德克萨斯州洪灾、小盘股历史性上涨、沃什通胀考验与柴油价格飙升

本期《盘后聊》梳理多条市场要闻：德州中部持续暴雨引发历史性山洪，威胁供应链与区域经济；罗素2000小盘股指数上半年涨近20%，创三十多年来最佳表现；美联储新任主席沃什国会首秀获正面评价，但联储内部鹰派声音仍强；联合健康集团业绩大超预期，削减成本与AI投资开始见效；柴油价格自伊朗冲突以来飙升33%再破每加仑5美元，霍尔木兹海峡局势持续紧张；美联航财报亮眼却面临60亿美元燃油成本压力，折射航空业两难处境。

时间轴

• 00:00:00 开场
• 00:00:49 德州中部暴雨引发山洪，基础设施与经济承压
• 00:01:47 罗素2000创三十年来最佳上半年，小盘股涨势引关注
• 00:02:34 美联储新主席沃什国会首秀过关，通胀可信度考验来临
• 00:03:16 联合健康业绩远超预期，成本控制与AI投资双线发力
• 00:03:58 柴油价格再破5美元，伊朗冲突与霍尔木兹红线推高能源成本
• 00:04:43 美联航业绩超预期，但60亿美元燃油成本成隐忧

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