<p>作者：Tomi Kilgore 和 Philip van Doorn</p>
<p>在标准普尔 500 指数中，前 20 大跌幅股票中有 19 家公司来自石油和天然气或化肥行业，另外一家则属于农业领域。</p>
<p>4 月 8 日早间，油价大幅下跌，市场预期特朗普总统宣布的与伊朗停火将迅速恢复霍尔木兹海峡的油轮交通。</p>
<p>受益于伊朗冲突的公司股票在周三早盘交易中遭遇大幅抛售，停火消息导致油价和其他商品价格暴跌。</p>
<p>道琼斯工业平均指数（DJIA）在早盘上涨 1266 点，涨幅为 2.7%，报 47,850.15 点。标准普尔 500 指数（SPX）上涨 2.3%，73% 的成分股上涨。本文中所有价格变动均不包括股息。</p>
<p>阅读：这些在特朗普宣布停火后上涨最多的标准普尔 500 股票</p>
<p>但也有许多股票出现大幅下跌，投资者纷纷抛售消息。作为这一行动的体现，西德克萨斯中质原油（CL00）在纽约商品交易所的连续前月合约早间下跌 18%，至每桶 92.60 美元。然而，WTI 仍比 2025 年末的 57.43 美元上涨 61%。</p>
<p>以下是周三早盘在标准普尔 500 指数中跌幅最大的 20 只股票：</p>
<p>点击股票代码以获取更多关于每家公司的信息。</p>
<p>阅读：市场观察报价页面上可用信息的指南</p>
<p>APA（APA）是标准普尔 500 指数中跌幅最大的股票，作为一家石油生产商，其股价下跌 11.8%，接近六年来最大单日跌幅，自 COVID-19 疫情恐慌高峰以来。</p>
<p>周三早盘跌幅最大的股票中，超过一半来自能源行业，但化肥制造商也受到重创。</p>
<p>LyondellBasell Industries（LYB）的股价在周三早盘下跌 10.4%。该股票在 3 月份因伊朗冲突而飙升 40%。石油和天然气供应并不是唯一受到限制的东西：中东地区约占全球尿素化肥出口的 40%，这一比例高于该地区的原油出口。</p>
<p>道琼斯（DOW）在周三早盘下跌 9.3%，CF Industries Holdings（CF）下跌 9.2%。两者均生产农业化学品，正如上表所示，这两只股票自 2 月 27 日美国和以色列对伊朗发动攻击前仍上涨不少。</p>
<p>State Street 能源选择行业 SPDR ETF（XLE）下跌 4.5%，其 22 个股票成分全部下跌。但该交易所交易基金仍比 2 月 27 日的收盘价高出 2.8%。自 2025 年末以来上涨 29%。</p>
<p>尽管停火带来了松了一口气的感觉，但 “局势依然脆弱，” Capital.com 高级市场分析师 Daniela Hathorn 在给客户的报告中写道。她认为停火条款明显偏向伊朗，这引发了关于该协议在美国是否具有政治可持续性的质疑。</p>
<p>“也存在谈判破裂的真实风险，一旦停火窗口期结束，冲突可能恢复到之前的状态，甚至进一步升级，” Hathorn 写道。“因此，市场可能将其视为暂停而非解决。”</p>
<p>在周三早盘其他显著下跌的股票中，西方石油（OXY）下跌 8.5%，康菲石油（ConocoPhillips）下跌 7%，埃克森美孚（XOM）下跌 6.4%。</p>
<p>在跌幅最大的食品和农业股票中，邦吉全球（Bunge Global）的股价（BG）下跌 5.3%。该公司受益于对化肥和油价飙升将推高农业商品价格的担忧。</p>
<p>iShares 标准普尔 GSCI 商品指数 ETF（GSG）在早盘交易中下跌 7.3%，此前在 3 月份创下 24.2% 的纪录涨幅。</p>
<p>-Tomi Kilgore -Philip van Doorn</p>
<p>该内容由 MarketWatch 创建，MarketWatch 由道琼斯公司运营。MarketWatch 与道琼斯新闻社和华尔街日报独立出版。</p>
<p>（完）道琼斯新闻社</p>
<p>04-08-26 1133ET</p>

美国石油设备与服务 ETF - iShares

利安德巴塞尔工业

美国近 12 月期天然气 ETF

<p>在特朗普总统宣布与伊朗达成停火协议后，石油和化肥股票遭遇了显著下跌，导致油价下跌。在标准普尔 500 指数中，前 20 名下跌股票中有 19 只来自石油、天然气或化肥行业。值得注意的是，APA 的股价下跌了 11.8%，而利安德巴塞尔工业和道达尔分别下跌了 10.4% 和 9.3%。尽管达成了停火协议，分析师警告称，局势仍然脆弱，可能会出现进一步的冲突。iShares S&P GSCI 商品指数 ETF 在三月份表现强劲后也下跌了 7.3%</p>

