-- (更新價格。) 週一早盤,由於美元走強,金價下跌。此前,伊朗週五短暫開放後又關閉霍爾木茲海峽,導致市場對伊朗戰爭結束的希望破滅,油價和美元因對通膨和利率上升的擔憂而走強。 5月交割的黃金期貨價格下跌51.80美元,至每盎司4,827.80美元。 週五,伊朗短暫重新開放霍爾木茲海峽,該海峽是波斯灣國家供應的全球20%石油需求的咽喉要道,此後金價上漲。然而,由於美國拒絕解除對伊朗港口的封鎖,伊朗隨後再次拒絕允許船隻通過該水道。 美國將派遣談判代表前往巴基斯坦進行和平談判。儘管伊朗尚未確認是否會參與談判,但據《華爾街日報》報道,伊朗已告知巴基斯坦,將派遣談判小組參加談判。美伊兩國之間的停火協議將於明天到期,美國總統川普再次威脅稱,除非達成協議,否則將攻擊伊朗的民用基礎設施。 霍爾木茲海峽的關閉造成了有史以來最大的能源供應衝擊,推高了原油、汽油和柴油的現貨價格,並導致航空燃油普遍短缺,加劇了通貨膨脹,並引發了人們對各國央行可能需要提高利率以應對的擔憂。 盛寶銀行在一份致客戶的報告中寫道:「最近的疲軟是由美元走強和對能源價格引發的通膨擔憂加劇所致。黃金和白銀等許多大宗商品仍然對中東局勢的發展高度敏感,因為中東局勢的發展會對美元、債券收益率和美國利率預期產生連鎖反應。」 美元走弱,ICE美元指數最新下跌0.2點至98.07。美國公債殖利率走高,兩年期美國公債殖利率最新報3.725%,上漲1.3個基點;十年期美國公債殖利率上漲0.4個百分點至4.255%。
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