-- 周二午盘交易中，原油期货价格回落。此前，美国国防部长皮特·赫格塞斯表示，尽管本周阿联酋发生了一系列导弹和无人机袭击事件，但与伊朗脆弱的停火协议仍然有效。 近月西德克萨斯中质原油期货下跌4.12%，至每桶102.01美元；布伦特原油期货下跌3.85%，至每桶110.00美元。 三菱日联金融集团（MUFG）研究分析师金秀珍表示：“油价在大幅上涨后小幅走低……原因是市场对美伊冲突再度升级、脆弱的停火协议前景产生怀疑做出反应。” 阿联酋国防部周二表示，在特朗普总统宣布停火协议后的四周相对平静之后，其防空系统正在应对来自伊朗的导弹和无人机袭击。 在伊朗革命卫队海军发布一份地图，声称扩大了德黑兰在霍尔法坎海峡附近控制的区域，将阿联酋的富查伊拉港和霍尔法坎港以及乌姆盖万酋长国的海岸线纳入其中之后，阿联酋遭受了第二天的袭击。 荷兰国际集团（ING）策略师在周二的一份报告中表示：“特朗普总统昨晚的言论暗示冲突可能还会持续两到三周，这或许会让市场今天感到些许安慰。” 分析师表示，鉴于近期冲突升级以及预计结束敌对行动的时间表一再延长，市场可能会对此持相当怀疑的态度。 美国国防部长皮特·赫格塞斯表示，保护商船的行动是暂时的，为期四周的停火协议尚未结束。 赫格塞斯在周二的新闻发布会上说：“我们不想打仗。” “目前停火协议仍然有效，但我们会密切关注事态发展。” 赫格塞斯表示，美国已确保霍尔木兹海峡的通行，数百艘商船正在排队等待通过。 据报道，丹麦航运巨头马士基称，其一艘商船在美国军方的保护下成功通过了霍尔木兹海峡。 盛宝银行策略师周二在一份报告中指出：“美军称，他们在护送两艘悬挂美国国旗的船只时击退了伊朗的袭击；阿联酋报告称，其富查伊拉石油码头拦截了导弹并发生了火灾。” 特朗普周二表示，他轻视了伊朗的军事能力，并称德黑兰“应该举白旗投降”，但伊朗过于骄傲，不愿这样做。 与此同时，伊朗外长阿巴斯·阿拉格奇在社交媒体X上发文称，与美国的谈判“正在取得进展”，但华盛顿和阿联酋“应该警惕再次陷入泥潭”。 阿拉格奇表示，霍尔木兹岛的局势清楚地表明，“政治危机没有军事解决之道”。 在供应方面，欧佩克+周日同意将石油日产量提高18.8万桶。这是该组织自失去其关键成员阿联酋以来的首次会议。 阿布扎比国家石油公司（ADNOC）董事总经理兼集团首席执行官苏丹·贾比尔表示，退出欧佩克将使该公司更有能力加快投资和扩张。
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US Equity Markets End Higher as US Says Iran Ceasefire Holds, Oil Falls
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