-- 本周,美国股市指数上涨,原因是以色列袭击黎巴嫩和霍尔木兹海峡后,伊朗和平谈判仍按计划进行,且3月份公布的通胀报告符合预期。 * 标普500指数周五收于6816.89点,高于一周前的6582.69点。纳斯达克综合指数约为22902.89点,高于一周前的21829.18点。道琼斯工业平均指数收于47916.57点,高于上周末的46504.67点。 * 本周,工业、通信服务和周期性消费板块领涨,能源板块是唯一下跌的板块。由于美伊停火协议包括重新开放霍尔木兹海峡(全球约五分之一原油运输的咽喉要道),地缘政治风险有所缓解。 * 据《华尔街日报》报道,在周三的空袭造成超过250人死亡、数百人受伤,并威胁到停火协议后,美国总统唐纳德·特朗普要求以色列总理本雅明·内塔尼亚胡减少对黎巴嫩的袭击。 * 和平谈判定于周六在伊斯兰堡举行。此前,美国、以色列和伊朗在会前夕提出了威胁和先决条件,其中包括改善霍尔木兹海峡的海上交通。副总统约翰·迪·万斯将率领一个美国谈判团队参加谈判,团队成员包括特朗普的特使史蒂夫·威特科夫和女婿贾里德·库什纳。 * 据《华尔街日报》报道,万斯在前往参加这场至关重要的谈判之前表示,华盛顿“愿意在本周末的谈判中伸出橄榄枝”,但警告德黑兰不要“试图耍我们”。 * 在经济数据方面,投资者主要关注通胀数据。 2月份个人消费支出价格指数基本符合预期,但并未反映出伊朗战争对原油价格的影响。正如预期,3月份消费者价格指数上涨0.9%,并加速至近四年来的最高月度水平,原因是中东冲突导致能源价格大幅上涨。
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