-- 週四，多倫多證券交易所再次跌入下跌區間，基本金屬和能源板塊雙雙走低。先前有報導稱，伊朗仍在審查美國提出的和平方案，而美伊兩國仍在就結束戰爭的談判進行磋商。 S&P/TSX綜合指數收跌125.2點，報33,856.62點。基本金屬板塊下跌1.7%，能源板塊下跌1.4%，領跌各板塊。相比之下，電池金屬指數領漲，上漲7.8%。 受整體市場低迷情緒的影響，金融股下跌0.4%。儘管羅森伯格研究公司發布了一份題為《加拿大銀行：優質股，高價位》的報告，指出長期市場趨勢繼續支撐加拿大銀行的溢價估值，因為全球對非美元、大宗商品經濟體的興趣日益濃厚，銀行業從中受益。 羅森伯格資深市場策略師梅赫邁特‧貝塞倫 (Mehmet Beceren) 撰寫的這份報告指出，加拿大銀行業受益的不僅是銀行業的基本面。貝塞倫表示，作為加拿大股指的權重股，隨著投資人尋求投資硬資產、大宗商品、石油、黃金和非美元市場，全球資金流入加拿大，加拿大六大銀行也從中獲益。 另一個要點是，品質溢價是合理的。貝塞倫補充道：“相對於歷史水平，目前的估值並不便宜，但高盈利能力和有利的主題因素足以支撐更高的市盈率，尤其是在市場持續重新評估優質盈利能力的情況下。” 大宗商品方面，西德州中質原油連續第三個交易日下跌，但由於美伊和平協議前景不明朗，價格從當日低點反彈。 6月交割的西德州中質原油期貨收盤下跌0.27美元，每桶94.81美元，先前一度觸及每桶89.85美元。 7月布蘭特原油期貨價格下跌0.67美元，至每桶100.60美元。 週四下午，由於市場樂觀預期結束伊朗戰爭的協議可能即將達成，黃金價格連續第三個交易日上漲，這打壓了油價，並導緻美元走低。此前，市場對戰爭引發的供應衝擊將推高通膨並迫使利率上升的擔憂有所緩解。 6月交割的黃金期貨價格上漲20.60美元，至每盎司4,714.00美元，此前週三已上漲125.80美元。
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