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跟进:弗拉维奥·博索纳罗拒绝承认巴西大选败选:称将要求废止决选结果,巴西股指基金在亚洲交易暴跌近15%

2026-10-26 · 世界 · GSM News事件

巴西总统决选结果公布后出现新进展:落败的右翼参议员弗拉维奥·博索纳罗(Flávio Bolsonaro)10月26日拒绝承认败选,表示将要求废止选举结果;现任总统卢拉(Luiz Inácio Lula da Silva)已在10月25日的决选中以51.79%对48.21%的得票率赢得第四个任期,最终计票显示两人票差超过400万张。金融市场周一剧烈反应:一只在东京上市、跟踪巴西 Bovespa 指数的交易所交易基金在亚洲交易时段暴跌近15%,巴西股市开盘后料将录得多年来最大单日跌幅之一,巴西雷亚尔对美元亦显著走弱。

据路透社报道,博索纳罗对记者表示:「在事态如此发展的情况下,不可能承认选举结果。」他质疑一名由卢拉任命的最高法院法官周日晚间作出的决定——该决定以所谓选民接送违规为由,把投票时间延长了两小时——并称将申请废止结果。分析人士认为,他落后超过400万票的幅度使废止申请难以成功;而且他自己的竞选团队也曾以保守派占优的南部地区暴雨为由,申请延长投票时间。观察人士担心,拒绝认输可能在巴西引发抗议浪潮;他的父亲、前总统雅伊尔·博索纳罗(Jair Bolsonaro)在2022年大选落败后,其支持者曾冲击政府建筑,雅伊尔·博索纳罗其后因策划政变被判处27年监禁。

卢拉周日晚在 São Paulo 一家酒店发表讲话时语气和缓,他说:「我不会谈什么全国团结,因为那并不总是符合这个国家的现实。没有人有义务喜欢当选总统,但他是被放在这个位置上、为所有人执政的。」卢拉的胜选出乎民调与先例预期;他接下来将面对一个由博索纳罗盟友占多数的国会,圣保罗 Insper 学院政治学教授 Carlos Melo 表示,他面临的「挑战数不胜数」。市场方面,投资者此前在第一轮投票后大举买入巴西资产、押注右翼胜选,决选结果使这批交易面临平仓,分析师预计巴西资产将出现大幅重新定价,直至卢拉政府给出可信的财政路径。

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来源:GSM·美国

Follow-up: Flavio Bolsonaro Refuses to Recognize Brazil Runoff Result, Says He Will Seek Annulment as Brazil ETF Plunges Nearly 15% in Asia Trade

A new development followed Brazil's presidential runoff result: defeated right-wing Senator Flavio Bolsonaro on October 26 refused to recognize his loss and said he would ask for the result to be annulled, after President Luiz Inacio Lula da Silva won a fourth term in the October 25 runoff with 51.79% of the vote to Bolsonaro's 48.21%, a margin of more than 4 million votes in the final count. Financial markets reacted sharply on Monday: a Tokyo-listed exchange-traded fund tracking Brazil's Bovespa index dived nearly 15% in Asia trade, Brazilian stocks were on pace for one of their worst one-day declines in years, and the real weakened significantly against the dollar.

According to Reuters, Bolsonaro told journalists: "It is impossible to recognize the election results, given the circumstances under which things unfolded." He called into question a late-Sunday decision by a Lula-appointed Supreme Court justice that extended voting by two hours over alleged voter transport irregularities, and said he would ask for the result to be annulled. Analysts said the scale of his loss, trailing by more than 4 million votes, makes annulment unlikely to succeed, and noted that his own campaign had also sought a voting extension because of heavy rains in the conservative-leaning south. Observers warned that refusing to concede could spark protests; after the 2022 election, supporters of his father, former President Jair Bolsonaro, stormed government buildings, and Jair Bolsonaro later received a 27-year sentence for plotting a coup.

