#我的Gate交易时刻 I will shift from empty to multiple. The Gulf of Hormuz crisis eases, and U.S. stocks welcome multiple positive catalysts.

Trump announced that ships passing through the Gulf of Hormuz have successfully departed, combined with the U.S.-Iran memorandum of understanding, injecting strong upward momentum into U.S. stocks.

The easing of geopolitical risks directly boosts market risk appetite, as the smooth passage through the Gulf of Hormuz ensures nearly 20% of global oil supply, strengthening expectations for stabilized oil prices, and increasing profitability certainty in the energy sector.

Meanwhile, the easing of tensions in the Middle East reduces global trade uncertainties, benefiting multinational supply chains and the recovery of emerging market demand.

International shipping, energy infrastructure, and other sectors are expected to benefit.

Liquidity and risk aversion sentiment resonate to drive funds back into the stock market.

The phased implementation of the U.S.-Iran agreement weakens market safe-haven bets on geopolitical crises, combined with the Federal Reserve maintaining dovish expectations, and against the backdrop of a weakening dollar index, U.S. stock valuation expansion space opens up.

Technology stocks and cyclical stocks are expected to resonate: high-growth sectors like AI and semiconductors benefit from risk appetite recovery, while industrial metals and financials follow the commodity price rise logic.

Technical signals are positive.

The S&P 500 index broke through key technical resistance levels, with the weekly MACD showing a golden cross confirming an upward trend, and volume-price coordination remains good.

Current allocations can focus on energy, technology, and international consumer leaders, seizing valuation recovery opportunities during the geopolitical easing window.

The opening of the Gulf of Hormuz "peace corridor" may become a key catalyst for a new round of U.S. stock market gains.