-- 麦格理集团周一在一份报告中指出,美伊停火协议可能延长至多两周,但达成全面和平协议仍需更长时间。 伊朗于上周五重新开放霍尔木兹海峡,允许商船通行,并于上周六重新控制了该海峡。美国和伊朗互相指责对方违反了4月7日宣布的为期两周的停火协议。 美国总统唐纳德·特朗普在Truth Social网站上发帖称,美国海军周日扣押了一艘试图突破海上封锁的伊朗籍船只。 美国将派遣谈判代表前往巴基斯坦进行第二轮和平谈判,但伊朗表示不打算参与谈判。特朗普周一告诉彭博新闻社,他不太可能延长停火协议,霍尔木兹海峡将继续封锁,直到达成协议为止。 麦格理银行全球外汇及利率策略师蒂埃里·维兹曼表示:“至少,目前为期两周的停火协议本周可能会再延长一到两周。但达成一项完整的和平协议则需要更长时间。” 维兹曼表示,根据以往类似协议的历史先例,和平进程很可能“漫长而曲折”。 他说道:“我们预计这一进程也不会例外,最终协议的框架可能需要数周甚至数月才能敲定。” 维兹曼表示,今天上午金融市场总体稳定,表明交易员们仍然押注于“在几周内达成一项永久性协议”。
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