0728 | 纳斯达克承压、芯片续跌与联储新局；Meta财报前智能眼镜受瞩；波音空军一号再计提
Show notes
纳斯达克100指数逼近回调区间，美光、SK海力士等AI芯片股持续重挫，资金轮动至保险等避险板块。美联储七月会议开幕，新主席在伊朗局势与关税压力下料按兵不动，市场观望情绪浓厚。科技巨头财报周来袭，Meta或重点展示智能眼镜、回避监管话题，微软推出高性价比AI安全模型。个股方面，波音因空军一号项目计提亏损超预期，联合包裹与可口可乐双双上调全年指引，而标普全球因利润不及预期走低。马斯克旗下股票自六月以来市值蒸发逾1.5万亿美元，SpaceX锁定期临近再添变数。此外，Visa宣布裁员约7%，与此同时AI代理正加速渗透华尔街投资决策。
时间轴
- 00:00:00 开场
- 00:00:35 纳斯达克逼近回调，AI芯片抛售加剧
- 00:01:41 美联储七月会议开幕，新主席面临伊朗与关税双重考验
- 00:02:13 科技巨头财报周：Meta聚焦智能眼镜，微软推AI安全模型
- 00:03:05 财报速览：波音亏损超预期，联合包裹与可口可乐上调指引
- 00:03:50 马斯克旗下股票市值蒸发超1.5万亿，SpaceX锁定期考验将至
- 00:04:21 Visa裁员7%提效，AI代理重塑华尔街交易格局
相关信息
- Nasdaq 100 Nears a Correction as Semiconductor Selloff Extends - Bloomberg Markets
- AMD, Micron and Nvidia extend losses as chip stocks get clobbered - US Top News and Analysis
- Chip stock rout sends investors rushing back to bruised Alphabet stock - Yahoo Finance
- US Insurers Rally as Stocks Shift from AI Loser to Safe Haven - Bloomberg Markets
- Micron, SK Hynix stocks sink as AI chip sell-off deepens - Yahoo Finance
- Fed meeting live: Federal Reserve expected to hold rates steady, but Iran war adds tension - Yahoo Finance
- Dollar holds near recent high as markets await Fed decision - Yahoo Finance
- Silver prices today, Tuesday, July 28, 2026: Silver edges lower ahead of today's Fed meeting - Yahoo Finance
- Bitcoin and ethereum prices today, Tuesday, July 28, 2026: Crypto prices slide ahead of Fed meeting - Yahoo Finance
- Meta likely to highlight smart glasses, avoid social media policy on upcoming earnings call, Kalshi traders say - US Top News and Analysis
- Amazon, Meta and Microsoft face skeptical investors this week after Google report sparked sell-off - US Top News and Analysis
- Microsoft touts cost-saving AI model for cybersecurity - US Top News and Analysis
- Boeing posts wider loss than expected as Air Force One costs weigh on results - US Top News and Analysis
- UPS expects third-quarter domestic revenue to be flat but CEO tells CNBC the company is through its 'bumps' - US Top News and Analysis
- Coca-Cola hikes full-year forecast. CEO tells CNBC the World Cup boosted its brands - US Top News and Analysis
- S&P Global’s Shares Drop as Company Misses Profit Estimates - Bloomberg Markets
- Elon Musk stocks take $1.5 trillion hit with fresh test in SpaceX lockup ahead - US Top News and Analysis
- SpaceX has now lost the equivalent of a full Tesla in market capitalization - US Top News and Analysis
- Musk’s Wealth Has Taken a Huge SpaceX Hit. He’s Still Worth 45 Times China’s CXMT Billionaire. - Yahoo Finance
- Visa is cutting 7% of employees in efficiency push as AI reshapes work - US Top News and Analysis
- The future of Wall Street is here as startups and brokers build AI agents to trade 24/7 - US Top News and Analysis
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