Major equity indexes put in their worst “Fed Day” performance since December 2024, while the yield on the 30-year bond shot higher.
盘后总结
01主要指数盘后表现为：标普 500-2.44%，纳斯达克综合指数-4.86%，道琼斯工业平均指数-1.20%，罗素 2000-1.81%，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：SNDK-36.48%，MU-22.98%，MRVL-22.56%，TSLA-20.24%，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59°，PE 百分位67%，恐慌贪婪指数32 · 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，5Y4.37%，10Y4.67%，20Y5.21%，30Y5.20%，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-0.10%，比特币-0.68%，以太坊+1.59%，SOL / USDT-1.29%，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、NYTimes Business、CNBC Markets、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、NYTimes Business、CNBC Markets、U.S. Treasury、multpl.com、CNN Business
主要新闻
The surge in Treasury yields suggests investors doubt that the Federal Reserve can keep inflation contained.
Gundlach said the divergent moves across the Treasury curve showed investors' skepticism that the Fed will ultimately follow through.
Every weekday, the Investing Club releases the Homestretch; an actionable afternoon update just in time for the last hour of trading.
The Nasdaq 100 is flirting with correction territory as investors brace for earnings reports from Meta, Microsoft and Amazon.
Carvana said Wednesday it expects earnings of between $2.7 billion and $3 billion this year after reporting record quarterly results for the second quarter.
Chipotle Mexican Grill stock has fallen more than 7% this year, dragging its market value down to roughly $44 billion.
Kevin M. Warsh, who will preside over his second meeting as chairman of the central bank, faces pressure to raise interest rates as inflation remains elevated.
Meta issued a weaker-than-expected revenue forecast and narrowed its capex range for the year.
"Cost went up, prices are going to go up," Qualcomm CEO Cristiano Amon said in an interview.
Despite increasing support for a rate increase, the Federal Open Market Committee voted 9-3 to leave the federal funds rate in a range between 3.5% and 3.75%.
SK Hynix, a leading memory chipmaker, reported stratospheric sales and profits on Wednesday. But it was not enough to calm skittish investors.