财报利好英特尔盘后大涨,特斯拉暴跌!美威胁发动空前打击

第一财经2026-07-24 tarihinde yayınlandı2026-07-24 tarihinde güncellendi

Özet

美国三大股指7月23日收盘全线下跌,纳斯达克指数跌逾2%,盘中一度跌破25000点,创近3个月来新低,道琼斯指数、标普500均创近1个月新低。

芯片巨头英特尔最新公布财报后,盘后股价一度直线大涨。

美国三大股指7月23日收盘全线下跌,纳斯达克指数跌逾2%,盘中一度跌破25000点,创近3个月来新低,道琼斯指数、标普500均创近1个月新低。

特斯拉暴跌

美股七大科技巨头全线下跌,特斯拉暴跌逾14%,谷歌重挫逾7%,亚马逊大跌逾4%,脸书跌逾3%,微软跌逾2%,英伟达、苹果也均跌超1%。

消息面上,由于业绩不及预期,市场大幅做空特斯拉。S3 Partners数据显示,特斯拉约3%的股份被卖空,这轮抛售使得押注特斯拉股价下跌的投资者有望获得约41.2亿美元的单日盯市(mark-to-market)利润。

摩根士丹利表示,随着特斯拉资本支出翻倍,自由现金流转为负值,投资者越来越关注特斯拉的支出是否真的转化为该公司在人工智能领域的竞争优势。

英特尔盘后大涨

芯片巨头英特尔也公布2026年第二季度财报,实现营收达到161.3亿美元,同比增长25%,远超市场预期的144.3亿美元,创下英特尔近十五年里最高营收增速。

盘后,英特尔股价一度飙升逾13%,截至发稿,涨幅回落至约4%。

美威胁发动空前打击

中东方面,据报道,美国总统特朗普表示,正在认真考虑在伊朗重新启动重大军事行动,此轮军事行动规模将超越此前的“史诗愤怒”行动,并强调美军已对此做好全方位准备。特朗普同时透露,如果美方提出要求,以色列将迅速加入军事行动。但美国国会众议院再次投票通过一项决议,要求特朗普政府停止对伊朗战争。

伊朗方面称,伊朗已准备好应对美军地面入侵并称将继续打击美军目标直至美方罢手。

也门胡塞武装方面表示,如果美方再次在也门采取军事行动,胡塞武装“已做好应对准备”。

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