TradingKey - 美、以、伊三方先后宣布同意临时停火两周的消息,为持续紧绷的中东局势按下“暂停键”。市场对地区军事冲突的担忧显著降温,全球资本市场迅速迎来一波强劲反弹。
截至美东时间上午4:15,美股三大股指期货全线大涨,标普500指数期货上涨2.59%,纳斯达克100指数期货上涨3.25%,道琼斯指数期货上涨2.26%。

盘前交易中,板块呈现明显分化,存储芯片股成为最大赢家,美光科技(MU)、闪迪(SNDK)以及希捷科技(STX)涨幅均超9%,西部数据(WDC)涨超8%。此前受益于地缘冲突的能源股则集体承压大跌,西方石油(OXY)下跌8%,康菲石油(COP)下跌6%。
此次停火的达成颇具戏剧性,美国总统特朗普突然转变强硬态度,宣布同意在两周内暂停对伊朗的军事行动。
随后伊朗最高国家安全委员会于当地时间8日凌晨发表声明,称根据最高领袖建议和委员会批准,接受巴基斯坦提出的停火提议。
不过市场分析机构对局势仍持谨慎乐观态度。IG分析师Tony Sycamore在报告中指出:“这次停火是一个积极的开端,可能为更长期的局势缓和铺平道路,但仍有诸多不确定因素有待解决,投资者需保持警惕。”
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