全球股市在周三呈现出混杂状态，欧洲基准指数多数上涨。而香港恒生指数涨幅显著超过6%，与此同时，亚洲其他市场则呈现回撤趋势，原因在于中东地区的紧张局势不断升级。
国际油价在伊朗对以色列发射几十枚导弹后进一步攀升，这潜在地提升了供应中断的风险。这一事件的影响力超过了美国8月份就业空缺出人意料增加的消息——显示美劳动市场依然坚挺——成为市场的主导话题。周二晚进行的副总统候选人辩论中民主党明尼苏达州州长蒂姆·沃尔兹和共和党参议员JD范斯之间的较量，分析师认为这并未吸引市场太多关注。
“市场的平静反应说明了一切——交易者更关心的是迫在眉睫的经济问题和地缘政治风险，而非副总统对决，”SPI资产管理公司首席分析师Stephen Innes如此评论道。
具体而言：
– 德国DAX指数微幅上涨0.1%，至19232.74点；伦敦富时100指数上升了0.4%，达到8311.82点；
– 法国CAC 40指数增长了0.5%，至7611.12点。
未来S&P 500指数下跌0.1%，而道琼斯工业平均指数则下跌了0.2%。
东京的尼科225指数下滑了2.2%，收于37808.76点，原因是执政的自民党选择石破茂接替福岛英二领导政府后导致其连任。随着日本经济高度依赖进口石油、天然气和煤炭以供工业使用，更高的能源价格将给石破茂带来新的挑战，他需要提振经济增长。
香港的恒生指数暴涨6.2%，至22443.73点，这背后是投资者对北京最近推出旨在刺激中国经济增长政策的热情。这些举措旨在重新激活房地产市场并支持金融市场。
– 中国万科等众多受到针对借贷限制导致行业低迷影响的房地产开发商在香港上市的股票大涨，其中中国万科股价上扬10%，而长房控股集团飙升近25%，家电制造商美的则跃升了4.2%。
香港基准指数目前是自2023年初以来最高的水平。
澳大利亚S&P/ASX 200下跌0.1%，至8198.20点；首尔的kospi指数下滑了1.2%，至2561.69点。
在周二，美股从历史新高处有所回落，其中标普500指数下降了0.9%；道指则跌落了0.4%，纳斯达克综合指数下跌幅度为1.5%。
以色列虽非主要石油生产国，但伊朗是，中东冲突的扩大可能会波及其他邻近的原油供应国。周二油价最高上涨至约5%，最终收于每桶涨2.4%；布伦特原油价格上涨了2.6%。
在周三早盘，美国原油价格上行至71.34美元/桶，布伦特原油则攀升至75.01美元/桶。
标准普尔500指数的创历史新高记录已保持43天。尽管就业岗位市场出现放缓迹象，但股市仍因希望美国经济可以继续增长而持续上涨，同时联邦储备系统（Fed）正在降低利率以增加动力。上个月，美联储首次降息近四年以来的主要利率，并表明会在接下来的一年里继续提供减息。
悬在华尔街的主导问题是如何评估这些减息最终是否会在 Fed 之前显得不足或过于迟缓，那时 Fed 已将利率保持在20年来最高水平，以求限制经济并足够压低通货膨胀率。
周二传来的一个令人失望的消息显示美国制造业在9月下滑速度超过经济学家预期。另一个经济威胁在于东部36个港口码头工人可能发起罢工，这可能导致供应链中断，并推高通胀风险。
工人要求合同不允 许自动化取代他们的职位，以及其它类似条款。供应链专家表示消费者短期内不会受到影响，因为大多数零售商已经补充货物，并提前发货以应对节日礼品季的需求。
美元兑日元升值至144.03，相比周二晚的143.57有所提高；欧元则升至每美元1.077，高于前一日的1.1070。
新闻来源：www.abcnews.go.com
原文地址：World shares are mixed as tensions escalate in the Middle East
新闻日期：2024-10-02
原文摘要：
World shares were mixed on Wednesday, with European benchmarks mostly higher. Hong Kong’s Hang Seng soared more than 6% while other Asian markets retreated as tensions escalated in the Middle East. Oil prices extended gains after Iran fired dozens of missiles into Israel, potentially raising the risk of disruptions to supplies. That news overshadowed an upbeat report showing U.S. job openings rose unexpectedly in August as the American labor market continued to show resilience. A debate Tuesday night between vice presidential candidates Democratic Gov. of Minnesota Tim Walz and Republican senator JD Vance likewise drew scant market attention, analysts said. “The market’s muted reaction says it all — traders are far more focused on pressing economic concerns and geopolitical risks than on the vice presidential showdown,” Stephen Innes of SPI Asset Management said in a commentary. Germany's DAX edged 0.1% higher to 19,232.74 and the FTSE 100 in London advanced 0.4% to 8,311.82. In Paris, the CAC 40 picked up 0.5% to 7,611.12. The future for the S&P 500 was 0.1% lower while that for the Dow Jones Industrial Average gave up 0.2%. Tokyo's Nikkei 225 lost 2.2% to 37,808.76. It has retreated since the ruling Liberal Democratic Party chose Shigeru Ishiba to lead the