-- 周三,美国股市收盘涨跌互现。此前,美联储在杰罗姆·鲍威尔(Jerome Powell)很可能担任美联储主席的最后一次政策会议上维持利率不变。 道琼斯工业平均指数下跌0.6%,收于48,861.8点;纳斯达克综合指数和标普500指数基本持平,分别收于24,673.2点和7,136点。多数板块收跌,其中公用事业板块领跌,能源板块领涨。 美联储联邦公开市场委员会(FOMC)维持政策利率不变,决策者认为中东冲突加剧了美国经济前景的不确定性。 在会后新闻发布会上,鲍威尔表示,在他5月15日美联储主席任期结束后,他将继续担任美联储理事,任期无限期。当天早些时候,美国参议院银行委员会投票通过了对凯文·沃什(Kevin Warsh)的美联储主席提名,提交给共和党控制的参议院进行表决。 美联储理事史蒂芬·米兰在会议上投了反对票,倾向于降息0.25个百分点,联邦公开市场委员会(FOMC)表示。克利夫兰联储主席贝丝·哈马克、明尼阿波利斯联储主席尼尔·卡什卡利和达拉斯联储主席洛里·洛根支持这一政策决定,但反对在声明中加入宽松倾向。 道明经济咨询公司(TD Economics)在一份报告中指出,政策声明仅有细微改动,但整体情绪“略微偏鹰派,多位与会者投票反对维持当前的宽松倾向”。 道明高级经济学家托马斯·费尔特梅特在一份报告中表示:“华沙领导下的美联储不太可能迅速转向降息。决策由多数票决定,而且很明显,在经济韧性强劲、通胀压力依然高企的情况下,许多与会者不愿进一步降低利率。” 据报道,美国总统唐纳德·特朗普拒绝了伊朗提出的解除美国海上封锁的提议后,油价飙升。布伦特原油价格最新上涨7.5%,至每桶119.62美元;西德克萨斯中质原油价格上涨7.8%,至每桶107.70美元。 特朗普周三告诉Axios新闻网,他将继续对伊朗港口实施美国海上封锁,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帖称,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:“原油价格已恢复了受战争影响的上涨势头。布伦特原油价格自月中短暂下跌至每桶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。” 美国国债收益率走高,10年期国债收益率上涨6.4个基点至4.42%,2年期国债收益率上涨9.1个基点至3.94%。 公司新闻方面,支付巨头Visa (V)股价飙升8.3%,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,并公布了好于预期的第二财季业绩。 恩智浦半导体 (NXPI) 股价飙升近26%,成为标普500指数中表现最佳的股票。此前,该公司于周二晚间公布了第一财季业绩。 布朗-福曼 (BF.A, BF.B) B类股下跌10%,是标普500指数中跌幅最大的股票之一。该公司于周二晚间表示,已终止与保乐力加就潜在业务合并进行的谈判。 黄金价格下跌 1%,至每盎司 4,560.50 美元;白银价格下跌 1.5%,至每盎司 72.14 美元。
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