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盘后聊
By BriNews
盘后聊 episodes
- 0727 | 美伊停火油价急跌，英伟达信用风险飙，芯片新股首日飙466%
本期《盘后聊》聚焦六大市场热点：美伊冲突暂时停火推动油价跌破90美元，资金从AI板块轮动至加密货币股，市场静待美联储维持利率不变；英伟达因逾7500亿美元AI基础设施交易磋商，信用违约保护成本创纪录飙升；中国长鑫存储上市首日暴涨466%，引发美国芯片股转跌；美国解除墨西哥活牛进口禁令，泰森与JBS股价应声上涨；芝商所推出覆盖SpaceX、美光等55只股票的单一股票期货；LVMH销售受中东冲突拖累，而摩根大通发出标普500看涨信号。
时间轴- 00:00:00 开场
- 00:00:28 美伊停火：油价跌破90美元，资金轮动与美联储决议在即
- 00:01:24 英伟达信用风险飙升：逾7500亿美元AI基建交易引发市场担忧
- 00:02:13 长鑫存储上市首日暴涨466%，美国芯片股承压下跌
- 00:02:53 美国解除墨西哥活牛进口禁令，泰森与JBS股价大涨
- 00:03:20 芝商所推出55只单一股票期货，覆盖SpaceX与美光
- 00:03:49 LVMH销售受伊朗冲突拖累，摩根大通看涨信号与美联储按兵不动
相关信息- U.S. and Iran pause fighting, Trump dismisses concerns of dwindling stockpiles - US Top News and Analysis
- Stocks mixed, oil and Treasury yields drop on Iran-US truce - Yahoo Finance
- Oil prices slide, Brent crude below $90 as pause to U.S.-Iran hostilities appears to hold - US Top News and Analysis
- Federal Reserve is likely to hold interest rates steady. Here's what that means for consumers - US Top News and Analysis
- Treasuries Rise as Recent Yield Surge Attracts Buyers Before Fed - Bloomberg Markets
- Crypto stocks rally thanks to rotation from AI infrastructure; bitcoin miners lag - US Top News and Analysis
- Nvidia Credit Risk Jumps in Swaps Market on AI Deal Talks - Bloomberg Markets
- Nvidia's potential $250B backstop for OpenAI is another strike against the AI trade - US Top News and Analysis
- Nvidia and OpenAI in talks for up to $250 billion dollar backstop to fund AI infrastructure plans - US Top News and Analysis
- Chipmaker CXMT’s 466% market debut surge makes it the most valuable China-listed company - US Top News and Analysis
- Chip Stocks Sink on China Competition Concerns, Erasing Early Gains - Yahoo Finance
- Semiconductor stock charts just formed this bearish shape that signals more potential losses - Yahoo Finance
- Tyson, JBS Shares Surge as US Reopens Mexico Cattle Imports After Screwworm Ban - Bloomberg Markets
- CME launches single stock futures enabling investors to trade SpaceX, Micron and others 23 hours a day - US Top News and Analysis
- LVMH Fashion Unit’s Return to Growth Held Back by Iran War - Bloomberg Markets
- JPMorgan Sees S&P 500 Poised to Rally as New Buy Signal Flashes - Bloomberg Markets
查看本期详情 →
本期节目由 Bri 出品。Bri 使用先进的 AI 技术将你在意的资讯转换成适合收听的播客。如需联系，请发邮件至 [email protected]。
5 min - 0724 | 纳指连跌、油价破百、英特尔最快增速与特朗普关税威胁
本周市场在油价破百、AI股回调与贸易摩擦升温三重压力下震荡。纳斯达克100录得3月底以来首次连续两周收跌，布伦特原油受美伊战事升级与红海、黑海等多点供应中断推动，一度突破每桶100美元，随后因巴基斯坦推动和谈传闻回落。英特尔交出近15年最快收入增速的季报，但穆迪警告AI支出前所未有地挤压科技巨头信用质量。外汇市场上，对冲基金对加元看空程度升至两年最高；英国国债则面临新政府支出与油价冲击的双重考验。特朗普在关税战线上同时对欧盟和全球发力，而散户动量策略遭遇四年来最惨回撤，与简街获投资级评级形成鲜明对比。
时间轴- 00:00:00 开场
- 00:00:04 开场介绍
- 00:00:24 纳斯达克100连续两周下跌：油价破百与AI抛售双重夹击
- 00:00:50 油价盘中急跌：巴基斯坦推动美伊和谈信号扰动市场
