美股收盘日报｜2026-06-15
1. 速读
美股 6 月 15 日全面收高，S&P 500 涨 1.7%，纳指涨 3.1%，道指涨 0.9% 并创收盘纪录，小盘也收涨；盘中 S&P 500 约 276 只成分股上涨、226 只下跌，宽度是“科技领涨下的正向分化”。最大驱动是美国和伊朗达成临时框架、准备重开霍尔木兹海峡，Brent 回落到约 83 美元，市场把此前的能源通胀和加息风险溢价往下修。资金明显 risk-on，同时波动率回落但不是无差别普涨，最强主线是 AI/半导体和高燃油成本受益股，能源股和部分并购方承压。
市场状态：强趋势上涨
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