FINWIRES · TerminalLIVE
FINWIRES

據報道,伊朗提出開放霍爾木茲海峽的新方案,導致盤前股市普遍下跌。

By

-- 週一開盤前,美國基準股指大多下跌,交易員正在評估媒體對伊朗開放霍爾木茲海峽新提案的猜測。 標普500指數和道瓊工業指數在盤前交易中均下跌0.1%,而那斯達克指數上漲0.1%。那斯達克指數和標普500指數在上週五的交易中均創下收盤新高,而道瓊斯指數則下跌。 根據Axios報道,伊朗已向美國提交了一份新的提議,要求重新開放至關重要的霍爾木茲海峽。霍爾木茲海峽是全球原油運輸最重要的咽喉要道。 Axios引述一位美國官員和兩位知情人士的話稱,該提議包括將核談判推遲到後期階段。 彭博新聞社週日報道稱,由於伊朗和美國分別對霍爾木茲海峽的海上交通實施封鎖,通過該海峽的貨物運輸幾乎完全停滯。 西德州中質原油(WTI)開盤前上漲2.1%,至每桶96.38美元;布蘭特原油上漲2.3%,至每桶107.77美元。 美國總統川普取消了派遣代表前往巴基斯坦與伊朗進行談判的計劃,稱「在旅行上浪費了太多時間」。 「我們掌握了所有籌碼,他們卻一無所有!」川普週六在社群媒體上發文表示。 “如果他們想談,只需打個電話就行了!!!” 伊朗外交部發言人伊斯梅爾·巴卡伊在X網站上發文稱,伊朗外長賽義德·阿巴斯·阿拉格奇週末前往伊斯蘭堡,向巴基斯坦高級官員傳達了德黑蘭的「意見」。巴卡伊表示,這次會晤沒有安排與美國會面。 川普上周延長了與伊朗的停火協議,但維持了對伊朗港口的海上封鎖。 3月份的個人收入和支出報告定於週四發布。該報告包含個人消費支出核心物價指數,這是聯準會首選的通膨指標。 美國消費者信心指數較4月的初步估計有所改善,但仍處於歷史低位,密西根大學週五公佈的最終調查結果顯示,短期通膨預期錄得一年來最大的月度增幅。 週一的經濟數據較為清淡,達拉斯聯邦儲備銀行4月製造業調查將於美國東部時間上午10:30發布。 科技巨頭Alphabet(GOOG,GOOGL)、蘋果(AAPL)、微軟(MSFT)、亞馬遜(AMZN)和Meta Platforms(META)預計將於本週稍後發布最新財報。 Verizon Communications(VZ)和達美樂披薩(DPZ)將在盤前發布財報,而Cadence Design Systems(CDNS)將在收盤後發布財務報表。 歐加農(Organon,OGN)股價在盤前交易中上漲16%,此前這家醫療保健公司同意被印度太陽製藥工業公司(Sun Pharmaceutical Industries)以約117.5億美元的全現金交易收購。高通(Qualcomm,QCOM)股價上漲13%,先前交易日收盤上漲11%,而英偉達(Nvidia,NVDA)股價上漲1%。 美國公債殖利率在盤前交易呈現上升趨勢,兩年期公債殖利率上漲1.3個基點至3.79%,十年期公債殖利率上漲0.6個基點至4.32%。 黃金價格下跌0.5%至每盎司4,718美元,比特幣價格下跌0.6%至每盎司7,7804美元。

Related Articles

Oil & Energy

Hormuz Shipping Near Standstill as Oil Tops $100/bbl, Bloomberg Analysis Says

Dual blockades have halted most Hormuz shipping, leaving only a few Iran-linked vessels moving as oil trades above $100 per barrel, according to a Bloomberg analysis on Monday.Iranian and US blockades have shut the Strait of Hormuz, leaving the key global energy corridor largely inactive, the analysis said.Only a small number of vessels, mainly tied to Iran, are transiting as most operators avoid the route after last week's escalation, according to the analysis.Iranian gunboats fired on ships while US forces seized two oil tankers last week, sharply increasing risks and reducing traffic through the strait, the analysis said.Three Iran-linked vessels moved out of the Persian Gulf through the strait Monday morning, with no ships entering during the same period, according to vessel-tracking data compiled by Bloomberg.Two bulk carriers and one liquefied petroleum gas tanker linked to Tehran exited the Gulf on Monday, extending a period of limited shipping activity, the analysis said.Only a handful of vessels departed Sunday, including an Iran-linked fuel tanker, a bulk carrier, and two regional cargo ships, while a China-linked fuel tanker entered the Gulf, the analysis added.Several Iran-linked vessels remained near the Gulf of Oman after exiting, leaving uncertainty about whether they paused for regional stops or were delayed by the US naval blockade, the analysis said.Ships continuing transit used a narrow northern corridor near Larak and Qeshm islands, a route approved by Iranian authorities for limited passage.The US blockade is prompting vessels to switch off tracking signals, reducing visibility and making it harder to measure actual traffic volumes, according to the analysis.Limited tracking data may lead to higher reported ship numbers later when vessels reappear outside risky areas, showing gaps in real-time monitoring, the analysis noted.Even before recent restrictions, Iran-linked vessels often disabled tracking near Hormuz and reactivated signals near the Strait of Malacca about 13 days from Kharg Island, the analysis said.

Mining & Metals

Deutsche Bank Sees USD/CAD at 1.25 at End 2028 From Current 1.37

Deutsche Bank said it sees USD/CAD at 1.25 at the end of 2028 from the current 1.37 level.At the end of this year, USD/CAD the bank's forecast is for 1.33, while it's 1.27 at the end of 2027 as the Canadian dollar (CAD) strengthens against the US dollar (USD).

$$CXY$USD/CAD
US Markets

Oil Prices Rise Amid US-Iran Stalemate

Crude oil prices rose Monday as US-Iran talks appeared to have stalled, even as Tehran reportedly offered a new proposal for reopening the Strait of Hormuz.West Texas Intermediate crude futures were last up 2.4% at $96.64 per barrel. Brent advanced 3.2% to $108.73.Iran's Foreign Minister Seyed Abbas Araghchi visited Pakistan twice over the weekend, while President Donald Trump called off US officials' previously announced trip to Islamabad.Iran has submitted a proposal to reopen the Strait of Hormuz and delay talks on uranium enrichment, Axios reported, citing a US official and two other sources.Uranium enrichment and Iran's control of the crucial waterway have been key sticking points during talks between between Washington and Tehran.A Pakistan-brokered ceasefire between the US and Iran paused American and Israeli strikes on Tehran, but there's no framework yet for a long-lasting peace deal."Oil is trading stronger this morning after attempts to get US-Iran peace talks back on track broke down, erasing hopes for a resumption of energy flows through the Strait of Hormuz anytime soon," ING Bank Head of Commodities Strategy said in a note on Monday. "The lack of progress means the market is tightening every day, requiring oil prices to reprice at higher levels."