美國股市續創記高，地緣政治與聯準會政策帶動風險偏好

美國標準普爾500指數與道瓊工業平均指數分別上漲0.4%與0.6%，而 Nasdaq 則微升0.2%。
A qatari team flew into Tehran in coordination with the U.S. to help secure an agreement to end the conflict。
Kevin Warsh gets sworn in as the new Federal Reserve Chair。
U.S. benchmark stock indices inched higher on Friday as hopes around the U.S.-Iran peace deal aided investors to make riskier bets, pushing the S&P 500 to record its longest streak of weekly gains since 2023。
The S&P 500 rose 0.4%，the Nasdaq gained 0.2%，and the Dow Jones jumped 0.6% to hit its record highs for the second consecutive session. The Russell 2000, which tracks stocks with small market capitalizations, inched 0.8% higher, gaining for the third consecutive session。
Among ETFs tracking benchmark indexes, the SPDR S&P 500 ETF (SPY) rose 0.4%，and Invesco QQQ Trust (QQQ) ended Friday around 0.4% higher，while the SPDR Dow Jones Industrial Average ETF Trust (DIA) gained 0.7%。
The VanEck Semiconductor ETF (SMH) rose 1.4%，while the iShares Semiconductor ETF (SOXX) hit record highs on Friday。
Meanwhile, retail sentiment on Stocktwits for SPY, QQQ, and DIA was all in the ‘extremely bullish’ territory with ‘extremely high’ message volumes。
Index
Move
Close
Dow Jones Industrial Average
0.6%
50,586.18
S&P 500
0.4%
7,474.07
Nasdaq 100
0.2%
24,016.02
伊朗表示最新的美方提案有助於兩國更接近達成協議，但同時表示正在審視美國提出的條款。
然而，國務卿馬可·魯比歐警告，若伊朗企圖永久對霍默茲海峽徵收過路費，任何此類協議將不可行。
「全世界都不支持徵收過路費的做法，這是不可接受的，若他們繼續追求此舉，將使外交協議無法實現」，他指出。
本週的市場動態還包括 Anthropic、OpenAI 及 SpaceX 的 IPO 相關報導，美國企業呈現強勁盈餘，而川普政府推動 20 億美元的量子運算計畫，IBM 作為主要受惠者，IBM 股價本週创下自 2002 年 10 月以來最佳表現。
「在更保守的環境下，我們可能會預期交易者會縮減風險並平倉」，Interactive Brokers 的 Steve Sosnick 說：「相反地，他們願意增加多頭部位，表明他們不願冒 losing a peace‑dividend rally 的風險。」
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