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美國股市指數上漲,原油價格下跌,先前川普暗示本週將舉行伊朗和平談判

-- 週二,受伊朗和平談判可能於本週重啟的樂觀情緒提振,原油期貨價格大幅下跌,加之大型銀行公佈季度財報,美國股市指數上漲。 那斯達克指數上漲2%,收在23,639.08點;標普500指數上漲1.2%,收在6,967.38點;道瓊工業指數上漲0.7%,收在48,535.99點。據報道,標普500指數已收復伊朗戰爭後的所有跌幅,根據CNBC彙編的數據,該指數已接近約7,002.3點的歷史高點。 非必需消費品、通訊服務及科技板塊領漲。能源板塊表現最差,跌幅居前。 路透社報道,美國總統川普週二表示,結束伊朗戰爭的談判可能在未來兩天於巴基斯坦重啟。此前,週末的談判破裂,導致華盛頓封鎖了伊朗港口。 報導稱,海灣國家、巴基斯坦和伊朗官員表示,美伊談判團隊可能在本週稍後重返巴基斯坦。不過,報道補充說,一位伊朗高級消息人士表示,尚未確定具體日期。 芝加哥選擇權交易所波動率指數下跌4%,至18.36。 根據《華爾街日報》報道,歐洲各國正在製定一項計劃,旨在建立一個廣泛的國家聯盟,以幫助疏通霍爾木茲海峽的航運,包括派遣掃雷艦和其他軍艦。該報還補充說,這項計畫只有在戰爭結束後才能實施。 與此同時,據美國有線電視新聞網(CNN)援引美國國務院的消息稱,以色列和黎巴嫩在數十年來首次直接會談後,同意「在雙方商定的時間和地點」舉行進一步談判。 西德州中質原油期貨下跌6.8%,至每桶92.32美元;布蘭特原油期貨下跌4.3%,至每桶95.13美元。 貴金屬方面,黃金期貨上漲2%,至每盎司4,864.70美元;白銀期貨飆漲5.3%,至每盎司79.70美元。 公司新聞方面,花旗集團(C)和貝萊德(BLK)公佈的第一季獲利和營收成長均超出市場預期。摩根大通(JPM)的季度業績也優於預期。 根據路透社週一援引兩位知情人士的消息報道,美國聯合航空公司(UAL)首席執行官斯科特·柯比在2月下旬與美國總統唐納德·特朗普的會晤中提出了與美國航空公司(AAL)合併的潛在方案。 經濟新聞方面,美國3月生產者物價指數(PPI)上漲0.5%,與2月持平,低於彭博社調查預期的1.1%漲幅。受汽油價格飆漲15.7%的影響,能源價格繼上月上漲2.1%之後,3月又上漲8.5%。剔除食品和能源價格後,核心PPI小漲0.1%,低於預期的0.4%漲幅,也低於2月的0.3%漲幅。 多數美國公債殖利率下跌,其中10年期公債殖利率下跌4.9個基點至4.25%,2年期公債殖利率下跌3.6個基點至3.75%。 國際貨幣基金組織目前預估2026年美國經濟成長率為2.3%,低於1月預測的2.4%,也低於2025年公佈的2.1%。國際貨幣基金組織在周二發布的《世界經濟展望》更新報告中,也下調了2026年全球經濟成長預期。

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