更新时间: 2026年3月23日 / 美国东部时间上午11:30 / CBS新闻
道琼斯工业平均指数周一早盘上涨逾1000点,此前总统特朗普推迟了要求伊朗重开霍尔木兹海峡的最后通牒,称美国正与德黑兰进行“良好且富有成效”的谈判。
该蓝筹股指数跳升1076点,涨幅2.4%,报46,654点。其他指数也攀升,标准普尔500指数上涨138点,涨幅2.1%;科技股为主的纳斯达克综合指数上涨2.4%。
特朗普在社交媒体上宣布延期前,期货市场曾预示股市将下跌近1%。
油价下跌
油价也立即回落。国际基准布伦特原油在特朗普宣布延期后一度跌至每桶96美元,随后小幅回升至101.26美元,较上周近120美元大幅下降。美国基准西德克萨斯中质原油跌至84美元一桶,随后回升至90.11美元。
特朗普此前设定周一晚间为伊朗重开霍尔木兹海峡航运的最后期限,威胁称若伊朗不妥协将“摧毁”其发电厂。伊朗则回应称将袭击美国和以色列在该地区的能源及基础设施资产。
周一上午,特朗普表示美国将暂停对伊朗发电厂和其他能源基础设施的打击行动五天。这一决定缓解了投资者对伊朗战争可能升级、加剧日益严重的石油危机的担忧。
“全球经济正濒临悬崖边缘,这种情况是特朗普在其两届任期内从未遇到过的(比新冠疫情更严重,比关税危机更糟),他的自保本能使其不太可能故意将经济推向深渊,”Vital Knowledge负责人、华尔街分析师亚当·克里萨弗利在致投资者的研究报告中表示。
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谈判进展不明
然而,伊朗外交部发表声明驳斥了特朗普的说法。
“我们否认美国总统唐纳德·特朗普关于美国与伊朗伊斯兰共和国正在进行谈判的言论,”声明称。
尽管周一油价下跌,原油价格仍较2月底伊朗战争爆发前上涨约45%。美国汽车协会(AAA)数据显示,美国人平均每加仑汽油价格为3.96美元,较一个月前上涨超过1美元。
克里萨弗利表示,即便战斗今天结束,经济影响可能仍将持续。“但至少现在有了解决问题的明确方向,”他说。
与此同时,摩根士丹利E*TRADE交易与投资董事总经理克里斯·拉金在电子邮件中指出,投资者需要看到实质性进展的证据,以维持市场涨幅。
“随着股市在盘整与更大规模下跌之间摇摆,市场周一因中东传来的潜在利好消息而提振,”他说。“但任何反弹的持续性可能需要地缘政治层面的实质性跟进。”
编辑:Alain Sherter
美联社对本报道有贡献。
Dow jumps more than 1,000 points after Trump delays ultimatum for Iran to reopen the Strait of Hormuz
Updated on: March 23, 2026 / 11:30 AM EDT / CBS News
The Dow Jones Industrial Average surged more than 1,000 points in early trading on Monday after President Trump postponed an ultimatum for Iran to reopen the Strait of Hormuz, saying that the U.S. is engaged in “good and productive” negotiations with Tehran.
The blue-chip index jumped 1,076 points, or 2.4%, to 46,654. Other indices also climbed, with the S&P 500 adding 138 points, or 2.1% and the tech-heavy Nasdaq Composite index gaining 2.4%.
Before Mr. Trump announced the delay on social media, futures had pointed to an almost 1% decline in stocks.
Oil price decline
Oil prices also immediately retreated. Brent crude, the international benchmark, fell to as low as $96 per barrrel immediately after Mr. Trump announced the postponement before paring its loss to $101.26, down from nearly $120 last week. West Texas Intermediate, the U.S. benchmark, dropped to $84 per barrel and then rose to $90.11.
Mr. Trump had earlier set a deadline of Monday night for Iran to reopen ship traffic in the Strait of Hormuz, which carries about 20% of the world’s oil supply, threatening to “obliterate” Iran’s power plants if it didn’t concede. Iran responded by threatening to attack U.S. and Israeli energy and infrastructure assets in the region.
On Monday morning, Mr. Trump said the U.S. would hold off on strikes against Iranian power plants and other energy infrastructure for five days. That is easing investor concerns that the Iran war could escalate, worsening the growing oil crisis.
“The global economy was teetering on the edge of a precipice the likes of which Trump had never encountered during either of his two terms (worse than COVID and worse than tariffs), and his instinct for self-preservation is too great to drive off the cliff deliberately,” Wall Street analyst Adam Crisafulli, head of Vital Knowledge, told investors in a research note.
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Status of talks unclear
However, the Iranian Foreign Ministry issued a statement that contradicted Mr. Trump’s post.
“We deny what US President Donald Trump said regarding negotiations taking place between the United States of America and the Islamic Republic of Iran,” the statement said.
Even with Monday’s decline in oil prices, crude is trading about 45% higher than it was before the start of the Iran war in late February. Americans are paying an average of $3.96 for a gallon of gasoline, up more than $1 per gallon from one month ago, according to AAA.
The economic fallout is likely to linger even if fighting ends today, Crisafulli said. “But at least now there is a line of sight toward resolution,” he said.
At the same time, investors will want to see tangible proof that there’s progress to maintain market gains, noted Chris Larkin, managing director of trading and investing at E*TRADE from Morgan Stanley, in an email.
“With stocks challenging the boundary between consolidation and a larger downturn, the market woke up to some potentially good news out of the Middle East on Monday,” he said. “But follow-through on any relief rally will likely require tangible follow-through on the geopolitical front.”
Edited by Alain Sherter
The Associated Press contributed to this report.
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