-- 周一午盘交易中,原油期货价格飙升,此前有报道称霍尔木兹海峡发生商船遇袭事件,导致美伊紧张局势升级,加剧了人们对全球供应中断的担忧。 近月西德克萨斯中质原油期货价格上涨6.71%,至每桶89.91美元;布伦特原油期货价格上涨5.92%,至每桶95.72美元。 荷兰国际集团(ING)策略师周一在一份报告中指出:“在美国维持封锁后,伊朗重新对霍尔木兹海峡实施了限制。”他们还补充说,在华盛顿扣押了一艘悬挂伊朗国旗的船只后,人们对计划中的和平谈判产生了怀疑。 据报道,特朗普总统周一再次威胁伊朗,称如果在周二与德黑兰脆弱的停火协议到期前未能达成协议,将对伊朗动用压倒性军事力量。 特朗普派遣包括副总统万斯在内的美国谈判小组前往巴基斯坦与伊朗进行会谈,同时对如果未能达成协议,是否会延长与伊朗为期两周的停火表示怀疑。 然而,据媒体报道,伊朗外交部发言人伊斯梅尔·巴盖伊表示,伊朗没有与美国举行第二轮会谈的计划,并补充说,华盛顿没有从过去的经验中吸取教训,这样做不会带来积极的结果。 巴盖伊在社交媒体上发帖称:“美国对伊朗港口或海岸线的所谓‘封锁’不仅违反了巴基斯坦斡旋达成的停火协议,而且是非法和犯罪行为。” 美伊之间围绕霍尔木兹海峡的持续对峙有可能加剧全球能源危机。这是尚未解决的问题之一,其他问题还包括伊朗的核浓缩计划和以色列持续入侵黎巴嫩。 周日,美国海军在阿曼湾向一艘伊朗货船开火。随后,美国海军扣押了这艘货船,指责这艘集装箱船试图突破其封锁。伊朗警告将进行报复,加剧了人们对敌对行动可能再次爆发的担忧。 此次扣押行动发生在伊朗周六袭击霍尔木兹海峡商船之后,其中包括一艘法国达飞海运集团(CMA CGM)的集装箱船和两艘试图穿越这条战略水道的印度籍船只。 与此同时,中国对美国扣押霍尔木兹海峡的伊朗籍货船表示关切,并敦促各方恢复和平谈判。 据报道,习近平主席表示:“霍尔木兹海峡应保持正常通航,这符合地区国家和国际社会的共同利益。” 盛宝银行策略师表示,旷日持久的冲突引发了严重的能源冲击,加剧了通胀风险和对全球经济放缓的担忧,而和平的希望也已破灭。
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