香港:亚洲股市多数下跌,油价延续涨势,因随着市场预期美联储将于下月再次加息,霍尔木兹海峡重新开放的希望逐渐破灭。
HONG KONG: Asian stocks mostly fell and oil prices extended gains as hopes for a reopening of the Strait of Hormuz fade amid expectations that the Federal Reserve will hike interest rates again next month.
周末特朗普拒绝伊朗提出的为期七天的停火提议,中东局势缓和的期望落空。
Hopes for an easing of Middle East tensions were dashed at the weekend when Donald Trump rejected Iran's offer for a seven-day truce.
尽管他表示谈判将于本周恢复,但这未能驱散交易大厅的阴霾,交易员们正权衡通胀进一步上升将迫使美联储进一步收紧货币政策的前景。
While he said talks would resume this week, that was unable to lift the gloom on trading floors, with traders contemplating further rises in inflation that will force the Fed to tighten monetary policy more.
美国总统周一(9月28日)否认了新闻网站Axios的一则报道,该报道称他在中东战争拖延之际,向伊朗提供制裁豁免和释放被冻结资金。
The US president on Monday (Sep 28) denied a report by the news outlet Axios that he offered Iran sanctions relief and the release of frozen funds, as the Middle East war drags on.
“Axios刚刚发布一篇报道,称‘特朗普’向伊朗提供制裁豁免和被冻结资金。这是不真实的。我什么都没给他们!”,特朗普在其Truth Social平台上表示。
"Axios just released a story that 'Trump' offered Sanctions Relief and Frozen Funds to Iran. This is untrue. I offered them NOTHING!," Trump said on his Truth Social platform.
该报道援引不具名美国官员的话称,特朗普“愿意为伊朗提供制裁豁免并释放伊朗被冻结资金,以换取伊朗在核计划方面采取具体步骤”。
The story said Trump "is willing to give Iran sanctions relief and release Iranian frozen funds in return for concrete Iranian steps regarding the nuclear program", quoting unnamed US officials.
这位80岁的共和党人称该报道“是个骗局”,并要求该新闻网站撤回报道。但伊朗国家广播公司称,该国外长阿拉格齐将会见卡塔尔代表。
The 80-year-old Republican called the story "a HOAX" and said the news site should withdraw it. But Iran's state broadcaster said the country's Foreign Minister Abbas Araghchi will meet Qatari representatives.
预计会谈将聚焦于“通过中间人与美国交换的信息……特别是伊朗为重新开放霍尔木兹海峡设定的条件”。
The talks are expected to focus on "messages exchanged with the United States through intermediaries ... particularly regarding the conditions set by Iran for the reopening of the Strait of Hormuz".
然而,据彭博社援引消息人士报道,德黑兰官员私下对在美国11月中期选举前达成重新开放霍尔木兹海峡的协议表示悲观。
However, Tehran officials have privately expressed pessimism about making a deal to reopen Hormuz before November's US midterm elections, Bloomberg reported sources as saying.
该水道是全球石油和天然气运输的关键通道,现已成为美伊冲突的核心,特别是在伊朗支持的胡塞武装夺取也门整个红海海岸(包括另一条至关重要的航运通道曼德海峡)之后。
The waterway is key to the world's oil and gas deliveries and is now central to the conflict between the US and Iran, particularly with the Iran-backed Houthis seizing Yemen's entire Red Sea coast, including the Bab el-Mandeb Strait, another vital shipping lane.
BMO Capital Markets的Ian Lyngen表示:“我们的预期依然是,冲突将在可预见的未来继续扰动市场,全球经济将持续调整以适应供应中断的现实。”
"Our expectations remain that the conflict will be with markets for the foreseeable future and the global economy will continue adjusting to the realities of the supply disruptions," said Ian Lyngen at BMO Capital Markets.
周二,两大主要原油合约均上涨逾1%,因冲突结束毫无进展,燃料成本持续承受上行压力。
Both main crude contracts rose more than 1 per cent Tuesday, and the lack of any progress in ending the conflict continues to put upward pressure on fuel costs.
据英国皇家汽车俱乐部(RAC)称,英国平均柴油价格已创下历史新高。在华尔街三大主要股指周一全线收跌后,股票市场表现挣扎。
Average UK diesel prices have hit a record high, according to the RAC motoring organisation. Equity markets struggled following a day in the red for all three main indexes on Wall Street.
东京、首尔、香港、上海、新加坡、台北、惠灵顿、马尼拉和悉尼股市全线下跌。
Tokyo, Seoul, Hong Kong, Shanghai, Singapore, Taipei, Wellington, Manila and Sydney were all down.
金价维持周一的大幅跌势,徘徊在4160美元左右,因交易员押注加息步伐将加快,这降低了无息黄金的吸引力。
Gold held Monday's steep losses to sit around US$4,160 as traders bet on more rate hikes, which makes the non-interest-bearing metal less attractive.
投资者也在为本周即将公布的关键美国通胀和就业数据做准备,这些数据可能影响美联储的决策,市场目前预计10月底将连续第二次加息。
Investors are also gearing up for the release of key US inflation and jobs data this week that could play a role in the Fed's decision-making, with markets pricing in a second successive rate hike at the end of October.
FOREX.com的Fiona Cincotta写道:“市场的主要担忧不是就业状况可能突然恶化,几乎恰恰相反。”
"The main concern for markets isn't that employment conditions could suddenly weaken. It's almost the opposite," wrote Fiona Cincotta at FOREX.com.
她补充道:“尽管利率和能源价格走高,经济数据依然出奇地强劲。”
"Economic data has remained surprisingly strong despite higher rates and energy prices," she added.
她指出:“通常情况下,非农就业数据(就业岗位)强劲利好股市,但当通胀也在急剧上升时,情况未必如此。
"Typically, stronger non-farm payrolls (jobs) are positive for stocks, but that is not necessarily the case when inflation is also rising sharply.
“强劲的就业反而可能强化美联储维持高利率更长时间,甚至再次加息以控制通胀的理由。”
"Strong employment could instead strengthen the case for the Fed to keep rates higher for longer, or even hike rates again to bring inflation under control."
个股消息方面,快时尚巨头Shein在发布令人失望的财报后,股价在香港下跌6%。
In company news, fast-fashion giant Shein fell 6 per cent in Hong Kong after releasing disappointing earnings.
这是该公司自本月初上市以来发布的首份财报,此前其进行了备受瞩目的17亿美元首次公开募股(IPO)。
The report was the firm's first since listing at the start of the month following a high-profile US$1.7 billion initial public offering.