2
0本期节目聚焦美股收盘与市场热点：周二道指收高，美国国债收益率回落，芯片股整体反弹，英伟达在财报公布前已连跌七日，市场关注的不仅是盈利是否超预期，更在于其资本部署计划，以及AI营收增长一旦减速将如何冲击市场。债市方面，财长贝森特扩大国债回购的"贝森特看跌期权"引发长债逼空行情，但也引来德鲁肯米勒等质疑声。个股上，Intuit因展望疲软下跌11%，迪克体育用品因业绩不及预期暴跌25%。能源端，原油因美国转向经济施压伊朗而下挫3%，但黑海袭击和俄罗斯柴油禁令等风险仍在。加密货币和黄金则随"贬值交易"回归而走高，比特币盘中一度突破8.1万美元。
时间轴
- 00:00:00 开场
- 00:00:27 美股收盘走高，收益率回落，原油下滑
- 00:00:56 英伟达财报考验：七日连跌与超大规模依赖
- 00:01:25 市场要的不只是超预期，而是英伟达的资本路线图
- 00:01:58 “贝森特看跌期权”推动长债逼空
- 00:02:25 德鲁肯米勒与铃木质疑债券操作成效
- 00:02:59 Intuit挫11%，迪克体育重挫25%
- 00:03:30 原油跌3%：经济施压伊朗缓和战争担忧
- 00:03:57 黑海袭击与俄柴油禁令风险犹存
- 00:04:14 比特币一度突破8.1万美元
- 00:04:34 “贬值交易”回归：黄金创三个月新高
相关信息
- Stock Market Today: Dow Rises As Treasury Yields Fall; Nvidia, Micron, Sandisk Rally (Live Coverage) - Yahoo Finance
- Jim Cramer's top 10 things to watch in the stock market Tuesday - US Top News and Analysis
- Wall Street Set to Open Higher as Crude Oil Extends Sharp Retreat: Dow Jones, S&P, Nasdaq, Futures - Yahoo Finance
- Nvidia stock is on a 7-day losing streak ahead of its big earnings report - Yahoo Finance
- Nvidia’s dependence on hyperscalers faces big test in earnings report - US Top News and Analysis
- AMD and Intel Rise 3% on a Strong Buy Upgrade and a Pelosi Disclosure, NVIDIA and Broadcom Tick Up - Yahoo Finance
- Franklin’s Araghi Says Nvidia Holders Want Map, Not Just a Beat - Bloomberg Markets
- AI Revenue Slowdown Would Be the Market's Big Test - Bloomberg Markets
- Short Squeeze in US Long Bonds Shows ‘Bessent Put’ at Work - Bloomberg Markets
- Treasuries Gain as Oil Drop Eases Pressure on Inflation, Bessent - Bloomberg Markets
- Bessent’s Mentor Druckenmiller Calls Bond Buying a Mistake - Bloomberg Markets
- Stanley Druckenmiller leads doubters who think Bessent's bond ploys will fail - US Top News and Analysis
- Treasury Hasn't Done Enough to Lower Yields, iCapital's Suzuki Says - Bloomberg Markets
- Intuit Sinks 11% on Weak Outlook as Nvidia Earnings Loom | Closing Bell - Bloomberg Markets
- Dick's Sporting Goods stock falls 25% as retailer misses expectations, cites 'challenging' footwear market - US Top News and Analysis
- Oil drops 3% as U.S. shifts to economic pressure on Iran, easing fears of renewed war - US Top News and Analysis
- US Natural Gas Falls as Iran Pressure Plan Pulls Down Energy - Bloomberg Markets
- New Iran Sanctions Part of 'Piecemeal Strategy,' Says Rep. Gabe Amo - Bloomberg Markets
- Ukraine's Double-Barreled Drone Strikes Snarl Russian Oil Flows - Bloomberg Markets
- Russia Mulls Extending Diesel-Export Ban Amid Kyiv Attacks - Bloomberg Markets
- Bitcoin price extends gains, briefly tops $81,000 as crypto rally gathers pace - US Top News and Analysis
- Bitcoin Rides ‘Debasement Trade’ Wave - Yahoo Finance
- The 'debasement trade' returns after Bessent bond maneuver. Crypto and gold are back in style - US Top News and Analysis
- Gold prices today, Tuesday, August 25, 2026: Gold hits 3-month high this morning - Yahoo Finance
- Dollar fragile as investors weigh Iran sanctions, Treasury buybacks - Yahoo Finance
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