EPISODE · May 26, 2026 · 9 MIN
2026-05-26 · 商业与投资｜美伊框架的市场账本、Warsh 上任、能源资本重排、Anthropic-KPMG + Verve-Lilly
from The Long View
早间专题。美伊停战周末——油价跌、长债创代际新高、风险溢价消失、农场违约、房地产春暖中断——多源供给冲击加货币被政治压低的滞胀图景。Kevin Warsh 上任美联储宣称不加息也能控通胀——内部反对暗流涌动；TIPS 是真观察指标。能源资本市场三件事：SpaceX IPO 预热、地热 IPO 走热做 AI 基荷、BP 主席被董事会一致罢免。AI 商业化两个具体落地：Anthropic 拿下 KPMG 四大渠道；Verve 单针基因疗法永久降 LDL 62% 落入 Eli Lilly。
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2026-05-26 · 商业与投资｜美伊框架的市场账本、Warsh 上任、能源资本重排、Anthropic-KPMG + Verve-Lilly
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