-- 美国基准股指盘中上涨,而油价下跌,市场对华盛顿和伊朗可能重启和平谈判抱有乐观情绪。 周二午盘过后,纳斯达克综合指数上涨1.8%,至23,610.3点;标普500指数上涨1.1%,至6,962.8点;道琼斯工业平均指数上涨0.6%,至48,572.3点。各板块中,通信服务板块领涨,涨幅达3.1%;能源板块跌幅最大。 西德克萨斯中质原油价格暴跌7.2%,至每桶91.71美元;布伦特原油价格下跌4.4%,至每桶95.03美元。 据新闻媒体报道,美国总统唐纳德·特朗普表示,美国和伊朗可能在本周晚些时候恢复谈判,地点可能在巴基斯坦。 据美国有线电视新闻网(CNN)援引知情人士报道,如果特朗普认为伊朗准备接受他的要求,他仍然愿意尽快恢复面对面谈判。 上周末,美伊和平谈判在巴基斯坦无果而终。谈判受挫后,美国海军开始封锁霍尔木兹海峡的伊朗港口。不过,美伊之间为期两周的停火协议仍然有效。 国际能源署周二预测,受中东冲突影响,今年全球石油需求将转为负值,预计第二季度石油消费量将出现自新冠疫情爆发以来的最大降幅。 美国国债收益率盘中走低,10年期国债收益率下跌4.3个基点至4.25%,2年期国债收益率下跌3个基点至3.75%。 公司新闻方面,亚马逊(AMZN)同意收购移动卫星服务运营商Globalstar(GSAT),这家电商巨头旨在为其Leo卫星网络增加直接到设备的服务。亚马逊股价盘中上涨5.1%,成为道琼斯指数涨幅最大的股票,而Globalstar股价则飙升10%。 强生(JNJ)上调了全年业绩预期,这家医疗保健产品巨头的第一季度业绩超出华尔街预期。该公司股价上涨1.4%,是道琼斯指数中表现最佳的股票之一。 摩根大通(JPM)和花旗集团(C)的第一季度业绩均超出华尔街预期,而富国银行(WFC)的营收则低于市场预期。 富国银行股价盘中下跌4.6%,是标普500指数中跌幅最大的股票之一。摩根大通股价下跌0.7%,而花旗集团股价上涨3.4%。 经济新闻方面,受伊朗战争引发的市场波动影响,美国3月份生产者价格指数(PPI)增速趋于稳定,原因是能源批发成本飙升。 斯蒂费尔金融集团(Stifel)在一份报告中指出:“PPI大幅上涨凸显了能源价格上涨的实质性影响,以及全球价格冲击对美国国内经济更广泛的通胀冲击。随着上游成本逐步传导至生产环节,未来几个月这种压力可能会进一步加剧。” 黄金价格上涨2%,至每盎司4863.10美元;白银价格上涨5%,至每盎司79.42美元。
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