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谈判破裂后,美国计划封锁霍尔木兹海峡的伊朗港口,受此影响,股指期货下跌,油价上涨。

-- 周一开盘前,美国基准股指走低,而油价上涨。此前,华盛顿和德黑兰未能就结束战争达成最终协议,美国海军计划封锁霍尔木兹海峡的伊朗港口。 标普500指数和纳斯达克指数盘前均下跌0.6%,道琼斯工业平均指数下跌0.5%。标普500指数和道琼斯指数上周五收跌,而纳斯达克指数则连续第八个交易日上涨。 美国中央司令部周日宣布,其部队将于周一上午10点(美国东部时间)开始封锁所有进出伊朗港口的船只。 声明称:“此次封锁将对所有进出伊朗港口和沿海地区的船只一视同仁地执行,包括所有位于阿拉伯湾和阿曼湾的伊朗港口。” “中央司令部部队不会阻碍往返非伊朗港口的船只通过霍尔木兹海峡的航行自由。” 周日早些时候,唐纳德·特朗普总统在社交媒体上发文称,美国海军将封锁“任何试图进入或离开霍尔木兹海峡的船只”,该海峡是世界上原油运输最重要的咽喉要道。 特朗普表示:“我还指示海军在国际水域搜寻并拦截所有向伊朗支付通行费的船只。其他国家也将参与此次封锁。伊朗绝不能从这种非法的敲诈勒索行为中获利。” 特朗普发表此番言论之前,美伊两国代表团周末在巴基斯坦举行的谈判未能达成结束战争的协议。据多家媒体报道,率领美国代表团的美国副总统万斯表示,美国没有收到伊朗停止发展核武器的明确承诺。 伊朗议会议长穆罕默德·巴格尔·加利巴夫在X网站上发帖称,美国团队“在本轮谈判中未能赢得伊朗代表团的信任”。 西德克萨斯中质原油价格在开盘前上涨7.8%,至每桶104.05美元;布伦特原油价格上涨7.1%,至每桶101.93美元。 与此同时,据CNBC报道,特朗普周日威胁要对中国商品加征50%的关税,此前有传言称北京正准备向伊朗交付一批新的防空系统。这位美国领导人表示:“如果我们发现他们这样做,我们将对他们征收50%的关税,这是一个惊人的数字——这是一个惊人的数字。” 交易员们正等待华尔街各大银行本周公布的最新财务业绩,首先是周一公布的高盛(GS)业绩。摩根大通 (JPM)、美国银行 (BAC)、富国银行 (WFC)、摩根士丹利 (MS) 和花旗集团 (C) 都将于本周晚些时候公布季度财报,强生 (JNJ)、奈飞 (NFLX) 和百事可乐 (PEP) 等大型企业也将陆续发布财报。 官方数据显示,受中东冲突导致能源价格大幅上涨的影响,美国3月份消费者通胀率飙升至近四年来的最高月度水平。密歇根大学上周的一项调查显示,本月消费者信心跌至历史最低点,反映出人们对物价上涨以及中东冲突带来的整体经济影响的担忧加剧。 美国国债收益率在盘前交易中呈上升趋势,两年期国债收益率上涨1.5个基点至3.82%,十年期国债收益率上涨1.6个基点至4.33%。 周一经济数据清淡,3月份的成屋销售报告将于上午10点公布。美联储理事斯蒂芬·米兰将于下午6点20分发表讲话。 黄金盘前下跌0.9%,至每盎司4744美元;比特币下跌0.5%,至每盎司70791美元。

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