2026年3月27日 / 美国东部时间上午11:43 / CBS新闻
周五股市大幅下跌，华尔街即将迎来近四年来最长的连续第五周下跌。此次下跌发生在美国市场自2月28日伊朗战争爆发以来遭遇最严重下跌后的第二天。
标普500指数在上午晚些时候下跌55点，跌幅0.85%，报6,422点；道琼斯工业平均指数下跌371点，跌幅0.8%，报45,589点；以科技股为主的纳斯达克指数下跌1.3%。
标普500指数已回落至8月水平，较今年早些时候创下的历史高点低8%。
投资者对原油价格飙升以及美国和伊朗领导人发出的相互矛盾的信息感到不安。特朗普总统表示，他延长了伊朗重新开放霍尔木兹海峡的最后期限，因为结束战争的谈判“进展非常顺利”，而伊朗否认有任何直接谈判，并继续封锁波斯湾的这条重要水道。
投资公司deVere Group的奈杰尔·格林在电子邮件中表示：“每次冲突升级，油价就会飙升，股市就会下跌，收益率就会上升。每次出现哪怕一丝克制的迹象，这些走势就会逆转。”“现在这种模式似乎已经牢固确立。”
美国消费者信心指数的下跌加剧了投资者的不安。周五公布的密歇根大学3月消费者信心初步指数显示，该指数创下2025年12月以来的最低读数。中等收入和高收入消费者的信心下降更为明显。
NerdWallet高级经济学家伊丽莎白·伦特尔在电子邮件中表示：“当发生战争时，人们预计经济限制会加剧，包括价格上涨。但他们也预计投资会出现波动。”“这就是为什么这一次消费者信心下降在高收入群体和有股票的人群中更为明显。”
油价上涨
金融市场的担忧是，这场战争将长期扰乱波斯湾的石油和天然气生产与运输。这可能导致大量石油和天然气无法进入全球市场，从而给全球经济带来一波严重的通货膨胀。
这不仅会提高驾车者购买汽油的价格，还可能迫使使用卡车、船只或飞机运输产品的企业提高自身价格。
周五布伦特原油价格上涨2.2%，达到每桶104.13美元，较战争爆发前的约70美元大幅上涨。美国基准原油价格上涨3%，至每桶97.28美元。
麦格理银行的策略师表示，如果战争持续到6月底，油价可能达到每桶200美元。到目前为止，有记录以来的最高油价是2008年夏季的略高于147美元。当时，伊朗的导弹试验（包括一枚可能击中以色列的导弹）以及中国的强劲需求，尽管处于大衰退期间，仍推动油价飙升。
对债券的影响
债券市场上，长期美国国债收益率在周五油价上涨后进一步攀升。10年期美国国债收益率从周四晚间的4.42%升至4.44%，较战争爆发前的3.97%大幅上升。
这一上升已经导致抵押贷款和美国家庭及企业的其他贷款利率飙升，从而减缓了经济增长。
在华尔街，大多数股票下跌，标普500指数中三分之二的股票下跌。
少数上涨的股票之一是Netflix，在宣布提高服务价格一天后，其股价上涨了0.3%。
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伊朗战争引发的经济不确定性推高抵押贷款利率
伊朗战争引发的经济不确定性推高抵押贷款利率
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Stocks tumble as Wall Street nears longest losing streak in nearly 4 years
March 27, 2026 / 11:43 AM EDT / CBS News
Stocks tumbled Friday as Wall Street was headed for a fifth straight weekly decline, its longest such stretch in nearly four years. The losses come a day after U.S. markets suffered their worst drop since the Iran war began Feb. 28.
The S&P 500 slumped 55 points, or 0.85%, to 6,422 in late-morning trading, while the Dow Jones Industrial Average shed 371 points, or 0.8%, to 45,589. The tech-heavy Nasdaq declined 1.3%.
The S&P 500 has dropped back to its level in August and is 8% below its all-time high set earlier this year.
Investors are unsettled by surging crude oil prices and conflicting messages from U.S. and Iranian leaders. President Trump says he extended his deadline for Iran to reopen the Strait of Hormuz because negotiations to end the war are “going very well,” while Iran has denied any direct talks and continues its blockade of the vital waterway in the Persian Gulf.
“Each time the conflict intensifies, oil spikes, stocks fall, and yields rise. Each time there is even a hint of restraint, those moves reverse,” said Nigel Green of investment firm deVere Group in an email. “The pattern now seems firmly established.”
A dip in U.S. consumer confidence added to investors’ unease, with the University of Michigan’s preliminary March sentiment index, released Friday, showing the lowest reading since December 2025. The drop in sentiment was more pronounced among middle- and high-income consumers.
“When we go to war, people anticipate worsening economic constraints, including higher prices. But they also anticipate volatility in their investments,” said Elizabeth Renter, senior economist at NerdWallet, in an email. “That’s why this time the dip in consumer sentiment is being felt across higher incomes and those with stocks.”
Higher oil prices
The fear in financial markets is that the war will disrupt the production and transport of oil and natural gas in the Persian Gulf for a long time. It could keep so much oil and gas out of the world’s markets that it sends a punishing wave of inflation through the global economy.
It would not only raise prices for drivers buying gasoline, but could also push businesses that use trucks, ships or planes to move their products to raise their own prices.
The price for Brent crude rose 2.2% on Friday to $104.13 a barrel and is up from roughly $70 before the war began. Benchmark U.S. crude rose 3% to $97.28 per barrel.
If the war continues until the end of June, strategists at Macquarie say the price of oil could reach $200 per barrel. So far, the highest oil prices on record were just above $147 during the summer of 2008. That was when Iran’s missile testing, including one that could reach Israel, and strong demand from China helped send prices spiking despite the Great Recession.
Impact on bonds
Long-term Treasury yields rose even further in the bond market following Friday’s rise for oil prices. The yield for the 10-year Treasury climbed to 4.44% from 4.42% late Thursday and from just 3.97% before the war began.
That rise has already sent rates jumping for mortgages and for other loans taken by U.S. households and businesses, slowing the economy.
On Wall Street, most stocks fell, including two out of ever three in the S&P 500.
Among the few stocks to rise was Netflix, which added 0.3% a day after announcing price hikes for its services.
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Economic uncertainty caused by Iran war is driving up mortgage rates
Economic uncertainty caused by Iran war is driving up mortgage rates 00:24
Economic uncertainty caused by Iran war is driving up mortgage rates
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