<p>By Tomi Kilgore and Philip van Doorn</p>
<div class="lb-trans"><p>作者：Tomi Kilgore 和 Philip van Doorn</p>
</div><p>Of the S&amp;P 500's top 20 biggest decliners, 19 companies are in either the oil and gas or the fertilizer business, and the other one is in agriculture</p>
<div class="lb-trans"><p>在标准普尔 500 指数中，前 20 大跌幅股票中有 19 家公司来自石油和天然气或化肥行业，另外一家则属于农业领域。</p>
</div><p>Oil prices plunged early on April 8 on the expectation that President Trump's announced cease-fire with Iran would lead to a quick resumption of tanker traffic through the Strait of Hormuz.</p>
<div class="lb-trans"><p>4 月 8 日早间，油价大幅下跌，市场预期特朗普总统宣布的与伊朗停火将迅速恢复霍尔木兹海峡的油轮交通。</p>
</div><p>Shares of companies that benefited the most from the Iran conflict were understandably taking a broad beating in early Wednesday trading, as the cease-fire sent oil and other commodity prices plunging.</p>
<div class="lb-trans"><p>受益于伊朗冲突的公司股票在周三早盘交易中遭遇大幅抛售，停火消息导致油价和其他商品价格暴跌。</p>
</div><p>The Dow Jones Industrial Average DJIA was up 1,266 points, or 2.7%, in early trading, at 47,850.15. The S&amp;P 500 index SPX was up 2.3%, with 73% of component stocks showing gains. All price changes in this article exclude dividends.</p>
<div class="lb-trans"><p>道琼斯工业平均指数（DJIA）在早盘上涨 1266 点，涨幅为 2.7%，报 47,850.15 点。标准普尔 500 指数（SPX）上涨 2.3%，73% 的成分股上涨。本文中所有价格变动均不包括股息。</p>
</div><p>Read: These stocks in the S&amp;P 500 are rising the most after Trump's cease-fire announcement</p>
<div class="lb-trans"><p>阅读：这些在特朗普宣布停火后上涨最多的标准普尔 500 股票</p>
</div><p>But there were plenty of stocks showing large declines as investors sold the news. Underscoring that action, continuous front-month contracts for West Texas Intermediate crude oil (CL00) were down 18% to $92.60 a barrel on the New York Mercantile Exchange early Wednesday. WTI was still up 61% from $57.43 at the end of 2025, however.</p>
<div class="lb-trans"><p>但也有许多股票出现大幅下跌，投资者纷纷抛售消息。作为这一行动的体现，西德克萨斯中质原油（CL00）在纽约商品交易所的连续前月合约早间下跌 18%，至每桶 92.60 美元。然而，WTI 仍比 2025 年末的 57.43 美元上涨 61%。</p>
</div><p>Here are the 20 stocks among the S&amp;P 500 showing the largest declines in early trading on Wednesday:</p>
<div class="lb-trans"><p>以下是周三早盘在标准普尔 500 指数中跌幅最大的 20 只股票：</p>
</div><p>Click on the tickers for more about each company.</p>
<div class="lb-trans"><p>点击股票代码以获取更多关于每家公司的信息。</p>
</div><p>Read: A guide to the information available on the MarketWatch quote page</p>
<div class="lb-trans"><p>阅读：市场观察报价页面上可用信息的指南</p>
</div><p>APA (APA) was the S&amp;P 500's biggest decliner, as the oil producer sank 11.8% toward its largest one-day decline in six years, since the height of the COVID-19 pandemic panic.</p>
<div class="lb-trans"><p>APA（APA）是标准普尔 500 指数中跌幅最大的股票，作为一家石油生产商，其股价下跌 11.8%，接近六年来最大单日跌幅，自 COVID-19 疫情恐慌高峰以来。</p>
</div><p>More than half of the stocks showing the largest early declines on Wednesday were in the energy sector, but fertilizer makers were also hit hard.</p>
<div class="lb-trans"><p>周三早盘跌幅最大的股票中，超过一半来自能源行业，但化肥制造商也受到重创。</p>
</div><p>Shares of LyondellBasell Industries (LYB) were down 10.4% early Wednesday. The stock had soared 40% in March as the Iran conflict raged. Oil and gas supply wasn't the only thing getting choked off: The Middle East accounts for up to about 40% of all urea fertilizer exports, a higher percentage than for crude exports from the region.</p>
