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受美伊和平谈判前景提振,纳斯达克和标普500指数创下新高

-- 周三,纳斯达克综合指数和标普500指数均创下历史新高,市场预期美伊新一轮和平谈判有望达成协议。 纳斯达克综合指数上涨1.6%,收于24016点,连续第11个交易日上涨;标普500指数上涨0.8%,收于7023点,均创下收盘新高。道琼斯工业平均指数下跌0.2%,收于48463.7点。 多数板块收跌,其中材料板块领跌,科技板块涨幅最大。 微软(MSFT)股价上涨4.6%,领涨道琼斯指数,其他科技巨头Salesforce(CRM)、苹果(AAPL)和IBM(IBM)也位列该指数表现最佳的股票之列。 有报道称,在美伊两周停火协议的最后期限到来之前,华盛顿和德黑兰可能会重返巴基斯坦举行第二轮会谈。在伊斯兰堡举行的第一轮谈判未能取得突破。 据美国有线电视新闻网(CNN)报道,白宫新闻秘书卡罗琳·莱维特周三表示:“我们对达成协议的前景感到乐观。” 荷兰国际集团(ING)在一份报告中指出:“随着美伊安排第二轮会谈,以及德黑兰似乎愿意停止向美国海上运输物资以避免试探美国海上封锁,市场对中东危机正朝着解决方向发展的信心日益增强。” 周三下午晚些时候,西德克萨斯中质原油价格下跌0.1%,至每桶91.16美元;布伦特原油价格上涨0.1%,至每桶94.91美元。 公司新闻方面,零售券商股价大幅上涨,其中Robinhood Markets (HOOD)上涨10%,成为标普500指数成分股中表现最佳的股票。Webull (BULL)上涨11%,盈透证券集团 (IBKR)上涨3.4%。 此次上涨行情源于美国证券交易委员会批准了一项规则变更,该变更将取消所谓“模式日内交易者”2.5万美元的最低股权要求。 摩根士丹利 (MS) 和美国银行 (BAC) 的第一季度业绩均超出华尔街预期。摩根士丹利股价上涨4.5%,美国银行股价上涨1.8%。 Snap (SNAP) 股价上涨7.9%。这家社交媒体公司计划裁员约1000人,约占其全职员工总数的16%,这是首席执行官埃文·斯皮格尔 (Evan Spiegel) 为降低成本而采取的措施之一。 经济新闻方面,全美住宅建筑商协会 (NAHB) 和富国银行表示,受经济不确定性、建材成本上涨和利率上升的影响,美国房屋建筑商信心本月跌至去年9月以来的最低水平。 NAHB主席比尔·欧文斯表示:“由于购房者面临持续高企的利率和日益加剧的经济不确定性,建筑商信心在春季有所回落。年初人们曾寄希望于住房市场增长势头强劲,但伊朗战争、能源成本上涨以及消费者信心下降等风险因素已导致市场放缓。” 美国国债收益率走高,10年期国债收益率上涨2.8个基点至4.28%,2年期国债收益率上涨1.5个基点至3.77%。 黄金价格下跌0.7%,至每盎司4816.50美元;白银价格下跌0.3%,至每盎司79.32美元。

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