us-morning — 每日美股早報（2026-03-18）
每日美股早報（2026-03-18）
1) 盤勢快照（資料：Stooq 即時/延遲報價；台北時間 08:00 產出）
期貨 / 波動 / 匯率 / 商品 / 加密
| 指標 |
最新 |
日變動(估) |
| S&P 500 fut (ES.F) |
6,767.00 |
-0.00% |
| Nasdaq 100 fut (NQ.F) |
25,008.25 |
+0.02% |
| Dow fut (YM.F) |
47,286.00 |
-0.05% |
| Russell 2000 fut (RTY.F) |
— |
— |
| VIX |
— |
— |
| US10Y yield proxy (TNX) |
— |
— |
| DXY |
99.31 |
-0.02% |
| WTI (CL.F) |
95.02 |
-0.21% |
| Brent (COIL.F) |
— |
— |
| Gold (GC.F) |
5,006.15 |
+0.06% |
| Bitcoin (BTCUSD) |
74,000.60 |
-0.46% |
| ETH (ETHUSD) |
— |
— |
主要指數（用 ETF 近收盤估算）
| 指數 |
收盤(估) |
日變動(估) |
| S&P 500 (SPY) |
670.79 |
-0.24% |
| Nasdaq 100 (QQQ) |
603.31 |
+0.03% |
| Dow (DIA) |
470.88 |
-0.53% |
| Russell 2000 (IWM) |
250.06 |
+0.07% |
2) Sector 雷達（SPDR Sector ETF 日變動估算）
| Sector |
日變動(估) |
收盤(估) |
| XLE 能源 |
+0.46% |
58.50 |
| XLY 非必需 |
+0.27% |
113.18 |
| XLK 科技 |
+0.03% |
139.53 |
| XLF 金融 |
-0.26% |
49.56 |
| XLB 原物料 |
-0.34% |
49.52 |
| XLC 通訊 |
-0.35% |
115.37 |
| XLI 工業 |
-0.37% |
166.50 |
| XLRE 房地產 |
-0.51% |
42.72 |
| XLP 必需 |
-0.83% |
84.70 |
| XLU 公用 |
-0.90% |
47.13 |
| XLV 醫療 |
-1.04% |
149.64 |
3) 台灣/亞洲 ADR 快速掃描（僅作風險溫度計）
| ADR |
日變動(估) |
收盤(估) |
| TSM 台積電 |
+1.68% |
345.98 |
| UMC 聯電 |
+0.32% |
9.52 |
| ASX 日月光投控(ADR) |
+0.92% |
21.83 |
| CHT 中華電 |
-0.89% |
43.37 |
| HIMX 奇景光電 |
-3.00% |
9.06 |
| AUO 友達(ADR) |
— |
— |
4) 今日三個你該盯的變數（嘎辣勾整理）
- 地緣政治/能源 → 通膨預期：油價若續強，會直接壓縮風險資產的估值彈性（特別是高久期科技股）。
- 利率（10Y）與美元（DXY）方向一致性：10Y 上行 + 美元走強通常對成長股與新興市場風險偏負面。
- 波動率（VIX）是否回落：若 VIX 走低但指數反彈，偏『風險回補』；若 VIX 高檔不下，反彈易變成賣壓出口。
5) 重大新聞彙整（RSS 合併 100 則；去重）
- The Fed issues its latest interest rate decision Wednesday. Here's what to expect — CNBC Top News
- Israel says Iran’s security chief, Ali Larijani, has been killed in a strike — CNBC Top News
- Jensen Huang says Nvidia has received orders from China and is 'restarting our manufacturing' — CNBC Top News
- Asia-Pacific markets set to rise as Middle East tensions escalate after UAE energy attacks — CNBC Top News
- Iran targets UAE energy infrastructure as gas field set ablaze, tanker struck near Strait of Hormuz — CNBC Top News
- Tesla to buy $4.3 billion of LG Energy battery cells from disbanded GM plant — CNBC Top News
- Arizona charges Kalshi with criminal misdemeanors, alleging it's an illegal gambling operation — CNBC Top News
- Orlando Bravo pushes back on private markets criticism: 'Everybody's extremely comfortable' — CNBC Top News
- U.S. counterterrorism director Joe Kent resigns over war: 'Iran posed no imminent threat' — CNBC Top News
- Everything to know about the SAVE America Act voter ID-bill — CNBC Top News
- OpenAI preps for IPO by end of year, tells employees ChatGPT must be 'productivity tool' — CNBC Top News
- Nvidia CEO Jensen Huang says OpenClaw is 'definitely the next ChatGPT' — CNBC Top News
- Elon Musk and SEC in talks to settle lawsuit over Twitter deal — CNBC Top News
- Epstein files: House panel subpoenas AG Pam Bondi for April 14 deposition — CNBC Top News
- Lululemon reports weak guidance as proxy battle, tariffs weigh on bottom line — CNBC Top News
- Nissan joins Toyota, Honda in plans to export U.S. cars to Japan — CNBC Top News
- 2026 Just Capital rankings: See the companies on the annual list of corporate leaders — CNBC Top News
- Nvidia’s big GTC showcase barely budged the stock. Is that a problem? — CNBC Top News
- Orlando Bravo says some software names hit by AI deserve a valuation cut — CNBC Top News
- Gecko Robotics brings its AI to U.S. Navy ship repair in latest next-gen defense tech deal — CNBC Top News
- Airlines raise revenue guidance despite rising fuel costs, citing growth in demand — CNBC Top News
- Microsoft shakes up Copilot AI leadership team, freeing up Suleyman to build new models — CNBC Top News
- Trump slams NATO allies for not joining Iran war effort, says U.S. never needed their help — CNBC Top News
- Senate Democrats send DHS counteroffer to Trump as shutdown drags on — CNBC Top News
- Iran war, oil price surge worsen K-shaped economy, say economists — CNBC Top News
