2026年7月8日 / 美国东部时间上午9:54 / 哥伦比亚广播公司新闻
美国总统特朗普称与伊朗的停火协议已“结束”，并称与伊朗打交道是“浪费时间”后，美股在周三早盘大幅下挫。
油价大涨6%，因市场担忧敌对行动再次升级将危及霍尔木兹海峡的石油运输通道。
特朗普此番言论此前，伊朗伊斯兰革命卫队对霍尔木兹海峡的三艘油轮发动袭击，随后美军实施了打击。布伦特原油上涨6.3%，至每桶78.80美元；美国基准原油西德克萨斯中质原油（WTI）上涨6.4%，至每桶75美元。
在周三油价飙升之前，西德克萨斯中质原油价格曾跌破每桶70美元，基本回到2月底伊朗战事爆发前的水平。
道琼斯工业平均指数下跌479点，跌幅0.9%，收报52446点。标准普尔500指数下跌0.4%，以科技股为主的纳斯达克综合指数下跌0.2%。
投资咨询机构牛津经济研究院首席全球经济学家瑞安·斯威特在一份报告中表示：“美伊之间的停火协议原本就脆弱，不幸的是，一些冲突爆发在所难免。问题在于，这只是道路上的一个颠簸，还是我们正走出风暴眼。”
油价上涨可能推高汽油和运输成本，令通胀前景复杂化，可能促使美联储将利率维持在高位更久。
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斯威特称：“如果和平协议破裂——现在判断还为时过早——这不仅会推高油价，还会加大亚洲人工智能供应链的压力，迫使各国央行采取鹰派政策，收紧金融环境，甚至可能改变美国中期选举的结果。”
紧张局势升级的另一个迹象是，在霍尔木兹海峡油轮遇袭后，特朗普政府于周二撤销了一项允许伊朗石油销售的豁免令——这是伊朗政权的关键收入来源。
美国财政部表示，两周前作为美伊临时和平协议一部分发布的“X通用许可证”（该许可证豁免伊朗石油销售免受美国制裁）将被一项范围更窄的豁免令取代。
其他华尔街观察人士预计，最新一轮暴力冲突将会平息。
Vital Knowledge分析师亚当·克里萨富利周三在一份研究报告中称：“特朗普宣布伊朗停火‘结束’后，美股在美国东部时间凌晨4点左右暴跌。尽管目前的缓和局势确实面临压力，但我们仍认为白宫极不情愿在军事上升级局势并全面恢复敌对行动，因此达成协议的可能性仍然大得多。”
外汇交易公司FxPro首席市场分析师亚历克斯·库普西克维奇也指出，特朗普最近表示承诺通过外交手段解决冲突，同时全球能源市场已经适应了石油供应中断的情况。
库普西克维奇说：“市场已经适应了霍尔木兹海峡航运减少的情况，找到了替代航线，全球需求也有所下降。”
Stocks slump, oil surges after Trump says Iran ceasefire is over
July 8, 2026 / 9:54 AM EDT / CBS News
Stocks tumbled in early trading on Wednesday after President Trump said the ceasefire with Iran is “over” and that it is “a waste of time dealing with them.”
Oil prices jumped 6% on concerns that a re-escalation of hostilities would jeopardize the flow of oil through the Strait of Hormuz.
Mr. Trump’s remarks come after attacks by Iran’s Islamic Revolutionary Guard Corps on three tankers in the Strait of Hormuz, which were followed by U.S. strikes. Brent crude rose 6.3% to $78.80 a barrel, while West Texas Intermediate, the U.S. benchmark, climbed 6.4% to $75.
Before Wednesday’s spike, West Texas Intermediate had fallen below $70 a barrel, roughly returning to levels seen before the start of the Iran war in late February.
The Dow Jones Industrial Average fell 479 points, or 0.9%, to 52,446. The S&P 500 declined 0.4%, and the tech-heavy Nasdaq Composite slipped 0.2%.
“The ceasefire between the U.S. and Iran was always fragile, and some flare-ups were inevitable, unfortunately,” Ryan Sweet, chief global economist at investment adviser Oxford Economics, said in a report. “The question is whether this represents a bump in the road or whether we’re emerging from the eye of the storm.”
Higher oil prices could complicate the inflation outlook by raising gasoline and transportation costs, potentially prompting the Federal Reserve to keep interest rates higher for longer.
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“If the peace deal breaks, and it’s too early to tell, it won’t just raise oil prices; it would also increase pressure on AI supply chains in Asia, force central banks to be hawkish, tighten financial conditions and could shift the outcome of the U.S. midterms,” Sweet said.
In another sign of renewed tensions, the Trump administration on Tuesday revoked a waiver that permitted Iranian oil sales, a key source of revenue for the regime, after attacks on tankers in the Strait of Hormuz.
The Treasury Department said that “General License X,” which was issued two weeks ago as part of an interim peace deal between the U.S. and Iran and exempted Iranian oil sales from U.S. sanctions, would be superseded by a narrower waiver.
Other Wall Street watchers expect the latest outbreak of violence to recede.
“Stocks took a dive around 4 am ET after Trump declared that the Iran ceasefire was ‘over,’ and while the current détente is certainly under strain, we continue to think the White House is extremely reluctant to escalate militarily and fully return to hostilities and therefore, a deal remains much more likely than not,” Vital Knowledge analyst Adam Crisafulli said Wednesday in a research note.
Alex Kuptsikevich, chief market analyst at FxPro, a foreign exchange trading firm, also noted that Mr. Trump has recently expressed a commitment to resolving the conflict through diplomatic means, while world energy markets have adapted to the disruption in oil supplies.
“The market has adapted to the reduction in traffic through the Strait of Hormuz, found alternative routes, and global demand has fallen,” Kuptsikevich said.
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