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0本期节目从油价突破105美元与美债收益率升至多年高位入手，梳理这对通胀、美联储与股市的影响；随后关注AI板块的泡沫争论与OpenAI业绩分歧；再进入公司面，覆盖星巴克洽购Chipotle、百事下调指引、高盛巨额特别奖金等企业动态；接着讨论政治与监管因素，包括伊朗局势对油价的影响、中期选举资金流向、NFL与预测市场的对峙；最后快览委内瑞拉货币危机、巴西对冲基金行情、SpaceX返回及欧洲IPO等全球看点。
时间轴
- 00:00:04 开场
- 00:00:25 油价与债市：多重压力下的宏观交易主线
- 00:03:13 AI板块的分歧：OpenAI收入报告与泡沫争论
- 00:04:37 公司面：星巴克洽购Chipotle与多则企业大事
- 00:06:58 政治与资金：伊朗局势、中期选举与政策风向
- 00:09:25 预测市场与博彩之争：NFL对阵Kalshi
- 00:10:24 全球快览：拉美、科技与消费的边缘故事
- 00:11:29 收尾
相关信息
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