摩根士丹利：随着美伊外交取得进展，欧洲股市对霍尔木兹海峡可能重新开放最为敏感。

The Wall Street Journal reports U.S. oil executives are lobbying to block a diesel export ban being considered by President Trump. Industry officials had believed they had persuaded Washington to maintain exports, but Trump told the U.N. General Assembly he is weighing limits, surprising energy executives. Company executives and lobbyists have phoned administration officials and Republican lawmakers to oppose a ban, but Republican senators facing election pressure are urging action, making some form of export restriction appear increasingly likely. Oil companies warn even a temporary curtailment of diesel exports could cost U.S. refiners tens of billions of dollars in revenue. An energy adviser tied to refiners said the whole industry is mobilizing and that Republicans view a temporary export ban as the only way to help win several key Senate races.

欧元区债券收益率继续上升，德国2年期国债收益率现上涨超过5个基点，达到3.2581%。