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0本期节目聚焦三条主线：芯片股抛售引发的AI交易裂痕与财报季的开局；债市压力与通胀数据的宏观风暴；以及中东冲突、俄印动向等地缘政治风险。节目还会快速扫描哪些公司在花钱、哪些公司在赚钱，从Walmart的免费GLP-1到3D打印房屋融资。
时间轴
- 00:00:04 开场
- 00:00:35 芯片抛售：AI交易现裂痕
- 00:02:28 债市警报与宏观风暴
- 00:04:36 通胀与2027年展望
- 00:05:53 财报季：银行强、门槛高
- 00:07:48 中东冲突与油价
- 00:09:57 印度、贸易与政策走向
- 00:11:55 企业动静速览
- 00:14:11 其余要闻快扫
- 00:15:20 收尾
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