天天财经-提供金融入门知识-投资理财技巧-热点新闻

传出苹果向川普政府寻求放行拟采购中国长鑫记忆体晶片
2026-06-27 网络阅读（52）
2026年06月27日（优分析／产业数据中心报导）⸺ 据《金融时报》报导，苹果Apple(AAPL-US)正游说川普政府，希望取得批准，向中国记忆体晶片制造商长鑫存储（CXMT）采购记忆体晶片。知情人士透露，苹果一个多月前便已接洽美国商务部，并与白宫及华府相关官员展开沟通，争取取得采购许可。苹果之所以积极争取放行，主要是为了缓解记忆体晶片价格上涨带来的成本压力。受AI资料中心建设需求推升，全球记忆体与储存晶片价格持续攀升，已使苹果硬体产品成本增加。苹果本周四已调高iPad与MacBook售价
美光遭「喊卖」、联邦快递被降评！「这两股」获调升华尔街最新评等一次看
2026-06-27 网络阅读（53）
华尔街分析师最新调整多档美股评等，Spotify 获升至买进、劳氏调升至持有；FedEx 因估值偏高遭降评，美光则因 AI 热潮过热与获利高峰疑虑遭降至卖出，投资观点一次整理。
GPT-5.6 突袭发布！Fable 5 王座尚未坐热便被「踢馆」
2026-06-27 网络阅读（54）
OpenAI 推出 GPT-5.6 系列 Sol、Terra、Luna 三模型，本文介绍产品线分层，解密其重创 Fable 5 的价格战，并聚焦 METR 揭露的「模型作弊」评测争议与其严密的三层安全栈。
OpenAI 的闪电战：GPT-5.6 亮相与全栈帝国的终局构想
2026-06-27 网络阅读（58）
短短两周内，OpenAI 连续完成模型汰换、资安平台升级、自研 AI 晶片发表，以及 GPT-5.6 正式亮相。从产品分层、成本策略到硬体布局，这一连串动作显示，其竞争焦点已不再只是模型能力，而是打造完整 AI 基础设施生态。
AMD Venice产量有望超车辉达Vera CPU成AI新战场
2026-06-27 网络阅读（60）
辉达 (NVDA-US) 将在 2027 年继续保持其作为台积电 (TSM-US) 最大客户的地位，但 AMD (AMD-US)EPYC Venice 的性能可能会超越其 Vera CPU。
女股神大换股！方舟抛售阿里巴巴加码Coinbase、Palantir
2026-06-27 网络阅读（61）
方舟伍德持续调整投资组合，大举卖出逾 5700 万股阿里巴巴、套现约 5420 万美元，同时加码加密货币交易所 Coinbase、AI 软体商 Palantir 及 SpaceX 等创新科技公司，凸显资金持续向 AI、加密资产与太空产业集中。
思科加州裁员逾400人 AI投资重塑人力布局
2026-06-27 网络阅读（69）
根据本周提交给加州就业发展局的裁员通知，思科 (Cisco)(CSCO-US) 将在加州裁撤 471 名员工，包括旧金山湾区 (Bay Area) 三个办公据点。
神山AI供应链再升级！经部赴德插旗蔡司、德芯科技点头「加码」台湾
2026-06-27 网络阅读（75）
经济部政务次长江文若率团赴德国招商，成功锁定半导体材料、设备及光学领域的国际关键技术领导厂商。成功促成蔡司、德芯两大德商在半导体先进材料、在地研发及快速验证等领域展开后续合作对话，并强化未来在台湾的投资规划。
标普维持美国AA+主权信评估4年内年均经济成长率约2%
2026-06-27 网络阅读（56）
全球三大信评机构之一的标普全球 (S&P Global Ratings) 周五 (26 日) 维持美国主权信用评等于 AA+，较最高的 AAA 低一级，附带稳定展望，理由是美国经济仍具韧性，且财政赤字虽然偏高，但维持稳定。标普预估，美国经济在 2026 年至 2029 年间的年均成长率约为 2%，并认为尽管政治两极化加剧，美国健全的制度与制衡机制仍将持续支撑政策运作。由 Lisa Schineller 领导的标普分析师在声明中说：「美国经济的韧性，将支撑稳健的财政收入，包括关税持续带来的收入
外资疯狂大卖空、外销订单连16红、日月光股东会本周大事回顾
2026-06-27 网络阅读（49）
三大法人周三 (24 日) 合计卖超 2102.38 亿元，其中，外资大开杀戒，卖超 1774.18 亿元，创史上最大卖超；经济部周二 (23 日) 公布 5 月外销订单，连续 16 个月呈现正成长；日月光周三召开股东会，营运长吴田玉释出涨价讯号。

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