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美國股市指數收盤漲跌互現,原油和公債殖利率飆升;聯準會政策面臨日益增長的反對聲浪

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-- 週三,由於市場擔憂伊朗戰爭看不到盡頭,原油期貨和政府公債殖利率上漲,美國股市漲跌互現。 聯邦公開市場委員會在政策會議上維持目標利率不變,但據報道,會議結果公佈後,反對票數創下1992年以來的最高水準。此外,聯準會主席鮑威爾表示,他將「至少」留任至聯準會面臨的法律挑戰得到解決。 道瓊工業指數收盤下跌0.6%,48,861.81點。標普500指數下跌不到0.1%,報7,135.95點,而那斯達克指數上漲不到0.1%,報24,673.24點。公用事業和原料板塊領跌,而能源板塊領漲。 據《華爾街日報》報道,美國官員透露,唐納德·川普總統已指示助手為長期封鎖伊朗做好準備。根據《華爾街日報》報道,在最近的幾次會議上,包括週一在戰情室的討論,川普選擇繼續透過封鎖伊朗港口來打壓其經濟和石油出口。 「封鎖比轟炸更有效,」川普週三告訴Axios新聞網。 “他們現在就像被塞滿的豬一樣喘不過氣來。而且他們的處境還會更糟。他們不能擁有核武器。” 由於擔心川普的政策將延長霍爾木茲海峽的封鎖,西德州中質原油期貨價格飆升8.3%至每桶108.19美元,布蘭特原油期貨價格上漲7.8%至每桶119.95美元。霍爾木茲海峽是全球20%原油運輸的咽喉要道。 貴金屬方面,由於原油價格上漲引發通膨擔憂,黃金期貨價格下跌1.1%至每盎司4,557.9美元,白銀期貨價格下跌2.7%至每盎司71.24美元。 多數美國公債殖利率上升,其中10年期公債殖利率上漲7個基點至4.42%,2年期公債殖利率飆升10.1個基點至3.95%。 聯邦公開市場委員會(FOMC)維持目標利率在3.50%至3.75%不變,符合預期,但周三晚間發布的聲明顯示,有四位官員投了反對票。根據Stifel的一份報告,聯準會在聲明中保留了關於「進一步調整的幅度和時間」的措辭,這意味著聯準會仍然傾向於進一步降息。 Stifel首席經濟學家林賽·皮格扎在報告中表示:“至少,這些投反對票的官員向市場和新領導層發出一個信號,即許多人認為,目前的數據不支持任何進一步的寬鬆政策,任何試圖實施此類政策的努力都可能面臨強烈反對。” 聯準會理事史蒂芬米蘭再次尋求降息25個基點。據聯準會稱,克利夫蘭聯邦儲備銀行主席貝絲·哈馬克、明尼阿波利斯聯邦儲備銀行主席尼爾·卡什卡利和達拉斯聯邦儲備銀行主席洛里·洛根支持維持利率不變,但「目前不支持在聲明中加入寬鬆傾向」。 聯準會主席鮑威爾表示,他將在下個月主席任期結束後繼續擔任聯準會理事。鮑威爾的理事任期將於2028年1月結束,但他可能會提前離職。 “我會一直留任,直到我覺得合適的時候再離開。”

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