
About this episode
📅 2026年07月14日
美股早咖啡,带您直击市场风暴眼!今日美联储沃勒鹰派言论如平地惊雷,十年期、两年期美债收益率瞬间飙升,加息预期再度被引爆!本周关键的CPI与PPI数据即将出炉,叠加近期油价的意外反弹,将如何搅动通胀预期,让美联储陷入两难?高利率环境下,AI基础设施如Oracle等公司面临考验,医疗保健、能源和必需消费品板块或成市场避风港,黄金走势也因此扑朔迷离。美联储正骑虎难下,这场市场博弈您能看懂吗?立即收听,洞察先机,把握投资方向!
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