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阿联酋退出欧佩克,阿联酋股市上涨;Fertiglobe股价因第一季度财报利好而飙升

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-- 阿联酋股市周三收高,富时ADX综合指数上涨0.668%,而迪拜金融市场综合指数(DFM综合指数)小幅上涨0.059%。 占据新闻头条的是,阿联酋在对其生产政策以及现有和未来产能进行全面评估后,于上周五决定退出石油输出国组织(欧佩克)及其下属的欧佩克+组织。 “欧佩克和欧佩克+的实力始终取决于成员国减少石油供应的意愿,而阿联酋正是其中之一。失去一个日产能达480万桶且雄心勃勃的成员国,无疑会使该组织失去一个重要的工具,”Rystad Energy地缘政治分析主管豪尔赫·莱昂评论道。“尽管鉴于霍尔木兹海峡持续的动荡和更广泛的地缘政治不确定性,短期影响可能不大,但长期影响更为深远。” 企业新闻方面,Fertiglobe(ADX:FERTIGLB)公布第一季度归属于母公司股东的利润和营收分别增长173%和32%。其股价收盘上涨10.32%。 迪拜上市的Tecom集团(DFM:TECOM)公布第一季度利润和营收均有所增长,受其商业和工业资产以及战略投资入住率提高的推动,股价收盘上涨1.20%。 在大西洋彼岸,市场将等待美联储今日晚些时候公布的利率决议。正如市场普遍预期,联邦基金利率将维持在3.50%至3.75%的区间不变。此次联邦公开市场委员会会议预计也将是美联储主席杰罗姆·鲍威尔的最后一次会议,美国总统唐纳德·特朗普提名的凯文·沃什有望接替他。 “美联储很有可能会发出信号,表明现在就通胀与增长之间的权衡以及相关的货币政策影响下结论还为时尚早。然而,来自中东的最新迹象并不乐观。鉴于这可能是鲍威尔最后一次新闻发布会,他的信号或许需要谨慎解读,但风险在于他可能会采取鹰派立场,”荷兰国际集团表示。

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