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0本期节目聚焦当日市场与多板块重大动向。美国财政部宣布将长期国债回购规模上限至少翻倍至每笔40亿美元，财政部长贝森特动用债务回购稳定债券市场，长期国债收益率从多年高位回落，股市随之走高。芯片方面，Marvell因与谷歌的AI芯片交易大涨10%，该交易允许谷歌购入至多122亿美元股份，凸显定制芯片替代英伟达的趋势。医疗领域，Moderna与默克联合研发的个性化mRNA黑色素瘤疫苗在后期试验中取得成功，显著降低复发率并延长无复发存活期，两股大涨。零售板块出现明显分歧：塔吉特上调全年展望，受益于大额关税退税；劳氏则给出平淡展望并提示家居装修支出承压；TJX因消费回落股价下跌。贸易方面，特朗普宣布美加"达成协议"，对约200亿美元加拿大商品的新关税推迟三天，加拿大股市应声上涨。最后关注二手车平台Carvana，因Mark Walter调查引发投资者担忧而承压。
时间轴
- 00:00:00 开场
- 00:00:24 财政部加倍长期国债回购，收益率从多年高位回落
- 00:01:01 Marvell因谷歌AI芯片交易大涨10%
- 00:01:35 Moderna与默克mRNA黑色素瘤疫苗后期试验成功
- 00:02:09 零售分化：塔吉特上调展望，劳氏谨慎、TJX回落
- 00:02:43 特朗普暂停对加拿大关税三天并宣称达成协议
- 00:03:13 Carvana因Mark Walter调查承压
相关信息
- Treasury doubles debt buybacks as Bessent moves to steady bond market - US Top News and Analysis
- US Treasury Increasing Long-Dated Buyback Cap to at Least $4 Billion - Bloomberg Markets
- Bessent Deploys Debt Buybacks in Sign of Concern Over Yield Rise - Bloomberg Markets
- Bessent moves to curb Treasury yields, putting new pressure on Warsh's Fed - US Top News and Analysis
- Marvell's stock pops 10% on AI chip deal that lets Google buy up to $12.2 billion in shares - US Top News and Analysis
- Marvell Stock Rises as Chip Company Issues Warrant to Google to Buy Stake of $12.2 Billion - Yahoo Finance
- Where we stand on Broadcom after Marvell muscles in on its key customer Google - US Top News and Analysis
- Moderna, Merck Revive mRNA Hopes With Melanoma Success - Bloomberg Markets
- Merck, Moderna Melanoma Vaccine Study Succeeds - Bloomberg Markets
- Cancer vaccine from Moderna, Merck shows promise in late-stage trial; both stocks soar - US Top News and Analysis
- Target says its turnaround is picking up steam, with help from a big tariff refund - US Top News and Analysis
- Lowe's gives muted outlook as it sees 'pressure' in home improvement spending - US Top News and Analysis
- TJX Stock Falls as Earnings Show Consumer Pullback - Yahoo Finance
- Jim Cramer says buy Target on any pullback as turnaround takes hold - US Top News and Analysis
- Trump touted a deal to avert new tariffs on Canada. Here's what we know so far - US Top News and Analysis
- Canadian Stocks Climb as Trump Pauses Tariffs on Trade Talks - Bloomberg Markets
- Trump Says US Has ‘Come to a Deal With Canada’ - Bloomberg Markets
- Carvana shares are under pressure this week as Mark Walter probe fuels investor jitters - US Top News and Analysis
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