-- 由于伊朗宣布霍尔木兹海峡已开放,投资者对中东局势的乐观情绪升温,标普500指数本周上涨4.5%,创下历史新高。 标普500指数本周收于7126.06点,创历史最高收盘价。该市场基准指数周五盘中一度触及7147.52点的新高。 本周标普500指数连续第三周上涨,使其今年迄今为止的涨幅转正。该指数2026年至今累计上涨4.1%,4月份累计上涨9.2%。 据彭博社报道,美国总统唐纳德·特朗普表示,伊朗已同意无限期暂停其核计划,并且不会收到美国冻结的任何资金。彭博社报道称,特朗普在周五的电话采访中表示,结束战争的协议已基本完成,关于达成持久协议的谈判“可能”将在本周末举行。 周五早些时候,伊朗宣布在美伊停火协议剩余期限内重新开放霍尔木兹海峡。 本周,标普500指数11个板块中,科技板块涨幅最大,上涨8.1%,其次是可选消费板块(上涨6.6%)和通信服务板块(上涨6.3%)。房地产和金融板块也表现强劲,涨幅均超过3%,工业和医疗保健板块也小幅上涨。 甲骨文(ORCL)股价领涨科技板块,飙升27%。该公司表示,计划扩展其多云网络功能,以实现甲骨文云基础设施与亚马逊(AMZN)旗下亚马逊网络服务(AWS)之间的连接。 特斯拉(TSLA)股价上涨15%,提振了可选消费板块。据路透社援引知情人士消息报道,这家电动汽车制造商正在开发一款新型紧凑型低成本电动SUV,旨在拓展其产品线,使其超越特斯拉Model Y和Model 3。此外,彭博社援引匿名消息人士报道称,特斯拉计划最早于下周在印度推出Model Y的六座长轴距版本。 本周四大板块下跌,其中能源板块领跌,跌幅达3.5%,公用事业板块下跌1.7%。原材料和必需消费品板块也小幅走低。 能源板块下跌的原因是伊朗宣布重新开放霍尔木兹海峡,导致原油期货价格下跌。跌幅最大的股票包括Coterra Energy (CTRA)、Devon Energy (DVN)和APA Corp. (APA),均下跌7.5%。 预计下周将公布包括特斯拉、通用电气航空航天公司 (GE)、通用电气威诺瓦公司 (GEV)、联合健康集团 (UNH)、菲利普莫里斯国际公司 (PM)、国际商业机器公司 (IBM)、美国电话电报公司 (AT&T)、波音公司 (BA)、英特尔公司 (INTC)、美国运通公司 (AXP)、联合太平洋铁路公司 (UNP) 和宝洁公司 (PG) 在内的多家公司季度财报。 经济数据将包括3月份零售销售和成屋销售数据,以及4月份消费者信心指数的最终数据。
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