Закрытие американского рынка: три основных индекса показывают разнонаправленную динамику, опасения инвесторов перед праздниками остаются

Cailian Press, April 3, 4日讯（编辑 牛占林） According to U.S. Eastern Time on Thursday, three major U.S. stock indexes closed mixed, after experiencing a sharp drop intraday before narrowing losses. As the Middle East released some signals of diplomatic de-escalation, market sentiment stabilized; earlier, investors had been uneasy due to U.S. President Trump’s threat of taking a tougher stance toward Iran.

According to reports, Iran and Oman are drafting an agreement aimed at implementing “passage supervision” for the transport of ships through the Strait of Hormuz, while also emphasizing that it will not restrict ship passage. Meanwhile, the UK said that dozens of countries are discussing plans to end the crisis. These developments ease concerns in the market about the potential long-term disruption of global oil supply.

Before that, due to Trump implying the possibility of more aggressive military action, along with the approaching Good Friday holiday (U.S. stocks will be closed on Friday), oil prices rose, which triggered tension in the market and led to an initial sharp drop at the open.

The price of crude oil futures, which is relatively close to delivery, surged significantly. U.S. WTI crude rose 11%, to about $111 per barrel; the international benchmark Brent crude closed up about 7%, near $108 per barrel. However, traders priced the October oil at around $82 per barrel, indicating that the market expects the supply disruption to be temporary.

Oil price volatility has become the core driving force behind the fierce fluctuations across global stock markets. Since the outbreak of the war, stock markets have been under overall pressure, with market movements frequently swinging sharply in line with Trump’s statements on the progress of the war.

Baird market strategist Michael Antonelli said: “At the moment, the stock market lacks a clear direction, but the pricing of October oil reflects the market’s view that this crisis is very likely to end before autumn.”

It is noteworthy that tension has resurfaced in the private credit market. Blue Owl set redemption limits for two of its funds, restricting investor withdrawals.

LPL Financial chief technical strategist Adam Turnquist said in a report: “For the market, the longer the Middle East conflict lasts, the greater the ongoing pressure it exerts on inflation, global economic growth, interest rates, and stock market valuations.”

Friday’s Non-Farm Employment data will become the focus. Although the number of initial jobless claims fell at the start of last week, the U.S. market will be closed throughout the long weekend, so this report may be overlooked.

Рыночная динамика

By the close, the Dow fell 61.07 points, down 0.13%, to 46504.67; the Nasdaq rose 38.23 points, up 0.18%, to 21879.18; and the S&P 500 index rose 7.37 points, up 0.11%, to 6582.69.

Of the 11 sectors in the S&P 500, the real estate sector closed up 1.48%, the information technology/tech sector rose 0.73%, the energy sector rose 0.46%, the healthcare sector fell 0.68%, and the consumer discretionary sector fell 1.49%.

Most U.S. industry ETFs closed higher. The network/technology stocks index ETF closed up 1.33%, the technology sector ETF rose 0.82%, the energy industry ETF rose 0.47%, the semiconductor ETF rose 0.09%, and the consumer discretionary ETF fell 1.50%.

Производительность акций «в горячем списке»

Large-cap technology stocks ended mixed: Microsoft rose 1.11%, Nvidia rose 0.93%, Apple rose 0.11%, Amazon fell 0.38%, Google A fell 0.54%, and Meta fell 0.82%.

Tesla’s share price plunged 5.4%. The company’s first-quarter 2026 delivery data came in below Wall Street expectations. This was the company’s second consecutive quarter failing to meet market estimates, reflecting ongoing challenges facing its auto business.

Globalstar shares surged 13.4%. Earlier, it was reported that Amazon is in talks to acquire this low-orbit communications satellite company.

Airlines and other tourism-related companies performed poorly: United Airlines fell 3%, and Carnival Cruise Line fell 3.5%.

Popular Chinese concept stocks closed mixed: the China concept stock leader index of Li Vermore/Livermore fell 0.72%, Tencent Holdings ADR, JD.com, and Alibaba fell by more than 1%; Bawang Tea & Neighbour J? (Bawang Chajiji) rose by more than 10%; and NIO and Trip.com rose by more than 1%.

Корпоративные новости

【Фонды Blue Owl столкнулись с крупномасштабными выкупами】

Кризис доверия в частном кредитном секторе США продолжает распространяться. On Thursday local time, Blue Owl Capital sent a letter to shareholders, saying that two of its private credit funds are facing a surge in redemption requests. Blue Owl said that its flagship fund OCIC (with assets under management of about $36 billion) received redemption requests amounting to about 21.9% of the issued shares in the first quarter; the smaller OTIC fund, focused on the technology sector, saw redemption request proportions as high as 40.7% over the same period. For both funds, Blue Owl chose to set the actual redemption cap at 5%. The company attributed the abnormal increase in redemption applications to “heightened concerns in the market that artificial intelligence (AI) may impact software companies.”

【Арендная стоимость H100, выпущенной Nvidia четыре года назад, за последние полгода подскочила почти на 40%】

According to the “H100 one-year lease contract price index” launched by the semiconductor research institution SemiAnalysis on Thursday, the lease contract price of this “old chip” surged from $1.7 per hour at October 2025 to $2.35 per hour per GPU in March this year, nearly 40% higher. This index is built on direct survey data collected monthly, based on over 100 cloud service providers, and the data of buyers and sellers of compute resources. The latest report notes that, among all types of GPUs, on-demand rented GPU compute capacity has already been sold out—even though prices have risen recently, customers that have already locked in on-demand instances are unwilling to release that compute back into the resource pool. The institution also likened it to trying to book tickets for “the last flight leaving the terminal” when searching for GPU compute capacity at the beginning of 2026: the price is high, and there are almost no available resources.

【Атака на облачные центры Amazon в Ближнем Востоке: больше инфраструктуры становится целью】

On Thursday local time, the Iranian Islamic Revolutionary Guard Corps (IRGC) said it has launched strikes on an Amazon cloud computing center located in Bahrain in retaliation for the military action taken by the United States earlier. The IRGC statement said: “This operation is the first real warning issued to the enemy. If the corresponding warnings are ignored and assassination operations continue, we will impose even more severe punishment on the next batch of named companies. At that time, the full responsibility for these companies being completely destroyed in the region will be borne by the U.S. President personally.”

【SpaceX рассчитывает взлететь к оценке 2 трлн долларов, обогнав Meta и Tesla】

According to people familiar with the matter, SpaceX has raised its target valuation for its initial public offering to more than $2 trillion. These people said that the company and its advisers are disclosing this valuation target to potential investors and preparing for meetings in the coming weeks. Earlier reports from foreign media said that these so-called “testing-the-waters” briefings may include more information supporting this valuation. In February, it was reported that after SpaceX acquired Musk’s xAI, the combined company’s valuation was $1.25 trillion. At a $2 trillion valuation, SpaceX would surpass all companies in the S&P 500 except Nvidia, Apple, Alphabet (the parent of Google), Microsoft, and Amazon—and would also surpass two additional companies among the U.S. stock “Magnificent Seven”: Meta and Tesla, which is owned by Musk himself.