-- (第一段更正日期为周二) 由于市场对美伊新一轮谈判前景存疑,华尔街股市周二连续第二个交易日下跌。 美国三大股指均下跌0.6%,标普500指数收于7064点,纳斯达克综合指数收于24260点,道琼斯工业平均指数收于49149.4点。除能源板块外,所有板块均下跌,其中房地产板块跌幅最大。 收盘后不久,美国总统特朗普宣布延长与伊朗达成的为期两周的停火协议,但他同时表示,对伊朗港口的海上封锁将继续。该停火协议于4月7日宣布。 特朗普在Truth Social上发帖称,巴基斯坦总理谢赫巴兹·谢里夫和陆军元帅阿西姆·穆尼尔要求延长停火协议。 据美国有线电视新闻网(CNN)周二报道,对关键的霍尔木兹海峡的封锁加剧了华盛顿和伊朗之间第二轮会谈的不确定性,此次会谈很可能在巴基斯坦举行。据报道,由于伊朗不愿参与和平谈判,美国副总统万斯前往伊斯兰堡的计划已被搁置。 西德克萨斯中质原油价格上涨1.7%,至每桶88.90美元;布伦特原油价格上涨3.5%,至每桶98.82美元。 美国国债收益率走高,10年期国债收益率上涨4.5个基点至4.30%,2年期国债收益率上涨6.5个基点至3.79%。 与此同时,据美国消费者新闻与商业频道(CNBC)报道,凯文·沃什表示,在他领导下的美联储将独立于白宫。他是在参议院银行委员会的确认听证会上发表上述言论的。沃什是特朗普提名的美联储主席人选。 经济新闻方面,官方数据显示,受中东冲突推高能源价格的影响,美国零售销售额上月创下自2025年3月以来的最大增幅,主要原因是加油站消费激增。 杰富瑞在一份报告中指出:“我们预计,由于汽油价格上涨和汽车销量回升,整体数据会非常亮眼,但其他类别的强劲表现却出乎意料。目前还没有证据表明,汽油价格上涨促使消费者在其他方面勒紧裤腰带。” 美国全国房地产经纪人协会的数据显示,尽管抵押贷款利率上升,但3月份美国待售房屋销售量仍超出预期。 公司新闻方面,苹果公司(AAPL)股价下跌2.5%,成为道琼斯指数中表现最差的股票之一。这家iPhone制造商周一晚间宣布,蒂姆·库克将卸任首席执行官一职,转任执行董事长,硬件工程资深人士约翰·特纳斯将接任首席执行官。 Tractor Supply (TSCO) 股价暴跌近 12%,成为标普 500 指数中跌幅最大的股票。这家零售商第一季度业绩不及华尔街预期,其宠物用品业务表现低于平均水平。 联合健康集团 (UNH) 上调了全年盈利预期,这家健康保险巨头第一季度业绩意外实现年度增长。该公司股价上涨 7%,成为道琼斯指数中涨幅最大的股票,也是标普 500 指数中表现最佳的股票之一。 D.R. Horton (DHI) 第二财季业绩好于预期,但这家房屋建筑商下调了全年营收预期。该公司股价上涨5.8%,是标普500指数中涨幅最大的股票之一。 黄金价格下跌2.1%,至每盎司4726.10美元;白银价格下跌4.4%,至每盎司76.53美元。
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