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川普暗示兩天後將宣布與伊朗和平談判相關的消息,美國股市指數飆升。

-- 週二午盤交易中,受伊朗和平談判重啟的樂觀情緒提振,原油期貨價格大幅下跌,加之大型銀行公佈季度財報,美國股市指數上漲。 那斯達克指數上漲1.7%,至23,578.7點;標普500指數上漲1%,至6,952.9點;道瓊工業指數上漲0.5%,至48,456.4點。據報道,標普500指數已收復伊朗戰爭後的所有跌幅,根據CNBC彙編的數據,該指數目前接近7,002.3點的歷史高點。 非必需消費品、通訊服務及科技板塊領漲。能源板塊表現最差,跌幅居前。 根據美國有線電視新聞網(CNN)引述知情人士報道,如果川普總統認為伊朗準備接受他的要求,他仍然願意盡快恢復面對面談判。他表示,未來兩天在巴基斯坦可能會有“一些進展”,此前的談判在那裡陷入僵局。 一位知情人士告訴CNN,週六在伊斯蘭堡,美國談判代表提議伊朗暫停鈾濃縮活動20年。一位美國官員表示,伊朗回應暫停五年,但遭到美國拒絕。 美國西德州中質原油期貨下跌6.7%,至每桶92.34美元;布蘭特原油期貨下跌4.4%,至每桶94.96美元。 貴金屬方面,黃金期貨上漲1.5%,至每盎司4,838.50美元;白銀期貨飆漲5.2%,至每盎司79.59美元。 芝加哥選擇權交易所波動率指數(VIX)下跌3.6%,至18.44。 公司新聞方面,花旗集團(C)和貝萊德(BLK)公佈的第一季獲利和營收成長均超出市場預期。摩根大通(JPM)的季度業績也比預期好。 路透社週一援引兩位知情人士的消息報道稱,美國聯合航空公司(UAL)首席執行官斯科特·柯比在2月下旬與美國總統唐納德·特朗普的會晤中提出了與美國航空公司(AAL)合併的潛在方案。 經濟新聞方面,美國3月生產者物價指數(PPI)上漲0.5%,與2月持平,低於彭博社先前調查預測的1.1%的漲幅。受汽油價格飆漲15.7%的影響,能源價格繼上月上漲2.1%之後,3月又上漲了8.5%。剔除食品和能源價格後,核心生產者物價指數(PPI)小幅上漲0.1%,低於先前0.4%的預期漲幅,也低於2月0.3%的漲幅。 多數美國公債殖利率下跌,其中10年期公債殖利率下跌2.3個基點至4.27%,2年期公債殖利率下跌1.5個基點至3.78%。 國際貨幣基金組織(IMF)目前預估2026年美國經濟成長率為2.3%,低於1月預測的2.4%,也低於2025年2.1%的成長率。 IMF在周二發布的《世界經濟展望》更新報告中,也下調了2026年全球經濟成長預期。

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