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%
Show notes
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
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