--- title: "美股前瞻 | 三大股指期货齐跌 美伊和谈再现曙光 传美国同意在谈判期间暂时豁免对伊朗石油制裁" type: "News" locale: "en" url: "https://longbridge.com/en/news/286768801.md" description: "5 月 18 日美股三大股指期货齐跌，道指期货跌 0.29%，标普 500 跌 0.13%，纳指跌 0.03%。市场消息称美国同意在谈判期间暂时豁免对伊朗的石油制裁，巴基斯坦总理对美伊新一轮会谈表示乐观。科技股可能迎来反攻行情。" datetime: "2026-05-18T12:12:04.000Z" locales: - [zh-CN](https://longbridge.com/zh-CN/news/286768801.md) - [en](https://longbridge.com/en/news/286768801.md) - [zh-HK](https://longbridge.com/zh-HK/news/286768801.md) --- # 美股前瞻 | 三大股指期货齐跌 美伊和谈再现曙光 传美国同意在谈判期间暂时豁免对伊朗石油制裁 ## Pre-Market Market Trends 1. On May 18th (Monday), U.S. stock index futures fell across the board before the market opened. As of the time of writing, Dow futures were down 0.29%, S&P 500 futures were down 0.13%, and Nasdaq futures were down 0.03%. ![前瞻 1.png](https://imageproxy.pbkrs.com/https://img.zhitongcaijing.com/image/20260518/1779105533319572.png?x-oss-process=image/auto-orient,1/interlace,1/resize,w_1440,h_1440/quality,q_95/format,jpg) 1. As of the time of writing, the German DAX index was up 1.02%, the UK FTSE 100 index was up 0.90%, the French CAC 40 index was down 0.65%, and the Euro Stoxx 50 index was up 0.34%. ![前瞻 2.png](https://imageproxy.pbkrs.com/https://img.zhitongcaijing.com/image/20260518/1779105544274966.png?x-oss-process=image/auto-orient,1/interlace,1/resize,w_1440,h_1440/quality,q_95/format,jpg) 1. As of the time of writing, WTI crude oil was down 0.04%, priced at $100.98 per barrel. Brent crude oil was up 0.10%, priced at $109.37 per barrel. ![前瞻 3.png](https://imageproxy.pbkrs.com/https://img.zhitongcaijing.com/image/20260518/1779105557157181.png?x-oss-process=image/auto-orient,1/interlace,1/resize,w_1440,h_1440/quality,q_95/format,jpg) ## Market News **It is reported that the U.S. has agreed to temporarily waive oil sanctions on Iran during negotiations.** On the 18th local time, a source close to the U.S.-Iran negotiation team stated that the U.S. has agreed to "waive" oil sanctions on Iran during the negotiation period in the latest draft of the negotiation plan, which means the U.S. will temporarily suspend sanctions. Iran emphasized that the cancellation of all sanctions against it must be part of the U.S. commitment. However, the U.S. proposal is for the Office of Foreign Assets Control (OFAC) of the U.S. Treasury Department to implement a temporary waiver before reaching a final agreement. So far, neither the U.S. nor Iran has officially confirmed this news. Almost simultaneously, the Prime Minister of Pakistan expressed optimism about the new round of talks between the U.S. and Iran to be held in Islamabad. **Iran proposed a revised plan, and there is renewed hope for U.S.-Iran negotiations! Under the expectation of "TACO," tech stocks are gearing up for a major rebound.** Media reports citing informed sources indicate that Pakistan has handed over Iran's proposed revised plan for ending the war to the U.S., and the U.S. has received the relevant plan. Additionally, the latest news shows that the Iranian Foreign Minister/Ministry of Foreign Affairs emphasizes "focusing on ending the war" and continues discussions with Oman on the passage mechanism in the Strait of Hormuz. These latest developments indicate that the U.S. and Iran have not severed communication channels, constituting the latest marginal positive signal for U.S.-Iran negotiations. Another "TACO moment," which could drive a major rebound in tech stocks closely related to AI computing infrastructure, cryptocurrencies, and high-yield corporate bonds, may soon sweep across global risk assets. **The global bond market continues to decline, with expectations for Fed rate hikes rising sharply this year, and inflation trades making a comeback.** On Monday, the bond market from Tokyo to New York continued to decline due to ongoing Middle Eastern conflicts leading to rising energy prices, exacerbating inflation concerns and prompting investors to increase bets on global central bank rate hikes The benchmark 10-year U.S. Treasury yield, which moves inversely to prices, surged to its highest level since February 2025, reaching 4.631%, having climbed over 20 basis points last week. The two-year U.S. Treasury yield, most sensitive to inflation and interest rate expectations, hit a 14-month high of 4.102%, while the 30-year U.S. Treasury yield rose to a one-year high of 5.159%. The rise in yields boosted the dollar and cast a shadow over the stock market, which had soared in recent weeks due to the AI boom. **Morgan Stanley's latest prediction: Bond market turmoil may lead to a correction in U.S. stocks, but the long-term bull market outlook remains optimistic.