0729 | 美联储不动油价飙，苹果破5万亿
Show notes
美联储维持利率不变但内部分歧加剧，三票反对暴露加息阵营扩大，美元应声跳水。中东局势骤然升级，伊朗弹道导弹袭击美军基地，布伦特原油重回90美元，市场避险情绪升温。苹果股价创历史新高、市值首破5万亿美元，今晚微软和Meta的财报将主导科技板块走向。消费端信号分化：消费者信心走弱，宝洁营收不及预期，福特却因SUV需求强劲二次上调盈利展望。Visa超预期后宣布裁员2600人，高盛则预警下半年消费韧性可能消退。
时间轴
- 00:00:00 开场
- 00:00:04 开场
- 00:00:21 美联储按兵不动：三票反对加息，沃什与市场划清界限
- 00:01:23 油价重回90美元：伊朗导弹袭击美军基地，特朗普誓言反击
- 00:02:18 福特二次上调盈利展望，SUV需求强劲
- 00:02:49 消费者信心下滑，宝洁营收不及预期
- 00:03:42 苹果市值突破5万亿，微软与Meta财报待发
- 00:04:30 Visa盈利超预期但裁员2600人；高盛警示消费风险
相关信息
- Dollar Sinks Most in Two Weeks After Fed Holds Rates Steady - Bloomberg Markets
- Warsh Says Fed Won't Be Constrained by Market Prices - Bloomberg Markets
- Apollo’s Slok Says Fed’s New Silence Fuels ‘Yo-Yo’ Bond Market - Bloomberg Markets
- Brent oil jumps back above $90 after Trump threatens to hit Iran hard - US Top News and Analysis
- Trump says U.S. will give Iran a 'beating' after surprise attack - US Top News and Analysis
- Stock Market Today: Dow Falls As Iran Hostilities Ignite Again; SK Hynix Slides (Live Coverage) - Yahoo Finance
- Gold prices today, Wednesday, July 29, 2026: Gold prices hold firm ahead of Fed rate decision - Yahoo Finance
- Silver prices today, Wednesday, July 29, 2026: Prices hold steady this morning amid renewed airstrikes and pending rate decision - Yahoo Finance
- Ford Hikes Outlook on Strong SUV Demand - Bloomberg Markets
- Earnings Reflect Changing Consumer Priorities - Bloomberg Markets
- US Consumers Continue to Grow More Cautious - Bloomberg Markets
- Procter & Gamble revenue misses estimates as volume stays unchanged - US Top News and Analysis
- Apple shares just hit a record. Here's how trader Mike Khouw is playing the move - US Top News and Analysis
- Tim Cook’s last earnings call comes at momentous time for Apple with stock at record - US Top News and Analysis
- Microsoft is set to report earnings after the bell, and all eyes are on its spending plans - US Top News and Analysis
- Meta reports second-quarter results after the close - US Top News and Analysis
- Visa Beats Estimates, Takes $563 Million Charge on Job Cuts - Bloomberg Markets
- Goldman: Fed Unlikely to Surprise - Bloomberg Markets
- Grant Thornton to Buy Advisory Firm CBIZ in $5 Billion Deal - Bloomberg Markets
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