0721 | 市场头条：芯片反弹、通用上调、红海油轮掉头
Show notes
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
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