全球股市保持强劲，停火延期希望提振市场情绪
伊朗和平希望与台积电强劲财报推动涨势
欧洲股市延续涨势，而美国股指期货在周四早盘保持平稳，因为美伊冲突紧张局势似乎有所缓和。两国都在寻求将最初为期两周的停火延长。第二轮会谈可能很快举行，双方均对谈判持开放态度；不过，据巴基斯坦外交部称，尚未确认日期或地点。
在台湾积体电路制造公司（TSMC）公布第一季度利润创纪录增长58%、超出预期，并预测第二季度销售将更高之后，投资者情绪进一步受到提振。净利润较上一季度增长13.2%，同比增长58.3%，显示这家全球最大晶圆代工厂再创里程碑。
华尔街延续连胜：今日关注重点
标普500指数和纳斯达克指数周三收于历史新高，其中标普500指数首次突破7,000点，纳斯达克再创新高，而道琼斯工业平均指数略显落后。市场关注点现转向北美时段，届时将公布美国初请失业金人数、费城联储制造业指数以及工业生产数据。预计这些报告将为经济健康状况提供线索，并影响美联储对潜在降息的展望。
在财报方面，流媒体巨头奈飞（NASDAQ: NFLX）将公布2026年第一季度业绩，投资者希望公司的表现有助于延续市场动能。
与此同时，市场参与者应密切关注正在进行的美伊谈判以及达成长期和平协议的前景。尽管停火为市场提供了积极背景，但任何升级或新的进展都可能迅速改变市场情绪。
警告！本材料不构成投资建议。过往业绩数据不保证未来回报。投资外汇可能因其波动而影响您的回报。任何证券交易都可能产生盈利或亏损。本材料中提出的假设与预期仅为估计，可能并不准确，并可能随当前经济状况而变化。这些陈述不保证未来回报。
Meet Syam KP, a financial markets professional with more than fourteen years of experience in forex, CFDs and capital markets. Since 2012, he has worked with several brokerage firms as a trader and market strategist, developing a practical understanding of how markets move. He also holds a qualification from CISI in the United Kingdom.
At FX Junction, Syam turns complex market information into clear and useful insights. His work combines technical and fundamental analysis, portfolio management, risk management and timely commentary on global developments. Whether markets are calm or moving fast, Syam focuses on what matters most: understanding the bigger picture, spotting meaningful opportunities and keeping risk firmly in view.
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