2026-05-18：5%资本成本对上$830B算力成本：英伟达周三财报成标普500冲击7500点的关键二元变量

当标普五百站上七千五百点，真正决定市场方向的，可能不是指数本身，而是英伟达一份财报。百分之五的长债收益率，正撞上八千三百亿美元 AI 资本开支；与此同时，油价、比特币、Home Depot 和一批隐形 AI 小盘股，都在发出互相矛盾的信号。到底谁在说真话？完整研报链接：https://deepmarket.report/zh/report/us_stocks/2026-05-18

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2026-05-18：5%资本成本对上$830B算力成本：英伟达周三财报成标普500冲击7500点的关键二元变量

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