After a strong postearnings rally in August, Palantir’s rich valuation multiple is under pressure once again.
盘后总结
01主要指数盘后表现为：标普 500-0.12%，纳斯达克综合指数+0.34%，道琼斯工业平均指数-0.75%，罗素 2000-1.75%，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：MRVL-15.76%，DDOG-8.10%，NVDA+7.04%，NET-4.26%，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65°，PE 百分位73%，恐慌贪婪指数33 · 恐慌，可用于观察估值、风险偏好和市场情绪所处位置。
04美债利率数据暂未完整获取，后续会继续从美国财政部数据源自动补充。
05汇率和加密资产方面，美元 / 人民币-0.06%，比特币-1.43%，以太坊-3.00%，SOL / USDT-5.68%，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、CNBC Markets、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、MarketWatch、CNBC Markets、NYTimes Business、U.S. Treasury、multpl.com、CNN Business
主要新闻
New York Fed President John Williams said higher Treasury yields reflect a strong economy as he weighs whether another interest rate hike is needed.
U.S. and Iranian forces traded attacks again, pushing oil prices higher, stocks lower and making bond investors nervous.
Broadcom gave a disappointing revenue forecast for the current quarter but provided robust earnings guidance for fiscal 2028.
Abel said Berkshire has a clear view of the impacts AI is having across its portfolio of companies, and Google's position relative to the technology is strong.
Dell’s earnings showed that demand for AI hardware extends beyond major cloud providers.
Kevin M. Warsh, the chairman of the Federal Reserve, must soon decide whether to raise interest rates if inflation does not ease, even if it draws President Trump’s ire.
Microsoft will begin reporting quarterly Azure revenue in dollars for the first time, providing more clarity about its business that competes with AWS.
Broadcom topped expectations with its latest quarterly financial results, but that wasn’t enough to send its stock higher.
Unlike Dell, HPE focuses on enterprise and sovereign customers, which one analyst noted have a better profit profile.
The 10-year Treasury note yield reached a fresh multiyear high on Wednesday as inflation and debt concerns pressured global government borrowing costs.
The U.S.-Canada trade dispute and the descent into a retaliatory tariff blitz complicated the job for the Bank of Canada in its Wednesday decision.