- 00:01:14 英特尔交出近15年最快增长财报，盘后股价为何下跌
- 00:02:00 布伦特原油突破100美元：美伊战事升级与多重供应中断
- 00:02:56 对冲基金加元空头升至两年高位；英国国债陷支出与油价困境
- 00:03:32 特朗普威胁对欧盟征高额关税，全球新关税框架遭贸易伙伴驳斥
- 00:04:12 动量策略遭四年最重回撤；简街获惠誉上调至投资级
- 00:04:45 一周总结与下期预告
相关信息- Nasdaq 100 Tumbles as Oil Spike, AI Jitters Hit Tech Stocks - Bloomberg Markets
- Shortsighted stock market can no longer brush off war: 'It's too hard to ignore $100 oil' - US Top News and Analysis
- Oil falls more than 4% on report Pakistan is pushing for new U.S.-Iran talks with China's backing - US Top News and Analysis
- Treasury yields slide as oil prices fall amid hopes for new U.S.-Iran peace talks - US Top News and Analysis
- Intel rides AI boom to fastest revenue growth in almost 15 years, but shares sink - US Top News and Analysis
- Moody's says 'unprecedented' AI spending threatens credit quality of Amazon, Meta, Alphabet and others - US Top News and Analysis
- Oil to End Year Near $100 on Mideast Disruptions, Rapidan Says - Bloomberg Markets
- Oil shipments are under attack on multiple fronts as fighting escalates in Red Sea, Hormuz and Black Sea - US Top News and Analysis
- Russia’s Top Black Sea Oil Port Halts Loadings Amid Safety Fears - Bloomberg Markets
- Hedge Funds Turn Most Negative on Canadian Dollar Since 2024 - Bloomberg Markets
- Gilts Caught Between Twin Risks From Burnham Debut and Oil Shock - Bloomberg Markets
- Trump threatens EU with 'substantial TARIFF' for 'ROBBING' U.S. tech giants - US Top News and Analysis
- Trump's new global tariff draws rebukes from trade partners over forced labor justification - US Top News and Analysis
- Momentum Crash Hits YOLO Traders’ Returns by Most in Four Years - Bloomberg Markets
- Fitch Upgrades Jane Street to High Grade, Citing Income Growth - Bloomberg Markets
查看本期详情 →
本期节目由 Bri 出品。Bri 使用先进的 AI 技术将你在意的资讯转换成适合收听的播客。如需联系，请发邮件至 [email protected]。
6 min - 0723 | 美股遭AI抛售潮与中东危机双杀 科技七巨头单日蒸发七千亿
本期节目聚焦美股剧烈抛售：标普500创一个月来最差表现，科技七巨头单日蒸发7670亿美元。核心驱动来自Alphabet与特斯拉财报显示AI支出大幅扩张，加剧投资回报疑虑；同时布伦特原油突破100美元、红海油轮遇袭与伊朗紧张局势升级，重新点燃通胀担忧，推动美债收益率升至2026年新高，市场开始为美联储加息定价。此外，航空股受油价冲击承压，而Imax则凭借《奥德赛》票房表现获得提振；IBM与英特尔则在AI浪潮中各自调整叙事。
时间轴- 00:00:00 开场
- 00:00:31 标普500大跌：油价破百与AI支出担忧重创科技巨头
- 00:01:52 布伦特原油突破100美元：红海油轮遇袭与伊朗局势升级
- 00:02:54 国债收益率飙升至2026年新高：油价重燃美联储加息预期
- 00:03:49 特斯拉与Alphabet财报考验AI交易：支出扩张令增长黯然失色
- 00:04:55 美航与西南航空遭油价冲击；Imax借票房东风顺势而上
- 00:05:46 IBM安抚AI冲击担忧；英特尔录得近15年最快销售增速
相关信息- Stocks sink on Big Tech cash burn; oil hits $100 for first time since May - Yahoo Finance
- Magnificent 7 Loses $767 Billion as AI Skeptics Dump Tech Stocks - Bloomberg Markets
- Intel stock is down 27% from June record highs. How the chipmaker can reverse the slide - US Top News and Analysis
- Alphabet and Tesla test Wall Street's patience as AI spending overshadows growth - US Top News and Analysis
