Shares of Meta rallied on Thursday following the launch of a new AI model and reports of a big custom-chip milestone.
盘后总结
01主要指数盘后表现为：标普 500+0.81%，纳斯达克综合指数+0.64%，道琼斯工业平均指数+0.35%，罗素 2000-0.67%，盘面强弱需要结合板块与个股分化观察。
02重点股票中，波动较大的标的包括：NET+11.97%，MRVL-10.58%，AVGO+8.60%，SNDK-8.56%，反映资金在科技、ETF 与权重股之间重新定价。
03市场温度方面，估值温度77°，PE 百分位85%，恐慌贪婪指数47 · 中性，可用于观察估值、风险偏好和市场情绪所处位置。
04美债利率方面，5Y4.27%，10Y4.54%，20Y5.06%，30Y5.05%，利率水平仍是观察成长股估值和风险偏好的关键背景。
05汇率和加密资产方面，美元 / 人民币+0.06%，比特币-0.46%，以太坊-2.01%，SOL / USDT-4.08%，可作为美元流动性和风险资产偏好的辅助观察。
06今日共聚合 12 条主要财经新闻，来源包括 Yahoo Finance、MarketWatch、CNBC Markets、NYTimes Business、U.S. Treasury、multpl.com、CNN Business。
07本页为盘后信息整理，重点呈现指数、重点股票、估值温度、利率和主要新闻的同屏复盘。
08若部分实时行情源返回延迟或空值，系统会保留可用数据并在下次自动生成时继续刷新。
来源：Yahoo Finance、MarketWatch、CNBC Markets、NYTimes Business、U.S. Treasury、multpl.com、CNN Business
主要新闻
Competition in the multitrillion-dollar market for retirement assets is fierce among managers such as Goldman Sachs, BlackRock, Russell Investments and Mercer.
Home sales dropped in June month over month as mortgage rates remain stubbornly high. Prices hit an all-time high.
Minutes from Kevin M. Warsh’s first meeting as chairman showed heightened unease about inflation, which is running at a three-year high.
Federal Reserve Chairman Kevin Warsh on Thursday released names of the experts who will comprise five task forces to examine the institution's operations.
Tech bulls may not have to wait much longer for fresh highs, if the single-biggest trade in the Invesco QQQ Trust ETF on Thursday is any indication.
Wednesday's Fed minutes showed a divided outlook on where interest rates are headed this year. Traders on Kalshi see a 54% likelihood of a hike before 2027.
One of the biggest options trades in the entire market Thursday seems to suggest small caps might lead the next move up or down.
Oil has rallied more than 7% this week as investors worry that exports through Hormuz could plunge as the U.S. and Iran fight for control of the strait.
Trump asserted that IEEPA authorized him to slap tariffs on nearly every country, but the Supreme Court struck down those import duties.
Meta is upgrading its Muse Spark artificial intelligence model under the leadership of AI chief Alexandr Wang.
Wall Street loves an acronym. The latest one stands for Meta, Anthropic, Nvidia and three other companies at the center of the artificial intelligence boom.