-- 周三午盘交易中,原油期货价格上涨,此前美国汽油和馏分油库存降幅超出预期,同时霍尔木兹海峡至少三艘集装箱船遭到枪击的报道也进一步支撑了油价。 近月西德克萨斯中质原油期货上涨3.84%,至每桶93.11美元;布伦特原油期货上涨3.39%,至每桶101.14美元。 三菱日联金融集团(MUFG)研究分析师金秀珍(Soojin Kim)表示,由于包括核问题和地区冲突在内的关键争端尚未解决,石油市场仍然高度关注地缘政治发展,持续的供应中断支撑了油价。 美国能源信息署(EIA)最新数据显示,截至4月17日当周,原油库存增加,而汽油和馏分油库存意外下降。 EIA表示,原油库存增加190万桶,至4.657亿桶;美国汽油库存减少460万桶,至2.284亿桶;馏分油库存减少340万桶,至1.081亿桶。 周三,伊朗伊斯兰革命卫队称,其海军拦截了两艘试图穿越霍尔木兹海峡的船只,并引导它们进入伊朗领海。MarineTraffic网站称,这两艘船均由MSC公司运营。 英国海事贸易行动组织(UK Maritime Trade Operations)表示,至少有三艘船只在霍尔木兹海峡遭到枪击。与此同时,伊朗革命卫队警告称,任何扰乱这一战略水道秩序和安全的行为都将被视为“红线”。 盛宝银行策略师表示,由于供应损失目前已基本锁定,如果解决方案迟迟未能出台,市场将面临越来越大的压力。一些策略师警告称,霍尔木兹海峡的通行可能无法完全恢复正常。 周二,特朗普在社交媒体上发帖称,如果美国解除封锁开放海峡,“除非我们炸毁伊朗的其余部分,包括他们的领导人,否则永远不可能与伊朗达成协议!” 特朗普在Truth Social网站上发帖称:“伊朗不想关闭霍尔木兹海峡,他们想让它开放,这样他们每天就能赚5亿美元。” 与此同时,美国总统表示,停火协议将继续有效,直到“严重分裂”的伊朗领导层能够提出一项统一的永久解决方案。 伊朗官员指责美国违反了伊朗在脆弱的停火协议之初提出的十点框架下的承诺。伊朗外长阿巴斯·阿拉格奇称美国封锁伊朗港口是“战争行为”。 三菱日联银行(MUFG)研究分析师金秀珍表示,尽管军事冲突暂时停止,但和平谈判陷入僵局,双方在航运通道和更广泛的地缘政治问题上持续发生冲突,紧张局势依然严峻。
Related Articles
Australian Shares Flat; Atlas Arteria Receives Unsolicited Takeover Bid From IFM
Australian shares were flat with a negative bias at Monday's close as the critical Strait of Hormuz in the Middle East continued to be blocked.The S&P/ASX 200 Index was little changed to close at 8,766.40.Brent crude oil futures gained 1.2% to reach $106.57 per barrel. US President Donald Trump cancelled a trip to Islamabad, Pakistan, by US envoys for talks with Iran over the weekend. Iran gave the US a new proposal for reaching a deal on reopening the Strait and ending the war, Axios reported.In company news, Atlas Arteria (ASX:ALX) has received an unsolicited off-market takeover proposal from IFM to acquire all remaining securities it does not already own at AU$4.75 per share in cash. IFM has indicated that the offer price may increase to AU$5.10 per share if it obtains at least a 45% relevant interest before the offer closes, subject to certain "best and final" conditions. Its shares jumped 13% on market close.Megaport's (ASX:MP1) wholly-owned unit, Latitude.sh, signed a 36-month contract with a new US-based customer, with a total value of around $25.1 million, representing around $8.4 million in annualized recurring revenue. Its shares closed up 5%.Lastly, Origin Energy (ASX:ORG) reported March quarter production of 164.5 petajoules, down from 167.1 petajoules a year earlier. The company reported commodity revenue of AU$1.86 billion for the quarter, down from AU$ 2.31 billion a year ago. Its shares were down over 5% on market close.
Mahindra & Mahindra Financial's Fiscal Q4 Consolidated Profit More Than Doubles
Mahindra & Mahindra Financial Services' (NSE:M&MFIN, BOM:532720) attributable consolidated net profit more than doubled to 9.38 billion Indian rupees in the fiscal fourth quarter from 4.57 billion rupees a year ago, according to a Friday filing with the Indian stock exchanges.Shares of the company jumped over 8% in Monday's trade.Earnings per share during the quarter ended March 31 climbed to 6.75 rupees from 3.59 rupees a year earlier.Total revenue from operations in fiscal Q4 increased to 47.7 billion rupees from 43.2 billion rupees, the filing said.The board recommended a final dividend of 7.50 rupees per share.
Giant Network Group 2025 Profit Up 23%, Revenue Jumps 73%
Giant Network Group (SHE:002558) posted 2025 attributable net profit of 1.75 billion yuan, up 23% from 1.42 billion yuan the previous year.Earnings per share climbed to 0.94 yuan from 0.78 yuan, according to a filing on the Shenzhen bourse.Operating revenue jumped 73% year over year to 5.05 billion yuan from 2.92 billion yuan.Shares of the game developer rose 2% in recent trade.