This is yet another sign that investors need to look beyond AI stocks.
盘后总结
01主要指数盘后表现为：标普 500-0.40%，纳斯达克综合指数-2.26%，道琼斯工业平均指数+0.72%，罗素 2000+0.19%，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：TSLA-16.33%，SNDK-8.10%，META-8.05%，AMZN-7.44%，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61°，PE 百分位69%，恐慌贪婪指数40 · 恐慌，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，5Y4.40%，10Y4.65%，20Y5.15%，30Y5.12%，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-0.27%，比特币-0.93%，以太坊+2.46%，SOL / USDT-1.01%，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、CNBC Markets、NYTimes Business、MarketWatch、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、CNBC Markets、NYTimes Business、MarketWatch、U.S. Treasury、multpl.com、CNN Business
主要新闻
Crypto stocks proved some of the top gainers Monday even as the broader market sold off and capital rotated away from chip and AI infrastructure names.
President Trump Monday voiced support for Federal Reserve Chairman Kevin Warsh while insisting that the U.S. should have the lowest interest rates in the world.
Stocks in Asia were down following a sell-off in the U.S. markets over soaring oil prices, rising borrowing costs and worries about the technology industry.
Investors are fretting over a report that Nvidia could backstop an OpenAI data-center lease, in what would be the largest such arrangement yet.
‘The money has to come from somewhere,’ says Bryce Doty at Sit, of pressure heavy AI-debt supply and the rest of the bond market
The backstop would let OpenAI raise debt for a data center campus in Pike County, Ohio, on the strength of Nvidia's credit.
Kalshi traders are predicting Warsh will mention last week's supply shock at this week's Federal Reserve press conference.
Netflix's stock price may have lost the plot, but its fundamental narrative remains intact.
The Federal Reserve is expected to keep its overnight rate unchanged at the conclusion of its July meeting.
Nvidia had held the top spot as the most valuable company since June 2025, when it took the crown from Microsoft.
The Hefei-based company raised 57.92 billion yuan ($8.6 billion) after pricing its IPO at 8.66 yuan per share.