-- 周二收盘时,澳大利亚股市上涨,投资者情绪受到美伊和平协议乐观情绪的提振,尽管美国对伊朗的海上封锁生效。 S&P/ASX 200 指数上涨 0.5%,或 44.80 点,收于 8,970.80 点,创下 20 天新高。 美国总统唐纳德·特朗普表示,伊朗已致电白宫,讨论潜在的和平协议。 路透社援引消息人士的话报道称,两国都为进一步谈判留有余地,并且在达成协议方面取得了进展。 布伦特原油期货下跌 1.5%,至每桶 97.90 美元。 国内方面,西太平洋银行-墨尔本研究所消费者信心指数4月份大幅下跌约13%,从3月份的91.6降至80.1,原因是燃油价格和利率上涨加剧了生活成本压力,严重打击了经济信心。 澳大利亚国民银行在一份报告中指出,受中东冲突的影响,澳大利亚商业信心在3月份下降29点至-29,创下自2020年4月以来的最低水平,也是自全球金融危机和新冠疫情爆发以来跌幅最大的时期之一。 澳新银行在一份报告中指出,澳大利亚消费者信心在4月6日至12日这一周上升2.2点至64.5点,连续第二周上涨,而四周移动平均值则下降1点至62.2点。 公司新闻方面,澳航(ASX:QAN)预计下半年的燃油成本将达到31亿至33亿澳元,原因是2月份航空煤油炼油利润率达到每桶约120美元的峰值。澳航表示,已对冲了下半年约90%的原油风险敞口,但仍很大程度上受航空煤油炼油利润率波动的影响。 受中东冲突的影响,Cleanaway Waste Management(ASX:CWY)预计2026财年息税前利润为4.6亿至4.8亿澳元,低于此前预期的4.8亿至5亿澳元。该公司股价收盘下跌2%。 最后,Clarity Pharmaceuticals(ASX:CU6)与Nucleus Radiopharma签署了一项商业生产协议,为其生产新一代诊断成像剂铜-64 SAR-bisPSMA。该协议包括在Nucleus Radiopharma位于明尼苏达州罗切斯特的工厂进行生产。Clarity的股价收盘下跌5%。
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