2026-06-02：Alphabet 800亿美元资本开支现实压力叠加史上最宽波动率分化差，风险定价面临考验

标普500站上历史新高，真正的压力却藏在指数背后：Alphabet为什么一边拥有千亿级现金流，一边还要融资八百亿美元？个股波动率与指数波动率的利差冲到三十点八，市场是在酝酿新一轮上攻，还是一次被忽视的结构反转？本期带你看懂AI基建、ARM冲击x86、油价幽灵和伯克希尔的双线押注。完整研报链接：https://deepmarket.report/zh/report/us_stocks/2026-06-02

Episode metadata supplied by the publisher feed · Published Jun 2, 2026

Embed this episode

Attribution link and audio player

Ready to play

2026-06-02：Alphabet 800亿美元资本开支现实压力叠加史上最宽波动率分化差，风险定价面临考验

0:00 6:09

1×

No transcript for this episode yet

We transcribe on demand. Request one and we'll notify you when it's ready — usually under 10 minutes.

Share this episode

Similar Episodes

No similar episodes found.

Similar Podcasts

青腾树下青腾 | JustPod 本节目是青腾推出的一档聚焦前沿话题的播客，每期邀请两到三位青腾同学从个人视角出发，展开有意思、有碰撞、有洞见的对话。「青腾树下」是这样一个对话场域，这里有创业者与创业者的深度对话，也有基于同学情谊的走心聊天，他们在这里探讨最前沿的商业话题，也分享最真实的人生故事。我们希望传递有价值的商业观点，记录创业者们的思考和故事，启发这个时代更多的创造者。本节目由青腾出品，JustPod制作发行。

Frequently Asked Questions

How long is this episode of 深度市场: 美股?

This episode is 6 minutes long.

When was this 深度市场: 美股 episode published?

This episode was published on June 2, 2026.

Can I download this 深度市场: 美股 episode?

Yes. Use the download control on the episode player to save the publisher-provided media file.

URL copied to clipboard!