油价与利率双重冲击美国消费者,每户家庭预估多支出1700美元
核心要点 受美国与伊朗战事影响,美国消费者正遭遇油价上涨、美债收益率走高的双重打击。 多位经济学家测算,仅能源成本攀升,就已经完全抵消了今年民众退税增加带来的实惠。 消费者越来越依靠动用储蓄维持消费,但经济学家警告,该状态难以长期持续。 2026 年 3 月 5 日,美国华盛顿特区,美以与伊朗冲突推高油气价格,一名男子在埃克森加油站加油。 受美国与伊朗冲突影响,油价飙升叠加美债收益率上行,美国消费者迎来双重打击,手头资金愈发紧张。…
利率骤然飙升,购房者抵押贷款需求同比下降19%
核心要点 上周 30 年期固定抵押贷款平均利率为 6.97%,此后进一步飙升至 7.22%。 房屋再融资申请单周下降 9%,较去年同期暴跌 65%。 购房抵押贷款申请单周下滑 1%,同比去年同期下降 19%。 利率快速攀升正打压抵押贷款需求,潜在购房者与现有房主纷纷选择观望。美国抵押贷款银行家协会(MBA)经季节调整的指数显示,上周抵押贷款申请总量较前一周下跌 4.1%;上周数据已针对劳动节假期做单独调整。 针对贷款额度 832750 美元及以下的合规贷款,首付 20% 的 30…
OpenAI开启新一轮融资初步洽谈 估值或达1.2万亿美元
据知情人士透露,OpenAI已与投资者展开新一轮融资的初步磋商,本轮融资后公司估值有望达到1.2万亿美元甚至更高。与此同时,OpenAI已将原计划的首次公开募股(IPO)推迟至明年或更晚。 一位知情人士表示,部分投资者表达了投资意向,由此催生了本次潜在融资。该公司上一轮融资在今年3月官宣,融资额1220亿美元,计入新增投资后估值8520亿美元。自那以后,Caplight追踪的二级市场估算市值已突破1万亿美元:一方面其Codex代码产品热度持续攀升,另一方面新近推出的GPT-6…
SK海力士回应有关其与英特尔合作的报道 称目前没有任何定论
针对此前报道称SK海力士正与英特尔磋商在美国生产半导体的协议,该存储芯片制造商回应道,其尚未做出任何决定。 SK海力士的声明:“我们想澄清,有关与报道中提及的任何特定公司开展合作,或在美国生产存储芯片的事,目前没有任何定论。” “SK海力士正在探索多种方案以增强自己的全球竞争力,但还未敲定任何具体计划或安排。关于报道提到的两种情景,尚未做出任何决定。” 海量资讯、精准解读,尽在新浪财经APP…
How the Fed’s rate decision could impact small-cap stocks
Goldman Sachs Asset Management small-cap portfolio manager, Greg Tuorto, sits down with Yahoo Finance Senior Reporter Brooke DiPalma to explain how it’s been an “interesting year” for small-cap stocks and outline how a rate hike could…
Fed rate decision, Lennar earnings, US retail sales: What to Watch
Market Domination Overtime Host Josh Lipton previews several of the biggest stories to come tomorrow, Wednesday, September 16, including the Federal Reserve’s interest rate decision, earnings from Lennar (LEN), and the latest reading on US retail…
US futures climb ahead of Fed interest rate call and the latest retail sales numbers
`U.S. futures rose Wednesday ahead of the Federal Reserve’s decision on interest rates with high expectations that they will move higher in what would be the central bank’s first hike in more than three years. Federal Reserve Chair Kevin…
UK inflation rises to 5-month high, further pressuring Bank of England to raise rates this year
LONDON (AP) — Inflation in the United Kingdom rose to a five-month high as the aftershocks of the Iran war continued to ratchet up fuel prices, official figures showed Wednesday, an increase that will pressure the Bank of England to hike interest rates…
Anthropic CEO Dario Amodei has a flawed idea on AI warns heavyweight tech investor Bill Gurley
Prominent tech investor Bill Gurley has seen enough innovation cycles in his career to know when something looks like BS. And that is just what Gurley thinks of Anthropic (ANTH.PVT) CEO Dario Amodei’s call to have independent evaluators with…
Union Pacific is outperforming this year. UBS says there will be more gains ahead
Union Pacific has notched strong volume and pricing growth, which should drive more value to its shares, per UBS.