<p>作者：Tomi Kilgore 和 Philip van Doorn</p>
<p>在標準普爾 500 指數中，前 20 大跌幅股票中有 19 家公司來自石油和天然氣或化肥行業，另外一家則屬於農業領域。</p>
<p>4 月 8 日早間，油價大幅下跌，市場預期特朗普總統宣佈的與伊朗停火將迅速恢復霍爾木茲海峽的油輪交通。</p>
<p>受益於伊朗衝突的公司股票在週三早盤交易中遭遇大幅拋售，停火消息導致油價和其他商品價格暴跌。</p>
<p>道瓊斯工業平均指數（DJIA）在早盤上漲 1266 點，漲幅為 2.7%，報 47,850.15 點。標準普爾 500 指數（SPX）上漲 2.3%，73% 的成分股上漲。本文中所有價格變動均不包括股息。</p>
<p>閲讀：這些在特朗普宣佈停火後上漲最多的標準普爾 500 股票</p>
<p>但也有許多股票出現大幅下跌，投資者紛紛拋售消息。作為這一行動的體現，西德克薩斯中質原油（CL00）在紐約商品交易所的連續前月合約早間下跌 18%，至每桶 92.60 美元。然而，WTI 仍比 2025 年末的 57.43 美元上漲 61%。</p>
<p>以下是週三早盤在標準普爾 500 指數中跌幅最大的 20 只股票：</p>
<p>點擊股票代碼以獲取更多關於每家公司的信息。</p>
<p>閲讀：市場觀察報價頁面上可用信息的指南</p>
<p>APA（APA）是標準普爾 500 指數中跌幅最大的股票，作為一家石油生產商，其股價下跌 11.8%，接近六年來最大單日跌幅，自 COVID-19 疫情恐慌高峰以來。</p>
<p>週三早盤跌幅最大的股票中，超過一半來自能源行業，但化肥製造商也受到重創。</p>
<p>LyondellBasell Industries（LYB）的股價在週三早盤下跌 10.4%。該股票在 3 月份因伊朗衝突而飆升 40%。石油和天然氣供應並不是唯一受到限制的東西：中東地區約佔全球尿素化肥出口的 40%，這一比例高於該地區的原油出口。</p>
<p>道瓊斯（DOW）在週三早盤下跌 9.3%，CF Industries Holdings（CF）下跌 9.2%。兩者均生產農業化學品，正如上表所示，這兩隻股票自 2 月 27 日美國和以色列對伊朗發動攻擊前仍上漲不少。</p>
<p>State Street 能源選擇行業 SPDR ETF（XLE）下跌 4.5%，其 22 個股票成分全部下跌。但該交易所交易基金仍比 2 月 27 日的收盤價高出 2.8%。自 2025 年末以來上漲 29%。</p>
<p>儘管停火帶來了鬆了一口氣的感覺，但 “局勢依然脆弱，” Capital.com 高級市場分析師 Daniela Hathorn 在給客户的報告中寫道。她認為停火條款明顯偏向伊朗，這引發了關於該協議在美國是否具有政治可持續性的質疑。</p>
<p>“也存在談判破裂的真實風險，一旦停火窗口期結束，衝突可能恢復到之前的狀態，甚至進一步升級，” Hathorn 寫道。“因此，市場可能將其視為暫停而非解決。”</p>
<p>在週三早盤其他顯著下跌的股票中，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農業股票中，邦吉全球（Bunge Global）的股價（BG）下跌 5.3%。該公司受益於對化肥和油價飆升將推高農業商品價格的擔憂。</p>
<p>iShares 標準普爾 GSCI 商品指數 ETF（GSG）在早盤交易中下跌 7.3%，此前在 3 月份創下 24.2% 的紀錄漲幅。</p>
<p>-Tomi Kilgore -Philip van Doorn</p>
<p>該內容由 MarketWatch 創建，MarketWatch 由道瓊斯公司運營。MarketWatch 與道瓊斯新聞社和華爾街日報獨立出版。</p>
<p>（完）道瓊斯新聞社</p>
<p>04-08-26 1133ET</p>

