2026年4月13日 / 美国东部时间上午10:36 / 哥伦比亚广播公司新闻（CBS News）
周一油价跃升至每桶100美元以上，美国股市出现下跌，原因是市场担忧特朗普总统封锁伊朗港口以及部分封锁霍尔木兹海峡的计划将产生影响。霍尔木兹海峡是石油、化肥和其他大宗商品的关键航运咽喉要道。
根据Oilprice.com的数据，作为国际基准油价的布伦特原油上涨7.15美元，涨幅7.5%，达到每桶102.30美元；而作为美国基准油价的西德克萨斯中质原油涨幅超过7%，达到每桶104.20美元。
投资者似乎并未因封锁消息过度恐慌，三大主要股指在开盘后跌幅均不到1%。道琼斯工业平均指数下跌392点，跌幅0.8%；标准普尔500指数下跌24点，跌幅0.4%；以科技股为主的纳斯达克综合指数下跌0.4%。
詹尼·蒙哥马利·斯科特公司首席投资策略师马克·卢希尼对哥伦比亚广播公司新闻表示，越来越多的投资者认为这场冲突已经过了升级峰值，局势可能进一步缓和。
“我认为投资者意识到，这可能更多是一种边缘政策，而非战争真正大幅升级的开端。毕竟从理论上讲，我们仍处于为期两周的停火期内，谈判仍有机会重回正轨，”他说道。
封锁行动启动
特朗普表示，美国对伊朗港口的封锁将于美国东部时间周一上午10点启动。这一宣布是在周末于伊斯兰堡举行的美伊战争和平协议谈判失败后作出的。
资本经济公司首席经济学家尼尔·谢林在一份研究报告中指出，由于伊朗将大量石油出口至中国，此次封锁伊朗船只离开海峡的举措，目的可能是向德黑兰施加更大压力，同时说服北京“在调解停火方面发挥更积极的作用”。
“但实际上，（封锁）有可能引发新的潜在冲突热点，”谢林说道。“美国海军会扣押已向德黑兰支付通行费的盟友船只吗？会针对海峡内的中国船只采取行动吗？无论出现哪种结果，都将代表局势大幅升级。”
自2月底战事爆发以来，通过该海峡的航运基本陷入停滞，油价因此持续上涨。布伦特原油价格已从2月底战事爆发前的每桶约70美元，攀升至每桶119美元以上。这反过来推动美国汽油价格升至每加仑4美元以上，挤压了家庭预算。
维塔知识公司分析师亚当·克里萨富利在开盘前的一份研究报告中表示，周一上午股市的跌幅并未像一些人在周末谈判失败后预测的那样大。
“事实上，霍尔木兹海峡封锁并不像最初看起来那样严苛——美国海军的重点是拦截往返伊朗港口的船只，而非所有通过该航道的船只，”克里萨富利说道。
美国中央司令部表示，美国海军不会拦截通过该海峡往返非伊朗港口的船只。
全球约20%的能源供应通过霍尔木兹海峡运输，自2月底战事爆发以来，该海峡的航运已大幅缩减。船舶过境数据显示，4月份平均每天约有10艘船只通过该海峡，远低于战前一个月平均每天约129艘的通行量。
本文由阿兰·谢特编辑
美联社对本文亦有贡献
https://www.cbsnews.com/video/us-to-begin-partial-blockade-of-strait-of-hormuz-trump-says/
Stock dip, oil prices jump after U.S. begins partial blockade Strait of Hormuz
April 13, 2026 / 10:36 AM EDT / CBS News
Oil prices jumped above $100 a barrel on Monday and U.S. stocks dipped amid concerns about the impact of President Trump’s plan to blockade Iran’s ports and a partial blockade of the Strait of Hormuz, a key chokepoint for oil, fertilizer and other commodities.
The price of Brent crude, the international benchmark, jumped $7.15, or 7.5%, to $102.30 a barrel, while West Texas Intermediate, the U.S. benchmark, rose more than 7% to $104.20, according to Oilprice.com.
Investors didn’t seem as ruffled by the blockade news, with the three major indices down less than 1% after the opening bell. The Dow Jones Industrial Average slid 392 points, or 0.8%, while the S&P 500 fell 24 points, or 0.4%. The tech-heavy Nasdaq Composite was down 0.4%.
Mark Luschini, the chief investment strategist at Janney Montgomery Scott, told CBS News that there’s growing investor sentiment that the conflict has passed its peak escalation and could ease further.
“I think investors realize that this is probably a little bit more brinkmanship than necessarily the start of a significant re-escalation of the war, given the fact that we’re still theoretically in the midst of this two-week ceasefire, in which negotiations still have a chance of coming back together,” he said.
Blockade begins
Mr. Trump said the U.S. blockade of Iran’s ports will begin at 10 a.m. ET Monday, an announcement that came after the failure of negotiations in Islamabad over the weekend to reach a peace agreement in the U.S.-Iran war.
Because Iran exports much of its oil to China, the move to block its ships from leaving the strait could be designed to put increased pressure on Tehran as well as convince Beijing to play “a more active role in mediating a ceasefire,” Capital Economics group chief economist Neil Shearing said in a research note.
“In practice, however, [the blockade] risks creating new potential flashpoints,” Shearing said. “Would the U.S. Navy seize allied ships that have paid tolls to Tehran? Would it target Chinese vessels in the Strait? Either outcome would represent a significant escalation.”
Oil prices have been rising as shipping through the strait has essentially stalled since late February. Brent crude has climbed from roughly $70 per barrel before the war in late February to more than $119 at times. That, in turn, has pushed U.S. gas prices above $4 a gallon, pinching household budgets.
The declines in equity markets Monday morning weren’t as steep as some had projected following the failed negotiations over the weekend, said Adam Crisafulli, an analyst with Vital Knowledge, in a research note before the opening bell.
“The Hormuz blockade in reality isn’t as draconian as it initially appeared — the U.S. Navy is focused on interdicting ships traveling to/from Iranian ports, not all vessels moving through the waterway,” Crisafulli said.
U.S. Central Command said the U.S. Navy won’t stop vessels heading through the strait to and from non-Iranian ports.
Traffic in the Strait of Hormuz, through which about 20% of the world’s energy supplies are shipped, has been significantly curtailed since the war began in late February. In April, an average of about 10 ships passed through the Strait each day, far below the roughly 129 ships that traveled through the waterway in the month before the war, marine transit data shows.
Edited by Alain Sherter
The Associated Press contributed to this report.
https://www.cbsnews.com/video/us-to-begin-partial-blockade-of-strait-of-hormuz-trump-says/
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