标普500连续第六周上涨 就业报告超预期
美国股市周五延续强劲涨势，标普500指数刷新历史新高，连续第六周收涨。这一轮上涨得益于超出预期的4月就业数据和美伊谈判取得进展的乐观信号。
就业数据超预期
尽管招聘速度有所放缓，但4月新增就业人数仍超过了分析师预期。这一数据表明劳动力市场依然稳健，为经济持续扩张提供了支撑。投资者将此解读为"软着陆"前景的信号——经济既不过热，也未出现衰退迹象。
伊朗协议预期提振市场
与此同时，美国和伊朗之间的和平谈判传来积极信号。尽管此前在霍尔木兹海峡发生了交火事件，但双方仍在考虑一份一页纸的和平协议框架。市场将地缘政治风险溢价视为下降趋势，推动了风险资产的上涨。
连续第六周上涨
标普500指数的六连涨是自去年以来的最长连胜纪录。科技股和周期股共同领涨，反映出投资者对经济增长和企业盈利的双重信心。
分析人士指出，当前市场情绪处于乐观区间，但投资者仍需关注通胀数据和美联储政策走向。如果通胀压力回升，可能会对当前的上涨势头构成挑战。
S&P 500 Hits Record on Jobs Beat and Iran Deal Hopes
US stocks extended their rally on Friday, with the S&P 500 index hitting a fresh all-time high and marking its sixth consecutive weekly gain. The rally was fueled by better-than-expected April jobs data and optimism surrounding US-Iran peace negotiations.
Jobs Report Exceeds Expectations
While hiring pace moderated, April nonfarm payrolls still surpassed analyst forecasts. The data suggests the labor market remains resilient, supporting the case for continued economic expansion without tipping into recession — the “soft landing” scenario investors have been pricing in.
Iran Deal Optimism
Despite a recent exchange of fire in the Strait of Hormuz, the US and Iran are reportedly considering a one-page peace framework. Markets interpreted this as a sign that geopolitical risk premiums are declining, boosting risk assets across the board.
Sixth Straight Weekly Gain
The S&P 500’s six-week winning streak is its longest run since last year. Both tech and cyclical sectors led the advance, reflecting investor confidence in both economic growth and corporate earnings.
Analysts note that while market sentiment is firmly in bullish territory, investors should keep an eye on inflation data and Federal Reserve policy signals. A resurgence in inflation pressures could challenge the current rally.
Sources: Google News, BBC World