<p>Investing.com - 与主要美国股票平均水平相关的期货在特朗普总统宣布暂停解除霍尔木兹海峡的行动并暗示与伊朗的和平协议取得进展后上涨。油价下跌，但仍徘徊在每桶 100 美元以上。在其他方面，随着人工智能热潮推动对芯片制造商数据中心部门的需求，超微半导体的利润飙升，而对这一新兴技术的疯狂支出帮助三星电子的市值突破了一个关键门槛。</p>
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<p>1. 期货上涨</p>
<p>美国股指期货周三指向上涨，投资者对特朗普在重新开放霍尔木兹海峡的行动上的转变以及与伊朗的和平协议可能接近的暗示感到乐观。</p>
<p>截至东部时间 03:31（格林威治时间 07:31），道琼斯期货合约上涨 79 点，涨幅为 0.2%；标准普尔 500 期货上涨 20 点，涨幅为 0.3%；纳斯达克 100 期货上涨 186 点，涨幅为 0.7%。</p>
<p>华尔街主要股指在前一交易日小幅上涨，而油价下跌，此前白宫对本周早些时候海峡发生的一系列暴力事件进行了淡化。</p>
<p>美国企业最新的财报季整体表现良好，这可能表明大型公司迄今为止能够应对伊朗战争带来的经济不确定性，至少目前如此。</p>
<p>交易员们现在期待本月晚些时候公布的财报，这些财报涵盖了截至 4 月的财政周期，包括人工智能半导体巨头英伟达和大型零售巨头沃尔玛的重要报告。</p>
<p>2. 特朗普暂停 “自由计划”</p>
<p>周二，特朗普宣布所谓的 “自由计划”，即通过军事力量引导船只穿越狭窄水道以解除霍尔木兹海峡的美国行动，正在 “短期内” 暂停。</p>
<p>这一行动于本周早些时候生效，随后在海峡和海湾地区发生了一轮新的攻击。</p>
<p>在一条社交媒体帖子中，特朗普声称这一变化部分是应巴基斯坦的请求而来，巴基斯坦是华盛顿与德黑兰之间的常见调解者。他补充说，与伊朗的和平协议已取得 “重大进展”。</p>
<p>值得注意的是，特朗普的决定是在伊朗和中国外长之间的会谈之后做出的。北京是伊朗石油的主要买家，媒体报道表明，中国可能希望说服德黑兰在下周中国领导人习近平与特朗普会晤之前不要加剧与美国的紧张关系。</p>
<p>3. 布伦特原油价格下跌</p>
<p>在特朗普宣布后，油价回落，布伦特原油期货（全球油价基准）下跌 1.5%，至每桶 108.22 美元。</p>
<p>尽管如此，布伦特合约仍远高于战争前的每桶约 70 美元的水平。</p>
<p>霍尔木兹海峡是全球五分之一石油的主要通道，仍然有效地关闭了油轮交通，已经持续数周。美国和伊朗都设立了封锁线。</p>
<p>由于海峡内航运活动持续中断引发的能源冲击，加剧了全球通货膨胀飙升和全球经济放缓的担忧。</p>
<p>4. 超微利润和收入激增</p>
<p>超微半导体的股票在盘后交易中大幅上涨，得益于该公司数据中心业务的强劲表现，使季度利润和收入超出预期。</p>
<p>超微在第一季度的收入为 13.8 亿美元，较去年同期的 7.09 亿美元增长。调整后，每股收益为 1.37 美元，超过华尔街预期的 1.28 美元。</p>
<p>收入激增 38%，达到 102.5 亿美元，同样超出预期，数据中心部门的销售特别增长 57%，得益于对超微 EPYC 处理器的强劲需求和更多 Instinct GPU 的出货。</p>
<p>首席执行官苏姿丰表示，预计未来服务器增长将 “显著加速”，因为公司正在扩大供应以满足高需求。</p>
<p>尽管如此，分析师们仍在关注超微与竞争对手如英伟达和博通的比较。美银证券的策略师在一份报告中指出，尽管他们 “非常相信超微的执行力”，但该公司 “仍然面临与其他为 OpenAI（ChatGPT 背后的初创公司）提供支持的竞争对手之间不确定的市场份额分配”。</p>
<p>5. 三星市值飙升至 1 万亿美元</p>
<p>韩国三星电子周三首次突破 1 万亿美元的市值，得益于内存芯片股票的上涨和对与主要科技公司潜在合作的乐观情绪。</p>
<p>它现在是第二家达到这一里程碑的亚洲公司，仅次于合同芯片制造巨头台积电。</p>
<p>在最近的交易中，股票连续创下历史新高，今年以来价格已翻倍。此次上涨部分是由于彭博社的报道，称苹果已与三星和英特尔进行探索性谈判，以制造其设备的主要处理器。</p>

