更新时间：2026-08-26 来源：互联网编辑：顺伯马点击数： 3021次

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一 | 本篇评级为★★★，主要围绕以下内容展开： 1、伊朗炮弹炸到华尔街，原油短期难结束，美股压力加大； 2、华尔街新潮流：投资AI干不掉的行业（聊聊电网）； 3、军工和海运能走多久，参考特朗普的时间表如有疑问请以音频内容为准，添加妙投小虎哥微信miaotou515，入群有机会与董小姐进一步交流。

Visitors walk in the rain on the Duanqiao Bridge (Broken Bridge) at the West Lake scenic area in Hangzhou, east China's Zhejiang Province, Aug. 9, 2026. China's national observatory on Sunday activated a red alert -- the highest level in the country's typhoon warning system -- as Typhoon Dolphin approaches. (Photo: Xinhua)
China issued seven weather and disaster alerts at 6:00 pm on Sunday after Typhoon Dolphin made landfall in Taizhou, East China's Zhejiang Province, including a red typhoon warning, an orange rainstorm warning and a red flash flood warning.
Typhoon Dolphin, the 13th of the year, landed in Taizhou, East China's Zhejiang Province at 5:30 pm on Sunday as a severe typhoon, packing maximum winds of 42 meters per second near its center and a minimum central pressure of 945 hectopascals, according to National Meteorological Center (NMC).
After making landfall, Dolphin continued moving westward. The storm is forecast to gradually weaken as it shifts northwestward at a speed of 15-20 kilometers per hour.
The NMC warned that from Sunday evening to Monday evening, heavy to torrential rains are expected in multiple parts of provinces and regions including Zhejiang, Shanghai, and Anhui in Eastern China, and Henan, Hubei in Central China, and some other regions in southern China. Some areas in eastern and central Zhejiang, southern Anhui and other regions could see extreme rainfall of up to 250-420 millimeters.
Authorities also warned of secondary risks, including flash floods, flooding of small and medium-sized rivers, urban waterlogging, severe convective weather and geological disasters. The Ministry of Water Resources and the China Meteorological Administration jointly issued a red flash flood warning, saying parts of eastern and southern Zhejiang face a high risk of flash floods.
The Ministry of Natural Resources and the China Meteorological Administration issued an orange geological disaster risk alert, urging local governments to strengthen monitoring and emergency response, while advising residents in high-risk areas to evacuate according to local arrangements.
The typhoon also brought strong winds, with areas near its path expected to experience winds of up to force 13-14 and gusts reaching force 15-16.
According to statistics, August sees the highest number of typhoons generated and making landfall in China each year. The NMC forecast that in the next 10 days, one to two typhoons may form over the northwestern Pacific or the South China Sea, with a relatively low likelihood of affecting China's coastal areas, per CCTV News.
Global Times
。新闻解读评级说明：五星重磅，四星重要，三星级以下大家选择听。

二 | 1、伊朗炮弹炸到华尔街，原油短期难结束，美股压力加大今天中东战火仍然是关注的焦点，而且已经烧到了第二层。

三 | 伊朗的反击力度显然超出了市场预期——它的炮弹不仅炸到了美国在中东的军事基地，还在霍尔木兹海峡击中了英国和美国的三艘油轮，导致这一关键水道实质性瘫痪。霍尔木兹海峡是全球最重要的原油运输通道之一，如今无法通行，这将从底层动摇全球对经济稳定性的信心。除此之外，伊朗的部分代理人似乎也开始“复活”：黎巴嫩真主党重新对以色列发动轰炸，使战局更加混乱。因此，到目前为止，我们可以说这已不简单是一次炮火升级，而是直接把炮弹炸进了金融市场，炸到了美国华尔街——打中了美国的软肋。今天大家看到，美股期货市场开盘就出现1.5%的大幅下跌。特朗普在过去一年多时间里屡次透露出他的软肋就在金融市场。