About this episode
📅 2026年08月04日
各位听众，早上好！今日美股市场“香浓又提神”！道指狂飙近700点，创下历史新高，市场情绪高涨。科技巨头微软表现“惊艳”，股价累计暴涨25%，市值激增7200亿美元，成为这波行情的主力军！
受微软带动，长期落后的软件股强势“逆袭”，IGV ETF交易在两个月高点附近，而半导体SMH本季度却在下跌。这波涨势能否持续，软件股是否已“全面解除警报”？专家指出，市场正在奖励AI货币化的清晰路径，同时也预示着更广泛的复苏。微软与亚马逊的激进上涨是短期冲动，还是持久趋势？立即收听，深度解析这场资本盛宴，洞悉市场先机！
🎧 每日美股精华
播客文稿站：www.wallstreetbrew.com
欢迎商务联系[email protected]，加群小助手：alteri
公众号：暴富代码。
Get every episode summarized
Each time 美股早咖啡 publishes, we email you a written briefing from the transcript — the topics, who appeared, and any specific claims, with the ad reads skipped.
Email me new episodesFree for 3 shows. No card needed.
Hosts & guests
No transcript yet
This episode has not been transcribed. Request it and it moves to the front of the queue.
More episodes
