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欧洲市场对特朗普伊朗停火最后期限的反应

活动下降——叙事失去相关性。

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AI概览

第一段 --- 4月7日,美国总统唐纳德·特朗普宣布与伊朗达成一项为期两周的停火协议,前提是霍尔木兹海峡重新开放。此前,双方已发生六周冲突,令全球市场动荡不安。停火消息推动金价升至三周高点,现货黄金交易价为每盎司4820美元。全球股市对此作出反应,富时100指数上涨近3%,CAC 40指数上涨4.5%。油价下跌15%,跌破每桶100美元。

第二段 --- 停火消息提振了投资者情绪,导致股市普遍上涨。科技股,特别是像英伟达、谷歌和亚马逊等“七巨头”股票,受到更多关注。然而,由于油价下跌,能源股受到打击。随着油价回落和美元大幅下跌,金条上涨3%。交易员们也调整了对美联储利率的预期,年底降息的可能性升至约43%。

第三段 --- 接下来,投资者将关注停火协议的持久性以及美伊之间是否会恢复谈判。即将于4月12日公布的美国通胀数据也将至关重要,因为它可能会影响美联储的加息轨迹。此外,在利率预期发生转变后,市场还将关注英国央行将于5月4日公布的利率决定。
AI概览(截至) 五月 12, 2026

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首次发现四月 07, 2026
最后更新四月 07, 2026