FINWIRES · TerminalLIVE
FINWIRES

股市盘中多数上涨;霍尔木兹海峡封锁期间油价上涨

-- 美国基准股指盘中多数走高,油价也随之上涨,交易员密切关注着中东局势的发展,此前华盛顿封锁了伊朗港口附近的海上交通。 周一午盘过后,纳斯达克综合指数上涨0.6%,至23049.5点;标普500指数上涨0.4%,至6844.8点;道琼斯工业平均指数基本持平,报47933.5点。各板块中,科技和金融板块领涨,公用事业板块跌幅最大。 西德克萨斯中质原油上涨2.5%,至每桶99.06美元;布伦特原油上涨4.2%,至每桶99.22美元。 根据美国中央司令部周日发布的声明,对进出伊朗港口的海上交通的封锁将于美国东部时间周一上午10点开始。此前,美国和伊朗周末在巴基斯坦举行的谈判未能达成协议,加剧了人们对华盛顿和德黑兰之间本已脆弱的停火协议的担忧。 美国总统唐纳德·特朗普周一在社交媒体上发帖称,周日有34艘船只通过了霍尔木兹海峡。 据报道,伊朗已誓言报复。自2月底战争爆发以来,这条由伊朗控制的海峡实际上一直处于关闭状态。 盛宝银行周一在一份报告中表示:“谈判的举行本身就很重要。谈判仍有重启的可能,尤其是一些报道显示,双方至少在某些问题上分歧不大。” 尽管和平谈判失败,但上周宣布的为期两周的停火协议仍然有效。 据《华尔街日报》援引知情人士报道,特朗普正在考虑在谈判失败后对伊朗进行有限的打击。 盛宝银行表示:“尽管外交挫折令人担忧,但这并不意味着情况会自动回到最糟糕的状态。” 石油输出国组织(欧佩克)因中东冲突下调了第二季度石油需求预期,但维持全年预期不变,并预期下半年需求将反弹。 美国国债收益率盘中走低,10年期国债收益率下跌1.6个基点至4.30%,2年期国债收益率下跌2个基点至3.78%。 公司方面,高盛(GS)公布的第一季度业绩超出市场预期,首席执行官戴维·所罗门表示,旷日持久的中东冲突可能对通胀构成上行风险。高盛股价盘中下跌2.3%,成为道琼斯指数中表现最差的股票。 甲骨文公司 (ORCL) 股价飙升近 12%,成为标普 500 指数中涨幅最大的股票。该公司表示,在其客户峰会上,公司对其公用事业软件套件进行了以人工智能为重点的更新,旨在改进计费、电网运营和资产管理。 经济新闻方面,美国全国房地产经纪人协会的数据显示,由于就业增长放缓和消费者信心减弱持续抑制潜在购房者,3 月份美国成屋销售量下降。 牛津经济研究院在一份报告中表示:“我们预计未来几个月销售增长空间有限。鉴于自伊朗战争爆发以来抵押贷款利率一直居高不下,我们预计房屋销售将横盘整理,然后在年底开始逐步回升。” 黄金价格下跌 0.7%,至每盎司 4,755.90 美元;白银价格下跌 1.4%,至每盎司 75.43 美元。

Related Articles

Asia

Atlas Arteria Receives Unsolicited Takeover Bid From IFM

Atlas Arteria (ASX:ALX) has received an unsolicited off-market takeover proposal from IFM to acquire all remaining securities it does not already own at AU$4.75 per share in cash, a roughly 10% premium to the company's last closing price, according to a Monday filing with the Australian bourse.IFM has indicated that the offer price may increase to AU$5.10 per share if it obtains at least a 45% relevant interest before the offer closes, subject to certain "best and final" conditions, per the filing.The offer is subject to several conditions, including required third-party consents and approvals, which may or may not be met, the filing said.The company's board has established an independent board committee to assess the proposal, and shareholders are advised to take no action, the filing added.The company's securities will be temporarily suspended from trading on the Australian Securities Exchange.

$ASX:ALX
Asia

Kweichow Moutai's Q1 Profit Rises 1.5%, Revenue Up 6.5%

Kweichow Moutai (SHA:600519) posted a 1.47% year-over-year increase in attributable net profit in the first quarter of 2026 to 27.2 billion yuan from 26.8 billion yuan, according to a Shanghai Stock Exchange filing over the weekend.Earnings per share edged up to 21.76 yuan from 21.38 yuan.Revenue jumped 6.5% to 53.9 billion yuan from 50.6 billion yuan.

$SHA:600519
Asia

PLS Group Shows 'Strong' Q3 Production, 'Resilient' Pricing Through 2026, Says Jefferies

PLS Group (ASX:PLS) delivered a "strong" production quarter relative to Jefferies and market forecasts, with resilient lithium pricing through the current calendar year supporting a positive outlook, said Jefferies in a Friday note.The company on Friday reported March quarter production of 232,400 tonnes and revenue of AU$567 million compared to 125,000 tonnes and revenue of AU$150 million a year ago.The investment firm added that PLS maintains elastic production capability and a clearly defined growth pipeline.The company's "soft" third quarter sales will be unwound into the fourth quarter's resilient price environment and maintain a constructive long-term view, supported by supply demand/dynamics and operational fundamentals, the note added.Jefferies kept a buy rating on PLS and raised its price target to AU$6.70 from AU$6.The company's shares rose 1% in recent Monday trade.

$ASX:PLS