-- 周三午盘过后，美国股市指数上涨，标普500指数和纳斯达克综合指数均创下新高，原因是伊朗接近达成和平协议，以及AMD（超微半导体）第一季度业绩提振了半导体板块。 纳斯达克综合指数上涨1.6%，报25,737.8点，盘中一度触及25,741.14点的历史新高。标普500指数上涨1.2%，报7,342.9点，盘中早些时候曾触及7,348.35点的历史新高。道琼斯工业平均指数上涨1.1%，报49,818.9点。 通信服务、工业、材料和科技板块领涨，而能源板块在午盘交易中跌幅最大。 据Axios报道，白宫即将就一份仅一页纸的谅解备忘录达成一致，以结束与伊朗的战争，并为就德黑兰的核计划展开更详细的谈判奠定基础。报道援引了两位美国官员和另外两位知情人士的消息。虽然目前尚未最终敲定，但消息人士称，这是自战争爆发以来双方最接近达成协议的一次。 一位知情人士告诉彭博社，如果伊朗接受这份谅解备忘录，将促使霍尔木兹海峡逐步重新开放，并解除美国对伊朗港口的封锁。与此同时，据多家媒体报道，唐纳德·特朗普总统警告伊朗，如果未能达成协议，“轰炸将再次开始”。 西德克萨斯中质原油期货下跌6.8%，至每桶95.47美元；布伦特原油期货暴跌7.9%，至每桶101.97美元。 美国国债收益率下跌，10年期国债收益率下跌6.2个基点至4.35%，延续了近一个月来的高位回落势。2年期国债收益率下跌6.9个基点至3.87%。 贵金属方面，黄金期货上涨2.8%至每盎司4697.9美元，白银期货飙升5.4%至每盎司77.59美元。 公司新闻方面，芯片制造商AMD股价飙升近17%，成为标普500指数和纳斯达克指数涨幅最大的股票之一。此前，AMD隔夜公布了强于预期的第一财季业绩，并发布了乐观的第二财季营收预期。 根据Finviz汇编的数据，在市值超过2000亿美元的公司中，市值排名前十的公司中，超过一半来自半导体行业。 AMD的业绩进一步增强了市场对人工智能相关产品和服务需求加速增长的信心。 华特迪士尼（DIS）第二财季业绩超出预期，所有业务部门的营收均实现增长。这家媒体和娱乐巨头重申了下半年增长将加速的预期。其股价上涨6.7%，成为道琼斯指数涨幅最大的股票。 经济新闻方面，ADP周三公布的数据显示，4月份美国私营部门就业增速创一年多来新高，非农就业数据将于本周晚些时候公布。这家薪资处理公司表示，4月份私营部门新增就业岗位10.9万个，创下自2025年1月以来的最快增速。彭博社汇总的调查显示，市场普遍预期为12万个。3月份的就业数据从6.2万个下调至6.1万个。
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