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0本期节目首先聚焦大盘：美股收盘创下历史新高，纳斯达克100录得过去十年罕见看涨统计，但恐慌指标VIX却走势反常，两者出现脱节。随后关注财报季的几家明星公司——礼来再度交出一份超预期并上调指引的季报，Zepbound与Mounjaro两款GLP-1药物销售激增；SpaceX却因AI支出激增和股份解锁在即下跌13%，甚至有火箭残骸坠月的插曲；AMD财报后股价亦走低。迪士尼连续第二季盈利超预期，乐园创纪录营收，并酝酿免费广告流媒体模式。最后转向地缘与能源交叉点：伊朗与阿曼就霍尔木兹海峡航运谈判进入尾声，特朗普暗示协议接近达成，牵动油价、黄金、白银及化肥市场的走向，不过也门胡塞武装袭击红海油轮的消息令油价短期方向出现冲突。
时间轴
- 00:00:00 开场
- 00:00:19 美股创历史新高，纳指现十年罕见看涨信号，VIX却反常平静
- 00:01:09 礼来再交beat-and-raise，Zepbound与Mounjaro销售激增推动上调指引
- 00:01:54 SpaceX财报后跌13%，AI支出激增、股份解锁在即，火箭坠月成股价隐喻
- 00:02:42 AMD财报后股价走低，CEO苏姿丰对马斯克的英伟达承诺不以为意
- 00:03:20 迪士尼连续两季超预期，乐园创纪录、流媒体酝酿免费广告模式
- 00:04:13 霍尔木兹谈判进入尾声，油价黄金白银与化肥市场随之摇摆
相关信息
- Stock bears obliterated as Nasdaq 100 logs top 10 bullish stat of past decade - US Top News and Analysis
- Wall Street's 'fear gauge' is doing something unusual as stocks hit record highs - US Top News and Analysis
- We're increasing our Eli Lilly price target after another beat-and-raise quarter - US Top News and Analysis
- Eli Lilly easily tops quarterly estimates, raises outlook as Zepbound and Mounjaro sales surge - US Top News and Analysis
- SpaceX stock falls 13% as AI spending surge rattles investors and massive share unlock looms - US Top News and Analysis
- SpaceX moon crash is a perfect metaphor for rocket maker’s share price, analysts say - US Top News and Analysis
- Lisa Su brushes off Musk's Nvidia commitment as AMD stock sinks after earnings - US Top News and Analysis
- Disney tops earnings estimates as parks and streaming offer a boost - US Top News and Analysis
- Disney's Third-Quarter Profit Growth Driven by Parks, Streaming - Bloomberg Markets
- How Disney parks are bucking a travel slowdown - US Top News and Analysis
- Disney weighs free, ad-supported streaming, says it has sold out Super Bowl ad spots - US Top News and Analysis
- Iran Says Agreement Reached With Oman on Hormuz Shipping - Bloomberg Markets
- Iran, Oman say Strait of Hormuz talks in final stages, as Trump again teases a deal being close - US Top News and Analysis
- Oil prices fall on negotiations to manage ship traffic in Strait of Hormuz - US Top News and Analysis
- Mosaic Phosphate Pains Highlight Hormuz Fertilizer Disruption - Bloomberg Markets
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