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澳大利亚股市下跌;富邑葡萄酒集团将于10月过渡到新的区域运营模式

-- 尽管美国延长了与伊朗的停火协议,但由于美伊谈判前景不明朗,澳大利亚股市周三收盘下跌。 S&P/ASX 200 指数下跌 1.18%,即 105.80 点,收于 8,843.60 点。 美国总统特朗普表示,美国将无限期延长与伊朗的停火协议。在宣布延长停火协议之前,伊朗拒绝了第二轮谈判。霍尔木兹海峡仍然关闭,特朗普总统表示将继续美国对伊朗的封锁。 布伦特原油期货价格稳定在每桶 98.47 美元。 国内方面,西太平洋银行-墨尔本研究所领先指数(Westpac-Melbourne Institute Leading Index)显示,未来三至九个月的经济活动增速可能与趋势线存在偏差。该指数3月份从2月份的0.05%降至-0.13%,表明随着利率上升和消费者信心疲软,经济增长预期再次放缓,前景承压。 澳大利亚联邦银行于2月16日至4月10日期间发布的首份外汇晴雨表报告显示,进口商对约80%的货币风险敞口进行了套期保值,出口商对约86%进行了套期保值,而进出口企业对约三分之二的风险敞口进行了套期保值,这反映了部分自然抵消。 公司方面,富邑葡萄酒集团(Treasury Wine Estates,ASX:TWE)将于10月1日起启用新的区域运营模式。在新模式下,公司将设立四个区域部门:美洲;澳大利亚和新西兰(澳新地区)及欧洲;大中华区;以及涵盖亚洲其他地区、中东和非洲的新兴市场。其股价在收盘时飙升超过16%。 必和必拓集团(ASX:BHP)公布,其第三财季铜产量为47.68万吨,同比下降7%。截至3月当季,铁矿石产量为6280万吨,同比增长2%。其股价收盘上涨超过1%。 最后,South32(ASX:S32)公布,截至3月,其氧化铝产量同比增长1%,这主要得益于其巴西氧化铝业务的创纪录产量。同期,铝产量基本持平。其股价收盘上涨超过1%。

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