The Fed held interest rates steady, but long-term Treasury yields jumped. Investors are questioning whether he will act forcefully enough on inflation.
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-0.06%，道琼斯工业平均指数+0.96%，罗素 2000+0.20%，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-20.52%，MSFT+18.22%，MRVL-12.43%，MU-11.67%，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39 · 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，5Y4.38%，10Y4.68%，20Y5.22%，30Y5.21%，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-0.42%，比特币-0.78%，以太坊-1.33%，SOL / USDT-2.46%，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、MarketWatch、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、CNBC Markets、MarketWatch、NYTimes Business、U.S. Treasury、multpl.com、CNN Business
主要新闻
Microsoft is spending heavily on AI but is also taking a “responsible” approach to its financials, an analyst said.
The yield on government bonds, which underpins borrowing costs from mortgages to business loans, remained elevated over concerns about the Federal Reserve’s efforts to contain inflation.
Several renewable and AI-linked stocks that may be better buys than the majors right now, according to Wall Street.
The surge in Treasury yields suggests investors doubt that the Federal Reserve can keep inflation contained.
Microsoft posted strong Azure and Copilot growth, while Meta missed revenue guidance forecasts as free cash flow plunged leading to diverging stock moves.
Coinbase's Thursday report marked its third straight quarter missing Wall Street's forecasts for revenue and earnings.
Strong earnings from Lam Research, Microsoft and Arm boosted hard-hit semiconductor stocks.
Kevin Warsh insists the Federal Reserve will do whatever it takes to reduce U.S. inflation to its 2% target, but investors aren’t buying it.
Bonds sold off sharply after the Federal Reserve’s latest rate decision, signaling growing turmoil between the markets and the central bank.
The Nasdaq 100 is flirting with correction territory as investors brace for earnings reports from Meta, Microsoft and Amazon.
Every weekday, the Investing Club releases the Homestretch; an actionable afternoon update just in time for the last hour of trading.