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多倫多證券交易所收盤:基本金屬提振指數,再次上漲

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-- 資源類股為主的多倫多證券交易所週五再次上漲,基本金屬類股的強勁表現特別提振了市場。儘管其他大多數板塊下跌,包括蒙特利爾銀行(BMO)的道格拉斯·波特(Douglas Porter)在內的分析師對加拿大經濟的健康狀況發出警告,並認為貿易方面「幾乎沒有明顯的樂觀理由」。 多倫多證券交易所今日上漲221.14點,漲幅0.65%,收在34,077.76點。其中,基本金屬板塊上漲近3.2%,能源板塊小漲0.1%。沒有哪個板塊的跌幅超過1%。 當日交易的一大背景是,加拿大4月的就業人數減少,而美國的就業成長則超乎預期。同時,加美兩國即將重啟陷入僵局的貿易談判。根據加拿大電視台(CTV News)委託Nanos進行的一項最新調查顯示,絕大多數加拿大人(十分之八)仍然認為抵制美國商品和前往美國旅行有助於增強加拿大的談判地位。 蒙特利爾銀行(BMO)的道格拉斯·波特(Douglas Porter)在其每週例行專欄“要點分析”中指出,加拿大2026年至今“經濟表現平淡”,並補充說,問題的關鍵在於,加拿大經濟在增長方面“甚至連起步都舉步維艱”。 波特指出,加拿大經濟上個月減少了17,700個工作崗位,這是四個月內的第三次下降。他表示,“令人沮喪的是”,全職崗位尤其疲軟,導致今年迄今的工作時間大幅下降。波特補充說,蒙特利爾銀行絕不會對任何單一的就業數據反應過度,儘管他指出,此次疲軟是在去年底出現一些令人意外的強勁增長之後出現的,但現實情況是,就業人數同比增長僅為0.3%。即使人口成長大幅放緩,就業市場似乎也出現了一些閒置產能。波特表示,誠然,失業率目前為6.9%,與一年前的水平持平,但這仍然偏低——尤其是15至24歲年齡層的失業率,青年失業率飆升至14.3%。 同時,波特指出,4月的早期住房活動數據顯示,市場僅出現“微弱的回暖跡象”,多個主要市場的房價仍在持續走低。他也指出,美墨加協定(USMCA)審查結果仍存在巨大的不確定性,目前幾乎沒有任何樂觀的理由。波特補充說:「持續的不確定性繼續給製造業帶來沉重壓力,尤其是在國內汽車行業。本週傳來消息,本田兩年前曾大張旗鼓地宣布的新建電動汽車工廠的巨額投資計劃已被正式擱置。儘管許多人很快將此歸咎於電動車需求疲軟,而非貿易戰,但很明顯,美國汽車關稅壁壘在這一決定中發揮了作用。 根據《華爾街日報》報道,大宗商品方面,黃金週五收漲0.4%,白銀上漲0.9%,兩種金屬連續第四個交易日上漲,本週累積漲幅均超過五分之一。 但據《華爾街日報》報道,由於美國的一項提議使人們對結束與伊朗的戰爭並最終重新開放霍爾木茲海峽抱有希望,石油期貨本週以下跌告終。

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