2026-06-04：AI热潮遭遇霍尔木兹海峡风险：Broadcom 108亿美元交易逻辑被100美元油价压制

AI 半导体收入一百零八亿美元，订单超过三百亿美元，按理说博通应该一路高歌，可股价却先跌了。更反常的是，真正压住 AI 交易的，可能不是财报，而是一条海峡、一桶接近一百美元的油，以及重新逼近四点五的美债收益率。AI 盛宴会被现实世界的能源成本改写吗？完整研报：https://deepmarket.report/zh/report/us_stocks/2026-06-04

Episode metadata supplied by the publisher feed · Published Jun 4, 2026

Embed this episode

Attribution link and audio player

Ready to play

2026-06-04：AI热潮遭遇霍尔木兹海峡风险：Broadcom 108亿美元交易逻辑被100美元油价压制

0:00 5:23

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 5 minutes long.

When was this 深度市场: 美股 episode published?

This episode was published on June 4, 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!