Japanese and South Korean stock markets both hit record highs as investors buy into expectations of a possible turning point in the Iran conflict. Meanwhile, international oil prices continue to climb due to fragility around the Strait of Hormuz. Despite geopolitical risks, Asian markets are showing strong growth momentum, with technology and manufacturing sectors leading gains.
The United States has confirmed new strikes on Iranian radar facilities. Meanwhile, Kuwait has condemned “repeated” missile and drone attacks on its territory. Tensions around the Strait of Hormuz continue to escalate as both the US and Iran report military actions in the area. Iran has also stated it carried out counter-strikes around the strait.
Trump Calls Off Planned Iran Strike, Says Gulf Allies Requested Delay US President Trump announced the cancellation of planned military strikes on Iran, stating that Gulf state allies requested the delay. In a single day, Trump first threatened Iran and then pulled back, with the policy reversal drawing international attention. Iran is assessing how to respond to previous US-Israeli strikes. Analysts believe parties are currently in “serious negotiations,” increasing the possibility of a peace deal. ...
壳牌公司第一季度利润大幅上涨近四分之一，成为最新一家因伊朗战争导致的油价波动而受益的能源巨头。公司利润超出市场预期，但也因"过度利润"引发公众批评。能源行业正从地缘政治紧张局势中获取显著收益。
美国正在等待伊朗对最新停战提案的回应。据CNN报道，美伊双方正接近就一份一页纸的停战备忘录达成一致。 与此同时，美国国务卿鲁比奥抵达梵蒂冈，与教皇利奥十四世会面，试图缓解因特朗普此前批评教皇而引发的紧张关系。此次访问被视为美国修复与梵蒂冈关系的重要一步。 伊朗核问题和中东局势是双方讨论的核心议题。分析人士认为，美伊之间的任何协议都将对全球油价和地区安全格局产生深远影响。 此前，美国击沉了一艘伊朗油轮，局势一度升级。目前双方均表现出通过外交途径解决问题的意愿。 梵蒂冈方面表示，教皇呼吁各方保持克制，通过对话解决分歧。
伊朗局势更新：德黑兰考虑美国提案，特朗普施压结束冲突 据《纽约时报》和路透社报道，伊朗方面正在认真考虑美国提出的结束冲突提案。与此同时，特朗普总统加大对德黑兰的外交压力，要求尽快达成和平协议。 据报道，美国特使正在与伊朗代表进行幕后谈判，讨论结束持续数月的霍尔木兹海峡对峙。此前美军在海峡区域执行"自由计划"行动，与伊朗船只发生多次交火。 伊朗外交部长表示，德黑兰愿意在尊重伊朗主权的前提下进行对话。但伊朗同时强调，任何协议必须包括解除制裁和保障其地区安全利益。 特朗普在社交媒体上表示，“伊朗知道他们无法永远封锁海峡，和平是最好的选择。“但他也警告，如果伊朗不认真对待谈判，美国将采取进一步行动。 欧洲国家也对局势表示关注，法国已派遣戴高乐号航母前往红海区域，以保护国际航运自由。中国外交部呼吁各方保持克制，通过对话解决问题。 市场方面，投资者对和平协议前景持乐观态度。道琼斯指数今日大涨600点，标准普尔500指数首次突破7,300点。 Iran Situation Update: Tehran Considers US Proposal as Trump Ramps Up Pressure According to The New York Times and Reuters, Iran is seriously considering a US proposal to end the ongoing conflict. Meanwhile, President Trump is increasing diplomatic pressure on Tehran to reach a peace deal quickly. US envoys are reportedly conducting behind-the-scenes negotiations with Iranian representatives, discussing an end to the months-long standoff in the Strait of Hormuz. The US military had been executing “Project Freedom” operations in the strait area, with multiple engagements against Iranian vessels. ...
道指暴涨600点，标普500首次突破7300点，市场押注伊朗协议 据CNBC报道，美国股市今日大幅上涨，道琼斯工业平均指数飙升600点，标准普尔500指数创下历史新高，首次收盘突破7,300点关口。 市场上涨主要受两大因素推动：一是伊朗与美国和平协议前景改善，投资者对地缘政治风险缓释持乐观态度；二是AMD等企业财报表现强劲，显示科技行业盈利能力依然稳健。 分析师指出，若伊朗冲突能够和平解决，全球油价将显著回落，通胀压力有望缓解，这将为美联储提供更多降息空间。 能源股方面，埃克森美孚和雪佛龙季度盈利双双超出预期，主要得益于伊朗冲突期间的高油价。但市场普遍认为，随着局势缓和，能源股可能面临回调压力。 与此同时，科技股继续领涨。AMD财报公布后股价大幅上涨，反映AI芯片需求持续旺盛。苹果、Alphabet等科技巨头此前发布的财报也超出华尔街预期。 Dow Surges 600 Points, S&P 500 First Close Above 7,300 on Iran Deal Hopes US stocks surged today with the Dow Jones Industrial Average jumping 600 points and the S&P 500 hitting a new record high, closing above 7,300 for the first time. The rally was driven by two main factors: improving prospects for a US-Iran peace deal, which boosted investor optimism on geopolitical risk easing, and strong earnings from companies like AMD, showing the tech sector’s profit resilience. ...