Markets 市场
Oil Plunges, Stocks Jump as Iran
Ceasefire Agreed: Markets Wrap
伊朗达成停⽕协议：油价暴跌，股市⼤涨——
市场综述
By Anand Krishnamoorthy 作者：阿南德·克⾥希纳穆尔蒂
April 8, 2026 at 6:15 AM GMT+8
Updated on 更新于April 8, 2026 at 8:02 AM GMT+8
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Oil plunged the most in almost six years and stocks surged
after the US and Iran agreed to a two-week ceasefire, giving
markets a respite from the turbulence driven by the Middle
WATCH: Kate Moore at Citi Wealth on markets. Source: Bloomberg
视频：凯特·摩尔在《Citi Wealth》节⽬中谈市场。来源：彭博社
Tap to unmute
Higher uncertainty naturally leads to higher volatility, and we
expect that to
不确定性越⾼，波动性⾃然越⼤，我们预计这将
不确定性越⾼，波动性⾃然越⼤，我们预计这将
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East conflict.
在美国与伊朗达成两周停⽕协议后，油价创下近六年最⼤跌
幅，股市则⼤幅上涨，这使市场得以从中东冲突引发的动荡中
暂时喘息。
West Texas Intermediate slid as much as 19% after President
Donald Trump agreed to suspend bombing on Iran in a
move that will help resume oil flows through the Strait of
Hormuz. Iran said safe passage through the waterway will
be possible during that period. The announcements came
just hours before Trump’s Tuesday 8 . New York time
deadline that was set for Iran to strike a deal.
在唐纳德·特朗普总统同意暂停对伊朗的空袭后，西德克萨斯中
质原油价格⼀度暴跌 19%。此举将有助于恢复霍尔⽊兹海峡的
⽯油运输。伊朗表⽰，在此期间，船只将能够安全通过该⽔
道。这些声明发布于特朗普设定的、要求伊朗达成协议的最后
期限——纽约时间周⼆晚上 8 点——仅数⼩时之前。
MSCI’s Asian stock benchmark jumped % and equity-
index futures for Wall Street gauges rose more than 2% as
traders speculated that easing oil prices will help contain
inflation and revive economic growth. A gauge of the dollar,
which emerged as the haven of choice during the conflict,
fell %. Treasuries rallied with the 10-year yield falling four
basis points.
MSCI 亚洲股票基准指数上涨 %，华尔街股指期货涨幅超过
2%，交易员们预计，油价回落将有助于抑制通胀并提振经济增
长。美元指数——在此次冲突期间曾成为⾸选避险资产——下跌
%。美国国债价格上涨，10 年期国债收益率下跌 4 个基
点。
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“I agree to suspend the bombing and attack of Iran for a
period of two weeks,” Trump wrote in a post on Truth
Social. The decision to hold off on attacking Iran is “subject
to the Islamic Republic of Iran agreeing to the COMPLETE,
IMMEDIATE, and SAFE OPENING of the Strait of Hormuz.
”
“我同意暂停对伊朗的轰炸和攻击，为期两周，”特朗普在
Truth Social 上发⽂写道。暂缓攻击伊朗的决定“取决于伊朗伊
斯兰共和国是否同意完全、⽴即且安全地开放霍尔⽊兹海
峡。”
Safe passage through the Strait of Hormuz will be possible
via coordination with Iran’s armed forces and with “due
consideration of technical limitations,” Iranian Foreign
Minister Abbas Araghchi said in a post on X.
伊朗外长阿巴斯·阿拉格奇在 X 平台的⼀篇帖⽂中表⽰，通过
与伊朗武装部队的协调，并在“充分考虑技术限制”的前提下，
将能够确保霍尔⽊兹海峡的航⾏安全。
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The ceasefire proposal is helping revive risk sentiment after
turmoil that pushed stocks lower and drove investors into
the dollar, which emerged as the haven of choice during the
conflict. Markets have swung since the war began on
concern that a severe disruption to oil flows through the
Strait of Hormuz would boost energy prices, stoke inflation
and weigh on economic growth.
停⽕提议正在帮助提振市场风险偏好。此前，市场动荡曾导致
股价下跌，并促使投资者涌向美元——在冲突期间，美元已成为
⾸选避险资产。⾃战争爆发以来，市场⾛势反复，原因是市场
担忧霍尔⽊兹海峡的⽯油运输若遭受严重中断，将推⾼能源价
格、助长通胀并拖累经济增长。
“As noted on numerous occasions, participants have been
desperate for anything resembling good news for some
weeks now, and even more desperate to see concrete steps
being taken towards de-escalation,” Michael Brown, a
strategist at Pepperstone, wrote in a note to clients.
“正如多次指出的那样，过去⼏周来，市场参与者⼀直迫切期
待任何像样的好消息，更迫切希望看到为缓和局势⽽采取的具
体措施，”Pepperstone 策略师迈克尔·布朗在致客户的报告中
写道。
What Bloomberg Strategists Say...
彭博策略师怎么说……
The initial moves in stocks, oil, bonds and the dollar show
that investors are keen to buy into the view that a worst-
case scenario is going to be avoided in the Iran war.
However, there is a long way to go before a convincing exit
plan is revealed, which allows for a rebuilding process in
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the Middle East. Even then, it is likely to leave crude prices
with an embedded war premium for months to come.
