天天财经-提供金融入门知识-投资理财技巧-热点新闻

IBM大涨7%是因为川普？分析师：事情没那么单纯
2026-06-02 网络阅读（68）
近期凡是获得美国总统川普公开赞扬的股票，表现往往相当亮眼。那么 IBM 最近的强劲涨势是否也是如此？答案或许没那么简单。IBM 股价周一 (1 日) 大涨 7.6%，市场部分人士认为，涨势至少部分受到川普正面评论带动。
〈COMPUTEX〉辉达全球媒体问答联发科蔡力行惊喜现身大谈未来N2X
2026-06-02 网络阅读（89）
辉达 (NVDA-US) 执行长黄仁勋今 (2) 日举办全球媒体问答，联发科 (2454-TW) 执行长蔡力行惊喜现身，双方谈论一起合作 N1X 的旅程，并透露 N2X、N3X 已经在进行中，将持续拓展双方的相关业务。
General Mills调整中国策略哈根达斯门市业务改采授权模式
2026-06-02 网络阅读（103）
2026年06月02日（优分析／产业数据中心报导）⸺ 跨国消费品牌在中国市场正从「重资产直营」转向「品牌授权」模式。美国食品大厂 General Mills(GIS-US)宣布，将出售中国大陆哈根达斯（Häagen-Dazs）冰淇淋门市业务，买方为包含中国茶饮连锁品牌宁记（Ningji）在内的投资人团队。交易完成后，买方将取得哈根达斯品牌在中国冰淇淋门市及礼品业务的独家授权经营权。不过，General Mills表示，公司仍将保留哈根达斯在中国的零售通路与餐饮服务（Foodserv
AI需求续旺，但高成长难维持Credo财测引发市场获利了结
2026-06-02 网络阅读（86）
2026年06月02日（优分析／产业数据中心报导）⸺ AI资料中心高速连接晶片供应商 Credo Technology Group(CRDO-US)公布最新财报，营收与获利双双优于市场预期，但由于公司对下一季成长展望略低于市场期待，盘后股价一度下跌12%，显示投资人开始对AI供应链的超高速成长能否延续产生疑虑。 Credo公布截至4月底的2026会计年度第四季营收达4.37亿美元，较去年同期成长超过一倍，高于市场预估的4.32亿美元；调整后每股盈余（EPS）达1.16美元，也优于分析师预期的1.
Google母公司发股筹资800亿美元波克夏豪砸100亿美元力挺
2026-06-02 网络阅读（79）
Google 母公司 Alphabet(GOOGL-US) 周一 (2 日) 宣布，将发行总额高达 800 亿美元的股权资金，为大规模人工智慧 (AI) 基础设施建设提供资金。其中，波克夏 · 海瑟威 (BRK.B-US) 将透过私募方式
〈COMPUTEX〉SK集团：辉达执行长黄仁勋与SK会长崔泰源周一会面探讨AI记忆体合作事宜
2026-06-02 网络阅读（59）
南韩 SK 集团周二 (2 日) 在官方社群媒体帐号上表示，辉达执行长黄仁勋周一 (1 日) 与 SK 集团会长崔泰源在台北会面探讨 AI 记忆体领域的未来合作。 SK 集团在文中写道：「两位高管当时均出席亚洲最大科技展之一的台北国际电脑展 (Computex)，SK 海力士市值突破 1 兆美元之际，两家公司的高管会面，共同庆祝这一里程碑式的成就。」文中还指出，两位高管此次会面也为双方提供一个机会，回顾在 AI 记忆体领域共同取得的成就，并重申他们致力于开启 AI 基础设施新篇章的承诺。黄仁
安谋狂飙创新高！辉达PC晶片上阵 CPU架构大战正式开打
2026-06-02 网络阅读（56）
辉达 (NVDA-US) 推出全新个人电脑 (PC) 晶片，为半导体产业投下震撼弹，而最大受惠者之一可能是晶片设计公司安谋 (Arm)(ARM-US)。辉达周日发表这款 RTX Spark 晶片，整合了以安谋架构设计的客制化中央处理器 (CPU)。受此消息激励，安谋股价周一大涨 15.7%，收在每股 408.85 美元，创下历史收盘新高。根据道琼市场数据，安谋股价今年来累计上涨 274%，过去 12 个月涨幅更高达 224%。投资人将辉达的新品发表视为安谋进一步扩大 PC 与伺服器市场市占
AI题材再扩散！NVIDIA带动软体股大涨市场聚焦下一波受惠族群
2026-06-02 网络阅读（54）
