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加拿大豐業銀行稱,美伊停火後,除大宗商品外,其他市場均出現反彈。

-- 加拿大豐業銀行表示,週三金融市場除大宗商品外,其餘板塊均出現上漲,此前美國和伊朗達成了為期兩週的停火協議。 該行指出,部位回補可能加劇了市場波動,並導致一定程度的過度反應。 該行指出,儘管油價波動劇烈,但已大幅下跌兩位數百分比,不過期貨曲線仍處於高位,且在2026-2027年期間價格將持續高於年初的現貨價格。 加拿大豐業銀行表示,這清楚地表明市場擔憂:a) 在談判前景不明朗的情況下,停火協議可能脆弱;b) 地緣政治風險溢價和基礎設施可能遭受的長期損害。 股市普遍上漲,北美股指期貨上漲約2%至3%,歐洲股指上漲3%至5%,亞太地區主要股指上漲3%至7%。 主權公債殖利率普遍走低,其中歐元區公債表現最佳,各期限及各國公債殖利率均下降了20至30個基點;而美國公債殖利率僅上漲了5至7個基點;加拿大公債殖利率在牛市行情中上漲了10個基點,加拿大豐業銀行補充道。 該行表示,美元普遍走弱,但由於油價下跌,加幣(CAD或加幣)的表現略遜於其他貨幣。

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