2026年8月4日 / 美国东部时间下午2:47 / 哥伦比亚广播公司新闻
美国股市周二逼近历史高位，此前美国财政部长斯科特·贝森特表示，有望在数日内达成重新开放霍尔木兹海峡的协议。
强劲的企业盈利也提振了投资者情绪，从设备制造商卡特彼勒到软件公司帕尔特尔科技等多家企业公布的第二季度业绩均超出分析师预期。
下午交易时段，标准普尔500指数上涨142点，涨幅1.9%，报7731点，有望突破6月2日创下的此前高点。道琼斯工业平均指数暴涨1007点，涨幅1.9%，而以科技股为主的纳斯达克综合指数上涨2.6%。
投资者希望伊朗战争结束能降低全球能源价格并缓解通胀。美国政府最新公布的所谓职位空缺与劳动力流动调查（JOLTS）数据也显示，美国招聘市场依然稳健，裁员规模处于温和水平。
“此次股市上涨由当日两份最重要财报（卡特彼勒和帕尔特尔科技）的超预期业绩、贝森特在CNBC上谈及的未来24至48小时内或达成重新开放霍尔木兹海峡协议的积极言论，以及JOLTS报告并未像市场担忧的那样过热所推动，”维塔知识公司负责人、华尔街分析师亚当·克里萨富利在一份给投资者的报告中表示。
诚然，渴望中东实现和平的投资者此前也曾失望而归：特朗普总统和其他美国官员此前曾暗示冲突即将取得突破，但最终冲突还是再度升级。
今年以来，标准普尔500指数和道指均上涨13%，纳斯达克指数上涨14%。在2月底伊朗战争爆发后的数周内股市曾出现下滑，尽管市场对人工智能驱动的股市泡沫存在一些担忧，但股市还是实现了反弹。
数年以来最强增长
股市上涨在很大程度上是因为美国企业利润大幅飙升，这是投资者关注的关键因素，因为从长期来看，股价往往跟随企业盈利走势。据FactSet数据，在本周之前，标准普尔500指数成分股公司的春季每股收益同比增幅有望达到近50%。
这将是2021年春季以来的最大增幅，当时美国经济正从新冠疫情中复苏。莱托尔德集团联合投资组合经理菲尔·塞格纳表示，当前股价与企业利润更加匹配。
帕尔特尔科技股价周二暴涨29.3%，该公司首席执行官亚历克斯·卡普称，这家国防科技公司的季度营收飙升93%，是一个“超乎寻常”的季度。除了公布超出分析师预期的春季利润外，该公司还上调了2026年全年营收预期。
卡特彼勒周二股价同样表现强劲，上涨6.5%。这家重型设备制造商公布了超出预期的利润和营收数据。这是卡特彼勒首次单季度销售额和营收突破200亿美元，首席执行官乔·克里德表示，公司核心业务的订单率强劲，待执行订单也在不断增加。
油价走低
周二油价下跌也对股市起到了提振作用。作为国际基准的布伦特原油价格下跌4.9%，报每桶79.64美元，石油市场再次从恐慌情绪转向乐观预期。由于不确定伊朗战争何时能让油轮恢复自由通行波斯湾向全球运送原油，7月份油价曾在72美元至102美元之间大幅波动。
贝森特周二在接受CNBC采访时表示，美国与伊朗有望很快达成协议。
“我认为我们有机会在今天或明天达成协议，开放海峡，朝着让这场冲突回归正常化的方向迈进，”贝森特对该媒体表示。
阿兰·谢特尔编辑
美联社为本报道提供了支持。
Dow soars 1,000 points on strong corporate earnings and hopes of Iran deal
August 4, 2026 / 2:47 PM EDT / CBS News
The U.S. stock market approached record highs on Tuesday after Treasury Secretary Scott Bessent said a deal to reopen the Strait of Hormuz could be reached within days.
Investors were also cheered by strong corporate profits, with companies ranging from equipment maker Caterpillar to software company Palantir Technologies reporting second-quarter results that exceeded analysts’ expectations.
The S&P 500 climbed 142 points, or 1.9%, to 7,731 in afternoon trading, putting it on track to surpass its previous high set on June 2. The Dow Jones Industrial Average jumped 1,007 points, or 1.9%, while the tech-heavy Nasdaq Composite gained 2.6%.
Investors are hopeful that an end to the Iran war could lower global energy prices and reduce inflation. New government figures, the so-called Job Openings and Labor Turnover Survey (JOLTS), also showed that hiring in the U.S. remains solid, with layoffs at modest levels.
“The equity rally is being driven by blowout earnings from the day’s two most important reports (CAT and PLTR), positive remarks from Bessent on CNBC about the potential for a deal to reopen Hormuz arriving within the next 24-48 hours, and a JOLTS report that wasn’t as hot as feared,” Wall Street analyst Adam Crisafulli, head of Vital Knowledge, told investors in a note.
To be sure, investors eager for peace in the Middle East have been disappointed before, with President Trump and other U.S. officials previously signaling that a breakthrough was at hand only for the conflict to resume.
The S&P 500 and Dow have each risen 13% this year, while the Nasdaq is up 14%. Stocks have rebounded after sliding in the weeks following the outbreak of war in Iran in late February and despite some concerns about an AI-driven stock bubble.
Strongest growth in years
Stocks are rising in large part because profits are soaring for U.S. companies, a key factor for investors, as equity prices tend to follow corporate earnings over the long term. Coming into this week, companies in the S&P 500 index were on track to deliver growth of nearly 50% in earnings per share for the spring from a year earlier, according to FactSet.
That would be the biggest such jump since the spring of 2021, when the economy was emerging from the COVID-19 pandemic. Stock prices today look more in line with corporate profits, said Phil Segner, a co-portfolio manager at the Leuthold Group.
Shares of Palantir Technologies jumped 29.3% after CEO Alex Karp said the defense tech company’s revenue leaped 93% in what he called an “otherworldly” quarter. Besides reporting a stronger profit for the spring than analysts expected, the company also raised its revenue forecast for the full year of 2026.
Caterpillar was another strong stock performer on Tuesday, with its shares climbing 6.5% after the heavy-equipment maker reported stronger-than-forecast profit and revenue. It was the first time Caterpillar made more than $20 billion in sales and revenue in a quarter, and CEO Joe Creed said it’s seeing strong order rates and a growing backlog across its main businesses.
Lower oil prices
Stocks were helped by a drop in oil prices on Tuesday. Brent crude, the international benchmark, sank 4.9% to $79.64 per barrel as hope once again took over from fear in the oil market. It had swung sharply between $72 and $102 through July amid uncertainty about when the war with Iran would allow oil tankers to transit the Persian Gulf freely again to deliver crude around the world.
Bessent told CNBC on Tuesday that a U.S. deal with Iran could soon be within reach.
“I think there is a chance we may have a deal today or tomorrow to open the Strait and move towards a more normalized position in this conflict,” Bessent told the network.
Edited by Alain Sherter
The Associated Press contributed to this report.
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