
About this episode
📅 2026年07月17日
今天美股市场风起云涌!奈飞暴跌近9%,创下新低,自由现金流不及预期,全年营收指引下调,流媒体巨头遭遇寒冬。谷歌AI再次掉队,Gemini 3.5 Pro产品延迟发布,股价重挫超4%,科技巨头烧钱求增长的压力显现。尽管台积电财报亮眼,营收增长34%,但芯片股整体承压,SMH ETF跌至五月以来最低,市场对估值疑虑重重。想知道这些巨头下一步走向何方?立即收听【07月17日美股早咖啡】,把握市场脉搏!
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