股市或因投资者关注伊朗战争对能源供应的影响而下滑


2026年3月3日 / 美国东部时间上午8:32 / CBS/美联社

美国股指期货周二预示着大幅下跌,投资者关注伊朗战争对全球能源供应的威胁。由于担心战争可能阻塞全球原油流动,油价飙升。

标普500指数期货周二开盘预计下跌1.5%,道琼斯工业平均指数期货则预示下跌1.6%。周一,股市因担忧战争对能源价格的影响而最初大幅下跌,随后反弹并以当日高位收盘,投资者似乎淡化了这些担忧。

美国基准原油上涨3.24美元,至每桶74.47美元。国际标准布伦特原油上涨3.56美元,至每桶81.30美元。

包括美国航空、联合航空和达美航空在内的航空公司股票是周一华尔街最大的输家之一,这三家公司的股票在周二盘前交易中均下跌约3%。油价上涨威胁到航空公司本已高昂的燃油成本,而中东的战事还关闭了机场,导致旅客滞留。

Vital Knowledge分析师亚当·克里萨福利在3月3日的研究报告中表示:“在周一最初对中东战争反应平淡之后,市场焦虑在隔夜期间加剧。”

他补充道,投资者越来越担心“伊朗政府和军队领导层被削弱后,可能会在未来几周内通过针对关键经济和能源基础设施来实施长期报复性回应,以在该地区制造混乱。”

尽管许多市场出现回落,但过去中东的军事冲突并未导致长期下跌,这使得市场对战争的反应有所缓和。摩根士丹利策略师迈克尔·威尔逊领导的团队表示,要使美国股市大幅且持续下跌,油价可能需要飙升至每桶100美元以上。

SPI资产管理公司普通合伙人斯蒂芬·英尼斯表示:“自2000年以来,油价单日涨幅超过10%的情况有22次。换句话说,能源冲击不会自动导致股市崩溃,除非是严重且持续的。市场对此规律心知肚明。”

亚洲航空公司股票也大幅下跌,全日空股价下跌3.3%,日本航空暴跌6.4%。大韩航空下跌10.3%,澳航损失1.8%。

周二全球股市也大幅下跌,法国CAC 40指数下跌2.2%,至8,207.10点。德国DAX指数下跌2.9%,至23,935.62点,英国富时100指数下跌2.2%,至10,546.30点。

日本基准日经225指数下跌3.1%,收于56,279.05点。与该地区其他资源匮乏的国家一样,日本可能特别受到霍尔木兹海峡通行受阻的影响,因为其大部分石油和天然气进口都通过该海峡运输。

韩国作为一个能源进口大国,在周一假期后市场重开,综合股价指数(Kospi)暴跌7.2%,收于5,791.91点。

周二早盘外汇交易中,美元兑日元从157.47日元小幅升至157.53日元。欧元兑美元汇率从1.1692美元降至1.1627美元。

日本基准日经225指数下跌3.1%,收于56,279.05点。与该地区其他资源匮乏的国家一样,日本可能特别受到霍尔木兹海峡通行受阻的影响,因为其大部分石油和天然气进口都通过该海峡运输。

为什么伊朗战争预计会推高汽油价格

为什么伊朗战争预计会推高汽油价格 01:25

为什么伊朗战争预计会推高汽油价格

(01:25)

https://www.cbsnews.com/video/why-the-war-with-iran-is-expected-to-raise-gas-prices/

Stocks set to slide as investors focus on the Iran war’s impact on energy supplies

March 3, 2026 / 8:32 AM EST / CBS/AP

U.S. stock futures pointed to steep losses on Tuesday as investors eyed threats to world energy supplies from the Iran war. Oil prices surged on worries that the war could clog the global flow of crude.

S&P 500 futures are pointing to a decline of 1.5% at Tuesday’s open, while the Dow Jones Industrial Average futures are indicating a 1.6% drop. On Monday, stocks had initially tumbled on concerns about the war’s impact on energy prices, before rebounding and ending higher for the day as investors shrugged off those worries.

Benchmark U.S. crude rose $3.24 to $74.47 a barrel. Brent crude, the international standard, added $3.56 to $81.30 a barrel.

Stocks of airlines, including American Airlines, United and Delta, were some of Monday’s biggest losers on Wall Street, and shares of all three slipped about 3% in Tuesday’s premarket trading. Higher oil prices threaten the airlines’ already big fuel bills, while the fighting in the Middle East has also closed airports and left travelers stranded.

“After initially taking the Middle East war in stride on Monday, market anxiety ratcheted higher overnight,” said Adam Crisafulli, an analyst with Vital Knowledge, in a March 3 research note.

Investors are increasingly concerned that a “decapitated and leaderless Iranian government and military will execute a prolonged retaliatory response aimed at sowing chaos throughout the region by targeting key economic and energy infrastructure for weeks to come,” he added.

Despite the retreats in many markets, the reactions to the war have been moderated by the fact that past military conflicts in the Middle East haven’t caused long-term declines. For this war to knock down U.S. stocks in a significant and sustained way, the price of oil would perhaps need to jump above $100 per barrel, according to strategists at Morgan Stanley led by Michael Wilson.

“Since 2000, there have been 22 one-day oil price spikes of more than 10%,” said Stephen Innes, managing partner at SPI Asset Management. “In other words, energy shocks do not automatically derail equities unless they are severe and sustained. The market is well aware of that playbook.”

Asian airline stocks also tumbled, with ANA stock down 3.3% and Japan Airlines slumping 6.4%. Korean Air declined 10.3%, and Qantas Airways lost 1.8%.

Global stocks also tumbled on Tuesday, with France’s CAC 40 dropping 2.2% to 8,207.10. In Germany, the DAX sank 2.9% to 23,935.62, while Britain’s FTSE 100 declined 2.2% to 10,546.30.

Japan’s benchmark Nikkei 225 sank 3.1% to finish at 56,279.05. Like other resource-poor countries in the region, Japan could be especially hit by the lack of access to the Strait of Hormuz, since much of its oil and natural gas imports are shipped through there.

In South Korea, a big energy importer, the Kospi plunged 7.2% as markets reopened after a holiday on Monday, closing at 5,791.91.

In currency trading early Tuesday, the U.S. dollar edged up to 157.53 Japanese yen from 157.47 yen. The euro cost $1.1627, down from $1.1692.

Japan’s benchmark Nikkei 225 sank 3.1% to finish at 56,279.05. Like other resource-poor countries in the region, Japan could be especially hit by the lack of access to the Strait of Hormuz, since much of its oil and natural gas imports are shipped through there.

Why war with Iran is expected to raise gas prices

Why the war with Iran is expected to raise gas prices 01:25

Why the war with Iran is expected to raise gas prices

(01:25)

https://www.cbsnews.com/video/why-the-war-with-iran-is-expected-to-raise-gas-prices/

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