-- 週三,美國股市漲跌互現,成長股板塊強勁上漲推動標普500指數創下歷史新高。市場猜測,為期兩週的伊朗停火協議可能延長,以期達成持久和平協議。 那斯達克指數上漲1.6%,收在24,016.02點。標普500指數上漲0.8%,收在7,022.95點。然而,道瓊工業指數下跌0.2%,收在48,463.72點。 根據彭博社引述一位知情人士的消息報道,美國和伊朗正在考慮延長為期兩週的停火協議,以便就和平協議進行談判。這位知情人士告訴彭博社,調解人正在尋求技術性會談,以解決最具爭議的問題——霍爾木茲海峽的重新開放和伊朗的核計劃——這些問題可能導致協議無法持續到下週之後,因為最初的停火協議將於下周到期。 芝加哥選擇權交易所波動率指數(VIX,又稱恐慌指數)下跌1%,至18.17點。 根據路透社報道,川普表示,與伊朗的戰爭即將結束,並告訴全世界準備迎接「令人驚嘆的兩天」。同時,作為調解方的巴基斯坦陸軍參謀長抵達德黑蘭,試圖阻止衝突再次爆發。報道稱,巴基斯坦軍方證實,陸軍元帥阿西姆·穆尼爾已抵達德黑蘭。一位伊朗高級消息人士告訴路透社,穆尼爾曾斡旋了上一輪會談,這次前往伊朗是為了「縮小」雙方之間的分歧。 西德州中質原油期貨下跌0.2%,至每桶91.06美元;布蘭特原油期貨基本持平,每桶94.84美元。 WTI和布蘭特原油期貨早盤一度上漲1%。 在交易尾盤,科技、非必需消費品、通訊服務和金融板塊領漲。工業和材料板塊領跌。除亞馬遜(AMZN)外,其他「七大巨頭」股票均收高。特斯拉(TSLA)領漲,漲幅達7.6%。 特斯拉執行長馬斯克週三在X頻道表示,特斯拉已完成AI5晶片的流片,並正在推進AI6和Dojo3的研發。流片標誌著晶片送往生產前的最終設計階段。 摩根士丹利(MS)公佈的第一季業績強於預期,投資銀行和交易業務的強勁成長推動營收創下歷史新高。 經濟新聞方面,紐約聯邦儲備銀行的紐約州製造業指數從3月的-0.2反彈至4月的11.0,高於彭博社總合調查中預期的0.0。紐約州製造業指數是4月的首個製造業指標,顯示製造業正在恢復擴張。 美國公債殖利率多數上漲,其中10年期公債殖利率上漲2.3個基點至4.28%,2年期公債殖利率上漲1個基點至3.76%。 同時,全美住宅建築商協會(NAHB)4月公佈的月度房屋市場指數跌至34,為2025年9月以來的最低水平,低於3月份修正後的38,而彭博社此前匯總的調查預測值為37。 貴金屬方面,黃金期貨下跌0.7%至每盎司4,816.1美元,白銀期貨下跌0.3%至每盎司79.32美元。
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