-- 周四,美国股市指数上涨,此前以色列和黎巴嫩达成为期10天的停火协议,扫清了中东外交在寻求持久的伊朗和平协议方面的主要障碍。 然而,由于美国警告伊朗,如果其在巴基斯坦可能举行的第二轮和谈中未能达成协议,美国将采取军事行动,原油期货价格依然走高。 纳斯达克综合指数上涨0.4%,收于24102.70点;标准普尔500指数上涨0.3%,收于7041.28点;道琼斯工业平均指数上涨0.2%,收于4858.2点。能源、房地产和科技板块领涨,医疗保健板块表现最差。 据《华尔街日报》报道,特朗普总统表示,美国可能在本周末与伊朗举行会谈。据《华尔街日报》报道,特朗普总统在白宫外告诉记者:“我们非常接近达成协议。”据报道,特朗普表示,他不确定目前为期两周的停火是否需要延长。 周四早些时候,特朗普在Truth Social社交媒体平台上表示,黎巴嫩和以色列已同意从美国东部时间下午5点开始实施为期10天的停火。黎巴嫩总理纳瓦夫·萨拉姆表示欢迎这一决定。在周四的后续社交媒体帖子中,特朗普表示,他计划邀请黎巴嫩总统约瑟夫·奥恩和以色列总理本雅明·内塔尼亚胡前往白宫举行会谈。 与此同时,据路透社报道,美国国防部长皮特·赫格塞斯周四表示,对伊朗的海上封锁是目前停火期间“礼貌”行为的体现,如果接到命令,美军已准备好打击伊朗的发电厂和能源产业。 据美国有线电视新闻网(CNN)报道,伊朗官员和巴基斯坦陆军参谋长阿西姆·穆尼尔周四在德黑兰会面,讨论了德黑兰和华盛顿之间的信息传递。白宫对达成协议表示乐观,称第二轮谈判很可能在巴基斯坦举行。 芝加哥期权交易所波动率指数(VIX)下跌1.5%至17.91,盘中一度触及19.09的高位。 西德克萨斯中质原油期货上涨2.3%至每桶93.56美元,布伦特原油期货上涨3.3%至每桶98.20美元。 美国国债收益率涨跌互现,10年期国债收益率上涨3.8个基点至4.32%。 贵金属方面,黄金期货下跌0.2%至每盎司4811.9美元,白银期货下跌1.2%至每盎司78.66美元。 经济新闻方面,截至4月11日当周,美国首次申请失业救济人数降至20.7万人,低于前一周向下修正后的21.8万人,而彭博社汇总的分析师调查显示,市场预期降幅较小,为21.3万人。 杰富瑞首席经济学家托马斯·西蒙斯在一份报告中表示:“伊朗冲突不太可能对美国劳动力市场造成重大冲击。由于各类大宗商品可能出现短缺,全球经济中存在许多脆弱环节,短期内面临风险,但无论好坏,美国经济很可能是全球最能抵御冲击的经济。” 美国3月份工业生产环比下降0.5%,低于彭博社汇总的调查显示预期的0.1%的增长,而2月份的增幅则向上修正为0.7%。 公司新闻方面,嘉信理财(SCHW)股价盘中下跌7.6%,成为标普500指数中跌幅最大的股票,此前该公司公布的第一季度净收入低于分析师预期。 路透社周四援引一位工会领导人的话报道称,波音公司(BA)正在加紧招聘,每周新增约100至140名工厂工人,以填补退休工人的空缺并支持不断提高的生产效率。这家飞机制造商的股价盘中下跌2.3%,成为道琼斯指数中表现最差的股票。
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