英伟达

2 倍做多 AMD ETF - Direxion

标普半导体 ETF - SPDR

<p>美国股指期货上涨，因为特朗普总统暂停了重启霍尔木兹海峡的军事行动，暗示与伊朗达成和平协议的进展。油价下跌，但仍保持在每桶 100 美元以上。超微半导体报告称，由于对人工智能技术的需求，利润大幅增长，而三星电子的市值超过 1 万亿美元，受到科技行业乐观情绪的推动。交易员们预计即将发布的主要公司的财报，包括英伟达和沃尔玛，尽管经济不确定性仍在持续</p>

<p>Investing.com - Futures linked to the main U.S. stock averages climb after President Donald Trump announces a pause to an operation to unblock the Strait of Hormuz and hints at progress toward a peace deal with Iran. Oil prices sink, but still hover above $100 a barrel. Elsewhere, profit at Advanced Micro Devices soars as the artificial intelligence boom powers demand for the chipmaker's data center unit, while a frenzy of spending on the nascent technology helps raise the market value of Samsung Electronics past a key threshold.</p>
<div class="lb-trans"><p>Investing.com - 与主要美国股票平均水平相关的期货在特朗普总统宣布暂停解除霍尔木兹海峡的行动并暗示与伊朗的和平协议取得进展后上涨。油价下跌，但仍徘徊在每桶 100 美元以上。在其他方面，随着人工智能热潮推动对芯片制造商数据中心部门的需求，超微半导体的利润飙升，而对这一新兴技术的疯狂支出帮助三星电子的市值突破了一个关键门槛。</p>
</div><p>[[pro_promotion |</p>
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<div class="lb-trans"><p>]]</p>
</div><p>1. Futures rise</p>
<div class="lb-trans"><p>1. 期货上涨</p>
</div><p>U.S. stock futures pointed higher on Wednesday, as investors took hope from Trump's U-turn on a drive to reopen the Strait of Hormuz and suggestion that a peace deal with Iran may be close.</p>
<div class="lb-trans"><p>美国股指期货周三指向上涨，投资者对特朗普在重新开放霍尔木兹海峡的行动上的转变以及与伊朗的和平协议可能接近的暗示感到乐观。</p>
</div><p>By 03:31 ET (07:31 GMT), the Dow futures contract had ticked up by 79 points, or 0.2%, S&amp;P 500 futures had climbed by 20 points, or 0.3%, and Nasdaq 100 futures had risen by 186 points, or 0.7%.</p>
<div class="lb-trans"><p>截至东部时间 03:31（格林威治时间 07:31），道琼斯期货合约上涨 79 点，涨幅为 0.2%；标准普尔 500 期货上涨 20 点，涨幅为 0.3%；纳斯达克 100 期货上涨 186 点，涨幅为 0.7%。</p>
</div><p>The main averages on Wall Street ticked up in the prior session, while oil prices sank, after the White House moved to downplay a rash of violence in the strait earlier in the week.</p>
<div class="lb-trans"><p>华尔街主要股指在前一交易日小幅上涨，而油价下跌，此前白宫对本周早些时候海峡发生的一系列暴力事件进行了淡化。</p>
</div><p>Corporate America's latest earnings season has also been broadly solid, possibly indicating that major companies have so far been able to ride the waves of economic uncertainty caused by the war in Iran, at least for now.</p>
<div class="lb-trans"><p>美国企业最新的财报季整体表现良好，这可能表明大型公司迄今为止能够应对伊朗战争带来的经济不确定性，至少目前如此。</p>
</div><p>Traders are now looking ahead to a run of results later this month for fiscal periods ending in April, including all-important reports from artificial intelligence semiconductor giant Nvidia and big-box retail titan Walmart.</p>
<div class="lb-trans"><p>交易员们现在期待本月晚些时候公布的财报，这些财报涵盖了截至 4 月的财政周期，包括人工智能半导体巨头英伟达和大型零售巨头沃尔玛的重要报告。</p>
</div><p>2. Trump pauses &#34;Project Freedom&#34;</p>
<div class="lb-trans"><p>2. 特朗普暂停 “自由计划”</p>
