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美國股指下跌,原油期貨上漲,伊朗停火協議面臨破裂風險

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-- 週一,受霍爾木茲海峽和阿聯酋發生襲擊事件的報告影響,美國股市指數下跌,原油期貨價格上漲,引發了人們對伊朗停火協議可能破裂的擔憂。 道瓊工業指數下跌1.1%,收在48,941.90點;標普500指數下跌0.4%,收在7,200.75點;那斯達克指數下跌0.2%,收在25,067.80點。除能源板塊外,所有板塊均下跌,其中材料和工業板塊領跌。 根據彭博社報道,週一,美國和伊朗在波斯灣再次交火,阿聯酋也捲入衝突,引發了對伊朗目標再次發動攻擊的呼聲。據美國中央司令部司令布拉德·庫珀海軍上將週一在新聞發布會上向記者透露,美軍擊退了伊朗無人機、導彈和武裝小艇的襲擊,成功護送兩艘懸掛美國國旗的船隻通過霍爾木茲海峽。 根據美國消費者新聞與商業頻道(CNBC)援引川普在福克斯新聞的採訪報道,川普警告稱,如果伊朗襲擊保護途經這條重要水道的商船的美國艦艇,伊朗將被「從地球上抹去」。 根據美聯社報道,美國常駐聯合國代表麥克沃爾茲週一告訴記者,美國將與巴林及其海灣盟友共同起草一項安理會決議,追究伊朗長達數月封鎖霍爾木茲原油運輸的責任。 西德州中質原油期貨價格上漲2.9%,至每桶104.89美元;布蘭特原油期貨價格飆漲5%,至每桶113.60美元。 美國公債殖利率多數上漲,其中10年期公債殖利率上漲5.4個基點至4.43%,盤中觸及逾一個月來的最高水準。 2年期公債殖利率上漲6個基點至3.95%。 貴金屬方面,黃金期貨下跌2.6%至每盎司4,525.1美元,白銀期貨暴跌4.3%至每盎司73.13美元。 經濟方面,彭博社彙整的調查顯示,美國3月工廠新訂單成長1.5%,高於先前預期的0.6%,而2月的增幅經修正後為0.3%。若剔除運輸訂單0.8%的反彈,新訂單增幅將達1.6%,高於先前預期的1.3%,與2月持平。 在公司新聞方面,電子遊戲零售商GameStop (GME)提議以現金加股票的方式收購eBay (EBAY),交易價值約555億美元。 eBay股價上漲5.1%,成為標普500指數中漲幅最大的股票之一。 挪威郵輪公司(NCLH)下調了全年獲利預期,原因是燃油成本上漲以及中東戰爭導致消費者需求疲軟。這家郵輪業者的第一季營收也低於市場預期。其股價暴跌8.6%,成為標普500指數中跌幅最大的股票之一。 聯合包裹服務公司(UPS)維持了2026年的銷售預期,同時指出中東衝突可能會對需求產生影響。這家包裹遞送巨頭的股價下跌10%,成為標普500指數中表現最差的股票。

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