Speaking at a hotel in Sao Paulo late on Sunday, Lula struck a conciliatory tone: "I won't speak of national unity, because that doesn't always fit the reality of this country. No one is obliged to like the elected president, but he was put in place to govern for everyone." Lula's win defied polls and precedent, and he will now govern alongside a Congress packed with Bolsonaro allies; Carlos Melo, a political science professor at Insper in Sao Paulo, said "the challenges are countless." Investors had piled into Brazilian assets after Bolsonaro won the first round, and analysts expected those bets to unwind with aggressive repricing until the Lula government presents a credible fiscal path.

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Source: GSM News, USA

来源:GSM·美国(原文链接)

图片来源:图:弗拉维奥·博索纳罗参议员官方肖像。图片:Agência Senado(巴西参议院新闻社),署名使用,经 Wikimedia Commons(裁切)。Photo: Official Senate portrait of Senator Flavio Bolsonaro. Image: Agencia Senado, attribution, via Wikimedia Commons (cropped).

本事件进展Story Timeline
  1. 2026-10-06 08:45巴西大选首轮爆冷:博索纳罗之子弗拉维奥意外胜出,10月25日决战卢拉
  2. 2026-10-13 09:39决选首份Datafolha民调:弗拉维奥有效票52%对48%领先卢拉
  3. 2026-10-17 00:57巴西总统决选10月25日举行 弗拉维奥·博索纳罗承诺2000亿雷亚尔财政调整、称不动社会支出
  4. 2026-10-18 18:18巴西总统决选首场电视辩论今晚圣保罗登场 卢拉与 Flavio Bolsonaro 正面对决
  5. 2026-10-18 19:49跟进:巴西决选首场电视辩论交锋激烈 卢拉与Flavio Bolsonaro互指涉案 安全与经济成焦点
  6. 2026-10-19 00:44巴西总统决选首场电视辩论:卢拉与弗拉维奥·博索纳罗互指腐败 10月25日投票
  7. 2026-10-21 07:40跟进:巴西总统决选民调收窄:弗拉维奥·博索纳罗45%对44%领先卢拉,电视辩论后首份Quaest民调差距在误差范围内
  8. 2026-10-25 09:40跟进:巴西决选今日投票:卢拉与弗拉维奥·博索纳罗势均力敌,谁胜出都将改写地区格局
  9. 2026-10-25 14:40跟进:巴西总统决选投票延长2小时:最高法院法官下令全国延至19时,计票公布暂停
  10. 2026-10-25 16:19跟进:巴西决选计票恢复公布:已计逾5%选票,卢拉以51.16%对48.84%领先Flávio Bolsonaro
  11. 2026-10-25 16:52跟进:巴西决选计票近半:Lula以50.01%微弱领先Flávio Bolsonaro,领先优势两度易手
  12. 2026-10-25 17:05跟进:巴西决选计票逾七成半:Lula以51.09%扩大领先Flávio Bolsonaro,选举法院尚未宣布胜负
  13. 2026-10-25 17:20跟进:巴西总统决选:民调机构Datafolha宣布Lula胜选,选举法院已计99.79%区段、Lula以51.76%领先Flávio Bolsonaro
  14. 2026-10-25 17:50跟进:巴西选举法院宣布Lula赢得总统决选:已计99.86%区段得票51.76%,领先Flávio Bolsonaro逾436万票
  15. 2026-10-25 17:55卢拉胜选:从擦鞋童到四度当选总统,巴西总统卢拉生平与从政经历
  16. 2026-10-25 18:50跟进:Lula赢得巴西总统决选后多国领导人致贺:墨西哥总统Claudia Sheinbaum称「巴西人民赢了」
  17. 2026-10-25 19:20跟进:Flávio Bolsonaro拒绝承认巴西总统决选败选:称将寻求废除选举结果,指延长投票两小时裁决「不可接受」
  18. 2026-10-26 23:29跟进:巴西决选最终计票完成:卢拉以51.79%得票率赢得第四任期
  19. 2026-10-26 11:12跟进:弗拉维奥·博索纳罗拒绝承认巴西大选败选:称将要求废止决选结果,巴西股指基金在亚洲交易暴跌近15%本篇
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