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 500-0.11%，纳斯达克综合指数-0.52%，道琼斯工业平均指数-0.54%，罗素 2000-0.32%，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+31.90%，WDC-20.17%，DDOG-14.36%，SNDK-10.97%，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61 · 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，5Y4.39%，10Y4.70%，20Y5.25%，30Y5.24%，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-0.25%，比特币-1.93%，以太坊-1.66%，SOL / USDT+3.64%，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
Federal dollars in the two health insurance programs would not go toward gender-affirming care, but states could still cover the treatments.
Friday’s jobs report comes as investors increasingly expect the Federal Reserve to begin raising interest rates as soon as next month.
The first three-plus years of the AI build-out have been funded by record amounts of equity and debt issued by leading tech companies. Nvidia has a new idea.
Nvidia CEO Jensen Huang is pitching GPUs as long-term collateral to unlock $500 billion in funding. The question is how fast will his chips depreciate?
Technology giants have shelled out trillions to support insatiable AI demand and the infrastructure buildout.
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.
Last December, Meta said it planned to acquire Manus for $2 billion, its latest effort to shore up its AI strategy.
CoreWeave's revenue is surging as the AI boom continues, but the company is also sitting on $35 billion in debt.
The company impressed Wall Street several weeks ago by teasing an improved profitability trajectory. Super Micro’s latest forecast has exceeded expectations as well.
The CEO of the nation's largest single-family rental landlord said the new law banning large-scale investors from the market will lower prices in the long term.
The AI cloud provider topped revenue and earnings expectations, with its CEO cheering “an important inflection point.”