--- title: "由于霍尔木兹海峡的紧张局势再次升级，市场可能会在周一出现新的波动" type: "News" locale: "zh-CN" url: "https://longbridge.com/zh-CN/news/283250877.md" description: "印度股市预计将在周一低开，原因是伊朗对霍尔木兹海口重新开放的决定反转，这引发了对和平谈判和能源价格的担忧。近期的紧张局势，包括对印度国旗船只的攻击，打击了市场的乐观情绪。分析师预测市场可能会出现调整，能源价格将是一个关键因素。尽管外资投资者最近转为净买入，但总体上仍然是净卖出。鉴于这些地缘政治的不确定性，投资者被建议保持谨慎，因为市场走势在很大程度上将取决于霍尔木兹海口的事态发展和能源价格" datetime: "2026-04-19T02:53:39.000Z" locales: - [zh-CN](https://longbridge.com/zh-CN/news/283250877.md) - [en](https://longbridge.com/en/news/283250877.md) - [zh-HK](https://longbridge.com/zh-HK/news/283250877.md) --- # 由于霍尔木兹海峡的紧张局势再次升级，市场可能会在周一出现新的波动 Indian equities are likely to open with a gap down on Monday, as Iran’s decision to reverse its plan to reopen the Strait of Hormuz has raised concerns about the trajectory of peace talks and energy prices. Uncertainties resurfaced after Iran, on Saturday, reasserted its control over the strait after blaming the US for violating a ceasefire agreement by maintaining its own blockade of Iranian ports and firing on vessels attempting to pass the strait. Two Indian-flagged ships had come under fire in the strait during the weekend. Iran had earlier announced it would allow shipping to pass through Hormuz. The current development has dented hopes of a sustained de-escalation, which had buoyed sentiment last week. Indian equities gained for the second straight week on Friday as easing geopolitical concerns boosted global risk sentiment. The benchmark Nifty and Sensex rose more than 1.2 per cent last week. For the week before that, the Sensex surged 5.8 per cent and the Nifty 5.9 per cent — their strongest performance since February 2021. “Markets could be disappointed on Monday and may give up the gains. If further developments indicate no progress, the market could even fall further. At the moment, developments around the talks and the status of the Strait of Hormuz will matter more for markets than the earnings season. Unless there are major surprises, earnings are unlikely to move the market significantly,” said U R Bhat, co-founder of Alphaniti Fintech. Bhat added that investors should remain cautious and avoid rushing into positions in the current situation. “These geopolitical developments are difficult to model or predict, and the market has already recovered quite a bit from recent lows. It may be wiser to wait for a clear and conclusive agreement, even if that means buying at slightly higher levels later,” said Bhat. Though a gap-down opening is expected on Monday, the extent of the correction will be limited, given the moderation in valuations after the recent correction and ongoing talks. “Markets may open flat or a bit down, but it would not be a major crack as such. Market sentiment has been positive over the last few days. The fresh shutdown could be a negotiation tactic. Major gaps down are unlikely unless a full-scale conflict restarts,” said Ambaresh Baliga, an independent equity analyst. Market direction in the near term would hinge largely on energy prices. “If Brent crude touches $100 per barrel again, we should expect up to a 2 per cent correction in the market in the next couple of days. While the fighting may be over, the economic damage will continue as long as shipping routes remain disrupted. And there are reports that gas infrastructure has been damaged, which could mean shortages persist for an extended period,” said Saurabh Mukherjea, founder and chief investment officer of Marcellus Investment Managers. Foreign portfolio investor (FPI) flows will also be watched. While FPIs turned net buyers recently, they have been net sellers to the tune of Rs 43,419 crore. FPIs were net buyers worth Rs 683 crore on Friday, while domestic institutions were net sellers worth Rs 4,722 crore. ### 相关股票 - [BP.UK](https://longbridge.com/zh-CN/quote/BP.UK.md) - [OXY.US](https://longbridge.com/zh-CN/quote/OXY.US.md) - [BNO.US](https://longbridge.com/zh-CN/quote/BNO.US.md) - [CRAK.US](https://longbridge.com/zh-CN/quote/CRAK.US.md) - [IEZ.US](https://longbridge.com/zh-CN/quote/IEZ.US.md) - [IXC.US](https://longbridge.com/zh-CN/quote/IXC.US.md) - [USO.US](https://longbridge.com/zh-CN/quote/USO.US.md) - [OIH.US](https://longbridge.com/zh-CN/quote/OIH.US.md) - [UCO.US](https://longbridge.com/zh-CN/quote/UCO.US.md) - [INDA.US](https://longbridge.com/zh-CN/quote/INDA.US.md) - [INDY.US](https://longbridge.com/zh-CN/quote/INDY.US.md) - [IEO.US](https://longbridge.com/zh-CN/quote/IEO.US.md) - [XES.US](https://longbridge.com/zh-CN/quote/XES.US.md) - [VDE.US](https://longbridge.com/zh-CN/quote/VDE.US.md) - [XOP.US](https://longbridge.com/zh-CN/quote/XOP.US.md) - [XLE.US](https://longbridge.com/zh-CN/quote/XLE.US.md) ## 相关资讯与研究 - [民调继续崩盘！特朗普支持率再创第二任期内新低](https://longbridge.com/zh-CN/news/284530334.md) - [伊朗石油工业三天内崩溃？这一次，特朗普错了](https://longbridge.com/zh-CN/news/284585355.md) - [布油期货价格首次突破每桶 120 美元大关](https://longbridge.com/zh-CN/news/284716520.md) - [伊朗战火点燃通胀 “引信”，美国 3 月 PCE 飙升至近三年来的最高点！](https://longbridge.com/zh-CN/news/284777589.md) - [欧洲央行维持利率不变，并警告伊朗局势冲突带来经济冲击](https://longbridge.com/zh-CN/news/284768611.md)