铁矿 (IronOre) 加自选

周二，Ibovespa指数下跌约0.3%，跌至139500点以下，从历史高点回落，地缘政治紧张局势和国内政策风险打压市场情绪。对美国总统特朗普未能兑现4月2日承诺的关税下调的失望，引发了人们对巴西主要出口商长期贸易摩擦的担忧。与此同时，莫斯科和基辅之间可能进行的停火谈判对缓解全球紧张局势收效甚微，风险规避情绪居高不下。在国内，焦点转向财政部长Fernando Haddad和央行行长Gabriel Galípolo之间的会晤，预计将揭示财政救济措施是否会挤出信贷或收紧融资条件。巴西国家石油公司在IBAMA批准其Foz do Amazonas检查计划后小幅上涨，尽管许可证的不确定性限制了更广泛的能源收益。农业综合企业股票也下跌，因为主要家禽地区的疑似禽流感病例增加了重新实施出口限制的风险。

The Ibovespa slipped about 0.3% to below the 139,500 level on Tuesday, retreating from record highs as geopolitical tensions and domestic policy risks weighed on sentiment. Disappointment over US President Trump’s failure to deliver the tariff rollbacks promised on April 2nd raised concerns over prolonged trade friction for key Brazilian exporters. Meanwhile, talk of possible ceasefire negotiations between Moscow and Kyiv did little to ease global tensions, keeping risk aversion elevated. Domestically, focus turned to a meeting between Finance Minister Fernando Haddad and Central Bank President Gabriel Galípolo, expected to reveal whether fiscal relief efforts might crowd out credit or tighten funding conditions. Petrobras posted modest gains after IBAMA approved its Foz do Amazonas inspection plan, though licensing uncertainty capped broader energy gains. Agribusiness stocks also fell as suspected bird-flu cases in major poultry regions raised the risk of renewed export restrictions.