government, replacing Fumio Kishida, who stepped aside on Tuesday. Higher energy prices in Japan, which relies heavily on imported oil, gas and coal to power its industries, would add to Ishiba's burdens as he works to pep up the economy. Hong Kong's Hang Seng roared 6.2% higher to 22,443.73, riding a wave of investor enthusiasm over recent moves by Beijing to rev up the Chinese economy with policies aimed at reviving the ailing property sector and supporting financial markets. With Shanghai and other markets in China closed, trading crowded into Hong Kong. Hong Kong-traded shares in China Vanke, one of many real estate developers squeezed by a crackdown on borrowing that pushed the industry into a slump, jumped 10%. Longfor Holdings Group rocketed nearly 25% and appliance maker Midea surged 4.2%. The Hong Kong benchmark is trading at its highest level since early 2023. Australia's S&P/ASX 200 edged 0.1% lower to 8,198.20 and the Kospi in Seoul lost 1.2% to 2,561.69. On Tuesday, U.S. stocks retreated from their records, with the S&P 500 dropping 0.9%. The Dow dropped 0.4% and the Nasdaq composite lost 1.5%. Israel is not a major producer of oil, but Iran is, and the potential for a wider conflict could affect other, neighboring producers of crude. The price for a barrel of benchmark U.S. crude rose as much as 5% on Tuesday before settling 2.4% higher. Brent crude, the international standard, rallied 2.6%. Early Wednesday, U.S. crude was up $1.51 at $71.34 per barrel. Brent crude climbed $1.45 to $75.01 per barrel. The all-time high that the S&P 500 set on Monday was its 43rd of the year so far. Stocks had been jumping on hopes the U.S. economy can continue to grow despite a slowdown in the job market, as the Federal Reserve cuts interest rates to give it more juice. The Fed last month lowered its main interest rate for the first time in more than four years, and it’s indicated it will deliver more cuts through next year. The dominant question hanging over Wall Street is whether the cuts will ultimately prove to be too little, too late after the Fed earlier kept rates at a two-decade high in hopes of braking on the economy enough to stamp out high inflation. A discouraging report arrived Tuesday, showing U.S. manufacturing weakened by more in September than economists expected. Another threat to the economy could lie in a strike by dockworkers at 36 ports across the eastern United States that could snarl supply chains and drive up inflation. The workers are asking for a labor contract that doesn’t allow automation to take their jobs, among other things. Supply chain experts say consumers won’t see an immediate impact because most retailers have stocked up on goods, moving ahead shipments of holiday gift items. The dollar was trading at 144.03 yen, up from 143.57 yen late Tuesday. The euro rose to $1.077 from $1.1070.
