<ul>
<li>伊朗在霍尔木兹海峡扣押两艘船只</li>
</ul><ul>
<li>布伦特原油价格维持在每桶 100 美元以上</li>
</ul><ul>
<li>美国海军继续封锁伊朗港口</li>
</ul><p>（亚洲早盘更新）</p><p>作者：诺埃尔·约翰</p><p>4 月 23 日（路透社）- 周四，受高油价引发的通胀担忧及长期高利率预期推动，金价在震荡交易中下跌，投资者也在等待美伊之间陷入僵局的和平谈判出现转机。</p><p>截至格林尼治时间 02:15，现货黄金（XAU=）下跌 0.7%，报每盎司 4,705.09 美元。6 月交割的美国黄金期货（GCcv1）下跌 0.6%，报 4,722.10 美元。</p><p>由于美国汽油和馏分油库存降幅超出预期，且和平谈判缺乏进展，布伦特原油价格维持在每桶 100 美元以上。（O/R）</p><p>KCM Trade 首席市场分析师蒂姆·沃特（Tim Waterer）表示：“布伦特原油重回三位数水平，让通胀担忧占据主导地位，这也使金价今日处于被动局面。”</p><p>原油价格上涨会推高运输和生产成本，从而加剧通胀，增加利率上调的可能性。</p><p>虽然黄金被视为抗通胀工具，但高利率使得有收益的资产更具吸引力，从而压制了黄金的吸引力。</p><p>周三，伊朗在霍尔木兹海峡扣押了两艘船只，这是在美国总统唐纳德·特朗普取消军事打击且未见和平谈判重启迹象后，对这一战略水道控制的收紧。</p><p>特朗普坚持对美国海军封锁伊朗海上贸易，伊朗议会议长兼首席谈判代表穆罕默德·巴格尔·卡利巴夫表示，只有解除封锁，全面停火才有意义。</p><p>“投资者担心这种 ‘停火加封锁’ 的现状可能持续数月，将短期飙升转化为长期的通胀锚点，这将从收益率角度损害黄金，” 沃特说。</p><p>与此同时，路透社对经济学家的调查显示，由于战争引发的能源冲击重新点燃了已经高企的通胀，美联储今年可能会等待至少六个月才会降息。</p><p>交易员现在认为美联储在 12 月降息 25 个基点的概率为 23%，低于一周前的 28%。战前，市场预期今年将降息两次。（FEDWATCH）</p><p>现货白银（XAG=）下跌 1.4%，至每盎司 76.64 美元；铂金（XPT=）下跌 1.3%，至 2,048.25 美元；钯金（XPD=）下跌 1%，报 1,529.25 美元。</p>

特朗普最后时刻反转，宣布延长停火，维持海上封锁等待伊朗提交方案；伊媒称伊朗正式拒绝出席22日伊美谈判，白宫称万斯和美代表团取消巴基斯坦行程，谈判后续安排仍存不确定性。你觉得伊朗会先妥协，还是特朗普先松口？欢迎在话题下分享你的看法～

<p>特朗普最后时刻反转，宣布延长停火，维持海上封锁等待伊朗提交方案；伊媒称伊朗正式拒绝出席22日伊美谈判，白宫称万斯和美代表团取消巴基斯坦行程，谈判后续安排仍存不确定性。你觉得伊朗会先妥协，还是特朗普先松口？欢迎在话题下分享你的看法～</p>

