-- 周二,受伊朗和平谈判可能于本周重启的乐观情绪提振,原油期货价格大幅下跌,加之大型银行公布季度财报,美国股市指数上涨。 纳斯达克综合指数上涨2%,收于23,639.08点;标普500指数上涨1.2%,收于6,967.38点;道琼斯工业平均指数上涨0.7%,收于48,535.99点。据报道,标普500指数已收复伊朗战争后的所有跌幅,根据CNBC汇编的数据,该指数已接近约7,002.3点的历史高位。 非必需消费品、通信服务和科技板块领涨。能源板块表现最差,跌幅居前。 据路透社报道,美国总统特朗普周二表示,结束伊朗战争的谈判可能在未来两天于巴基斯坦重启。此前,周末的谈判破裂,导致华盛顿封锁了伊朗港口。 报道称,海湾国家、巴基斯坦和伊朗官员表示,美伊谈判团队可能在本周晚些时候重返巴基斯坦。不过,报道补充说,一位伊朗高级消息人士表示,尚未确定具体日期。 芝加哥期权交易所波动率指数下跌4%,至18.36。 据《华尔街日报》报道,欧洲各国正在制定一项计划,旨在建立一个广泛的国家联盟,以帮助疏通霍尔木兹海峡的航运,包括派遣扫雷舰和其他军舰。该报还补充说,这项计划只有在战争结束后才能实施。 与此同时,据美国有线电视新闻网(CNN)援引美国国务院的消息称,以色列和黎巴嫩在数十年来首次直接会谈后,同意“在双方商定的时间和地点”举行进一步谈判。 西德克萨斯中质原油期货下跌6.8%,至每桶92.32美元;布伦特原油期货下跌4.3%,至每桶95.13美元。 贵金属方面,黄金期货上涨2%,至每盎司4864.70美元;白银期货飙升5.3%,至每盎司79.70美元。 公司新闻方面,花旗集团(C)和贝莱德(BLK)公布的第一季度盈利和营收增长均超出市场预期。摩根大通(JPM)的季度业绩也好于预期。 据路透社周一援引两位知情人士的消息报道,美国联合航空公司(UAL)首席执行官斯科特·柯比在2月下旬与美国总统唐纳德·特朗普的会晤中提出了与美国航空公司(AAL)合并的潜在方案。 经济新闻方面,美国3月份生产者价格指数(PPI)上涨0.5%,与2月份持平,低于彭博社调查预期的1.1%涨幅。受汽油价格飙升15.7%的影响,能源价格继上月上涨2.1%之后,3月份又上涨8.5%。剔除食品和能源价格后,核心PPI小幅上涨0.1%,低于预期的0.4%涨幅,也低于2月份的0.3%涨幅。 多数美国国债收益率下跌,其中10年期国债收益率下跌4.9个基点至4.25%,2年期国债收益率下跌3.6个基点至3.75%。 国际货币基金组织目前预计2026年美国经济增长率为2.3%,低于1月份预测的2.4%,也低于2025年公布的2.1%。国际货币基金组织在周二发布的《世界经济展望》更新报告中,也下调了2026年全球经济增长预期。
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