핵심요약

• 다우 선물 변동 없음, S&P 500 선물 0.1% 하락, 나스닥 100 선물 0.2% 하락
• 트럼프 대통령, 이란에 대한 새로운 공격 중지 및 평화 협상 가능성 언급
• Nvidia 실적 발표로 인공지능 투자 열풍 지속 여부 주목

도입

이번 주간 미국 주식 시장은 트럼프 대통령의 이란 발언과 주요 기술 기업들의 실적 발표가 주목받고 있습니다. 특히, 이란과의 평화 협상 가능성과 인공지능 분야의 성장이 시장의 방향성을 결정할 것으로 예상됩니다. 투자자들은 이러한 요인들을 종합적으로 고려하여 포트폴리오 조정을 진행하고 있습니다.

본문 1: 트럼프의 이란 발언과 시장 반응

트럼프 대통령의 이란에 대한 새로운 공격 중지와 평화 협상 가능성 언급은 시장에 긍정적인 영향을 미쳤습니다. Deutsche Bank 분석가들은 트럼프의 발언이 S&P 500 지수의 하락세를 회복시키는 데 기여했다고 지적했습니다. 트럼프 대통령은 "이란에 대한 핵무기 보유를 허용하지 않겠다"는 입장을 강조하며, 중동 지역과 미국의 안보를 위한 협상의 필요성을 강조했습니다. 이러한 발언은 시장 참여자들에게 불안감을 완화시키고, 안정적인 투자 환경 조성을 기대하게 만들었습니다.

본문 2: 인공지능 투자 열풍과 Nvidia의 역할

Nvidia의 실적 발표는 인공지능 분야의 성장 가능성을 가늠하는 데 중요한 역할을 할 것으로 예상됩니다. Nvidia는 반도체 분야의 선두주자로서, 인공지능 기술의 발전과 직접적으로 연결되어 있습니다. 이번 실적 발표를 통해 인공지능 투자 열풍이 지속될지 여부를 판단할 수 있을 것입니다. 만약 Nvidia의 실적이 기대치를 상회한다면, 반도체 및 인공지능 관련 주식에 대한 투자 유입이 증가할 가능성이 있습니다.

결론

트럼프 대통령의 이란 발언과 Nvidia의 실적 발표는 이번 주간 미국 주식 시장의 주요 동향을 결정할 요소로 작용할 것입니다. 투자자들은 이러한 요인들을 종합적으로 고려하여 포트폴리오 조정을 진행할 필요가 있습니다. 향후 이란과의 평화 협상 진행 상황과 인공지능 분야의 기술 개발 동향을 주시해야 할 것입니다.

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원문 링크: https://investorshub.advfn.com/market-news/article/28608/trumps-iran-remarks-lift-hopes-for-peace-deal-as-markets-track-oil-and-ai-momentum-dow-jones-sp-nasdaq-wall-street-futures?.tsrc=rss

Trump’s Iran Remarks Lift Hopes for Peace Deal as Markets Track Oil and AI Momentum: Dow Jones, S&P, Nasdaq, Wall Street Futures

