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澳洲股市小幅收高;澳洲國民銀行增加撥備以因應中東衝突的影響

-- 週一收盤時,澳洲股市小幅上漲,因為油價飆升,投資人也在權衡美伊緊張局勢升級的影響。 S&P/ASX 200 指數小幅上漲 6.4 點,收在 8,953.30 點。 中東局勢緊張升級,美國扣押了一艘伊朗貨船,伊朗最高軍事指揮部表示將進行報復。兩國之間的停火協議將於週二到期。 美國總統川普表示,他將派遣特使前往巴基斯坦進行會談,並表示如果伊朗不接受他的條件,他將對伊朗發動新的打擊。然而,伊朗國家通訊社報道稱,伊朗拒絕與美國進行新的和平談判。 布蘭特原油期貨價格上漲 5.7%,至每桶 95.50 美元。 在國內方面,澳新銀行表示,預計澳洲2025至2026財年的基本現金赤字將與年中經濟和財政展望報告基本持平,為370億澳元,2026至2027財年為360億澳元,預計到2029至2030財年,赤字佔國內生產總值(GDP)的平均比例約為1%。 截至4月6日當週,澳洲家庭燃油支出下降3.8%至1.634億澳​​元,先前一週下降近18%至1.698億澳元。 在公司新聞方面,澳洲國民銀行(ASX:NAB)表示,由於提列撥備以反映中東衝突帶來的風險,預計上半年將提列7.06億澳元的信貸減損準備。前瞻性集體撥備淨增加3億澳元,其中包括為應對可能受燃料供應和成本問題影響的行業潛在壓力而增加的2.01億澳元前瞻性調整。 Viva Energy Group(ASX:VEA)公佈,第一季銷量年增5.1%至4,302兆升,主要得益於商業和工業燃料銷量成長7.1%。該公司表示,其位於吉朗的煉油廠通常不採購中東原油。 最後,Worley(ASX:WOR)表示,中東衝突預計將對其2026財年息稅攤銷前基本收益造成3,000萬至4,000萬澳元的負面影響。

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