2026年06月02日（优分析／产业数据中心报导）⸺ 美股周一震荡走高，标普500与那斯达克指数再创历史收盘新高。其中科技股表现最为强势，带动标普科技类股上涨2.5%，成为推升大盘的主要动力。市场焦点集中在NVIDIA最新发表的AI产品。NVIDIA宣布推出可将AI能力直接导入个人电脑的新晶片，执行长黄仁勋表示，这是公司与Microsoft历时三年合作、共同打造AI时代PC平台的重要成果。消息激励NVIDIA(NVDA-US)股价大涨6.3%，Microsoft(MSFT-US)也上涨2.3%
AI军备竞赛升级！Alphabet拟募资800亿美元扩充算力与资料中心
2026-06-02 网络阅读（80）
2026年06月02日（优分析／产业数据中心报导）⸺ Google母公司Alphabet宣布，计划透过股权融资募集约800亿美元资金，用于扩建AI基础设施与算力资源，进一步强化在生成式AI与云端运算市场的竞争力。根据公告内容，Alphabet已与巴菲特旗下Berkshire Hathaway达成协议，将透过私募方式出售100亿美元股票，其中包括50亿美元A股与50亿美元C股。这项投资也代表Berkshire自2025年第三季开始建立部位后，持续加码Alphabet持股。若募资计划完成，将成为
辉达携宇树科技等新伙伴抢进人形机器人特斯拉跌逾4%
2026-06-02 网络阅读（53）
机器人竞赛正在升温，而辉达希望成为其中的重要参与者，就像特斯拉一样。辉达周末在台湾举行的 COMPUTEX 2026 展会上宣布，将加速推动人形机器人开发。

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"/new/mg", "tags": [] }, { "id": 1591, "title": "General Mills调整中国策略哈根达斯门市业务改采授权模式", "shortTitle": "General Mills调整中国策略哈根达斯门市业务改采授", "img": "https://cimg.cnyes.cool/prod/news/6480116/o/e1196f08388685a3ca3cfd2fc5c7f400.jpg", "description": "2026年06月02日（优分析／产业数据中心报导）⸺ 跨国消费品牌在中国市场正从「重资产直营」转向「品牌授权」模式。美国食品大厂 General Mills(GIS-US)宣布，将出售中国大陆哈根达斯（Häagen-Dazs）冰淇淋门市业务，买方为包含中国茶饮连锁品牌宁记（Ningji）在内的投资人团队。交易完成后，买方将取得哈根达斯品牌在中国冰淇淋门市及礼品业务的独家授权经营权。不过，General Mills表示，公司仍将保留哈根达斯在中国的零售通路与餐饮服务（Foodserv", "createdAt": "2026-06-02T01:01:04.000Z", "author": "网络", "pv": 103, "pinyin": "mg", "name": "美股", "path": "/new/mg", "tags": [] }, { "id": 1592, "title": "AI需求续旺，但高成长难维持Credo财测引发市场获利了结", "shortTitle": "AI需求续旺，但高成长难维持Credo财测引发市场获利了结", "img": "https://cimg.cnyes.cool/prod/news/6480115/o/d8dc815e580a909a73a862b7c6813017.jpg", "description": "2026年06月02日（优分析／产业数据中心报导）⸺ AI资料中心高速连接晶片供应商 Credo Technology Group(CRDO-US)公布最新财报，营收与获利双双优于市场预期，但由于公司对下一季成长展望略低于市场期待，盘后股价一度下跌12%，显示投资人开始对AI供应链的超高速成长能否延续产生疑虑。 