0
0本期节目聚焦周三美股收盘与市场最新动向。美股整体原地踏步，美债收益率向5%走高。美联储偏好的核心PCE通胀指标七月同比上升3.3%，比预期温和，同时支出偏软，让九月政策抉择悬而未决。杰克逊霍尔央行年会召开前，投资者以守势入场，财政部长贝森特更积极的债务管理风格给美联储主席沃什带来压力，十一月再融资成为市场变数。芯片方面，OpenAI的自研Jalapeño芯片在推理效率上击败英伟达Blackwell系统，对英伟达利润率构成新威胁。财报板块则呈现分化：Intuit因全年指引低于预期下滑，Abercrombie与JM Smucker则因上调展望走高。此外，波士顿科学遭网络攻击、发货受影响，股价下跌。
时间轴
- 00:00:00 开场
- 00:00:28 收盘：美股原地踏步，美债收益率逼近5%
- 00:01:02 核心PCE降温至3.3%，九月抉择悬而未决
- 00:01:42 杰克逊霍尔：贝森特债务策略成市场变数
- 00:02:20 英伟达财报在即，OpenAI自研芯片成新威胁
- 00:02:42 财报分化：Intuit下滑，Abercrombie与Smucker走高
- 00:03:10 波士顿科学遭网络攻击，发货受扰股价下跌
相关信息
- Treasury Yields Rise as Data Keep Fed Bets in Play - Bloomberg Markets
- US Stocks Steady Ahead of Highly Anticipated Nvidia Results - Bloomberg Markets
- Fed’s preferred inflation gauge shows core prices rose 3.3% annually in July - US Top News and Analysis
- Modest Inflation, Soft Spending Support Fed Hold - Bloomberg Markets
- Fed Can Avoid Hiking on Cooler Data, Economist Roth Says - Bloomberg Markets
- An Interesting Time to Be in Jackson Hole - Bloomberg Markets
- Economists want Warsh to share more on his view of the economy at Jackson Hole, says CNBC survey - US Top News and Analysis
- Bessent’s Treasury Twist Makes November Refunding a Wall Street Wildcard - Bloomberg Markets
- Dollar and bond markets 'on edge' ahead of Jackson Hole as Bessent's market intervention piles pressure on Warsh - US Top News and Analysis
- OpenAI’s Jalapeño AI chip brings new 'threat' to Nvidia margins as custom silicon gains ground - US Top News and Analysis
- JM Smucker Rises on Outlook; Intuit Down on Full-Year Forecast | Stock Movers - Bloomberg Markets
- J. M. Smucker Q1 Earnings Call Highlights - Yahoo Finance
- Medical device maker Boston Scientific is being hit by a cyberattack. The shares are falling - US Top News and Analysis
本期节目由 Bri 出品。Bri 使用先进的 AI 技术将你在意的资讯转换成适合收听的播客。如需联系，请发邮件至 hi@bri.so。
