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0本期节目聚焦美股与商品市场的多重动态。首先，标普500指数四个交易日上涨超5%并创下纪录新高，涨势从大型科技股扩展开来，华尔街看涨期权需求升温，预测市场也认为指数2026年有望触及8000点。软件板块出现明显分化：SoundHound AI与Unity Software大涨，而Datadog因财报重挫15%，市场围绕AI定价能力产生分歧。个股方面，AppLovin因第二季度营收不及预期暴跌17%；联合批发抵押贷款公司（UWM）在宣布暂停派息并启动资本募集后股价重挫40%。商品市场上，伊朗-阿曼拟重开霍尔木兹海峡的消息推动油价上涨，但美国对草案条款表示反对，金价与银价当日也因局势进展走强。节目最后提及全球最大烈酒生产商帝亚吉欧因约10亿美元的成本削减计划股价上涨4%，并提示其中10亿与12亿美元口径差异有待澄清。
时间轴
- 00:00:00 开场
- 00:00:39 标普500创纪录新高，涨势从大型科技股扩大
- 00:01:51 软件股分化：SoundHound与Unity大涨，Datadog重挫
- 00:02:34 AppLovin因Q2营收不及预期暴跌17%
- 00:03:17 UWM暂停派息并募资，股价暴跌40%
- 00:04:00 霍尔木兹重开消息搅动油价、金价与银价
- 00:05:11 帝亚吉欧推10亿美元成本削减计划，股价上涨4%
相关信息
- Wall Street Bulls Flock to S&P 500 Calls as Rally Broadens - Bloomberg Markets
- Traders on Kalshi now think it's likely that the S&P 500 will hit 8,000 in 2026 - US Top News and Analysis
- Tech Stocks Propel Markets to Record Highs - Bloomberg Markets
- SoundHound AI Rallies 12%, Unity Software Rises 11%, Datadog Sinks 15% as Traders Separate Software Winners From Losers - Yahoo Finance
- Software stocks sink, led by declines from Figma, Datadog - Yahoo Finance
- Software Stocks Fall As Datadog, HubSpot Earnings Raise Questions Over AI Pricing - Yahoo Finance
- AppLovin stock tanks on Q2 revenue miss - US Top News and Analysis
- United Wholesale Mortgage plunges 40% after suspending dividend and raising capital - US Top News and Analysis
- Oil Rises as Market Awaits Iran-Oman Hormuz Deal Details - Bloomberg Markets
- Gold prices today, Thursday, August 6, 2026: Gold prices surge as Hormuz inches closer to reopening - Yahoo Finance
- Silver prices today, Thursday, August 6, 2026: Silver opens at highest price since June - Yahoo Finance
- Iran's Hormuz Strait plan reportedly blocks U.S., Israeli ships; U.S. rejects any 'impediments' - US Top News and Analysis
- Diageo sets out $1bn savings plan - Yahoo Finance
- World's biggest spirits maker pops 4% on $1 billion cost-cutting plan - US Top News and Analysis
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