While the Fed didn’t raise rates, the bond market did. That means hardship for home buyers and higher hurdles for A.I. data centers and the stock market. But it’s also a boon for retirees.
盘后总结
01主要指数盘后表现为：标普 500+2.01%，纳斯达克综合指数+2.67%，道琼斯工业平均指数+1.50%，罗素 2000+1.19%，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：TWLO+27.20%，SPCX+21.14%，WDC-16.86%，LLY+9.86%，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66°，PE 百分位74%，恐慌贪婪指数64 · 贪婪，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，5Y4.41%，10Y4.72%，20Y5.25%，30Y5.25%，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-0.12%，比特币-0.55%，以太坊-1.56%，SOL / USDT+4.83%，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、NYTimes Business、CNBC Markets、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、NYTimes Business、CNBC Markets、MarketWatch、U.S. Treasury、multpl.com、CNN Business
主要新闻
TSMC makes chips for Big Tech customers like Nvidia and Google, so the firm's financial figures are closely watched as a sign of AI semiconductor demand.
The stock market's winning history – a hit rate of 100% over any past 20-year span - is well understood. But investors recognize – or need to – the genuine hazard in equities.
Friday’s jobs report comes as investors increasingly expect the Federal Reserve to begin raising interest rates as soon as next month.
SpaceX reported better-than-expected revenue in its second-quarter earnings report last week.
Google Finance and Apple’s Stocks app have added new features over the years to make them more useful for tracking the markets and your investments.
Think Microsoft is overspending on AI? A Bernstein analyst says the company is actually taking a “measured” approach.
Nvidia CEO Jensen Huang argued that because its hardware is broadly adopted, flexible and transferable, lenders can underwrite compute as revenue-generating.
For years, the S&P 500’s earnings engine had only one driver: the “Magnificent Seven.” This quarter, the rest of the market has started pulling its weight.
An analyst says that Nvidia’s move to downgrade some chip capabilities could end up boosting consumption of high-bandwidth memory.
Any move toward higher rates would increase borrowing costs for consumers at a time when affordability pressures are already mounting.
Meta launched Muse Glimmer and plans to release Muse Spark 1.2 weights as Zuckerberg pushes for U.S. leadership in open AI.