油价下跌推动华尔街反弹，道琼斯指数创历史新高

周二，华尔街投资者乐观情绪激增，道琼斯工业平均指数创下盘中历史新高。此次反弹主要受到原油价格回落和地缘政治发展的推动，不过各大指数随后的市场表现呈现出涨跌互现的态势。

地缘政治乐观情绪与原油价格回落

市场反弹的一个重要驱动力是美国与伊朗之间旨在重新开放霍尔木兹海峡的初步协议。作为全球最重要的能源运输航线之一，航运趋于稳定的前景显著增强了投资者的信心。

因此，布伦特原油价格大幅下跌 3.6%，降至约每桶 80.20 美元——一度触及自 3 月初以来的最低水平。虽然这为大盘提供了助力，但能源板块面临一定压力，随着油价触及近三个月以来的低点，该板块下跌了 0.4%。然而，分析师警告称，关于伊朗核计划以及航运恢复确切时间表的各种不确定性依然存在。

SpaceX 崛起为顶级科技巨头

在成功登陆股市后，SpaceX 继续成为关注的焦点。周二，该公司股价飙升 7% 至 9.5%，使其市值跃升至亚马逊之上。SpaceX 目前已稳居美国上市公司市值第五位。

该公司还在积极寻求在企业级人工智能领域的增长，宣布了一项高达 600 亿美元的巨额计划，旨在收购软件公司 Anysphere。此举标志着 SpaceX 意图主导航空航天与高级 AI 软件的交叉领域。

板块表现：银行与半导体走强

金融和科技股为指数提供了急需的动力。在摩根大通（上涨 1.8%）、美国银行（上涨 1.2%）和高盛（上涨 1.3%）等主要金融机构上涨的带动下，标普金融指数上涨了 1.1%。

In the semiconductor space, memory-chip manufacturers saw significant jumps. Western Digital surged by 9 per cent, while Seagate Technology gained 6 per cent. Additionally, Qualcomm rose 3.6 per cent amid reports of potential acquisition talks for AI chip startup Tenstorrent, in a deal valued between $8 billion and $10 billion.

Markets Await Federal Reserve's Next Move

Despite the record highs, the market mood is tempered by anticipation of the US Federal Reserve's policy decision on Wednesday. This marks the first major decision under the new Fed Chair, Kevin Warsh.

Market consensus suggests that the central bank will likely maintain interest rates at the current 3.50-3.75 per cent range. However, tension remains regarding future shifts; according to the CME Group's FedWatch tool, traders are pricing in a 42 per cent probability of a 25-basis-point rate hike in December. Investors are closely watching Warsh's subsequent press conference for clues on future economic guidance.

Key Takeaways