-- 週三,美國股指期貨走高,而油價下跌,原因是美國和伊朗同意停火兩週,這可能為重新開放至關重要的霍爾木茲海峽鋪平道路。 標普500指數上漲2.6%,道瓊工業指數上漲2.4%,那斯達克指數開盤前上漲3.3%。標普500指數和那斯達克指數在前一交易日收漲,而道瓊指數收跌。 週二,美國總統唐納德·川普在社群媒體上發文宣布,根據與巴基斯坦總理謝赫巴茲·謝里夫和陸軍元帥阿西姆·穆尼爾的對話和請求,他同意暫停「對伊朗的轟炸和攻擊兩週」。川普表示,暫停敵對行動的前提是伊朗同意「全面、立即和安全地開放」霍爾木茲海峽。 川普在社群媒體上發文說:“我們收到了伊朗提出的十點方案,並認為這是一個可行的談判基礎。美伊雙方幾乎就過去存在的各種爭議點達成了一致,但兩週的停火期將有助於最終敲定並完成協議。” 此前,川普曾設定美東時間週二晚間8點為伊朗全面重新開放霍爾木茲海峽的最後期限,否則將面臨毀滅性的軍事打擊。 伊朗外交部長賽義德·阿巴斯·阿拉格奇在另一份透過X平台發布的聲明中表示,如果針對伊朗的攻擊停止,德黑蘭將停止防禦行動。阿拉格奇還表示,在為期兩週的停火期間,伊朗將與武裝部隊協調,並“充分考慮技術限制”,允許原油運輸的關鍵通道——霍爾木茲海峽——“安全通行”。 巴基斯坦總理謝里夫在X電視台表示,巴基斯坦已邀請美國和伊朗代表團於週五前往伊斯蘭堡,就「解決所有爭端的最終協議」進行進一步談判。路透社本週稍早報道稱,巴基斯坦已向兩國提出一項建議,即立即停火,隨後達成一項更廣泛的協議,以永久結束戰爭。 美國和以色列與伊朗的戰爭始於2月底,導致霍爾木茲海峽的運輸中斷,並推高了能源價格。衝突蔓延至整個中東地區,海灣國家被迫攔截德黑蘭發射的飛彈和無人機。 西德州中質原油在盤前交易下跌16%,至每桶94.39美元,布蘭特原油下跌14%,至每桶94.18美元。 聯準會計畫於下午2點公佈上次政策會議紀要,市場將評估該紀要,以期從中獲得有關聯準會貨幣政策的新資訊。上個月,聯準會維持利率不變,表示中東衝突為美國經濟前景帶來了不確定性。 根據芝加哥商品交易所(CME)的FedWatch工具顯示,市場普遍預期聯準會將在4月下旬的下次政策會議上維持基準貸款利率不變。 美國公債殖利率在開盤前大幅下跌,兩年期公債殖利率下降9.7個基點至3.74%,十年期公債殖利率下降9.5個基點至4.25%。 週三的經濟數據還包括:上午7點公佈的每週抵押貸款申請數據,以及上午10:30公佈的每周美國能源資訊署(EIA)國內石油庫存報告。 達美航空(DAL)和RPM國際(RPM)等公司將在盤前公佈最新財務業績。星座品牌(STZ)將在收盤後發布財報。 牛仔服飾製造商李維斯(LEVI)上調全年業績預期後,其股價在盤前上漲11%。 Palo Alto Networks (PANW) 股價上漲 2.1%,Trade Desk (TTD) 股價上漲近 4%。 黃金價格上漲 2.5% 至每盎司 4,800 美元,比特幣價格上漲 4.3% 至每盎司 71,663 美元。
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