U.S. futures trade cautiously ahead of key earnings U.S. stock futures were little changed early Tuesday as investors weighed renewed optimism over a possible peace agreement between the United States and Iran while preparing for major technology earnings later this week. At 03:30 ET, Dow futures were broadly flat, S&P 500 futures slipped 0.1%, and Nasdaq 100 futures fell 0.2%. Attention on the earnings calendar is turning first to Home Depot (NYSE:HD), which is set to kick off a series of results from major consumer-facing retailers. However, market focus remains firmly on semiconductor giant Nvidia (NASDAQ:NVDA), whose upcoming earnings are expected to offer fresh insight into the strength of the artificial intelligence investment boom that has continued to support equities despite the ongoing Iran conflict. Wall Street closed mixed on Monday, with the S&P 500 and Nasdaq Composite ending lower while the Dow Jones Industrial Average outperformed, rising 0.3%. Profit-taking in technology shares, rising Treasury yields and elevated oil prices weighed on broader sentiment. Trump pauses new strikes on Iran Market sentiment improved later in Monday’s session after comments from President Donald Trump helped reduce fears of further escalation in the Middle East. According to analysts at Deutsche Bank, Trump’s social media comments helped the S&P 500 recover most of its intraday losses. Trump said he had halted plans for additional attacks on Iran following requests from several Gulf leaders. The president stated that “serious negotiations are now taking place,” adding that, “in the opinion” of Gulf officials, a “Deal will be made, which will be very acceptable to the United States of America, as well as all Countries in the Middle East, and beyond.” He also stressed that any agreement would involve “NO NUCLEAR WEAPONS FOR IRAN!” while warning that the U.S. military remains prepared to launch a “full, large scale assault on Iran, on a moment’s notice” should talks collapse. “The news helped remove some of the risk premium that had built up over the course of yesterday,” Deutsche Bank analysts said. Iranian state media separately reported that Tehran had submitted a new peace proposal to Washington that would end hostilities across all fronts, include the withdrawal of U.S. forces from areas near Iran and provide compensation for damage caused by American and Israeli strikes. Oil prices retreat but remain elevated Brent crude futures were last down 1.8% at $110.07 per barrel. Before the joint U.S.-Israeli military campaign against Iran began in late February, Brent was trading around $70 per barrel. Investors remain concerned that sustained disruption to global energy supplies could reignite inflationary pressures and lead central banks to maintain or increase interest rates. The easing in oil prices also helped stabilise global bond markets after recent heavy selling. Yields on benchmark U.S. 10-year Treasuries retreated from more than one-year highs, while the two-year yield also edged lower. Government bond yields across the eurozone, including Germany, France, Spain and Italy, also moved down, reflecting renewed demand for fixed-income assets. “While near-term yield volatility may keep markets on edge, current attractive yields and growth risks point to an appealing risk-return profile for short- and medium-maturity quality bonds,” analysts at UBS Global Wealth Management said. Google and Blackstone launch AI cloud venture Alphabet’s Google (NASDAQ:GOOG) and Blackstone (NYSE:BX) announced plans to create a new artificial intelligence cloud computing company powered by Google’s proprietary chips. Blackstone will invest $5 billion and hold a majority stake in the venture, according to a joint statement from the companies. The project aims to bring 500 megawatts of computing capacity online by 2027, with plans to significantly expand infrastructure over time. The new company is expected to compete with AI-focused computing providers such as CoreWeave while also strengthening Google’s efforts to commercialise its in-house AI chips, potentially increasing competition for Nvidia. Japan’s economy grows faster than expected Japan’s economy expanded at a stronger-than-expected pace in the first quarter, supported by solid private consumption and export activity. Preliminary government figures released Tuesday showed annualised GDP growth of 2.1% during the January-to-March period, above market expectations of 1.7% and accelerating from a revised 0.8% increase in the previous quarter. On a quarterly basis, GDP rose 0.5%, beating forecasts of 0.4% growth and improving from the prior quarter’s 0.2% increase. Despite the upbeat data, economists warned that the economic impact of the Iran conflict could intensify in the coming months, particularly due to higher energy costs affecting Asian economies reliant on imported fuel. “Japan’s economy approached the Iran war with solid momentum but we think that GDP growth will grind to a halt this quarter and next,” analysts at Capital Economics said. “Looking ahead, the government’s decision to cap prices of petroleum products means that inflation will remain subdued for now. However, that’s unlikely to last as higher energy prices are lifting prices of imported products and will feed through to higher utility bills in due course.” Alphabet stock price Blackstone stock price Home Depot stock price Nvidia stock price

Source: https://investorshub.advfn.com/market-news/article/28608/trumps-iran-remarks-lift-hopes-for-peace-deal-as-markets-track-oil-and-ai-momentum-dow-jones-sp-nasdaq-wall-street-futures?.tsrc=rss