美伊谈判陷僵局，停火还能撑多久？

阿尼科伊格尔矿业

GOLD

纽蒙特矿业

<ul>
<li>Iran seizes two ships in the Strait of Hormuz</li>
</ul>
<div class="lb-trans"><ul>
<li>伊朗在霍尔木兹海峡扣押两艘船只</li>
</ul></div><ul>
<li>Brent crude oil remains above $100 a barrel</li>
</ul>
<div class="lb-trans"><ul>
<li>布伦特原油价格维持在每桶 100 美元以上</li>
</ul></div><ul>
<li>U.S. Navy continues blockade of Iran’s ports</li>
</ul>
<div class="lb-trans"><ul>
<li>美国海军继续封锁伊朗港口</li>
</ul></div><p>(Updates for Asia morning hours)</p>
<div class="lb-trans"><p>（亚洲早盘更新）</p></div><p>By Noel John</p>
<div class="lb-trans"><p>作者：诺埃尔·约翰</p></div><p>April 23 (Reuters) - Gold fell in choppy trade on Thursday as elevated oil prices fuelled fears of inflation and prolonged high interest rates, while investors looked for clarity on stalled peace talks between the U.S. and Iran.</p>
<div class="lb-trans"><p>4 月 23 日（路透社）- 周四，受高油价引发的通胀担忧及长期高利率预期推动，金价在震荡交易中下跌，投资者也在等待美伊之间陷入僵局的和平谈判出现转机。</p></div><p>Spot gold (XAU=) was down 0.7% at $4,705.09 per ounce, as of 0215 GMT. U.S. gold futures (GCcv1) for June delivery fell 0.6% to $4,722.10.</p>
<div class="lb-trans"><p>截至格林尼治时间 02:15，现货黄金（XAU=）下跌 0.7%，报每盎司 4,705.09 美元。6 月交割的美国黄金期货（GCcv1）下跌 0.6%，报 4,722.10 美元。</p></div><p>Brent crude oil prices remained above $100 a barrel after larger-than-expected gasoline and distillate stock draws in the United States, and over a lack of progress on the peace talks. (O/R)</p>
<div class="lb-trans"><p>由于美国汽油和馏分油库存降幅超出预期，且和平谈判缺乏进展，布伦特原油价格维持在每桶 100 美元以上。（O/R）</p></div><p>“The sight of Brent oil back at triple digits is keeping inflation worries at the forefront, and is putting gold on the back foot today,” said Tim Waterer, chief market analyst at KCM Trade.</p>
<div class="lb-trans"><p>KCM Trade 首席市场分析师蒂姆·沃特（Tim Waterer）表示：“布伦特原油重回三位数水平，让通胀担忧占据主导地位，这也使金价今日处于被动局面。”</p></div><p>Higher crude oil prices can stoke inflation by raising transportation and production costs, increasing the likelihood of higher interest rates.</p>
<div class="lb-trans"><p>原油价格上涨会推高运输和生产成本，从而加剧通胀，增加利率上调的可能性。</p></div><p>While gold is considered an inflation hedge, high interest rates make yield-bearing assets more attractive, weighing on bullion’s appeal.</p>
<div class="lb-trans"><p>虽然黄金被视为抗通胀工具，但高利率使得有收益的资产更具吸引力，从而压制了黄金的吸引力。</p></div><p>Iran seized two ships in the Strait of Hormuz on Wednesday, tightening its grip on the strategic waterway after U.S. President Donald Trump called off attacks with no sign of the peace talks restarting.</p>
<div class="lb-trans"><p>周三，伊朗在霍尔木兹海峡扣押了两艘船只，这是在美国总统唐纳德·特朗普取消军事打击且未见和平谈判重启迹象后，对这一战略水道控制的收紧。</p></div><p>Trump maintained the U.S. Navy blockade of Iran’s trade by sea, and Iran’s ​parliament speaker and ​top negotiator Mohammad Baqer Qalibaf said a full ceasefire only made sense if it was lifted.</p>
<div class="lb-trans"><p>特朗普坚持对美国海军封锁伊朗海上贸易，伊朗议会议长兼首席谈判代表穆罕默德·巴格尔·卡利巴夫表示，只有解除封锁，全面停火才有意义。</p></div><p>“Investors are worried that this ‘ceasefire-plus-blockade’ status quo could drag on for months, turning a short-term spike into a long-term inflationary anchor, which would hurt gold from a yield perspective,” said Waterer.</p>
<div class="lb-trans"><p>“投资者担心这种 ‘停火加封锁’ 的现状可能持续数月，将短期飙升转化为长期的通胀锚点，这将从收益率角度损害黄金，” 沃特说。</p></div><p>Meanwhile, a Reuters poll of economists showed the U.S. Federal Reserve will likely wait at least six months before cutting interest rates this year as war-driven energy shocks reignite already-elevated inflation.</p>
<div class="lb-trans"><p>与此同时，路透社对经济学家的调查显示，由于战争引发的能源冲击重新点燃了已经高企的通胀，美联储今年可能会等待至少六个月才会降息。</p></div><p>Traders now see a 23% chance of a 25-basis-point Fed rate cut in December, down from 28% a week ago. Before the war, there were expectations of two reductions for this year. (FEDWATCH)</p>
<div class="lb-trans"><p>交易员现在认为美联储在 12 月降息 25 个基点的概率为 23%，低于一周前的 28%。战前，市场预期今年将降息两次。（FEDWATCH）</p></div><p>Spot silver (XAG=) fell 1.4% to $76.64 per ounce, platinum (XPT=) lost 1.3% to $2,048.25, and palladium (XPD=) was down 1% at $1,529.25.</p>
<div class="lb-trans"><p>现货白银（XAG=）下跌 1.4%，至每盎司 76.64 美元；铂金（XPT=）下跌 1.3%，至 2,048.25 美元；钯金（XPD=）下跌 1%，报 1,529.25 美元。</p></div>

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贵金属：油价飙升引发通胀担忧致金价下跌；美伊局势成焦点