-- 多倫多證券交易所週五收低,此前一日的強勁上漲收復了此前五個交易日的所有跌幅。美國總統川普表示,他將於下週將歐盟汽車和卡車的關稅降至25%,這可能會給本已因中東戰爭而苦苦掙扎的全球經濟帶來更多壓力。 S&P/TSX綜合指數收跌73.15點,跌幅0.2%,報33,891.18點,各板塊漲跌互現。能源板塊下跌超過1%,而電池金屬指數上漲2.3%,資訊科技板塊上漲近2%。 不過,FactSet指出,截至今日,指數4月累計上漲1,196.29點,漲幅3.65%,年初至今累計上漲2,251.57點,漲幅7.1%。 加拿大國家銀行今日發布的2026年5月月度股票監測報告指出,儘管石油危機持續,地緣政治風險依然存在,但全球股市仍創下新高,股市「受益於異常強勁的獲利預期」。該行表示:“市場似乎預期經濟將迅速恢復正常,但霍爾木茲海峽的動盪局勢繼續支撐著大宗商品價格的顯著溢價。” 加拿大國家銀行對風險資產仍持謹慎態度,因為局勢再度升級可能造成嚴重的全球性後果,即使局勢緩和,也可能導致通膨和利率長期居高不下。該行補充道,人工智慧生產力的提升從長遠來看具有上升潛力,但其速度可能不足以完全抵消大宗商品價格衝擊、實際收入下降和利率上升帶來的短期拖累。 同時,在經濟方面,川普對歐盟發出最新威脅之際,加拿大通訊社報道稱,加拿大總理馬克·卡尼否認加拿大政府可能在即將與美國政府進行的貿易談判中利用能源或關鍵礦產作為「籌碼」。卡尼在一次採訪中表示,他不會將這些行業描述為“籌碼”,因為加拿大並未打算停止任何現有的貿易。報道指出,先前美國貿易代表傑米森·格里爾在華盛頓向聽眾表示,加拿大不應試圖利用其能源和礦產資源作為籌碼,來推動北美自由貿易協定的續簽談判。 大宗商品方面,週五下午黃金價格小幅上漲,但仍維持區間震盪。同時,美元和美國公債殖利率上升,交易員紛紛轉向債券市場;此外,伊朗戰爭推高了油價,加劇了通膨,並威脅到利率上升。 6月交割的黃金期貨價格上漲12.80美元,至每盎司4,642.40美元。 但由於伊朗提出了新的和平方案,遭到美國總統川普的拒絕,西德州中質原油價格收跌。 6 月交割的 WTI 原油價格下跌 3.13 美元,至每桶 101.94 美元;7 月交割的布蘭特原油價格下跌 2.17 美元,至每桶 108.23 美元。
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