股市、油市、债市及美元汇率的初期⾛势表明，投资者普遍
认同伊朗战争将避免最坏局⾯的观点。然⽽，在公布⼀项令
⼈信服的撤军计划、从⽽为中东地区的重建进程铺平道路之
前，还有很长的路要⾛。即便如此，未来数⽉内，原油价格
中仍可能包含战争溢价。
— Mark Cranfield, MLIV. For full analysis, click here .
——马克·克兰菲尔德，MLIV。点击此处查看完整分析。
The emerging deal marked a major breakthrough and came
less than two hours before the expiration of Trump’s
deadline for Iran to reopen the strait or face a wave of
strikes against power plants, bridges and other targets.
这项正在达成的协议标志着重⼤突破，⽽此时距离特朗普设定
的最后期限仅剩不到两⼩时——若伊朗不重新开放海峡，将⾯临
针对发电⼚、桥梁及其他⽬标的⼀波袭击。
1:53
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President Donald Trump has postponed by two weeks his threat to attack civilian
infrastructure across Iran, as negotiators inch closer to a ceasefire deal that could see
Tehran reopen the Strait of Hormuz.
随着谈判代表们逐步接近达成⼀项可能促使德⿊兰重开霍尔⽊兹海峡的停⽕协议，美国总统唐
纳德·特朗普已将他此前威胁要袭击伊朗境内⺠⽤基础设施的⾏动推迟了两周。
Trump’s decision represents a dramatic climb-down from a
bellicose social media post earlier Tuesday, in which he
warned “a whole civilization will die tonight, never to be
brought back again” if Iran didn’t give in.
特朗普的这⼀决定与其周⼆早些时候在社交媒体上发表的⼀篇
好战⾔论形成了鲜明对⽐。在那篇帖⽂中，他曾警告称，如果
伊朗不屈服，“整个⽂明将在今晚消亡，永不复返”。
After that, it was unclear if a path toward deescalation
would be found. US forces in the early hours of Tuesday hit
military targets on Iran’s major oil export hub of Kharg
Island.
此后，局势能否缓和尚不明朗。周⼆凌晨，美军对伊朗主要⽯
油出⼜枢纽哈格岛的军事⽬标发动了袭击。
The terms of a possible pact also weren’t disclosed. Trump
only said the US had received a 10-point proposal from Iran,
describing it as “a workable basis on which to negotiate.”
潜在协议的具体条款也未予披露。特朗普仅表⽰，美国已收到
伊朗提出的 10 点建议，并称其为“可供谈判的可⾏基础”。
“Crucially, there is no plan on how the war will end,” said
Carol Kong, a strategist at Commonwealth Bank of Australia.
“We still expect the US will have to escalate eventually to
end the war. So while the dollar may ease further in the
immediate term, it will struggle to hold onto losses
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sustainably.”
“关键在于，⽬前尚⽆关于这场战争将如何结束的计划，”澳⼤
利亚联邦银⾏策略师卡罗尔·孔表⽰。“我们仍然预计，美国最
终将不得不升级冲突以结束战争。因此，尽管美元短期内可能
进⼀步⾛软，但很难持续维持这种跌势。”
Key Events This Week 本周要闻
For a list, click here .
如需查看列表，请点击此处。
Some of the main moves in markets:
市场的主要⾛势包括：
Stocks 股票
S&P 500 futures rose % as of 9:01 . Tokyo time
截⾄东京时间上午 9 点 01 分，标普 500 指数期货上涨
%
Hang Seng futures were unchanged
恒⽣指数期货持平
Japan’s Topix rose % ⽇本东证指数上涨 %
Australia’s S&P/ASX 200 rose %
澳⼤利亚标普/ASX 200 指数上涨 %
Euro Stoxx 50 futures fell %
欧洲斯托克 50 指数期货下跌 %
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Currencies 货币
Cryptocurrencies 加密货币
Bonds 债券
The Bloomberg Dollar Spot Index fell %
彭博美元即期指数下跌 %
The euro rose % to $
欧元上涨 %，报 美元
The Japanese yen rose % to per dollar
⽇元兑美元汇率上涨 %，报 1 美元兑 ⽇元
The offshore yuan rose % to per dollar
离岸⼈民币兑美元汇率上涨 %，报
Bitcoin rose % to $71,
⽐特币上涨 %，⾄ 71, 美元
Ether rose % to $2,
以太币上涨 %，⾄ 2, 美元
The yield on 10-year Treasuries declined four basis points
to %
10 年期美国国债收益率下跌 4 个基点，⾄ %
Japan’s 10-year yield declined basis points to %
⽇本 10 年期国债收益率下跌 个基点，⾄ %
Australia’s 10-year yield declined nine basis points to
%
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Commodities ⼤宗商品
This story was produced with the assistance of Bloomberg
Automation.
本⽂由彭博⾃动化系统协助制作。
— With assistance from Ruth Carson, Mark Cranfield, Matthew
Burgess, and Momoka Yokoyama
— 由露丝·卡森、马克·克兰菲尔德、马修·伯吉斯和横⼭桃⾹协
助完成
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澳⼤利亚 10 年期国债收益率下跌 9 个基点，⾄ %
West Texas Intermediate crude fell 16% to $ a barrel
西德克萨斯中质原油下跌 16%，⾄每桶 美元
Spot gold rose % to $4, an ounce
现货黄⾦上涨 %，⾄每盎司 4, 美元
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