本周市场风云变幻：芯片股集体重挫，一个关键半导体指数逼近熊市；苹果借AI板块轮动之势反超英伟达，重夺全球市值第一。中东局势急剧升温——美伊冲突波及民用设施，霍尔木兹海峡油轮遇袭致人员伤亡，油价应声走高。食品板块因塔可钟寄生虫疫情引发连锁反应，Sweetgreen则在溯源清晰后强势反弹。网飞因盈利展望逊于预期而下跌，SpaceX自纳入纳斯达克100以来累计跌近23%。宏观层面，CNBC调查显示美国民众经济悲观情绪升至疫情后新高，进口价格与住房可负担性双双恶化。 时间轴 * 00:00:00 开场 * 00:00:27 芯片股濒临熊市，美元对冲成本创年内新低 * 00:01:08 苹果超越英伟达重登全球市值榜首，AI板块轮动加速 * 00:01:51 美伊冲突升级推高油价，霍尔木兹海峡险情激增 * 00:02:59 塔可钟寄生虫疫情溯源，Sweetgreen股价反弹 * 00:03:33 网飞展望不及预期，SpaceX延续跌势，Meta强势崛起 * 00:04:06 美国经济信心创疫情后新低，进口价格与住房负担承压 相关信息 * Chips Stocks Sink Into Bear Market as 105% AI Rally Fizzles - Bloomberg Markets * Dollar Hedging Costs Sink to Their Lowest Level This Year - Bloomberg Markets * Apple Tops Nvidia as World’s Largest Company Amid Tech Rotation - Bloomberg Markets * Apple Upgraded to Buy by HSBC on Agentic AI, Hardware Pipeline - Bloomberg Markets * Apple, Nvidia vie for title of world's most valuable company - US Top News and Analysis * Chinese AI has leveled up, and brought renewed focus on the open weight model shift - US Top News and Analysis * Oil prices rise after Kuwait says Iran attacked water desalination and power plant - US Top News and Analysis * Iran says civilian infrastructure hit by latest U.S. strikes, expands attacks to Syria, Bahrain - US Top News and Analysis * Oil tankers face 'worst case scenario' in Hormuz as Iran steps up attacks on ships, maritime risk CEO says - US Top News and Analysis * Iraq and Syria sign agreement to restore oil pipeline that would provide alternative to Strait of Hormuz - US Top News and Analysis * ConocoPhillips to buy 42% stake in Iraqi unit from BP as U.S. seeks to weaken Iran's energy hold - US Top News and Analysis * Oil pipelines around the Strait of Hormuz won't end the threat Iran poses to Middle East crude exports - US Top News and Analysis * Sweetgreen Pares 26% Drop as Parasite Tied to Taco Bell Lettuce - Bloomberg Markets * The cyclosporiasis outbreak linked to Taco Bell is hitting some restaurant stocks, but don't expect a long-term impact - US Top News and Analysis * Netflix stock falls as earnings forecast disappoints, company says it will give fewer engagement updates - US Top News and Analysis * SpaceX stock has cratered nearly 23% since the company joined the Nasdaq-100 - US Top News and Analysis * Retail and Wall Street are underwater on SpaceX — but not going down without a fight - US Top News and Analysis * Meta's latest move in the AI talent war — plus Cramer's 4 quick hits on the market - US Top News and Analysis * Economic outlook is worsening and Trump is getting blamed, CNBC survey finds - US Top News and Analysis * Import prices post surprise gain as costs of goods from China hit highest since 2008 - US Top News and Analysis * Homebuyer affordability slipped for fifth straight month, real estate index shows - US Top News and Analysis 本期节目由 Bri 出品。Bri 使用先进的 AI 技术将你在意的资讯转换成适合收听的播客。如需联系，请发邮件至 hi@bri.so。