2026-05-19：750亿美元流动性真空：SpaceX加速IPO与4.6%收益率正悄然压制AI涨势

七百五十亿美元的超级 IPO，可能不是最大看点；真正的悬念是，SpaceX 一旦被快速纳入 Nasdaq 100，被动资金会不会被迫卖出科技巨头？与此同时，四点六三的十年期美债、百美元上方的油价和 Nvidia 财报，正在同一时间挤压市场定价。看似平静的一天，水下究竟谁在撤退？完整研报：https://deepmarket.report/zh/report/us_stocks/2026-05-19

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2026-05-19：750亿美元流动性真空：SpaceX加速IPO与4.6%收益率正悄然压制AI涨势

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