市场基本上已经不再担心霍尔木兹海峡局势:油价下跌,美股继续暴涨!!!
周二，美国股市上涨，而油价下跌，交易员们对一系列良好的财报做出了反应。
The S&P 500 rose 0.81%, hitting a new all-time high and closing at a record of 7,259.22. The Nasdaq Composite gained 1.03%, touching a new high and notching a closing record of 25,326.13. The Dow Jones Industrial Average added 356.35 points, or 0.73%, to end at 49,298.25.
标普500指数上涨0.81%，创下历史新高，收于7,259.22点。纳斯达克综合指数上涨1.03%，触及新高，并创收盘纪录25,326.13点。道琼斯工业平均指数上涨356.35点，涨幅0.73%，收于49,298.25点。
Crude prices declined across the board, giving equities a boost. West Texas Intermediate crude futures dipped 3.9% to settle at $102.27 per barrel. Brent crude futures lost 3.99% to close at $109.87.
原油价格全面下跌，为股票提供支撑。西德克萨斯中质原油（WTI）期货下跌3.9%，收于每桶102.27美元。布伦特原油期货下跌3.99%，收于109.87美元。
The ceasefire between the U.S. and Iran remains fragile amid fresh attacks in the Strait of Hormuz. However, Defense Secretary Pete Hegseth said Tuesday that the ceasefire “certainly holds” and that “two U.S. commercial ships, along with American destroyers, have already safely transited the strait, showing the lane is clear.”
在霍尔木兹海峡发生新的袭击事件之际，美伊之间的停火仍然脆弱。然而，国防部长皮特·赫格塞斯周二表示，停火“确实得以维持”，并指出“两艘美国商船以及美军驱逐舰已安全通过该海峡，显示航道畅通无阻。”
That comes after President Donald Trump said earlier this week that the U.S. will “guide” stranded ships through the strait.
此前，本周早些时候，特朗普总统表示，美国将“引导”滞留船只通过该海峡。
Adding to the momentum in equities were yet another batch of better-than-expected quarterly results. Notably, DuPont de Nemours shares gained 8% after its first-quarter earnings and revenue beat expectations. U.S.-listed shares of Belgian brewer Anheuser-Busch InBev popped more than 8% following its upbeat quarterly results.
推动股市上涨的还有新一轮超预期的季度财报。值得注意的是，杜邦公司第一季度的盈利和收入均超出预期，其股价上涨8%。比利时啤酒制造商百威英博在其乐观的季度财报公布后，美国上市股票上涨超过8%。
Palantir Technologies was the exception, however, as shares retreated nearly 7% even after the company’s first-quarter results surpassed analyst expectations, with revenue seeing the fastest growth since the company debuted on the public market debut in 2020. It also raised its full-year guidance.
然而，帕兰提尔科技是个例外，即便公司第一季度业绩超过分析师预期，收入自2020年上市以来增速最快，其股价仍下跌近7%。公司还上调了全年业绩指引。
To date, roughly 85% of the S&P 500 companies that have reported so far have beaten expectations, according to FactSet data.
根据FactSet的数据，截至目前，约有85%的已公布财报的标普500成分公司超出市场预期。
“We’ve seen just incredible earnings from not just the megacap tech but also the broad-based S&P 500, or even the small-cap indices within the U.S.,” said Zachary Hill, head of portfolio management at Horizon Investments.
Horizon Investments的投资组合管理负责人扎卡里·希尔表示：“我们看到的不仅是大型科技股的惊人财报，还有标普500广泛成分股，甚至是美国的小盘股指数，都表现出色。”
When you couple that with the market’s belief that both the U.S. and Iran “want some sort of resolution to this conflict,” that explains why the market is trading at all-time high levels, Hill continued.
希尔继续表示，当你将此与市场认为美伊双方“希望以某种方式解决冲突”的预期结合起来，这就解释了为什么市场能交易在历史高位水平。
“The market is largely over the Strait of Hormuz situation,” he said. “I think it would take a material change in the facts on the ground or a really large spike in the price of oil for the market to get re-engaged with the back and forth of that conflict.”
他说：“市场基本上已经不再担心霍尔木兹海峡局势。我认为，除非地面情况出现重大变化或油价出现大幅飙升，市场才会重新关注该冲突的反复波动。”