美國石油設備與服務 ETF - iShares

利安德巴塞爾工業

美國近 12 月期天然氣 ETF

<p>在特朗普總統宣佈與伊朗達成停火協議後，石油和化肥股票遭遇了顯著下跌，導致油價下跌。在標準普爾 500 指數中，前 20 名下跌股票中有 19 只來自石油、天然氣或化肥行業。值得注意的是，APA 的股價下跌了 11.8%，而利安德巴塞爾工業和道達爾分別下跌了 10.4% 和 9.3%。儘管達成了停火協議，分析師警告稱，局勢仍然脆弱，可能會出現進一步的衝突。iShares S&P GSCI 商品指數 ETF 在三月份表現強勁後也下跌了 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>在標準普爾 500 指數中，前 20 大跌幅股票中有 19 家公司來自石油和天然氣或化肥行業，另外一家則屬於農業領域。</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 日早間，油價大幅下跌，市場預期特朗普總統宣佈的與伊朗停火將迅速恢復霍爾木茲海峽的油輪交通。</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>受益於伊朗衝突的公司股票在週三早盤交易中遭遇大幅拋售，停火消息導致油價和其他商品價格暴跌。</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>道瓊斯工業平均指數（DJIA）在早盤上漲 1266 點，漲幅為 2.7%，報 47,850.15 點。標準普爾 500 指數（SPX）上漲 2.3%，73% 的成分股上漲。本文中所有價格變動均不包括股息。</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>閲讀：這些在特朗普宣佈停火後上漲最多的標準普爾 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>但也有許多股票出現大幅下跌，投資者紛紛拋售消息。作為這一行動的體現，西德克薩斯中質原油（CL00）在紐約商品交易所的連續前月合約早間下跌 18%，至每桶 92.60 美元。然而，WTI 仍比 2025 年末的 57.43 美元上漲 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>以下是週三早盤在標準普爾 500 指數中跌幅最大的 20 只股票：</p>
</div><p>Click on the tickers for more about each company.</p>
<div class="lb-trans"><p>點擊股票代碼以獲取更多關於每家公司的信息。</p>
</div><p>Read: A guide to the information available on the MarketWatch quote page</p>
<div class="lb-trans"><p>閲讀：市場觀察報價頁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）是標準普爾 500 指數中跌幅最大的股票，作為一家石油生產商，其股價下跌 11.8%，接近六年來最大單日跌幅，自 COVID-19 疫情恐慌高峰以來。</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>週三早盤跌幅最大的股票中，超過一半來自能源行業，但化肥製造商也受到重創。</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）的股價在週三早盤下跌 10.4%。該股票在 3 月份因伊朗衝突而飆升 40%。石油和天然氣供應並不是唯一受到限制的東西：中東地區約佔全球尿素化肥出口的 40%，這一比例高於該地區的原油出口。</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>道瓊斯（DOW）在週三早盤下跌 9.3%，CF Industries Holdings（CF）下跌 9.2%。兩者均生產農業化學品，正如上表所示，這兩隻股票自 2 月 27 日美國和以色列對伊朗發動攻擊前仍上漲不少。</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 能源選擇行業 SPDR ETF（XLE）下跌 4.5%，其 22 個股票成分全部下跌。但該交易所交易基金仍比 2 月 27 日的收盤價高出 2.8%。自 2025 年末以來上漲 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>儘管停火帶來了鬆了一口氣的感覺，但 “局勢依然脆弱，” Capital.com 高級市場分析師 Daniela Hathorn 在給客户的報告中寫道。她認為停火條款明顯偏向伊朗，這引發了關於該協議在美國是否具有政治可持續性的質疑。</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>“也存在談判破裂的真實風險，一旦停火窗口期結束，衝突可能恢復到之前的狀態，甚至進一步升級，” Hathorn 寫道。“因此，市場可能將其視為暫停而非解決。”</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>在週三早盤其他顯著下跌的股票中，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農業股票中，邦吉全球（Bunge Global）的股價（BG）下跌 5.3%。該公司受益於對化肥和油價飆升將推高農業商品價格的擔憂。</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 標準普爾 GSCI 商品指數 ETF（GSG）在早盤交易中下跌 7.3%，此前在 3 月份創下 24.2% 的紀錄漲幅。</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>該內容由 MarketWatch 創建，MarketWatch 由道瓊斯公司運營。MarketWatch 與道瓊斯新聞社和華爾街日報獨立出版。</p>
</div><p>(END) Dow Jones Newswires</p>
<div class="lb-trans"><p>（完）道瓊斯新聞社</p>
</div><p>04-08-26 1133ET</p>
<div class="lb-trans"><p>04-08-26 1133ET</p>
</div>

石油和化肥類股遭受重創，但仍然遠高於伊朗衝突前的水平