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.

Analysts noted that if the Iran conflict can be peacefully resolved, global oil prices would fall significantly, easing inflationary pressure and giving the Federal Reserve more room to cut rates.

Energy stocks saw ExxonMobil and Chevron beat quarterly earnings expectations, benefiting from elevated oil prices during the Iran conflict. But markets generally expect energy stocks to face pullback pressure as tensions ease.

Tech stocks continued to lead gains. AMD shares surged following strong earnings, reflecting sustained AI chip demand. Apple and Alphabet also previously reported results that beat Wall Street expectations.