- Brent crude tops $100 a barrel. How the next stop could be $120 - US Top News and Analysis
- S&P 500 Heads Toward Worst Day in a Month as Oil Soars Over $100 - Bloomberg Markets
- US Treasury Yields Rise to 2026 Highs With Oil Sparking Fed Bets - Bloomberg Markets
- Brent Crude Hits $100 a Barrel on Red Sea, Iran Supply Threats - Bloomberg Markets
- Brent crude crosses $100 after tankers reportedly struck off Saudi Arabia - US Top News and Analysis
- Trump says U.S. will hold Iran responsible for Houthi attacks after oil tankers targeted in Red Sea - US Top News and Analysis
- Three Crude Supertankers Slip Out Through the Strait of Hormuz - Bloomberg Markets
- US Oil Exports Set for a Comeback as Renewed Iran Conflict Spurs Buyers - Bloomberg Markets
- 10-year Treasury yield rises to highest since January 2025 as surging oil rekindles inflation fear - US Top News and Analysis
- US Initial Jobless Claims Fall to Lowest Level Since 1969 - Bloomberg Markets
- Dollar Jumps on Haven Flows as Middle East War Intensifies - Bloomberg Markets
- Traders see September rate hike as European Central Bank mulls energy price spike - US Top News and Analysis
- Tesla falls 14%, Alphabet sinks 6% as AI spending concerns spook investors - US Top News and Analysis
- Google Cloud CEO Kurian says customers are spending 50% more as segment blows away expectations - US Top News and Analysis
- American Airlines stock tumbles 7% as fuel spike further postpones turnaround - US Top News and Analysis
- Southwest Airlines' third-quarter forecast falls short as fuel bill climbs - US Top News and Analysis
- 'The Odyssey' is cleaning up for Imax. Expect the momentum to continue - US Top News and Analysis
- IBM's Krishna tries to reassure investors that AI won't disrupt company's software unit - US Top News and Analysis
- What IBM execs think will be different 90 days after a brutal warning - Yahoo Finance
- Intel blows past estimates, recording fastest sales growth in almost 15 years on 'unprecedented' demand - US Top News and Analysis
查看本期详情 →
本期节目由 Bri 出品。Bri 使用先进的 AI 技术将你在意的资讯转换成适合收听的播客。如需联系，请发邮件至 [email protected]。
7 min - 0722 | 伊朗战事推高燃料价格，特斯拉利润转负，美银建议买入动量股
伊朗战争与霍尔木兹海峡紧张局势正推动美国汽油柴油价格攀升，形成"停火也难降价"的不对称结构，同时30年期美债收益率持续交投于5%上方。特斯拉财报显示自由现金流转负、利润率下滑，股价处于"拐点"，市场更关注其AI可信度。西南航空、IBM、GE Vernova等企业财报分化，AI预期过高导致业绩稍逊即遭惩罚。美银建议客户重新买入动量股，Galaxy Digital拟发行垃圾债为AI数据中心融资，显示风险偏好回暖。约翰·保尔森则认为黄金正处于长期牛市的早期阶段。
时间轴- 00:00:00 开场
- 00:00:53 伊朗能源冲击：油价传导与5%美债收益率的双重压力
- 00:02:27 特斯拉财报失速：自由现金流转负，AI叙事面临考验
- 00:03:21 财报分化：西南航空、IBM与GE Vernova的AI期望落差
- 00:04:18 动量股回归与AI垃圾债：风险偏好的新信号
- 00:05:20 保尔森看多黄金：长期牛市才刚刚开始
相关信息- Analysis: Iran war energy shock hits the U.S. economy as gas and diesel prices climb - US Top News and Analysis