** As the global bond market sell-off continues to unfold, the AI-driven rally in U.S. stocks is facing a severe test. Mike Wilson, Chief U.S. Equity Strategist at Morgan Stanley, warned that if bond market volatility intensifies and long-term rates continue to rise, the stock market could experience its first substantial correction since bottoming out in late March this year. Despite the rising short-term risks, Wilson's team has not changed their long-term bullish stance on U.S. stocks. In fact, they just raised their 12-month target for the S&P 500 index to 8,300 points last week, based on the fact that U.S. companies are experiencing the strongest earnings growth in over twenty years, excluding recovery periods after major shocks. **Supporting a long-term bull market for gold! Goldman Sachs raises global central bank gold purchase forecasts, reiterating a bullish target of $5,400 per ounce for year-end gold prices.** Against the backdrop of ongoing geopolitical reshaping and persistent inflation concerns, Goldman Sachs has significantly raised its forecast for global central bank gold purchases and reiterated its bullish target of $5,400 per ounce for gold prices by year-end. This assessment resonates with the optimistic signals recently released by several international investment banks, injecting a shot of adrenaline into the gold market, which has been volatile for months. Goldman Sachs analysts stated in their report that they expect global central bank gold purchases to increase to an average of 60 tons per month by 2026. This new expectation is backed by a substantial methodological correction. **The standoff in the Strait of Hormuz drives up oil prices, while copper prices fall for three consecutive days amid inflation concerns.** Copper prices further widened their decline as market concerns over the global inflation outlook deepened, putting pressure on industrial commodities. U.S.-Iran negotiations have once again stalled, making the already fragile geopolitical landscape even more tense. President Trump has once again threatened Iran, and significant differences remain between the two sides regarding an agreement to end the conflict and reopen the Strait of Hormuz, pushing oil prices higher. **"Bond vigilante" proponent Yardeni: The Federal Reserve should end its easing bias in June, or it will lose control over interest rates.** According to Yardeni Research, as investor concerns about inflation grow, the Federal Reserve needs to keep pace with the bond market, or it risks losing control over borrowing costs. Ed Yardeni, the firm's president and chief investment strategist, stated that given the current market environment is "no longer" suitable for easing policies, the Federal Reserve should eliminate its easing bias at the June meeting. Yardeni wrote in a report: "If the Federal Reserve fails to eliminate its easing bias, investors will believe that the central bank is falling behind the curve in addressing inflation and will demand a higher inflation risk premium ## Individual Stock News **Trump "boasts" about Intel (INTC.US) investment performance: $40 billion profit in 8 months, government will consider "jogging-style" reduction.** U.S. President Trump stated in an interview with Fortune magazine on Monday that he "should have asked for more" government shares in Intel. The Trump administration acquired a 10% stake in Intel last year and announced an investment of approximately $10 billion in the chip manufacturer to build or expand factories in the U.S. Eight months after the deal was reached, the value of the government's Intel shares has increased to over $50 billion. Trump said, "Intel should now be the largest company in the world." He mentioned TSMC's dominance in the chip sector, stating that if he had been president earlier, "Intel would now own all these businesses." **LiveRamp (RAMP.US) surges pre-market after $2.5 billion acquisition by Publicis Groupe (PUBGY.US).** Publicis Groupe (PUBGY.US) announced it will acquire the data collaboration platform for $2.5 billion in an all-cash deal. On Monday, LiveRamp (RAMP.US) saw its stock price soar by 27% in pre-market trading. The deal aims to enhance Publicis Groupe's capabilities in data and artificial intelligence to help brands better navigate a highly fragmented media market. According to the terms of the agreement, Publicis Groupe will pay LiveRamp $38.50 per share, a 29.8% premium over the company's closing price on the last trading day before the announcement (May 15). **Tesla (TSLA.US) raises Model Y prices for the first time in two years, seeking profit recovery amid sales pressure.** Tesla (TSLA.US) announced on its official website that it raised the prices of the Model Y series in the U.S. market last Saturday (May 16), marking the first price increase for the model in two years. Specifically, the price of the Model Y Long Range All-Wheel Drive and Long Range Rear-Wheel Drive versions increased by $1,000, with adjusted prices of $49,990 and $45,990, respectively; the Model Y Performance All-Wheel Drive version increased by $500 to $57,990. The entry-level model prices remain unchanged at $39,990 and $41,990. **Arm (ARM.US) reportedly faces U.S. antitrust investigation over chip licensing practices, stock price plummets.