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
Show notes
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
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