隔夜美股全覆盤 | 歐美擬禁止進口俄油，商品牛市熱潮持續，天然氣、倫鎳暴漲；第三輪俄烏談判再次未果，三大股指重挫
昨夜美股三大股指低開低走，悉數大跌。歐美共同研究禁止進口俄羅斯石油的可能性，美國眾議院最快將於週二就取消與俄羅斯和白俄羅斯的貿易關係、禁止進口石油進行投票。而歐盟聲明草案顯示：歐盟領導人考慮宣佈逐步停止對俄羅斯能源的依賴，將在本週的峯會上同意“逐步消除對俄羅斯天然氣、石油和煤炭進口的依賴”。據悉，歐盟執行機構正在制定路徑，希望在2022年把對俄羅斯天然氣的依賴程度降低近80%。原油期貨飆漲，衝上2008年7月以來盤中高位。英國5月份交付的天然氣批發合同上漲92.9%，報660便士/撒姆，創歷史新高。英國首相約翰遜稱，能源制裁非常有可能被提上議程。同時，鎳礦因生產大國俄羅斯被制裁而遭到大逼空，倫鎳首次一日漲超1.9萬美元，刷新將近十五年來高位。
盤中第三輪俄烏談判結束，未達預期效果，烏克蘭方面稱將繼續與俄羅斯進行談判，第四輪談判很快將在白俄羅斯舉行。截至收盤，道指跌 2.37%，納指跌 3.62%，標普跌 2.95%。WIT原油漲 3.91%至120.22美元，美國10年期國債收益率漲至1.772%，恐慌指數VIX收漲 13.98%。
大型科技股均大幅收跌。蘋果跌 2.37%，傳蘋果正與某韓企討論FC-BGA基板供應Apple Car；蘋果將於北京時間3月9日舉辦春季發佈會，市場預計其股價或將迎來反彈。微軟跌 3.78%，第二大收購靴子落地，對微妙通訊收購已完成。谷歌-C跌 4.28%，隨着審查要求的增加，谷歌暫停在俄羅斯的所有廣吿。亞馬遜跌 5.62%，FTC對亞馬遜提起法律訴訟的時限將於3月中旬到期，此前市場消息稱，FTC正準備對亞馬遜以85億美元收購米高梅的交易提起反壟斷訴訟。特斯拉收跌 4.02%，特斯拉柏林超級工廠獲得最終環保審批，但仍需滿足多項要求才能投產。伯克希爾-B跌 0.81%，全球油價大漲，巴菲特出手石油公司和新能源項目。Meta跌 6.29%。
行業板塊方面，油氣鑽井板塊漲幅居前，漲8.31%，石油和天然氣設備和服務板塊漲7.21%，鈾板塊漲3.67%。中概股多數收跌，阿里巴巴跌 1.93%，京東跌 4.83%，拼多多跌 6.45%。蔚來跌 2.74%，預期A類普通股3月10日開始在香港聯交所買賣。理想跌 5.62%，將在北京車展期間發佈全球智能旗艦SUV理想L9。小鵬跌 7.86%，中信建投稱乘用車景氣復甦延續，關注原材料價格波動。
成交額異動：英偉達成交額排名第七，成交98.26億美元，收跌 6.91%。AMD成交96.44億美元，排名第八，收跌 5.04%。雪佛龍成交55.39億美元，排名第十三，收漲 2.14%。埃克森美孚成交47.39億美元，排名第十七，收漲 3.6%。
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