-- 周三午后,美国股市指数上涨,标普500指数和纳斯达克综合指数均创下历史新高。市场对伊朗达成和平协议的预期日益增强,加上季度财报提振了科技股,推动股市走高。 纳斯达克综合指数上涨1.5%,报25704.2点,盘中一度触及25708.84点的历史新高。标普500指数上涨1.2%,报7346.5点,盘中早些时候曾触及7348.35点的历史新高。道琼斯工业平均指数上涨1.2%,报49892.6点。 据Axios报道,白宫认为与德黑兰达成协议——一份旨在结束战争并为更详细的核谈判设定框架的单页谅解备忘录——已接近完成。Axios援引两位美国官员和两位了解此事的消息人士的话称。据彭博社报道,一位知情人士透露,如果伊朗接受华盛顿的谅解备忘录,将逐步开放霍尔木兹海峡,并解除美国对伊朗港口的封锁。 西德克萨斯中质原油期货下跌6.9%,至每桶95.34美元;布伦特原油期货暴跌7.7%,至每桶102.20美元。 公司新闻方面,芯片制造商AMD股价飙升17%,成为标普500指数和纳斯达克指数涨幅最大的股票之一。此前,AMD隔夜公布了强于预期的第一财季业绩,并发布了乐观的第二财季营收预期。
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Sector Update: Health Care
Health care stocks were higher late Wednesday afternoon, with the NYSE Health Care Index increasing 0.3% and the State Street Health Care Select Sector SPDR ETF (XLV) adding 0.2%.The iShares Biotechnology ETF (IBB) climbed 2.1%.In corporate news, DaVita (DVA) shares jumped past 21% after Deutsche Bank upgraded the stock to buy from hold and boosted its price target to $220 from $126, a day after the company reported better-than-expected Q1 results.
New Home Listings Growth Outpaces Sales For First Time in 2026, Zillow Says
New for-sale home listings in the US grew at a faster rate annually than sales for the first time this year as elevated mortgage rates stalled recovery, Zillow Group (Z, ZG) said Wednesday.New listings rose 2.1% year over year to 426,356 units in April, while sales eased 0.4% to 323,631 units, according to the real estate marketplace. Active inventory increased 3.7% last month, putting the total number of for-sale homes at 1.3 million."The spring rebound we anticipated at the start of the year and that produced the stronger sales figures in March was put on pause in April by higher rates," Zillow Chief Economist Mischa Fisher said. "Still, someone who held off in 2025 hoping conditions would improve has seen that improvement."Last week, the average interest rate for 30-year fixed mortgages with conforming loan balances of $832,750 or less increased to 6.45% from 6.37% sequentially, a report by the Mortgage Bankers Association showed Wednesday.The monthly mortgage payment on a typical home in the US dropped 3.4% annually to $1,829 last month, while home values rose 0.7% to $366,712, Zillow said.The share of listings with a price reduction was 23.5% in April, down one percentage point from a year earlier, but up 0.9 percentage point sequentially.Despite the recent rise in mortgage rates, buyers who waited out the market of 2025 are entering on slightly better terms this spring, with more options, improved affordability and a little more decision time, according to Zillow."With more homes to choose from and lower monthly costs than a year ago, the math has shifted in favor of buyers even if the moment may not feel like it," Fisher said. "There's still plenty of reason for optimism that we will see a quick rebound if rates cooperate."On Tuesday, government data showed that new-home sales in the US grew past Wall Street's estimates for March, driven by a demand surge in the Northeast region.Price: $44.82, Change: $+1.28, Percent Change: +2.94%
Sector Update: Consumer
Consumer stocks were higher late Wednesday afternoon, with the State Street Consumer Staples Select Sector SPDR ETF (XLP) up 0.4% and the State Street Consumer Discretionary Select Sector SPDR ETF (XLY) rising 1.9%.In corporate news, Restaurant Brands International's (QSR) Q1 earnings and revenue topped Wall Street's estimates Wednesday, while the restaurant operator's comparable sales growth was in line with consensus. Its shares were down 5.9%.