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0本期节目围绕三大主线：SpaceX拟借400亿美元购买英伟达芯片掀起的AI信贷浪潮，全球债券收益率飙升与美联储政策带来的市场冲击，以及能源价格上涨与三季度财报季下的企业动态。同时覆盖全球并购、消费者信心与各公司新闻。
时间轴
- 00:00:04 开场
- 00:00:31 SpaceX 400亿美元借款买英伟达芯片：AI扩建的信贷狂潮
- 00:01:46 国债收益率触及二十年高位：拍卖、美联储与股市之谜
- 00:03:38 全球市场震荡：欧银行股下挫、法国债券与新兴市场资金流
- 00:05:01 能源价格风暴：柴油、取暖油与白宫的应对极限
- 00:06:33 财报季开幕与消费企业喜忧参半
- 00:07:50 AI硬件与消费者科技的另一面
- 00:09:32 消费者财务承压：信心下滑与房贷高利率
- 00:10:21 并购放缓与信用市场博弈
- 00:11:44 公司动向：餐饮、服饰与监管风波
- 00:12:43 媒体、卫星与其他政策动向
- 00:13:58 收尾
相关信息
- SpaceX’s plans to buy more Nvidia GPUs is keeping Jim Cramer bullish on the chip stock
- 10-year Treasury yield backs off from 24-year high after solid bond auction eases demand fears
- European Bank Stocks Sink Toward Lowest Since July as Bonds Fall
- Refinance demand is now half what it was a year ago, as mortgage rates rise again
- Home heating oil prices are soaring — and users' winter bills could rise 21%, federal outlook shows
- SpaceX in Talks to Borrow $40 Billion to Buy Nvidia Chips
- Apollo, banks in talks to finance SpaceX's $40 billion Nvidia GPU purchase
- SpaceX Credit-Risk Gauge Hits Fresh High on Fundraising Reports
- Why High Bond Yields Aren’t Sinking Stocks
- US Bonds Rise as Yields at 2002 High Lures Buyers at Auction
- Fed officials see another hike coming, but no sign as to when, minutes show
- Inflation fears on the rise as one-year outlook in Fed survey hits highest level since May 2023
- Fed’s Choice Is ‘Hike or Bond Spike,’ Says BofA’s Cabana
- France is caught between angry students and unforgiving bond markets
- France’s Battered Bonds Are Starting to Tempt Bargain Hunters
- Brazil Stocks Lure Record $2 Billion Inflow on Election Surprise
- Bolsa tem fluxo externo de R$ 10 bi com rali do 1º turno
- Trump’s diesel order exposes White House limits to counter surging fuel prices
- Supertanker chartered from Gulf Coast to China for $76 million, 10 times higher than pre-war level
- Oil prices fall as IEA members agree to prioritize release of diesel stocks
- Chevron CEO warns against 'unwise' diesel export ban, saying it could make things worse
- Tropical Storm Isaias Could Turn Into Cat 2 Hurricane
- Here comes third-quarter earnings season. Booming profits could propel the S&P 500 to new heights
- Modelo owner Constellation is getting creative to bring back beer drinkers as overall demand weakens
- Levi Strauss hikes profit guidance after tariff refunds, but its sales outlook is less optimistic
- Stocks made a record high. Two big bearish trades point to skepticism
- Microsoft to sell $2,599 Surface Laptop Ultra containing Nvidia AI chip
- Meta's Muse assistant tops app charts. Now it needs to become a habit
- Google ordered to halt work on two data centers in ‘Texas of Europe’
- SK Hynix Lockup Expiry Stirs Anxiety Over Bumper ADR Premium
- Novogratz Joins Crowd Warning of AI Bubble, Says Pile In Anyway
- Americans grow more pessimistic about their finances, New York Fed finds — expert warns of ‘tough choices’ ahead
- The SALT deduction limit is $40,400 for 2026. Here's how to maximize it
- Used car prices fall in Q3, while demand for fuel-efficient vehicles grows
- Unpacking the M&A Slowdown
- Hertz Lenders Team Up With Advisers as Possible Debt Fight Looms
- Morgan Stanley Selling Pieces of $3 Billion Royal Caribbean Loan
- LIV Golf Gets Potential Lifeline From BC Partners Credit
- Boots Sold for $8.9 Billion as Canada’s Westons Re-Enter UK
- McDonald’s Franchisees Balk at Costly Bill to Upgrade Stores
- Lululemon poaches Athleta CEO as new chief product officer
- Trading platform Webull's China ties create national security risk, congressional panel finds; stock drops 18%
- Disney+ to stream upcoming Super Bowl
- Disney Confirms That Disney+ Will Stream The 2027 Super Bowl
- FCC to vote on auctioning 25MHz of 'prime spectrum' in move that could benefit Amazon, SpaceX
- Canada Reviews Foreign Homebuyers Ban as 2027 Expiry Approaches
- Mexico Local Bond Sales Hit Record as Companies Rush to Market
- Kalshi Submits Bid for Perpetual-Style Oil Contract to CFTC
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