The rising cost of capital for companies today is starting to spook the stock market: ‘The worry is the spending might not pay off’

本地摘要

宏观新闻：Alphabet says it plans to throw even more money at the AI build-out. The Iran war, oil back at $100 a barrel and rising bond yields make it all the more difficult for the market to... 相关标的：COST, SPY, QQQ, NVDA, AMD, SMH, USO, XLE。

期权观察

宏观类新闻重点观察 SPY/QQQ/IWM、TLT 和 VIX 相关产品的期限结构与成交放大。

研究提示

这条新闻用于帮助快速定位可能值得进一步查看的标的、行业和波动率变化。进入期权链或扫描器前，仍应核对财报日期、流动性、买卖价差、隐含波动率和最大亏损。