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0本期节目梳理周二美股市场动态：受霍尔木兹海峡僵局影响，油价走高拖累股市收盘，市场目光聚焦周三公布的7月CPI。节目重点解读英伟达5000亿美元AI融资计划如何缓解信用市场紧张，比特币矿企Riot Platforms与Anthropic签署约90亿美元算力协议，英特尔将股票发行上调至200亿美元；同时分析债券市场创纪录空头押注与数十年高位收益率，以及美伊谈判僵局下油价守在每桶83美元上方的走势。
时间轴
- 00:00:00 开场
- 00:00:27 美股收跌：霍尔木兹僵局推升油价，静待7月CPI
- 00:01:20 英伟达5000亿美元AI融资计划安抚信用市场
- 00:02:28 Riot Platforms与Anthropic达成约90亿美元算力协议
- 00:03:15 英特尔上调股票发行至200亿美元
- 00:04:02 创纪录债券空头与数十年收益率高位，迎接周三CPI考验
- 00:04:45 油价站稳83美元上方：美伊霍尔木兹协议难达
相关信息
- S&P 500 Hovers Near Record Highs on US-Iran Hopes - Bloomberg Markets
- US Stocks End Down as Hormuz Deadlock Sends Oil Up Ahead of CPI - Bloomberg Markets
- Hormuz Deal Remains Elusive, Stocks Hold Near Record Highs | The Opening Trade 8/10/2026 - Bloomberg Markets
- Stock market today: Dow, S&P 500, Nasdaq edge higher as US, Iran reach impasse - Yahoo Finance
- Nvidia Taps Wall Street for $500B; Iran Deal Hopes Dim | The Asia Trade 8/11/2026 - Bloomberg Markets
- Nvidia’s Show of Financial Force Soothes Jittery Credit Markets - Bloomberg Markets
- Nvidia Credit Risk Eases After CEO Clarifies $500 Billion Plan - Bloomberg Markets
- Wall Street just endorsed Jensen Huang's 'big concept' for AI. What now? - US Top News and Analysis
- Nvidia (NVDA) Is Going Beyond GPUs in the $500 Billion AI Boom, Wells Fargo Says - Yahoo Finance
- Riot Platforms strikes deal with Anthropic as bitcoin miners shift focus to AI infrastructure - US Top News and Analysis
- Riot Platforms stock surges on $9.1 billion data center deal with Anthropic - Yahoo Finance
- Intel upsizes stock offering to $20 billion at $95 per share as AI demand accelerates - US Top News and Analysis
- Cramer: Intel may have something up its sleeve; Nvidia's financing push is 'monumentally positive' - US Top News and Analysis
- Trend-Chasing Funds’ Big Bond Short Raises Stakes for CPI - Bloomberg Markets
- Barclays Sees Picky Bond Buyers Keeping Yields at Multiyear Peak - Bloomberg Markets
- July CPI Crucial as Inflation Rebound Concerns Rise - Bloomberg Markets
- Fed Expected to Keep Raising Rates Until Inflation Cools - Bloomberg Markets
- An inflation report Wednesday should be a big deal for the Fed. Here's what to expect - US Top News and Analysis
- U.S. oil rises above $83 a barrel as Iran says Strait of Hormuz won't open until conditions are met - US Top News and Analysis
- Trump Makes New Demands on Iran as Deal Hopes Dim - Bloomberg Markets
- Pakistan Says Deal Is Close Even as Iran, US Harden Stances - Bloomberg Markets
- Trump Hardens Stance on Iran, Nvidia Taps Wall Street for $500B | The Opening Trade 8/11/2026 - Bloomberg Markets
- Oil Jumps as Markets Await Middle East Clarity | Closing Bell - Bloomberg Markets
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