。
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