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0本期节目围绕AI热潮的两面、债市通胀之忧、公司融资与汽车业逆风、大宗商品与新兴市场、消费与家庭财务、健康与交易平台动向，以及华尔街人物与安全事件，梳理最新市场与政策脉络。
时间轴
- 00:00:04 开场
- 00:00:27 AI行情的两面与巨头现金消耗
- 00:03:26 AI安全与监管僵局
- 00:04:45 债市通胀警报：长端收益率创多年新高
- 00:06:52 市政债：抛售后的反弹与机会
- 00:07:48 公司融资与法律战
- 00:09:20 汽车业逆风与中国竞争
- 00:10:45 大宗商品、拉美与货币
- 00:12:58 消费、就业与家庭财务
- 00:14:23 减肥药竞赛与医保退款
- 00:15:24 交易平台与预测市场的扩张
- 00:16:43 华尔街人物与安全事件
- 00:17:44 收尾
相关信息
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