0730 | 微软暴增近五千亿，美联储遭质疑，苹果亚马逊财报待命
Show notes
微软单日市值暴增近4500亿美元，创下美股历史纪录；而美国二季度GDP增速放缓至1.5%，核心通胀仍处高位。美联储主席沃什维持利率不变后遭市场严厉质疑，长期国债收益率跳升，"债券义警"或卷土重来。英国央行同样按兵不动。财报季喜忧参半：法拉利、星巴克上调指引，Meta、Carvana则令市场失望。中东局势升级，美伊交火再起，冲突蔓延至地中海航运与能源基础设施。新股方面，Jersey Mike's上市首日下跌，Reformation平收，显示市场对IPO估值分歧明显。
时间轴
- 00:00:00 开场
- 00:00:38 微软单日暴涨4500亿美元创历史纪录，GDP放缓至1.5%
- 00:01:29 美联储沃什遭市场严厉质疑，长期收益率飙升敲响警钟
- 00:02:53 财报分化：微软法拉利星巴客上调展望，Meta与Carvana承压
- 00:03:37 美伊战火重燃，冲突蔓延至地中海航运与能源设施
- 00:04:33 Jersey Mike's首日下跌6%，Reformation平收：IPO市场分歧显现
相关信息
- Microsoft’s $450 Billion Jump Is Biggest in Stock Market History - Bloomberg Markets
- Wall Street Delivers Harsh Verdict on Warsh Fed - Bloomberg Markets
- Fed's Messaging 'Extraordinarily Muddled': Ed Al-Hussainy - Bloomberg Markets
- No Idea of Warsh's Position, 'Hall of Mirrors': Ed Al-Hussainy - Bloomberg Markets
- Fed's Credibility Questioned, ‘Bond Vigilantes’ Return | Real Yield 7/30/2026 - Bloomberg Markets
- Ferrari CEO says he 'would not change anything' about polarizing Luce EV debut - US Top News and Analysis
- Ferrari raises 2026 guidance after Q2 earnings beat - US Top News and Analysis
- Meta stock sinks 10% on earnings miss, 'barely passable' quarter - Yahoo Finance
- Carvana stock tumbles as full-year guidance disappoints despite record quarter - Yahoo Finance
- US-Iran War Flares as Fighting Spreads Across Mideast - Bloomberg Markets
- US-Iran War Has Made Every Middle East Country a Target, Says Jane Harman - Bloomberg Markets
- Jersey Mike's CEO on Trading Debut, Supply Chain and Demand Growth - Bloomberg Markets
- Jersey Mike’s Sinks in Trading Debut After $1 Billion IPO - Bloomberg Markets
- Womenswear Firm Reformation Closes Flat After $210.9 Million IPO - Bloomberg Markets
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