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0本期节目回顾当日美股与全球市场走势。美国七月CPI环比上涨0.1%、同比3.4%，符合预期，温和的通胀读数减轻了美联储压力，也为盈利驱动的科技股涨势延续铺路。围绕通胀数据，彭博与Pimco经济学家均指出九月可能按兵不动。个股方面，温迪汉堡因Nelson Peltz旗下Trian准备私有化的传闻跳涨至七周高位，但交易仍处筹备阶段。利率端，美国财政部420亿美元十年期国债拍卖的中标收益率创2007年以来最高。AI云公司CoreWeave因第二季度营收翻倍、AI需求旺盛而盘前大涨18%。地缘方面，美伊霍尔木兹海峡谈判陷入僵局，特朗普声称美国完全控制该海峡，海峡船舶通行量较袭击前日均130艘下降约九成，油价方向信号不一。
时间轴
- 00:00:00 开场
- 00:00:27 美股收盘：符合预期的CPI与科技股延续涨势
- 00:01:28 温和通胀强化美联储九月按兵不动的理由
- 00:02:25 温迪汉堡因Trian私有化传闻跳涨
- 00:03:26 美国十年期国债拍卖收益率创金融危机以来新高
- 00:04:27 CoreWeave营收翻倍、盘前大涨18%
- 00:05:14 美伊霍尔木兹谈判僵局下的油价与地缘风险
相关信息
- US Stocks Rise as Inflation Keeps Fed ‘At Bay,’ Spurs Tech Rally - Bloomberg Markets
- Global stocks hold gains after in-line US CPI - Yahoo Finance
- Consumer prices rose 0.1% in July, as expected, putting the annual rate at 3.4% - US Top News and Analysis
- Here's the inflation breakdown for July 2026 — in one chart - US Top News and Analysis
- Cisco Beats Estimates, Cerebras Reports Declines | Closing Bell - Bloomberg Markets
- The S&P paces to snap a 2-day skid, and Goldman beefs up its asset management unit - US Top News and Analysis
- Fed Will Stay on Hold in September, Pimco's Wilding Says - Bloomberg Markets
- US Core Inflation Comes in Subdued, Easing Pressure on Fed - Bloomberg Markets
- Cooler CPI inflation reading bolsters case for Fed to hold rates in September - Yahoo Finance
- Wendy’s Shares Jumps On Peltz Bid News - Bloomberg Markets
- Wendy's stock jumps on report of potential takeover bid from Nelson Peltz's Trian Fund Management - US Top News and Analysis
- Nelson Peltz's Trian preparing take-private bid for Wendy's - Yahoo Finance
- US Sells 10-Year Debt at Highest Yields Since Financial Crisis - Bloomberg Markets
- CoreWeave surges 18% after a 'cleaner quarter.' Here's what's happening - US Top News and Analysis
- Cava Rises on Sales; CoreWeave Soars on AI Outlook | Stock Movers - Bloomberg Markets
- Oil prices little changed as investors weigh lower demand against US-Iran talks deadlock - Yahoo Finance
- Strait of Hormuz ship traffic near three-month low as U.S.-Iran deal in doubt - US Top News and Analysis
- Trump Says US Controls the Strait of Hormuz, But Talks Continue - Bloomberg Markets
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