- US 30-Year Yield Raises Alarm in Longest Run Above 5% Since 2007 - Bloomberg Markets
- Kevin Warsh has homed in on three key phrases. How Fed watchers interpret them - US Top News and Analysis
- Tesla misses on earnings, as free cash flow turns negative and margins slide - US Top News and Analysis
- Prediction: Tesla Earnings Today Could Send TSLA Stock to This Price - Yahoo Finance
- Tesla Stock at ‘Inflection Point’ as Traders Seek AI Credibility - Bloomberg Markets
- Southwest Airlines' third-quarter forecast falls short as fuel bill climbs - US Top News and Analysis
- IBM lowers full-year forecast after earnings warning - US Top News and Analysis
- GE Vernova stock drops despite surging AI-driven orders as wind segment drags - Yahoo Finance
- BofA Equities Traders Say Buy Momentum Stocks, Eyeing 5% Gain - Bloomberg Markets
- Financial Services Sector Seen as Focus for Activist Campaigns - Bloomberg Markets
- Galaxy Digital Seeks $3.5 Billion Debt for Texas Data Center - Bloomberg Markets
- John Paulson says we are in the early stages of a long-term bull market for gold - US Top News and Analysis
- Gold prices today, Wednesday, July 22: Renewed safe-haven demand pushes gold price higher - Yahoo Finance
查看本期详情 →
本期节目由 Bri 出品。Bri 使用先进的 AI 技术将你在意的资讯转换成适合收听的播客。如需联系，请发邮件至 [email protected]。
7 min - 0721 | 市场头条：芯片反弹、通用上调、红海油轮掉头
本期《盘后聊》聚焦六大市场热点：纳斯达克100在芯片股带动下反弹，但债市因油价飙升承压；通用汽车业绩超预期并上调2026展望，同时推出新一代凯迪拉克燃油车型；美伊冲突与胡塞武装威胁推动原油价格升至五周高位，并推高国债收益率；美国贸易代表暗示将对数十国加征新关税，对加拿大商品拟征50%关税；SpaceX发布首份财报后，1160亿美元股票即将解锁；AI领域，英特尔代工迎来Fortinet为首位具名客户，英伟达披露下一代Vera CPU细节，谷歌则推出更廉价的Gemini模型。
时间轴- 00:00:00 开场
- 00:00:35 芯片股强势反弹，纳斯达克100逆势上扬
- 00:01:23 通用汽车业绩超预期，上调展望并发布新一代凯迪拉克
- 00:02:17 美伊冲突与胡塞威胁推高油价，债市收益率升至两月高位
- 00:03:10 特朗普关税再升级：对加拿大加征50%，更多国家面临新关税
- 00:03:51 SpaceX公布财报日期，1160亿美元股票解锁在即
- 00:04:30 AI格局演变：英特尔斩获Fortinet订单，英伟达与谷歌同步发力
相关信息- Stock Market Today: Nasdaq Charges Higher; Taiwan Semi Jumps, Aerospace Name Slides (Live Coverage) - Yahoo Finance
- Nasdaq 100 Soars as Chipmaker Rebound Overshadows Iran War - Bloomberg Markets
- As the U.S.-Iran war heats up again, these parts of the stock market and economy could be affected - US Top News and Analysis
- GM beats on earnings, raises guidance amid 'resilient' consumer, pricing - US Top News and Analysis
- GM Boosts 2026 Outlook on Premium Pricing for Big Trucks - Yahoo Finance
- GM announces new gas-powered Cadillac vehicles amid EV pullback - US Top News and Analysis
- Why GM's memory chip guidance could help stabilize stocks like Micron and Sandisk - Yahoo Finance
- Oil prices rise to five-week high on US-Iran attacks, Houthi blockade threat - Yahoo Finance
- Houthi Threats Ignite New Oil Price Surge - Yahoo Finance
- Oil Tankers Turn Back in Red Sea After Houthi Attack Threat - Bloomberg Markets
