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澳洲股市下跌;富邑葡萄酒集團將於10月過渡到新的區域營運模式

-- 儘管美國延長了與伊朗的停火協議,但由於美伊談判前景不明朗,澳洲股市週三收盤下跌。 S&P/ASX 200 指數下跌 1.18%,或 105.80 點,收在 8,843.60 點。 美國總統川普表示,美國將無限期延長與伊朗的停火協議。在宣布延長停火協議之前,伊朗拒絕了第二輪談判。霍爾木茲海峽仍關閉,川普總統表示將繼續美國對伊朗的封鎖。 布蘭特原油期貨價格穩定在每桶 98.47 美元。 國內方面,西太平洋銀行-墨爾本研究所領先指數(Westpac-Melbourne Institute Leading Index)顯示,未來三至九個月的經濟活動成長率可能與趨勢線偏差。該指數3月從2月的0.05%降至-0.13%,顯示隨著利率上升和消費者信心疲軟,經濟成長預期再次放緩,前景承壓。 澳洲聯邦銀行於2月16日至4月10日期間發布的首份外匯晴雨表報告顯示,進口商對約80%的貨幣風險敞口進行了套期保值,出口商對約86%進行了套期保值,而進出口企業對約三分之二的風險敞口進行了套期保值,這反映了部分自然抵消。 公司方面,富邑葡萄酒集團(Treasury Wine Estates,ASX:TWE)將於10月1日起啟用新的區域營運模式。在新模式下,公司將設立四個區域部門:美洲;澳洲和紐西蘭(澳新地區)及歐洲;大中華區;以及涵蓋亞洲其他地區、中東和非洲的新興市場。其股價在收盤時飆升超過16%。 必和必拓集團(ASX:BHP)公佈,其第三財季銅產量為47.68萬噸,較去年同期下降7%。截至3月當季,鐵礦石產量為6,280萬噸,年增2%。其股價收盤上漲超過1%。 最後,South32(ASX:S32)公佈,截至3月,其氧化鋁產量年增1%,這主要得益於其巴西氧化鋁業務的創紀錄產量。同期,鋁產量基本持平。其股價收盤上漲超過1%。

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