-- 周三,美国股指期货走高,而油价下跌,原因是美国和伊朗同意停火两周,这可能为重新开放至关重要的霍尔木兹海峡铺平道路。 标普500指数上涨2.6%,道琼斯工业平均指数上涨2.4%,纳斯达克指数在开盘前上涨3.3%。标普500指数和纳斯达克指数在前一交易日收涨,而道琼斯指数收跌。 周二,美国总统唐纳德·特朗普在社交媒体上发文宣布,根据与巴基斯坦总理谢赫巴兹·谢里夫和陆军元帅阿西姆·穆尼尔的对话和请求,他同意暂停“对伊朗的轰炸和攻击两周”。特朗普表示,暂停敌对行动的前提是伊朗同意“全面、立即和安全地开放”霍尔木兹海峡。 特朗普在社交媒体上发文称:“我们收到了伊朗提出的十点方案,并认为这是一个可行的谈判基础。美伊双方几乎就过去存在的各种争议点达成了一致,但两周的停火期将有助于最终敲定并完成协议。” 此前,特朗普曾设定美东时间周二晚8点为伊朗全面重新开放霍尔木兹海峡的最后期限,否则将面临毁灭性的军事打击。 伊朗外长赛义德·阿巴斯·阿拉格奇在另一份通过X平台发布的声明中表示,如果针对伊朗的袭击停止,德黑兰将停止防御行动。阿拉格奇还表示,在为期两周的停火期间,伊朗将与武装部队协调,并“充分考虑技术限制”,允许原油运输的关键通道——霍尔木兹海峡——“安全通行”。 巴基斯坦总理谢里夫在X电视台表示,巴基斯坦已邀请美国和伊朗代表团于周五前往伊斯兰堡,就“解决所有争端的最终协议”进行进一步谈判。路透社本周早些时候报道称,巴基斯坦已向两国提出一项建议,即立即停火,随后达成一项更广泛的协议,以永久结束战争。 美国和以色列与伊朗的战争始于2月底,导致霍尔木兹海峡的运输中断,并推高了能源价格。冲突蔓延至整个中东地区,海湾国家被迫拦截德黑兰发射的导弹和无人机。 西德克萨斯中质原油在盘前交易中下跌16%,至每桶94.39美元,布伦特原油下跌14%,至每桶94.18美元。 美联储计划于下午2点公布上次政策会议纪要,市场将评估该纪要,以期从中获得有关美联储货币政策的新信息。上个月,美联储维持利率不变,称中东冲突给美国经济前景带来了不确定性。 据芝加哥商品交易所(CME)的FedWatch工具显示,市场普遍预期美联储将在4月下旬的下次政策会议上维持基准贷款利率不变。 美国国债收益率在开盘前大幅下跌,两年期国债收益率下降9.7个基点至3.74%,十年期国债收益率下降9.5个基点至4.25%。 周三的经济数据还包括:上午7点公布的每周抵押贷款申请数据,以及上午10:30公布的每周美国能源信息署(EIA)国内石油库存报告。 达美航空(DAL)和RPM国际(RPM)等公司将在盘前公布最新财务业绩。星座品牌(STZ)将在收盘后发布财报。 牛仔服装制造商李维斯(LEVI)上调全年业绩预期后,其股价在盘前上涨11%。 Palo Alto Networks (PANW) 股价上涨 2.1%,Trade Desk (TTD) 股价上涨近 4%。 黄金价格上涨 2.5% 至每盎司 4,800 美元,比特币价格上涨 4.3% 至每盎司 71,663 美元。
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