</div><p>On Tuesday, Trump announced that so-called &#34;Project Freedom,&#34; a U.S. push to unblock the Strait of Hormuz by using military force to guide ships through the narrow the waterway, was being halted &#34;for a short period of time.&#34;</p>
<div class="lb-trans"><p>周二，特朗普宣布所谓的 “自由计划”，即通过军事力量引导船只穿越狭窄水道以解除霍尔木兹海峡的美国行动，正在 “短期内” 暂停。</p>
</div><p>The operation, which came into effect earlier this week, was soon followed by a fresh bout of attacks in the strait and the Gulf region.</p>
<div class="lb-trans"><p>这一行动于本周早些时候生效，随后在海峡和海湾地区发生了一轮新的攻击。</p>
</div><p>In a social media post, Trump claimed that the change had partially come at the request of Pakistan, a frequent mediator between Washington and Tehran. He added that &#34;great progress&#34; has been made toward a peace agreement with Iran.</p>
<div class="lb-trans"><p>在一条社交媒体帖子中，特朗普声称这一变化部分是应巴基斯坦的请求而来，巴基斯坦是华盛顿与德黑兰之间的常见调解者。他补充说，与伊朗的和平协议已取得 “重大进展”。</p>
</div><p>Notably, Trump's decision comes after talks between the foreign ministers of Iran and China. Beijing is a key buyer of Iranian oil, and media reports have suggested that China could be looking to persuade Tehran not to escalate tensions with the U.S. ahead of a meeting between Chinese leader Xi Jinping and Trump next week.</p>
<div class="lb-trans"><p>值得注意的是，特朗普的决定是在伊朗和中国外长之间的会谈之后做出的。北京是伊朗石油的主要买家，媒体报道表明，中国可能希望说服德黑兰在下周中国领导人习近平与特朗普会晤之前不要加剧与美国的紧张关系。</p>
</div><p>3. Brent falls</p>
<div class="lb-trans"><p>3. 布伦特原油价格下跌</p>
</div><p>Oil prices retreated in the wake of Trump's announcement, with Brent crude futures, the global oil benchmark, sliding by 1.5% to $108.22 a barrel.</p>
<div class="lb-trans"><p>在特朗普宣布后，油价回落，布伦特原油期货（全球油价基准）下跌 1.5%，至每桶 108.22 美元。</p>
</div><p>Still, the Brent contract is well above pre-war levels of around $70 a barrel.</p>
<div class="lb-trans"><p>尽管如此，布伦特合约仍远高于战争前的每桶约 70 美元的水平。</p>
</div><p>The Strait of Hormuz, a major conduit for a fifth of the world's oil, remains effectively closed off to tanker traffic, as it has for weeks. Both the U.S. and Iran have set up blockades.</p>
<div class="lb-trans"><p>霍尔木兹海峡是全球五分之一石油的主要通道，仍然有效地关闭了油轮交通，已经持续数周。美国和伊朗都设立了封锁线。</p>
</div><p>An energy shock caused by continued disruptions to shipping activity in the strait has contributed to fears over a spike in inflation around the world and a slowdown in global growth.</p>
<div class="lb-trans"><p>由于海峡内航运活动持续中断引发的能源冲击，加剧了全球通货膨胀飙升和全球经济放缓的担忧。</p>
</div><p>4. AMD profit and revenue spikes</p>
<div class="lb-trans"><p>4. 超微利润和收入激增</p>
</div><p>Shares of Advanced Micro Devices ripped in extended hours trading, after strength at the AI chipmaker's data center business helped lift quarterly profit and revenue above expectations.</p>
<div class="lb-trans"><p>超微半导体的股票在盘后交易中大幅上涨，得益于该公司数据中心业务的强劲表现，使季度利润和收入超出预期。</p>
</div><p>AMD notched a first-quarter income of $1.38 billion, up from $709 million a year ago. On an adjusted basis, earnings per share came in at $1.37, topping Wall Street forecasts of $1.28.</p>
