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0本期节目聚焦四个核心话题。首先，长期美债收益率大幅走高，30年期一度突破5.33%创下19年新高，全球债券抛售加深、美国财政状况恶化与通胀偏高共同推动借贷成本升至几十年高位，并持续挤压普通消费者和企业。其次，能源股逼近纪录高位，油价因特朗普政府对霍尔木兹海峡的强硬立场而上涨，俄罗斯原油出口受乌克兰无人机袭击影响连续第五周下滑。再者，家装巨头 Home Depot 第二财季营收和利润双双超预期，在"冻结的住房市场"下重申业绩指引，分析人士已上调其评级并提高目标价。最后，二手车平台 Carvana 股价延续跌势，市场担忧最大投资者之一马克·沃尔特在其投资帝国面临联邦调查之际可能减持股份。
时间轴
- 00:00:00 开场
- 00:00:28 美国国债收益率飙升：30年期突破5.33%创19年新高
- 00:01:42 能源股逼近历史高位：油价受霍尔木兹海峡紧张局势推动
- 00:03:33 Home Depot 二季度超预期 在冻结房市中重申指引
- 00:04:29 Carvana 股价下跌：沃尔特调查引发减持担忧
相关信息
- 30-year Treasury yield tops 5.33%, new 19-year high, on inflation and spending concerns - US Top News and Analysis
- Inflation Will Keep Bond Yields High, Says Franklin Templeton's Dudley - Bloomberg Markets
- Bond Selloff Is Mostly a Fed Story, Says BofA’s Cabana - Bloomberg Markets
- Global Bonds Slump Sends Borrowing Costs Soaring - Bloomberg Markets
- U.S. government debt yields are surging at a bad time. Here's what's behind the move - US Top News and Analysis
- Bond yields are climbing. Here’s what that means for mortgages and other consumer borrowing - US Top News and Analysis
- Analysis: Bond market pressure is squeezing Main Street as Wall Street waits on Warsh - US Top News and Analysis
- Energy Stocks Soar to Record as Oil Rises on Trump’s Hard Line - Bloomberg Markets
- Russia’s Oil Exports Extend Their Slump Amid Ukrainian Drone Strikes - Bloomberg Markets
- Trump says no talks scheduled with Iran as he teases action in Hormuz Strait - US Top News and Analysis
- Jeff Currie: Forget $91 Brent, The Real Crisis Is $170 Diesel - Yahoo Finance
- How Gulf Oil Is Escaping the Strait of Hormuz - Yahoo Finance
- We upgraded Home Depot and raised our price target. It made the best of a terrible hand - US Top News and Analysis
- Home Depot reaffirms guidance amid 'frozen housing market conditions' - US Top News and Analysis
- Pending Home Sales Drop to Weakest Since Start of Year - Bloomberg Markets
- Walter Probe Weighs on Carvana as Investors Suspect Share Sale - Bloomberg Markets
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