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美國股市下跌,原油價格上漲,伊朗和平談判陷入僵局

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-- 週一午盤交易中,由於伊朗戰爭持久解決方案談判陷入僵局,美國股指下跌,原油期貨價格走高。 那斯達克指數下跌0.2%,至24,785.2點;道瓊工業指數下跌0.1%,至49,172.3點;標普500指數基本持平,報7,167.6點。除通訊服務、金融和公用事業板塊外,所有板塊均下跌。必需消費品及原料板塊領跌。 根據Axios新聞報道,由於本週末在巴基斯坦舉行的任何面對面會談均告失敗,伊朗提出了一項重開霍爾木茲海峽並結束戰爭的提議。 Axios的報告引述一位美國官員和兩位知情人士的話稱,該提議包括推遲兩國之間的核談判。 根據CNN報道,兩名消息人士透露,美國總統川普計劃於今日會見國家安全高級官員,討論伊朗提出的重新開放霍爾木茲海峽的新方案。 伊朗外長阿巴斯·阿拉格奇在訪問巴基斯坦和阿曼後,前往俄羅斯與俄羅斯總統普丁會面。根據CNN報道,阿拉格奇向巴基斯坦官員提交了一份「紅線」清單,要求轉達給美國,其中包括「核子問題和霍爾木茲海峽」。 西德州中質原油期貨價格上漲3.4%,至每桶97.62美元;布蘭特原油期貨價格上漲4.2%,至每桶109.75美元。 盛寶銀行分析師在一份報告中指出:“由於霍爾木茲海峽仍然處於事實上的關閉狀態,油價持續走高,中東地區的貿易中斷加劇,關鍵大宗商品(從原油、燃料和天然氣到金屬、化肥和石化產品)的供應持續緊張。” 分析師表示:“由於重啟和平談判的努力陷入僵局,布蘭特原油價格創下三週新高。據報道,伊朗方面提議將核談判推遲到後期。” 貴金屬方面,黃金期貨下跌1.2%至每盎司4,683.80美元,白銀期貨下跌1.9%至每盎司75.49美元,因為原油價格上漲引發了人們對通膨的擔憂。 大多數美國公債殖利率上升,其中10年期公債殖利率上漲3個基點至4.34%,2年期公債殖利率上漲3.2個基點至3.81%。 公司方面,殼牌公司(SHEL)同意以現金加股票的方式收購加拿大能源公司ARC Resources,企業價值為164億美元。這家石油和天然氣巨頭希望藉此增加在加拿大蒙特尼盆地低成本頁岩氣和頁岩油生產領域的投資。 達美樂披薩 (DPZ) 公佈的第一季業績弱於預期,該公司執行長表示,消費者的不確定性和通膨在季度末抑制了需求。股價暴跌 10%,成為標普 500 指數中表現最差的股票。 摩根士丹利週一在一份報告中表示,受 NAND 快閃記憶體系統價格上漲的推動,閃迪 (SNDK) 預計將再次發布「強勁」的季度和全年業績展望。閃迪股價上漲 7.5%,成為那斯達克漲幅最大的股票。 經濟新聞方面,達拉斯聯邦儲備銀行 4 月製造業指數從 3 月的 -0.2 降至 -2.3,而市場預期為 0.8。該指數顯示經濟萎縮速度加快,與其他已發表的地區製造業數據形成對比。

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