0
0本期节目聚焦美联储主席凯文·沃什在杰克逊霍尔的鹰派首秀：他放话通胀仍偏高、呼吁央行保持安静，市场随即提高九月加息押注，美债收益率与美元走强，而黄金和比特币的涨势被打压。随后节目点评了财报季的多家公司——Salesforce 凭借 AI 叙事创下史上第二佳单日涨幅，Marvell 因 2028 财年展望低于预期而股价重挫，Take-Two 则因《GTA 6》预告片行情看涨。外汇方面，日元跌破每美元 160，抹去逾半官方干预涨幅，贝森特就披露问题抨击沃伦；最后以玉米小麦期货飙至三年多新高收官。
时间轴
- 00:00:00 开场
- 00:00:32 沃什鹰派首秀：杰克逊霍尔的连锁反应
- 00:01:32 Salesforce 创历史第二佳单日涨幅
- 00:02:01 Marvell 展望不及预期，股价重挫
- 00:02:32 《GTA 6》预告片引爆需求预期
- 00:02:49 日元跌破 160，贝森特与沃伦激辩
- 00:03:28 玉米小麦期货飙至三年新高
相关信息
- Fed Chair Warsh Leans Hawkish In Jackson Hole Speech (Live Coverage) - Yahoo Finance
- Dollar climbs after Warsh comments, poised for weekly gain - Yahoo Finance
- Rate-hike expectations rise on Warsh speech at Jackson Hole - Yahoo Finance
- Fed Chairman Warsh says inflation is running too high, offers first assessment of economy - Yahoo Finance
- Warsh says Fed has 'work to do' if above-target inflation persists - Yahoo Finance
- Why Warsh’s Jackson Hole debut may trigger a bond-market shock - Yahoo Finance
- Warsh Is Driving Treasuries Market, Whether He Wants to or Not - Bloomberg Markets
- Warsh’s Hawkish Message Lands as Real Yields Lead Bond Moves - Bloomberg Markets
- Fed's Warsh Leads Central Bankers on Walk at Jackson Hole - Bloomberg Markets
- What we learned from Warsh's Jackson Hole speech, and GE Vernova's CFO to retire - US Top News and Analysis
- Stock traders warm up to Warsh as volatility index touches year-to-date low - US Top News and Analysis
- Marc Benioff is getting his mojo back as Salesforce's AI strength quiets skeptics - US Top News and Analysis
- Cramer Says the Bears Spent Months Lying About Salesforce and Nvidia. One Earnings Report Just Ended It. - Yahoo Finance
- Marvell shares tumble 6% as outlook underwhelms despite 37% revenue growth - US Top News and Analysis
- Jim Cramer's top 10 things to watch in the stock market Friday - US Top News and Analysis
- 'Grand Theft Auto 6' preview signals blockbuster demand, analysts say - US Top News and Analysis
- Yen Weakens Past 160 Per Dollar, Eroding Intervention Gains - Bloomberg Markets
- Bessent attacks Warren over yen intervention query, offers ‘Foreign Exchange for Dummies’ lesson - US Top News and Analysis
- Corn and wheat prices jump to highest prices in more than three years - 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。