- Tim Cook squashes retirement rumors, says he 'can't imagine life without Apple' — CNBC Top News
- Mastercard says it's acquiring stablecoin startup BVNK in $1.8 billion bet on future of payments — CNBC Top News
- Diesel prices surge to $5 per gallon, highest since 2022, as Iran war disrupts global oil supplies — CNBC Top News
- European markets need to get their act together, CEO of Norway’s $2 trillion wealth fund says. ‘The winner takes it all’ — CNBC Top News
- Senators tell ByteDance to 'immediately shut down' Seedance AI video app — CNBC Top News
- Apollo's John Zito questions private equity's software valuations: 'All the marks are wrong' — CNBC Markets
- China talks up oil sufficiency as Trump seeks Beijing's help on securing Hormuz energy route — CNBC Markets
- Holiday spending, export demand drive China’s economic momentum as Iran war headwinds loom — CNBC Markets
- Bitcoin beat the S&P 500, Nasdaq Composite and gold since the start of the Iran war — CNBC Markets
- Dividend stocks are catching up to tech stocks on a key earnings metric at a critical time for the market — CNBC Markets
- Inside JPMorgan Chase's push to become the startup world’s new Silicon Valley Bank — CNBC Markets
- Markets' hopes for Fed interest rate cuts are rapidly fading away — CNBC Markets
- Lobster buffet: China’s tech firms feast on OpenClaw as companies race to deploy AI agents — CNBC Markets
- JPMorgan Chase reins in lending to private credit firms after marking down software loans — CNBC Markets
- Surging oil prices could wipe out benefits from Trump's 'big beautiful bill' — CNBC Markets
- There's another energy market that may get hit harder than oil by Strait of Hormuz closure — CNBC Markets
- Why China can withstand oil's surge past $100 more easily than other countries — CNBC Markets
- China says 'thorough preparations' needed as Trump-Xi meeting hangs in the balance amid Iran war — CNBC Markets
- Robinhood's venture fund, which gives investors access to private companies, tanks 11% on first day — CNBC Markets
- Fed Governor Miran says job losses in February add to the case for more interest rate cuts — CNBC Markets
- U.S.-Iran war exposes big market concentration risk. It isn't in S&P 500 stocks — CNBC Markets
- Mortgages in 47 seconds: Better’s new ChatGPT app targets lenders Rocket and UWM — CNBC Markets
- Oaktree's Howard Marks says there's no systemic problem with private credit — CNBC Markets
- States led by New York sue to block Trump's latest tariffs, calling them an illegal end run around Supreme Court — CNBC Markets
- New Berkshire Hathaway CEO still talks with Warren Buffett nearly every day — CNBC Markets
- Berkshire Hathaway begins repurchasing shares, CEO Greg Abel buys $15 million in stock — CNBC Markets
- Iran war and stocks: Why Global X says 'it might be time to double down' on emerging markets — CNBC Markets
- China to boost defense spending by 7%, slowest pace since 2021 — CNBC Markets
- Coinbase leads crypto stocks higher after Trump signals support for digital asset market structure bill — CNBC Markets
- Trump sides with crypto firms in trillion-dollar battle with banks over stablecoin yield — CNBC Markets
- China is set to kick off its big policy meeting. What will be the key announcements? — CNBC Markets
- Blackstone’s Gray: Market ‘noise’ fueled record redemptions from world’s largest private credit fund — CNBC Markets
- Amazon plans drastic cut in packages it sends through US Post Office, source says — Investing.com - Stock Market News
- Musk’s motives are debated as Twitter shareholder trial nears end — Investing.com - Stock Market News
- BP locks out union workers at its Midwest refinery — Investing.com - Stock Market News
- BHP taps insider Brandon Craig as CEO, to succeed Mike Henry — Investing.com - Stock Market News
- SoFi rejects short-seller Muddy Waters’ report, considers legal action — Investing.com - Stock Market News