<div class="lb-trans"><p>超微在第一季度的收入为 13.8 亿美元，较去年同期的 7.09 亿美元增长。调整后，每股收益为 1.37 美元，超过华尔街预期的 1.28 美元。</p>
</div><p>Revenue soared by 38% to $10.25 billion, also ahead of estimates, with data center division sales in particular climbing by 57% thanks to solid demand for AMD's EPYC processors and more shipments of its Instinct GPU shipments.</p>
<div class="lb-trans"><p>收入激增 38%，达到 102.5 亿美元，同样超出预期，数据中心部门的销售特别增长 57%，得益于对超微 EPYC 处理器的强劲需求和更多 Instinct GPU 的出货。</p>
</div><p>CEO Lisa Su added that server growth is anticipated to &#34;accelerate meaningfully&#34; in the future as the company scales up supply to meet high demand.</p>
<div class="lb-trans"><p>首席执行官苏姿丰表示，预计未来服务器增长将 “显著加速”，因为公司正在扩大供应以满足高需求。</p>
</div><p>Still, analysts are keeping an eye on how AMD stacks up compares to its competitors like Nvidia and Broadcom. In a note, strategists at BofA Securities flagged that while they are &#34;big believers in AMD's execution,&#34; the firm &#34;is still exposed to uncertain share allocation&#34; between other rivals supplying OpenAI, the startup behind blockbuster AI model ChatGPT.</p>
<div class="lb-trans"><p>尽管如此，分析师们仍在关注超微与竞争对手如英伟达和博通的比较。美银证券的策略师在一份报告中指出，尽管他们 “非常相信超微的执行力”，但该公司 “仍然面临与其他为 OpenAI（ChatGPT 背后的初创公司）提供支持的竞争对手之间不确定的市场份额分配”。</p>
</div><p>5. Samsung's market value surges to $1 trillionSouth Korea’s Samsung Electronics surged past a $1 trillion market valuation for the first time on Wednesday, powered by a rally in memory chip stocks and fresh optimism around potential partnerships with major tech firms.</p>
<div class="lb-trans"><p>5. 三星市值飙升至 1 万亿美元</p>
</div><p>It is now just the second Asian company to reach this mark, behind contract chipmaking behemoth Taiwan Semiconductor Manufacturing Co.</p>
<div class="lb-trans"><p>韩国三星电子周三首次突破 1 万亿美元的市值，得益于内存芯片股票的上涨和对与主要科技公司潜在合作的乐观情绪。</p>
</div><p>Shares have hit consecutive record highs in recent trading, with prices more than doubling so far this year. The latest leg of the rally was sparked in part by a Bloomberg News report that Apple has held exploratory talks with Samsung and Intel to manufacture the main processors for its devices.</p>
<div class="lb-trans"><p>它现在是第二家达到这一里程碑的亚洲公司，仅次于合同芯片制造巨头台积电。</p>
</div><p>Samsung has been a key beneficiary of a global memory upcycle, with chip profits soaring amid tight supply and strong demand for high-bandwidth memory used in AI systems.</p>
<div class="lb-trans"><p>在最近的交易中，股票连续创下历史新高，今年以来价格已翻倍。此次上涨部分是由于彭博社的报道，称苹果已与三星和英特尔进行探索性谈判，以制造其设备的主要处理器。</p>
</div>

Trump halts Hormuz reopening push; AMD jumps - what’s moving markets

- 美国股指期货上涨，因特朗普宣布暂停霍尔木兹海峡的军事行动。  
- 油价下跌，但仍高于每桶 100 美元，影响全球经济形势。  
- AMD 和三星电子的盈利大幅增长，分别因 AI 和内存芯片需求激增。

英为财情

三星电子

Samsung Electronics Co., Ltd. Sponsored GDR

道琼斯指数

标普 500 指数

纳斯达克 100 指数

沃尔玛

博通

OpenAI

台积电

NVIDIA Corporation

特朗普暂停推动霍尔木兹海峡重开；AMD 股价上涨——是什么在推动市场