-- 在週一午盤交易中,原油期貨價格飆升,此前有報道稱霍爾木茲海峽發生商船遇襲事件,導緻美伊緊張局勢升級,加劇了人們對全球供應中斷的擔憂。 近月西德州中質原油期貨價格上漲6.71%,至每桶89.91美元;布蘭特原油期貨價格上漲5.92%,至每桶95.72美元。 荷蘭國際集團(ING)策略師週一在一份報告中指出:「在美國維持封鎖後,伊朗重新對霍爾木茲海峽實施了限制。」他們還補充說,在華盛頓扣押了一艘懸掛伊朗國旗的船隻後,人們對計劃中的和平談判產生了懷疑。 據報道,川普總統週一再次威脅伊朗,稱如果在周二與德黑蘭脆弱的停火協議到期前未能達成協議,將對伊朗動用壓倒性軍事力量。 川普派遣包括副總統萬斯在內的美國談判小組前往巴基斯坦與伊朗進行會談,同時對如果未能達成協議,是否會延長與伊朗為期兩週的停火表示懷疑。 然而,據媒體報道,伊朗外交部發言人伊斯梅爾·巴蓋伊表示,伊朗沒有與美國舉行第二輪會談的計劃,並補充說,華盛頓沒有從過去的經驗中吸取教訓,這樣做不會帶來積極的結果。 巴蓋伊在社交媒體上發帖稱:“美國對伊朗港口或海岸線的所謂‘封鎖’不僅違反了巴基斯坦斡旋達成的停火協議,而且是非法和犯罪行為。” 美伊之間圍繞霍爾木茲海峽的持續對峙有可能加劇全球能源危機。這是尚未解決的問題之一,其他問題也包括伊朗的核濃縮計畫和以色列持續入侵黎巴嫩。 週日,美國海軍在阿曼灣向一艘伊朗貨船開火。隨後,美國海軍扣押了這艘貨船,指控這艘貨櫃船試圖突破封鎖。伊朗警告將報復,加劇了人們對敵對行動可能再次爆發的擔憂。 這次扣押行動發生在伊朗週六襲擊霍爾木茲海峽商船之後,其中包括一艘法國達飛海運集團(CMA CGM)的貨櫃船和兩艘試圖穿越這條戰略水道的印度船。 同時,中國對美國扣押霍爾木茲海峽的伊朗籍貨船表示關切,並敦促各方恢復和平談判。 據報道,習近平主席表示:“霍爾木茲海峽應保持正常通航,這符合地區國家和國際社會的共同利益。” 盛寶銀行策略師表示,曠日持久的衝突引發了嚴重的能源衝擊,加劇了通膨風險和對全球經濟放緩的擔憂,而和平的希望也已破滅。
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