- Nvidia preparing Groq AI chips it can sell to China- Reuters — Investing.com - Stock Market News
- Lululemon forecasts softer 2026 amid demand strains, expects to offset tariff hit — Investing.com - Stock Market News
- BHP names Brandon Craig as CEO, succeeding Mike Henry — Investing.com - Stock Market News
- FTC monitoring how drug companies react to patent cliff, official says — Investing.com - Stock Market News
- Amazon to slash USPS volume in shift toward in-house logistics - WSJ — Investing.com - Stock Market News
- The spike in gas prices might affect Olive Garden sales, but not in the way you’d expect — MarketWatch - MarketWatch.com Top Stories
- Uber’s stock powers higher as Nvidia robotaxi deal helps avert ‘doomsday’ scenario — MarketWatch - MarketWatch.com Top Stories
- Why Nvidia’s stock is shrugging off a $1 trillion revenue forecast — MarketWatch - MarketWatch.com Top Stories
- Nebius’s stock falls as investors get a wake-up call on the cost of competing in AI — MarketWatch - MarketWatch.com Top Stories
- Lilly gets rare downgrade as analysts question hype over GLP-1 pills and Zepbound’s cash sales — MarketWatch - MarketWatch.com Top Stories
- ‘Selling will be a very difficult process’: My mom, 93, owns a timeshare in Florida. How can I disclaim this inheritance? — MarketWatch - MarketWatch.com Top Stories
- Lululemon hopes more new gear will revive sales. Wall Street thinks it might not be enough. — MarketWatch - MarketWatch.com Top Stories
- ‘It’s complicated’: My husband, 61, wants to leave me everything. His kids will hate me. What should I do? — MarketWatch - MarketWatch.com Top Stories
- 3 signals will reveal if the Iran oil shock is just a blip — or the new normal — MarketWatch - MarketWatch.com Top Stories
- Micron’s stock gains officially carry the company into an exclusive club — MarketWatch - MarketWatch.com Top Stories
- Stocks Sink in Broad AI Rout Sparked by China's DeepSeek — WSJ Markets (may be partial)
- Comex Gold, Silver Settle Lower — WSJ Markets (may be partial)
- DeepSeek Won't Sink U.S. AI Titans — WSJ Markets (may be partial)
- Financial Services Roundup: Market Talk — WSJ Markets (may be partial)
- Arabica Coffee Prices Hit Record on U.S., Colombia Tariff Spat — WSJ Markets (may be partial)
- Swiss franc, Japanese yen Rise as DeepSeek News Boosts Safe Havens — WSJ Markets (may be partial)
- Natural Gas Falls on Shifting Weather Forecasts — WSJ Markets (may be partial)
- Building-Products Distributor QXO Launches Hostile Bid for Beacon — WSJ Markets (may be partial)
- Natural-Gas Firm Diversified Energy Strikes Deal for Permian Basin Player — WSJ Markets (may be partial)
- What's New This Tax Season That Can Save You Money — WSJ Markets (may be partial)
- Chinese Investors With Few Options Turn to Dividends — WSJ Markets (may be partial)
- U.S. Treasury Yields Fall But Direction for Long-End Yields Still Seen Upward — WSJ Markets (may be partial)
- Russia's Crude Exports Fairly Stable Despite U.S. Sanctions, Goldman Says — WSJ Markets (may be partial)
- The Extra Reward for Owning Stocks Over Bonds Has Disappeared — WSJ Markets (may be partial)
- Heard on the Street's Stock-Picking Series — WSJ Markets (may be partial)
- What Will It Take for Home Buyers to Start Asking for a Disaster Discount? — WSJ Markets (may be partial)
- Now Wanted in Silicon Valley: Ho-Hum Businesses With Thin Profit Margins — WSJ Markets (may be partial)
- In China, a Cat-and-Mouse Game to Rein In Crypto — WSJ Markets (may be partial)
- One House, Three Owners: The Ballooning Cost of the American Dream — WSJ Markets (may be partial)
- Trump Adds Fuel to Claims That Big Banks Discriminate Against Conservatives — WSJ Markets (may be partial)
- I went to the Pentagon to watch Pete Hegseth scold war reporters — The Verge
- The Beats Studio Pro are nearly $200 off ahead of Amazon’s big spring sale — The Verge
- Remedy’s live-service shooter Firebreak is getting its final major update — The Verge
6) 本報使用的 Sources（RSS + 報價）
RSS feeds
Market data