- Indian Refiners Halt Iraq Oil Loadings as Hormuz Risks Escalate - Bloomberg Markets
- US Yields Hit Two-Month High as Oil Sparks Inflation Risk - Bloomberg Markets
- Big jump in benchmark diesel price is 2nd largest since war began - Yahoo Finance
- Greer hints new Trump tariffs coming on dozens of countries: 'Expect action soon' - US Top News and Analysis
- Trump imposing 50% tariffs on certain Canadian goods over alleged trade discrimination - US Top News and Analysis
- SpaceX sets earnings date, triggering first lock-up expiration for millions of shares - US Top News and Analysis
- SpaceX (SPCX) Set to Unlock $116B in Shares After IPO Restrictions Lift - Bloomberg Markets
- Intel's foundry lands first named customer under CEO Lip-Bu Tan, as Fortinet signs on for security chips - US Top News and Analysis
- Nvidia details its next-generation Vera CPU for AI, setting up challenge to AMD and Intel - US Top News and Analysis
- Google expands Gemini lineup with cheaper models and new Mythos rival - US Top News and Analysis
- Bessent says U.S. could sanction China over AI model 'theft' - US Top News and Analysis
- Adobe, Salesforce Downgrades Are Latest Show of AI Fears - Bloomberg Markets
查看本期详情 →
本期节目由 Bri 出品。Bri 使用先进的 AI 技术将你在意的资讯转换成适合收听的播客。如需联系，请发邮件至 [email protected]。
7 min - 0720 | 标普收跌苹果特斯拉拖累，美连续九夜炸伊朗，超微Helios对标英伟达，英新首相上任债市暴跌
本期《盘后聊》聚焦六大市场热点：标普500先涨后跌，苹果和特斯拉拖累大盘，高盛数据显示对冲基金正以创纪录速度减持科技股。中东局势持续升级，美军连续第九夜轰炸伊朗，船东开出六个月额外薪酬吸引船员穿越霍尔木兹海峡，瑞安航空利润因此骤降34%。AI芯片战场白热化，AMD推出首款机架式系统Helios直指英伟达，Alphabet开发新型AI芯片，台积电加速亚利桑那工厂建设。英国新首相伯纳姆上任首日国债即遭抛售，英格兰银行拟放松银行资本规则。债市方面，高盛、Netflix与贝莱德同日推进大额发债，其中贝莱德为Meta AI数据中心寻求超120亿美元融资。航空板块，Archer与Anduril合作推出军用eVTOL机型，股价单日飙升20%。
时间轴- 00:00:00 开场
- 00:00:04 开场介绍
- 00:00:33 标普500先涨后跌：苹果特斯拉拖累大盘，对冲基金创纪录减持科技股
- 00:01:10 美伊冲突持续升级：油轮船员冒险横穿霍尔木兹海峡，瑞安航空利润骤降
- 00:02:05 AI芯片竞赛全面提速：AMD推出Helios对标英伟达，Alphabet与台积电加速布局
- 00:02:49 英国新首相上任首日国债暴跌，英格兰银行拟放松资本规则
- 00:03:23 高盛、Netflix与贝莱德驱动债市大单：AI基建融资需求凸显
- 00:04:01 Archer携手Anduril推军用eVTOL股价飙涨20%，捷蓝拿下拉瓜迪亚时刻
- 00:04:31 结束语
相关信息- S&P Slips as Apple, Tesla Keep Broader Chipmaker Gains in Check - Bloomberg Markets
- Goldman Says Hedge Funds Sell US Tech Stocks at Record Pace - Bloomberg Markets
- Oil prices edge higher after Trump says Iran will pay for killing U.S. service members - US Top News and Analysis
- Shipowners Offer Huge Bonuses to Get Crews to Sail Hormuz - Bloomberg Markets
- Ryanair says 'no shortage' of travelers despite Iran war denting profit - US Top News and Analysis
- Gold prices today, Monday, July 20, 2026: Gold holds above $4,000 despite continued violence in the Middle East - Yahoo Finance
- AMD launches Helios, its first rack AI system to rival Nvidia, adding Microsoft as newest buyer - US Top News and Analysis
