美国五年期通胀保值债券（TIPS）收益率在拍卖后下跌，目前为1.921% 。

JP Morgan Asset Management strategist Karen Ward says long-standing investor aversion to European equities now presents a buy opportunity. With oil back near early-war levels and AI-led gains lifting US and Asian markets, European stocks look relatively cheap. Valuation discounts versus the US have narrowed since last month as markets increasingly price a resolution to the conflict. Oil fell further on Thursday after US President Trump signed an interim agreement to end the war and reopen the Strait of Hormuz. Ward adds that if the Iran dispute recedes and a final deal lifts oil, Europe’s upside should be released as investors rotate away from US assets—fearing an AI peak—into international markets.

Philadelphia Semiconductor Index (SOX) up more than 5% in early trading.