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0本期节目围绕一条主线展开：AI热潮下的债务与信用风险如何震动全球市场。我们解析CoreWeave股价重挫背后的债市信号，CDS与收益率飙升意味着什么，以及这场信用焦虑如何蔓延到国债、按揭债券、油价与消费家庭。同时穿插Netflix换帅、NBA博彩新规等企业动态，帮助听众看懂本周市场的完整拼图。
时间轴
- 00:00:04 开场
- 00:00:29 CoreWeave重挫与AI信用信号
- 00:02:16 AI抛售冲击大盘与波动率
- 00:03:30 债券市场连锁反应与全球利率
- 00:05:45 油价飙升与炼油利润
- 00:06:32 家庭债务与可负担性危机
- 00:08:01 住房市场与财富策略
- 00:09:09 公司与消费品牌动态
- 00:10:06 白宫人事与中期选举巨额支出
- 00:10:50 星链限制与太空角力
- 00:12:33 新兴市场与主权债务风险
- 00:14:02 贸易摩擦与全球政策
- 00:15:08 体育诚信与医疗民生
- 00:16:05 收尾
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