--- title: "由於油價上漲和美國國債收益率壓力，盧比創下 96.96/$的歷史新低" type: "News" locale: "zh-HK" url: "https://longbridge.com/zh-HK/news/287051413.md" description: "印度盧比因油價高企和全球債券收益率上升而跌至每美元 96.96 的歷史低點，市場對美國進一步加息的擔憂加劇。自 2 月份伊朗戰爭開始以來，該貨幣已下跌超過 6%。分析師預測到 2026 年盧比將走弱，預期匯率在 95-100 之間。國有銀行的美元銷售幫助限制了盧比的下跌，而印度尼西亞中央銀行則提高利率以支持其貨幣，反映出該地區因衝突而面臨的壓力" datetime: "2026-05-20T02:51:39.000Z" locales: - [zh-CN](https://longbridge.com/zh-CN/news/287051413.md) - [en](https://longbridge.com/en/news/287051413.md) - [zh-HK](https://longbridge.com/zh-HK/news/287051413.md) --- # 由於油價上漲和美國國債收益率壓力，盧比創下 96.96/$的歷史新低 The Indian rupee fell to a record low on Wednesday as stalled US-Iran peace talks kept oil prices ​elevated, driving global bond yields higher and hurting equities ​amid fears of further central bank rate hikes. The rupee slid to ‌96.96 per dollar, breaching its previous record low of 96.6150 hit in the prior session, and ended the day at 96.82. The currency has fallen over 6% since the Iran war began in late February. Global bond markets extended their selloff as investors increased bets that the Federal Reserve may need to raise interest rates further in 2026. Oil prices eased but stayed near $110 a barrel after US President Donald Trump said he may still strike Iran, a day after delaying an imminent attack to allow more ‌talks with Tehran. Higher energy prices and weak capital flows, compounded by rising bond yields, have raised fears of a steep balance of payments deficit for India this fiscal year. "No convincing resolution to the conflict is in sight yet. This exogenous energy shock has upset the macro-apple cart and kept the rupee under pressure," analysts at DBS said in a note. They have revised their ​forecast range for the rupee to a weaker 95-100 band for the remainder of 2026, compared ‌with 90-95 earlier. On the day, dollar sales by state-run banks - most likely on behalf of the Reserve Bank of India - helped limit the ​rupee's ‌fall, traders said "There is constant (dollar) buying from clients while meaningful dollar supply is only ‌coming from the RBI, keeping INR dependent on interventions," a trader at private bank said. Signs of strain on account of the Iran war have emerged ‌elsewhere ​in the region ​as well. The central bank of Indonesia hiked rates by a larger-than-expected 50 bps to support the rupiah which, like the rupee, has ‌hit a series ​of record lows in recent days. ### 相關股票 - [EPI.US](https://longbridge.com/zh-HK/quote/EPI.US.md) - [INDA.US](https://longbridge.com/zh-HK/quote/INDA.US.md) - [IMVP.US](https://longbridge.com/zh-HK/quote/IMVP.US.md) - [D05.SG](https://longbridge.com/zh-HK/quote/D05.SG.md) ## 相關資訊與研究 - [美國 5 月季調後非農就業人口 17.2 萬人，美國國債收益率直線拉昇](https://longbridge.com/zh-HK/news/288864714.md) - [美國債市：伊朗與以色列同意暫緩交火 國債收窄油價飆升引發的跌幅](https://longbridge.com/zh-HK/news/289105890.md) - [炸裂非農 “引爆” 美聯儲加息預期！美債遭新一輪拋售潮 兩年期收益率創 14 個月最大漲幅](https://longbridge.com/zh-HK/news/288913579.md) - [伊朗出口創六年新低，油價為何突然崩了？90 美元防線進入破位倒計時！](https://longbridge.com/zh-HK/news/288921412.md) - [各國爭相囤積原油，油價或將長期高位運行](https://longbridge.com/zh-HK/news/289171025.md)