<div class="lb-trans"><p>LyondellBasell Industries（LYB）的股价在周三早盘下跌 10.4%。该股票在 3 月份因伊朗冲突而飙升 40%。石油和天然气供应并不是唯一受到限制的东西：中东地区约占全球尿素化肥出口的 40%，这一比例高于该地区的原油出口。</p>
</div><p>Dow (DOW) was down 9.3% early Wednesday and CF Industries Holdings (CF) was down 9.2%. Both produce agricultural chemicals, and as you can see in the table above, both stocks were still up quite a bit from Feb. 27, the day before the U.S. and Israel launched their attack on Iran.</p>
<div class="lb-trans"><p>道琼斯（DOW）在周三早盘下跌 9.3%，CF Industries Holdings（CF）下跌 9.2%。两者均生产农业化学品，正如上表所示，这两只股票自 2 月 27 日美国和以色列对伊朗发动攻击前仍上涨不少。</p>
</div><p>The State Street Energy Select Sector SPDR ETF XLE was down 4.5%, with all 22 of its equity components losing ground. But the exchange-traded fund was still 2.8% above its Feb. 27 close. It was up 29% from the end of 2025.</p>
<div class="lb-trans"><p>State Street 能源选择行业 SPDR ETF（XLE）下跌 4.5%，其 22 个股票成分全部下跌。但该交易所交易基金仍比 2 月 27 日的收盘价高出 2.8%。自 2025 年末以来上涨 29%。</p>
</div><p>Despite the sigh of relief the cease-fire has provided, &#34;the situation remains fragile,&#34; Capital.com senior market analyst Daniela Hathorn wrote in a note to clients. She believes the terms of the cease-fire appear heavily tilted in Iran's favor, which raises questions about whether the deal is politically sustainable for the U.S.</p>
<div class="lb-trans"><p>尽管停火带来了松了一口气的感觉，但 “局势依然脆弱，” Capital.com 高级市场分析师 Daniela Hathorn 在给客户的报告中写道。她认为停火条款明显偏向伊朗，这引发了关于该协议在美国是否具有政治可持续性的质疑。</p>
</div><p>&#34;There is also a real risk that talks break down and the conflict reverts to its previous state, or even escalates further, once the cease-fire window expires,&#34; Hathorn wrote. &#34;As a result, markets are likely to treat this as a pause rather than a resolution.&#34;</p>
<div class="lb-trans"><p>“也存在谈判破裂的真实风险，一旦停火窗口期结束，冲突可能恢复到之前的状态，甚至进一步升级，” Hathorn 写道。“因此，市场可能将其视为暂停而非解决。”</p>
</div><p>Among other notable decliners early Wednesday, shares of Occidental Petroleum (OXY) fell 8.5%, ConocoPhillips was down 7% and Exxon Mobil (XOM) declined 6.4%.</p>
<div class="lb-trans"><p>在周三早盘其他显著下跌的股票中，西方石油（OXY）下跌 8.5%，康菲石油（ConocoPhillips）下跌 7%，埃克森美孚（XOM）下跌 6.4%。</p>
</div><p>Among the food and agricultural names on the list of largest decliners, Bunge Global's shares (BG) fell 5.3%. The company benefited as worries that surging fertilizer and oil prices would boost prices for agricultural commodities.</p>
<div class="lb-trans"><p>在跌幅最大的食品和农业股票中，邦吉全球（Bunge Global）的股价（BG）下跌 5.3%。该公司受益于对化肥和油价飙升将推高农业商品价格的担忧。</p>
</div><p>The iShares S&amp;P GSCI Commodity Indexed ETF GSG slumped 7.3% in early trading after posting a record 24.2% gain in March.</p>
<div class="lb-trans"><p>iShares 标准普尔 GSCI 商品指数 ETF（GSG）在早盘交易中下跌 7.3%，此前在 3 月份创下 24.2% 的纪录涨幅。</p>
</div><p>-Tomi Kilgore -Philip van Doorn</p>
<div class="lb-trans"><p>-Tomi Kilgore -Philip van Doorn</p>
</div><p>This content was created by MarketWatch, which is operated by Dow Jones &amp; Co. MarketWatch is published independently from Dow Jones Newswires and The Wall Street Journal.</p>
<div class="lb-trans"><p>该内容由 MarketWatch 创建，MarketWatch 由道琼斯公司运营。MarketWatch 与道琼斯新闻社和华尔街日报独立出版。</p>
</div><p>(END) Dow Jones Newswires</p>
<div class="lb-trans"><p>（完）道琼斯新闻社</p>
</div><p>04-08-26 1133ET</p>
<div class="lb-trans"><p>04-08-26 1133ET</p>
</div>

石油和化肥类股遭受重创，但仍然远高于伊朗冲突前的水平