-- 根據路透社週三引述業內消息人士報道，伊朗暗示其與美國的海上對峙可能取得突破，表示如果雙方達成更廣泛的協議以避免衝突重燃，伊朗將允許船隻安全通過霍爾木茲海峽的阿曼水域。 這場中東衝突引發了有史以來全球油氣運輸最大規模的中斷。伊朗封鎖了霍爾木茲海峽，這條戰略水道承擔著全球約20%的石油和液化天然氣運輸量。 報道稱，這場始於2月28日的衝突已導致數百艘船隻和約2萬名水手滯留在阿拉伯灣。 儘管川普總統週三發表了樂觀言論，暗示戰爭即將結束，但對霍爾木茲海峽的控制權仍然是談判的關鍵問題。 伊朗外交部尚未回覆的置評請求。 伊朗可能願意允許船隻不受干擾地通過霍爾木茲海峽阿曼一側，此舉可望緩和這條戰略水道的緊張局勢。 然而，這項提議取決於美國是否願意滿足伊朗的要求，而這被視為在霍爾木茲海峽問題上任何更廣泛突破的關鍵條件。 這項提議標誌著伊朗態度的轉變，此前德黑蘭曾威脅要對船隻徵收單方面通行費，並聲稱對這一戰略咽喉要道擁有主權。全球航運業警告稱，伊朗此舉將違反長期以來的海事公約。 同時，聯合國國際海事組織成員國本週在倫敦舉行會議，正式反對伊朗徵收過境稅。 國際海事組織警告稱，允許一個國家對通過國際水道的船隻收費，將為全球貿易開創一個「危險的先例」。 （市場動態新聞來自與全球市場專業人士的對話。這些資訊據信來自可靠來源，但可能包含傳聞和推測。準確性無法保證。）
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Research Alert: CFRA Maintains Hold Rating On Shares Of United Rentals Inc.
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