- Alphabet stock pops on report it's developing a more efficient AI chip - US Top News and Analysis
- TSMC is accelerating Arizona factory build-out to capitalize on AI 'megatrend,' CFO says - US Top News and Analysis
- Gilts Rattled on Andy Burnham’s First Day as Fiscal Fears Return - Bloomberg Markets
- Bank of England plans to ease bank capital rules to boost lending, risking weaker credit quality - Yahoo Finance
- Goldman to Sell $2.5 Billion Preferreds Following Spread Low - Bloomberg Markets
- Netflix Taps US High-Grade Bond Market With $1 Billion Debt Sale - Bloomberg Markets
- BlackRock Eyes More Than $12 Billion Debt for Data Center - Bloomberg Markets
- Archer stock rips 20% higher as company unveils military craft with Anduril - US Top News and Analysis
- JetBlue wins Spirit slots at LaGuardia Airport, eyes move to Marine Air Terminal as airlines fight for space - US Top News and Analysis
查看本期详情 →
本期节目由 Bri 出品。Bri 使用先进的 AI 技术将你在意的资讯转换成适合收听的播客。如需联系，请发邮件至 [email protected]。
5 min - 0717 | 芯片股跌入熊市，苹果重夺全球市值第一
本周市场风云变幻：芯片股集体重挫，一个关键半导体指数逼近熊市；苹果借AI板块轮动之势反超英伟达，重夺全球市值第一。中东局势急剧升温——美伊冲突波及民用设施，霍尔木兹海峡油轮遇袭致人员伤亡，油价应声走高。食品板块因塔可钟寄生虫疫情引发连锁反应，Sweetgreen则在溯源清晰后强势反弹。网飞因盈利展望逊于预期而下跌，SpaceX自纳入纳斯达克100以来累计跌近23%。宏观层面，CNBC调查显示美国民众经济悲观情绪升至疫情后新高，进口价格与住房可负担性双双恶化。
时间轴- 00:00:00 开场
- 00:00:27 芯片股濒临熊市，美元对冲成本创年内新低
- 00:01:08 苹果超越英伟达重登全球市值榜首，AI板块轮动加速
- 00:01:51 美伊冲突升级推高油价，霍尔木兹海峡险情激增
- 00:02:59 塔可钟寄生虫疫情溯源，Sweetgreen股价反弹
- 00:03:33 网飞展望不及预期，SpaceX延续跌势，Meta强势崛起
- 00:04:06 美国经济信心创疫情后新低，进口价格与住房负担承压
相关信息- Chips Stocks Sink Into Bear Market as 105% AI Rally Fizzles - Bloomberg Markets
- Dollar Hedging Costs Sink to Their Lowest Level This Year - Bloomberg Markets
- Apple Tops Nvidia as World’s Largest Company Amid Tech Rotation - Bloomberg Markets
- Apple Upgraded to Buy by HSBC on Agentic AI, Hardware Pipeline - Bloomberg Markets
- Apple, Nvidia vie for title of world's most valuable company - US Top News and Analysis
- Chinese AI has leveled up, and brought renewed focus on the open weight model shift - US Top News and Analysis
- Oil prices rise after Kuwait says Iran attacked water desalination and power plant - US Top News and Analysis
- Iran says civilian infrastructure hit by latest U.S. strikes, expands attacks to Syria, Bahrain - US Top News and Analysis
- Oil tankers face 'worst case scenario' in Hormuz as Iran steps up attacks on ships, maritime risk CEO says - US Top News and Analysis
- Iraq and Syria sign agreement to restore oil pipeline that would provide alternative to Strait of Hormuz - US Top News and Analysis
- ConocoPhillips to buy 42% stake in Iraqi unit from BP as U.S. seeks to weaken Iran's energy hold - US Top News and Analysis
