-- 週三,美國股市收盤漲跌互現。此前,聯準會在傑羅姆·鮑威爾(Jerome Powell)很可能擔任聯準會主席的最後一次政策會議上維持利率不變。 道瓊工業指數下跌0.6%,收在48,861.8點;那斯達克指數和標普500指數基本持平,分別收在24,673.2點和7,136點。多數板塊收跌,其中公用事業板塊領跌,能源板塊領漲。 聯準會聯邦公開市場委員會(FOMC)維持政策利率不變,決策者認為中東衝突加劇了美國經濟前景的不確定性。 在會後記者會上,鮑威爾表示,在他5月15日聯準會主席任期結束後,他將繼續擔任聯準會理事,任期無限期。當天早些時候,美國參議院銀行委員會投票通過了對凱文沃什(Kevin Warsh)的聯準會主席提名,提交給共和黨控制的參議院進行表決。 聯準會理事史蒂芬米蘭在會議上投了反對票,傾向降息0.25個百分點,聯邦公開市場委員會(FOMC)表示。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·洛根支持這項政策決定,但反對在聲明中加入寬鬆傾向。 道明經濟諮詢公司(TD Economics)在一份報告中指出,政策聲明僅有細微改動,但整體情緒「略微偏鷹派,多位與會者投票反對維持當前的寬鬆傾向」。 道明高級經濟學家托馬斯·費爾特梅特在一份報告中表示:“華沙領導下的美聯儲不太可能迅速轉向降息。決策由多數票決定,而且很明顯,在經濟韌性強勁、通脹壓力依然高企的情況下,許多與會者不願進一步降低利率。” 據報道,美國總統川普拒絕了伊朗提出的解除美國海上封鎖的提議後,油價飆升。布蘭特原油價格最新上漲7.5%,至每桶119.62美元;西德州中質原油價格上漲7.8%,至每桶107.70美元。 川普週三告訴Axios新聞網,他將繼續對伊朗港口實施美國海上封鎖,直到德黑蘭同意達成核協議。伊朗希望在雙方能夠坐下來討論鈾濃縮問題之前,先開放霍爾木茲海峽。 川普週三在社群媒體上發文稱,伊朗「最好盡快醒悟過來」。 盛寶銀行大宗商品策略主管奧勒·漢森週三在一份報告中表示:「原油價格已恢復了受戰爭影響的上漲勢頭。布倫特原油價格自月中短暫下跌至每桶86美元後幾乎持續上漲。當時,人們對和平協議的希望以及霍爾木茲海峽短暫重新開放的預期引發了油價的急劇但暫時的回調。」 美國公債殖利率走高,10年期公債殖利率上漲6.4個基點至4.42%,2年期公債殖利率上漲9.1個基點至3.94%。 公司新聞方面,支付巨頭Visa (V)股價飆漲8.3%,成為道瓊指數中漲幅最大的股票。此前,該公司上調了全年成長預期,並公佈了好於預期的第二財季業績。 恩智浦半導體 (NXPI) 股價飆漲近26%,成為標普500指數中表現最佳的股票。此前,該公司於週二晚間公佈了第一財季業績。 布朗-福曼 (BF.A, BF.B) B股下跌10%,是標普500指數中跌幅最大的股票之一。該公司於週二晚間表示,已終止與保樂力加就潛在業務合併進行的談判。 黃金價格下跌 1%,至每盎司 4,560.50 美元;白銀價格下跌 1.5%,至每盎司 72.14 美元。
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