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霍爾木茲海峽重新開放後,多倫多證券交易所午間上漲超過300點。

-- 多倫多證券交易所午盤上漲316點,此前伊朗重新開放霍爾木茲海峽,允許商業船隻通行,停火談判仍在繼續。 能源板塊表現最差,下跌6.8%。伊朗今早重新開放霍爾木茲海峽,解救了被困在波斯灣的油輪,結束了此前導致油價飆升至四年高位的供應衝擊,受此影響,原油價格下跌近12%,至每桶81.98美元。 表現最佳的板塊是資訊科技(+2.4%)和金融(+1.7%)。 加拿大3月新屋開工量降至23.59萬套(年化),季減6%。同時,3月新屋開工量的六個月移動平均值較上季下降3%,至24.84萬套。 3月的降幅主要集中在多戶住宅領域,其中城市新屋開工量較上季下降7%,至18.49萬套。城市獨立屋開工量較上月下降2%至3.91萬套。各地區普遍出現下滑,10個省份中有8個省份的城市開工量下降。 正如預期,道明經濟部表示,3月「波動較大」的開工量數據在經歷了上月的成長後有所回落。該行補充道,第一季整體房屋開工量下降了6%(未年化),顯示房屋開工量下降可能會對第一季住宅投資和整體GDP成長構成壓力。 「從趨勢來看,目前的開工量遠低於2025年9月的峰值。由於人口增長疲軟、未售庫存居高不下以及大多倫多地區等主要市場此前的預售活動疲軟,這種下降趨勢預計將在今年剩餘時間內持續。即將出台的政府政策,包括取消新房的商品及服務稅/統一銷售稅(GST/HST)以及降低安大略省的開發費用,應該會刺激對新建房屋的需求。 然而,考慮到預售和開工之間通常存在滯後,這些政策對開工量的部分提振作用可能會在今年之後才會顯現。

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