- Oil pipelines around the Strait of Hormuz won't end the threat Iran poses to Middle East crude exports - US Top News and Analysis
- Sweetgreen Pares 26% Drop as Parasite Tied to Taco Bell Lettuce - Bloomberg Markets
- The cyclosporiasis outbreak linked to Taco Bell is hitting some restaurant stocks, but don't expect a long-term impact - US Top News and Analysis
- Netflix stock falls as earnings forecast disappoints, company says it will give fewer engagement updates - US Top News and Analysis
- SpaceX stock has cratered nearly 23% since the company joined the Nasdaq-100 - US Top News and Analysis
- Retail and Wall Street are underwater on SpaceX — but not going down without a fight - US Top News and Analysis
- Meta's latest move in the AI talent war — plus Cramer's 4 quick hits on the market - US Top News and Analysis
- Economic outlook is worsening and Trump is getting blamed, CNBC survey finds - US Top News and Analysis
- Import prices post surprise gain as costs of goods from China hit highest since 2008 - US Top News and Analysis
- Homebuyer affordability slipped for fifth straight month, real estate index shows - US Top News and Analysis
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本期节目由 Bri 出品。Bri 使用先进的 AI 技术将你在意的资讯转换成适合收听的播客。如需联系，请发邮件至 [email protected]。
5 min - 德克萨斯州洪灾、小盘股历史性上涨、沃什通胀考验与柴油价格飙升
本期《盘后聊》梳理多条市场要闻：德州中部持续暴雨引发历史性山洪，威胁供应链与区域经济；罗素2000小盘股指数上半年涨近20%，创三十多年来最佳表现；美联储新任主席沃什国会首秀获正面评价，但联储内部鹰派声音仍强；联合健康集团业绩大超预期，削减成本与AI投资开始见效；柴油价格自伊朗冲突以来飙升33%再破每加仑5美元，霍尔木兹海峡局势持续紧张；美联航财报亮眼却面临60亿美元燃油成本压力，折射航空业两难处境。
时间轴- 00:00:00 开场
- 00:00:49 德州中部暴雨引发山洪，基础设施与经济承压
- 00:01:47 罗素2000创三十年来最佳上半年，小盘股涨势引关注
- 00:02:34 美联储新主席沃什国会首秀过关，通胀可信度考验来临
- 00:03:16 联合健康业绩远超预期，成本控制与AI投资双线发力
- 00:03:58 柴油价格再破5美元，伊朗冲突与霍尔木兹红线推高能源成本
- 00:04:43 美联航业绩超预期，但60亿美元燃油成本成隐忧
相关信息- Flash Flooding Worsens in Texas After Dozens Are Rescued From Rising Water - NYT > Top Stories
- 'Not a junk rally:' How to trade the strongest small-cap stock market in three decades - US Top News and Analysis
- Banking Committee's Sen. Rounds liked Warsh's 'tone' in first testimony as Fed chairman - US Top News and Analysis
- Analysis: Fed Chairman Warsh faces an inflation credibility test after Congress hearings - US Top News and Analysis
- UnitedHealth blows past estimates, hikes earnings outlook as it reins in costs - US Top News and Analysis
- Diesel Prices Hit $5 a Gallon Again, Up 33% Since Start of Iran War - NYT > Top Stories
- Iran warns U.S. of Hormuz ‘red line,’ says it will retaliate if Trump carries out threats - US Top News and Analysis
- United earnings top estimates but airline expects $6 billion in added fuel costs - US Top News and Analysis
查看本期详情 →
本期节目由 Bri 出品。Bri 使用先进的 AI 技术将你在意的资讯转换成适合收听的播客。如需联系，请发邮件至 [email protected]。
6 min
About 盘后聊
From the publisher's feed
美股收盘后的冷静复盘：发生了什么、为什么重要，以及接下来关注什么。