周三，美国同意与伊朗停火两周以换取霍尔木兹海峡重新开放，该消息极大提振了市场的风险偏好，全球市场呈现“股债币齐升、原油与美元齐跌”的格局。

        据央视新闻，据伊朗方面当地时间8日凌晨消息，巴基斯坦总理夏巴兹·谢里夫已邀请伊朗和美国代表团前往巴首都伊斯兰堡开展谈判。夏巴兹·谢里夫还表示，伊美双方停火将于伊朗时间8日凌晨3时30分（北京时间8日8时）生效。

        The ceasefire news drove the US stock market, with overnight S&P 500 index futures rising 2.1%, Bitcoin rising 2.9% to $71334, and Ethereum rising 5.1%.

        亚太股市方面，MSCI亚太指数上涨1.1%至239.46点。日经225指数高开1.8%，韩国首尔综指高开5.6%。

        布伦特原油期货开盘暴跌15%，目前报93美元/桶，此前美国和伊朗同意为期两周的停火协议。

        Gold continued its upward trend amidst the ceasefire news, with spot gold prices rising by 1.6% to around $4780 per ounce and further rising above $4816 during trading. Silver rose 2.6% to $74.90, while platinum and palladium also rose simultaneously.

        美元指数下跌0.6%，欧元兑美元升至1.1677，日元升至158.71兑1美元。澳大利亚10年期国债收益率下行9个基点至4.90%。

  市场疑虑犹存

Bloomberg strategist Mark Cranfield pointed out that the initial fluctuations in stocks, oil, bonds, and the US dollar indicate that investors tend to bet that the worst-case scenario will be avoided. But he also emphasized, '; There is still a long way to go before a credible exit path emerges, and even so, crude oil prices may still carry embedded war premiums in the coming months. "

        Westpac Banking Corp大宗商品研究主管Robert Rennie表示："物理系统无法迅速恢复原状，重启关停油井、重新调配人员和船只、重建炼厂库存，都需要数月时间。"

        此外，Pepperstone策略师Michael Brown在致客户报告中写道："正如多次所指出的，过去几周市场参与者迫切期盼任何形式的利好消息，更渴望看到切实的降级行动。"不过，分析人士亦对停火协议的持续性持审慎态度。