** Reports indicate that Arm (ARM.US) is under investigation by the U.S. Federal Trade Commission (FTC) regarding whether the company, leveraging its dominant position in the chip licensing field, has engaged in practices that restrict or indirectly reduce competitors' access to core processor technology licensing channels during its expansion into self-developed chips. As the global chip industry rides the wave of AI, this investigation brings increasing scrutiny to Arm's business model from global regulators. For investors, this investigation highlights the rising regulatory risks faced by Arm, one of the most important technology suppliers in the semiconductor industry **Bio-Rad Laboratories (BIO.US) is in a slump, aggressive investor Elliott makes a strong entry.** According to reports, activist investor Elliott Investment Management has acquired a significant stake in Bio-Rad Laboratories (BIO.US) and plans to boost the stock performance of this life sciences instrument supplier. The exact size of Elliott's stake in Bio-Rad is unclear. Bio-Rad currently has a market capitalization of approximately $6.7 billion, and its stock price has fallen over 70% since peaking at the end of 2021. **Baidu Group (BIDU.US) Q1 revenue of 32.08 billion yuan, core AI new business revenue exceeds half for the first time, up 49% year-on-year.** Baidu Group's revenue for the first quarter was 32.08 billion yuan, estimated at 31.49 billion yuan. Adjusted operating profit was 3.81 billion yuan, estimated at 3.34 billion yuan. Adjusted earnings per ADS were 12.06 yuan, estimated at 11.84 yuan. Baidu Group's revenue from intelligent cloud infrastructure in the first quarter was 8.8 billion yuan, up 79% year-on-year. Revenue from GPU cloud grew by 184% year-on-year. AI application revenue was 2.5 billion yuan, roughly flat year-on-year. **iQIYI (IQ.US) releases Q1 2026 financial report: total revenue of 6.23 billion yuan, membership revenue grows quarter-on-quarter.** On May 18, iQIYI (IQ.US) released its unaudited financial report for the first quarter ending March 31, 2026. In the first quarter, iQIYI's total revenue was 6.23 billion yuan. Among them, membership service revenue was 4.20 billion yuan, a quarter-on-quarter increase of 2%. Online advertising service revenue was 1.24 billion yuan, content distribution revenue was 360 million yuan, and other revenue was 430 million yuan. **Tencent Music (TME.US) completes acquisition of Himalaya.** Tencent Music announced that the merger agreement with Himalaya Holdings and several other contracting parties regarding the acquisition of Himalaya was completed on May 18, 2026. According to the terms of the merger agreement, the equity securities held by relevant shareholders of Himalaya and participants in Himalaya's employee stock ownership plan have been canceled in exchange for the merger consideration, which includes up to $1.26 billion in cash and up to 175 million shares of Tencent Music Class A common stock. Following the completion of the acquisition, Himalaya has become a wholly-owned subsidiary of Tencent Music. ## Important economic data and event forecast Beijing time 22:00 US May NAHB Housing Market Index ### Related Stocks - [.DJI.US](https://longbridge.com/en/quote/.DJI.US.md) - [.IXIC.US](https://longbridge.com/en/quote/.IXIC.US.md) - [.SPX.US](https://longbridge.com/en/quote/.SPX.US.md) - [.NDX.US](https://longbridge.com/en/quote/.NDX.US.md) - [IVV.US](https://longbridge.com/en/quote/IVV.US.md) - [DDM.US](https://longbridge.com/en/quote/DDM.US.md) - [DIA.US](https://longbridge.com/en/quote/DIA.US.md) - [VOO.US](https://longbridge.com/en/quote/VOO.US.md) - [DJD.US](https://longbridge.com/en/quote/DJD.US.md) - [SSO.US](https://longbridge.com/en/quote/SSO.US.md) - [MS.US](https://longbridge.com/en/quote/MS.US.md) - [GS.US](https://longbridge.com/en/quote/GS.US.md) - [INTC.US](https://longbridge.com/en/quote/INTC.US.md) - [TSM.US](https://longbridge.com/en/quote/TSM.US.md) - [RAMP.US](https://longbridge.com/en/quote/RAMP.US.md) - [TSLA.US](https://longbridge.com/en/quote/TSLA.US.md) - [ARM.US](https://longbridge.com/en/quote/ARM.US.md) - [BIO.US](https://longbridge.com/en/quote/BIO.US.md) - [BIDU.US](https://longbridge.com/en/quote/BIDU.US.md) - [09888.HK](https://longbridge.com/en/quote/09888.HK.md) - [IQ.US](https://longbridge.com/en/quote/IQ.US.md) - [TME.US](https://longbridge.com/en/quote/TME.US.md) - [MS-O.US](https://longbridge.com/en/quote/MS-O.US.md) - [MS-Q.US](https://longbridge.com/en/quote/MS-Q.US.md) - [MS-E.US](https://longbridge.com/en/quote/MS-E.US.md) - [MS-I.US](https://longbridge.com/en/quote/MS-I.US.md) - [MS-L.US](https://longbridge.com/en/quote/MS-L.US.md) - [MS-P.US](https://longbridge.com/en/quote/MS-P.US.md) - [MS-A.US](https://longbridge.com/en/quote/MS-A.US.md) - [MS-F.US](https://longbridge.com/en/quote/MS-F.US.md) - [MS-K.US](https://longbridge.com/en/quote/MS-K.US.md) - [W4VR.SG](https://longbridge.com/en/quote/W4VR.SG.md) - [BIO.B.US](https://longbridge.com/en/quote/BIO.B.US.md) - [89888.HK](https://longbridge.com/en/quote/89888.HK.md) - [01698.HK](https://longbridge.com/en/quote/01698.HK.md) ## Related News & Research - [ROI-Long bond blues? 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