-- 在美联储货币政策决议公布前,美国基准股指盘中走低。 道琼斯工业平均指数午盘下跌0.6%,报48,825.5点;纳斯达克综合指数下跌0.4%,报24,560.8点;标普500指数下跌0.3%,报7,117点。除能源板块外,所有板块均下跌,其中工业板块领跌。 市场普遍预期美联储政策委员会将连续第三次会议维持基准利率不变。美联储主席杰罗姆·鲍威尔将于美国东部时间下午2:30举行新闻发布会。 在利率决议公布前,美国参议院银行委员会周三投票通过了对凯文·沃什担任美联储主席的提名,该提名已提交至共和党控制的参议院。 沃什是唐纳德·特朗普总统提名的美联储主席人选,接替将于5月15日卸任的鲍威尔。特朗普曾多次批评鲍威尔,指责美联储在降息问题上态度谨慎。 如果参议院全体在5月11日当周确认沃什的任命,那么今天的货币政策会议很可能是鲍威尔作为美联储主席的最后一次会议。鲍威尔在美联储理事会的任期到2028年1月结束,但目前尚不清楚他是否会离开美联储。 据报道,特朗普拒绝了伊朗提出的解除海上封锁的提议,受此影响,油价周三飙升。布伦特原油上涨7.1%,至每桶119.20美元;西德克萨斯中质原油上涨6.9%,至每桶106.79美元。 特朗普周三告诉Axios新闻网,他将继续维持美国对伊朗港口的海上封锁,直到德黑兰同意达成核协议。伊朗希望在双方能够坐下来讨论日后铀浓缩问题之前,先开放霍尔木兹海峡。 特朗普周三在社交媒体上发文称,伊朗“最好尽快醒悟过来”。 盛宝银行大宗商品策略主管奥勒·汉森周三在一份报告中表示:“原油价格已恢复受战争推动的上涨势头,布伦特原油自月中短暂跌至每桶86美元后几乎持续上涨。当时,人们对和平协议的希望以及霍尔木兹海峡短暂重新开放的预期引发了油价的急剧但暂时的回调。” 美国国债收益率盘中走高,10年期国债收益率上涨5.3个基点至4.41%,2年期国债收益率上涨6.4个基点至3.91%。 “七大巨头”Alphabet(GOOG,GOOGL)、微软(MSFT)、亚马逊(AMZN)和Meta Platforms(META)将于股市收盘后发布季度业绩。 公司新闻方面,支付巨头Visa(V)股价盘中上涨9.1%,成为道琼斯指数中涨幅最大的股票。此前,该公司上调了全年增长预期,并公布了超出预期的第二财季业绩。 连锁餐厅Wingstop(WING)下调了2026年国内同店销售额预期,原因是其第一季度营收低于预期。该股盘中下跌4.1%。 黄金价格下跌1%,至每盎司4563.80美元;白银价格下跌1.5%,至每盎司72.13美元。
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Market Chatter: UAE Reportedly Reviews Multilateral Ties After OPEC Exit, But No Further Withdrawals Planned
The United Arab Emirates is reviewing its participation in multilateral organizations but is not considering any withdrawals at present, Reuters reported Wednesday, citing a UAE official.The report came a day after Abu Dhabi announced it would leave the Organization of the Petroleum Exporting Countries and OPEC+ effective May 1. The official said the broader review focuses on the "utility" of UAE membership in international and regional bodies.The comments have fueled speculation that the UAE could reassess its role in other organizations, including the Arab League and the Gulf Cooperation Council.The UAE Ministry of Foreign Affairs did not immediately respond to a request for comment from.The OPEC exit, which involves one of the group's largest producers, has sharpened tensions with Saudi Arabia, OPEC's de facto leader. Relations between Abu Dhabi and Riyadh, long-standing allies, have grown increasingly strained in recent years over oil policy disputes, regional security concerns, and competition for investment and skilled labor, Reuters reported.The reassessment comes amid wider debate in Abu Dhabi over regional alignments following the Iran war, with Emirati officials criticizing the GCC's collective response.Senior UAE official Anwar Gargash said on Monday the GCC's political and military response to the conflict was "the weakest in history," adding that expectations for the Arab League were already low."I expected such a weak position from the Arab League... but I have not expected it from the GCC, and I am surprised by it," Gargash reportedly said.He also said the Gulf's strategy to contain Iran had "failed miserably" and warned that Tehran could remain a long-term threat, according to The National.Gargash said the UAE would "scrutinize" its regional and international relationships to assess the reliability of partners while strengthening its economic resilience. "Strategic autonomy remains the UAE's enduring choice," he said.OPEC+ is expected to approve a modest output increase on Sunday despite the UAE's departure, three sources reportedly told Reuters. The group is likely to raise production targets by about 188,000 barrels per day, roughly in line with last month's 206,000 bpd hike after adjusting for the UAE's exit.(Market Chatter news is derived from conversations with market professionals globally. This information is believed to be from reliable sources but may include rumor and speculation. Accuracy is not guaranteed.)
UAE Exit From OPEC Signals Oversupply Risk, Weaker Oil Prices From 2027, Wood Mackenzie Says
The UAE will exit OPEC on May 1, a move that raises risks of oversupply and weaker oil prices from 2027, Wood Mackenzie strategists said in a Wednesday note.The UAE announced its departure on April 28 after reviewing production strategy and capacity plans, aiming to accelerate domestic energy investments, the report noted.The country joined OPEC in 1967 and grew into its second-largest producer by liquids capacity, making the exit a major shift for the group, the report said."As the nation with the second-largest liquids capacity in OPEC, the UAE's exit is momentous," said Simon Flowers, chairman and chief analyst at Wood Mackenzie.He said tensions between the UAE and Saudi Arabia have built over recent years and intensified amid the Iran conflict, contributing to the decision."UAE's departure from OPEC will have minimal impact on market fundamentals in 2026," Flowers said, noting that Gulf producers need months to restore output even if the Strait of Hormuz reopens.He added that losing the UAE will make it harder for OPEC to balance markets and increase the risk of oversupply weakening prices beyond 2026.The UAE committed $145 billion to upstream investment through 2030 to lift output from under 4 million barrels per day in 2020 to 5 million b/d by 2027, Wood Mackenzie macro oils and upstream experts said.Capacity reached about 4.85 million b/d by 2024, widening the gap between production potential and OPEC+ quota limits, the experts said."OPEC+ quotas constrained output well below capacity," Alan Gelder, senior vice president at Wood Mackenzie, said.He said the group raised the UAE baseline from 3.17 million b/d to 3.5 million b/d in May 2022, but the adjustment reflected only partial capacity growth.The UAE accounted for about 14% of OPEC capacity, and its exit reduces the group's influence as it controls a smaller share of the global oil market, Wood Mackenzie said.The closure of the Strait of Hormuz has shut in nearly 2 million b/d of UAE offshore output, limiting supply growth in 2026, and restoring pre-conflict production may take up to six months.The UAE's exit will likely reshape supply dynamics from 2027, as rising market share competition with OPEC could pressure prices if both sides increase output, Wood Mackenzie said.Flowers said the UAE holds lower fiscal breakevens than peers, leaving it better positioned to withstand a prolonged period of lower oil prices.
Boston Scientific Shares Fall After Daiwa Securities Downgrade
Boston Scientific (BSX) shares fell 3.4% in Wednesday afternoon trading after Daiwa Securities downgraded the stock to neutral from outperform, and lowered its price target to $60 per share from $83 earlier.Trading volume stood at about 12.9 million shares, compared with a daily average of over 17.6 million.Price: $56.49, Change: $-1.96, Percent Change: -3.35%