2026年4月8日 / 美国东部时间上午11:07 / 哥伦比亚广播公司新闻
周三，随着伊朗战争临时停火，市场对持续五周多、扰乱市场的长期能源冲击的担忧缓解，道琼斯工业平均指数暴涨逾1300点，油价跌破每桶100美元。
道琼斯工业平均指数开盘后上涨1342点，涨幅2.9%，收于47926点。标准普尔500指数上涨168点，涨幅2.6%，而以科技股为主的纳斯达克综合指数上涨3.3%。
金融公司德维尔集团首席执行官奈杰尔·格林在一封电子邮件中表示：“市场早已为这一刻做好了准备。此前的仓位布局已转向防御性，波动性居高不下，油价也反映了最糟糕的假设情况。”
他补充道：“哪怕只是暂时的暂停，也会迅速释放这种压力。”
霍尔木兹海峡动向
据FactSet数据，油价同样大幅下跌，美国基准原油西德克萨斯中质原油下跌18%，至每桶92.62美元，国际基准原油布伦特原油下跌16.6%，至每桶91.13美元，交易员正关注霍尔木兹海峡的航运动态。油价仍远高于战前水平。
海事监测服务机构MarineTraffic周三上午在X平台上表示，停火声明公布后，有“初步迹象”显示该航道有船只通行。特朗普总统周二晚间在Truth Social上宣布了这一停火协议。
这位总统表示，他的政府已收到伊朗提出的10点提案，这是“可供谈判的可行基础”。伊朗也发表声明承认了该协议，表示协议中包括“伊朗继续控制霍尔木兹海峡”。
特朗普此前曾要求伊朗在美国东部时间周二晚上8点前同意重启霍尔木兹海峡的通航，并威胁称，如果伊朗未能在最后期限前达成协议，将摧毁该国所有发电厂和桥梁。
投资者此前曾预计，海峡至少会关闭至4月中旬，经济学家警告称，这可能会推动汽油价格突破每加仑5美元，并给能源成本带来上行压力。
格林表示：“投资者此前一直在警惕可能切断全球五分之一石油供应的局势升级。只要消除部分威胁，资本就会迅速回流股票市场。”
不过，TD Securities分析师周三在一份研究报告中表示，鉴于停火仅将持续两周，未来几周的航运活动仍不明朗。
他们表示：“只要不清楚停火能否延长至两周以上，我们就质疑油轮重返海峡的意愿。”
https://www.cbsnews.com/video/breaking-down-trumps-ceasefire-announcement-with-iran/
Dow soars more than 1,300 points, oil prices tumble below $100 per barrel after Iran ceasefire
April 8, 2026 / 11:07 AM EDT / CBS News
The Dow Jones Industrial Average surged more than 1,300 points and oil prices plunged below $100 per barrel on Wednesday as a temporary ceasefire in the Iran war eased fears of a prolonged energy shock that has rattled markets for more than five weeks.
The Dow Jones Industrial Average soared 1,342 points, or 2.9%, to 47,926 after the opening bell. The S&P 500 jumped 168 points, or 2.6%, while the tech-heavy Nasdaq Composite rose 3.3%.
“Markets have been primed for this moment,” Nigel Green, CEO of the financial firm deVere Group, said in an email. “Positioning had become defensive, volatility was elevated and energy prices were reflecting worst-case assumptions.”
“A pause, even a temporary one, releases that pressure very quickly,” he added.
Movement in the Strait
Oil prices also plunged, with the U.S. benchmark, West Texas Intermediate, falling 18% to $92.62 a barrel, and the international benchmark, Brent crude, tumbling 16.6% to $91.13 a barrel, according to FactSet, as traders eyed activity in the Strait of Hormuz. Oil prices remain well above their pre-war levels.
MarineTraffic, a maritime monitoring service, said Wednesday morning on X that there were “early signs” of vessel movement through the waterway following the ceasefire announcement, which Mr. Trump announced Tuesday night on Truth Social.
The president said his administration has received a 10-point proposal from Iran that is a “workable basis on which to negotiate.” Iran also released a statement acknowledging the deal, which it said includes “continued Iranian control over the Strait of Hormuz.”
Mr. Trump had previously given Iran until 8 p.m. Eastern Tuesday to agree to a deal to reopen the Strait of Hormuz, threatening to destroy all of the country’s power plants and bridges if it did not meet the deadline.
Investors were preparing for the possibility that the Strait could remain closed through at least mid-April, which economists warned could push gasoline prices past $5 a gallon and put upward pressure on energy costs.
“Investors were bracing for escalation that could have choked off a fifth of global oil supply,” Green said. “Remove even part of that threat and capital flows back into equities at speed.”
Still, it’s unclear how shipping activity will unfold in the coming weeks, given the ceasefire is set to extend for just two weeks, TD Securities analysts said Wednesday in a research note.
“We question the appetite for tankers to begin to move back into the Strait for as long as it is unclear this will extend beyond two weeks,” they said.
https://www.cbsnews.com/video/breaking-down-trumps-ceasefire-announcement-with-iran/