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本周美國股指上漲,伊朗走向和平談判降低了地緣政治風險。

-- 本週,美國股市指數上漲,因為以色列襲擊黎巴嫩和霍爾木茲海峽後,伊朗和平談判仍按計畫進行,且3月公佈的通膨報告符合預期。 * 標普500指數週五收在6816.89點,高於一週前的6582.69點。那斯達克指數約22902.89點,高於一週前的21829.18點。道瓊工業指數收在47916.57點,高於上週末的46504.67點。 * 本週,工業、通訊服務和週期性消費板塊領漲,能源板塊是唯一下跌的板塊。由於美伊停火協議包括重新開放霍爾木茲海峽(全球約五分之一原油運輸的咽喉要道),地緣政治風險已緩解。 * 據《華爾街日報》報道,在周三的空襲造成超過250人死亡、數百人受傷,並威脅到停火協議後,美國總統唐納德·特朗普要求以色列總理本雅明·內塔尼亞胡減少對黎巴嫩的襲擊。 * 和平談判定於週六在伊斯蘭堡舉行。此前,美國、以色列和伊朗在會前夕提出了威脅和先決條件,其中包括改善霍爾木茲海峽的海上交通。副總統約翰·迪·萬斯將率領一個美國談判團隊參加談判,團隊成員包括川普的特使史蒂夫·威特科夫和女婿賈里德·庫許納。 * 據《華爾街日報》報道,萬斯在前往參加這場至關重要的談判之前表示,華盛頓“願意在本週末的談判中伸出橄欖枝”,但警告德黑蘭不要“試圖耍我們”。 * 在經濟數據方面,投資人主要關注通膨數據。 2月個人消費支出物價指數基本上符合預期,但並未反映伊朗戰爭對原油價格的影響。正如預期,3月份消費者物價指數上漲0.9%,並加速攀升至近四年來的最高月度水平,因為中東衝突導致能源價格大幅上漲。

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