Credo公布截至4月底的2026会计年度第四季营收达4.37亿美元，较去年同期成长超过一倍，高于市场预估的4.32亿美元；调整后每股盈余（EPS）达1.16美元，也优于分析师预期的1.", "createdAt": "2026-06-02T01:01:03.000Z", "author": "网络", "pv": 86, "pinyin": "mg", "name": "美股", "path": "/new/mg", "tags": [] }, { "id": 1593, "title": "Google母公司发股筹资800亿美元波克夏豪砸100亿美元力挺", "shortTitle": "Google母公司发股筹资800亿美元波克夏豪砸100亿美", "img": "https://cimg.cnyes.cool/prod/news/6479944/l/5e45aa9dd6f03190ad22c9335f485504.jpg", "description": "Google 母公司 Alphabet(GOOGL-US) 周一 (2 日) 宣布，将发行总额高达 800 亿美元的股权资金，为大规模人工智慧 (AI) 基础设施建设提供资金。其中，波克夏 · 海瑟威 (BRK.B-US) 将透过私募方式", "createdAt": "2026-06-02T00:55:33.000Z", "author": "网络", "pv": 79, "pinyin": "mg", "name": "美股", "path": "/new/mg", "tags": [] }, { "id": 1635, "title": "〈COMPUTEX〉SK集团：辉达执行长黄仁勋与SK会长崔泰源周一会面探讨AI记忆体合作事宜", "shortTitle": "〈COMPUTEX〉SK集团：辉达执行长黄仁勋与SK会长崔泰", "img": "https://cimg.cnyes.cool/prod/news/6480063/l/7dd5a36b56548b2e67d66bc62a73231f.jpg", "description": "南韩 SK 集团周二 (2 日) 在官方社群媒体帐号上表示，辉达执行长黄仁勋周一 (1 日) 与 SK 集团会长崔泰源在台北会面探讨 AI 记忆体领域的未来合作。 SK 集团在文中写道：「两位高管当时均出席亚洲最大科技展之一的台北国际电脑展 (Computex)，SK 海力士市值突破 1 兆美元之际，两家公司的高管会面，共同庆祝这一里程碑式的成就。」文中还指出，两位高管此次会面也为双方提供一个机会，回顾在 AI 记忆体领域共同取得的成就，并重申他们致力于开启 AI 基础设施新篇章的承诺。黄仁", "createdAt": "2026-06-02T00:55:05.000Z", "author": "网络", "pv": 59, "pinyin": "AI", "name": "科技", "path": "/new/AI", "tags": [] }, { "id": 1594, "title": "安谋狂飙创新高！辉达PC晶片上阵 CPU架构大战正式开打 ", "shortTitle": "安谋狂飙创新高！辉达PC晶片上阵 CPU架构大战正式开打 ", "img": "https://cimg.cnyes.cool/prod/news/6479988/l/b7e0ec936c4afa8d9ddaa02ca5d5060f.jpg", "description": "辉达 (NVDA-US) 推出全新个人电脑 (PC) 晶片，为半导体产业投下震撼弹，而最大受惠者之一可能是晶片设计公司安谋 (Arm)(ARM-US)。辉达周日发表这款 RTX Spark 晶片，整合了以安谋架构设计的客制化中央处理器 (CPU)。受此消息激励，安谋股价周一大涨 15.7%，收在每股 408.85 美元，创下历史收盘新高。根据道琼市场数据，安谋股价今年来累计上涨 274%，过去 12 个月涨幅更高达 224%。投资人将辉达的新品发表视为安谋进一步扩大 PC 与伺服器市场市占", "createdAt": "2026-06-02T00:40:02.000Z", "author": "网络", "pv": 56, "pinyin": "mg", "name": "美股", "path": "/new/mg", "tags": [] }, { "id": 1595, "title": "AI题材再扩散！NVIDIA带动软体股大涨市场聚焦下一波受惠族群", "shortTitle": "AI题材再扩散！NVIDIA带动软体股大涨市场聚焦下一波受惠", "img": "https://cimg.cnyes.cool/prod/news/6480057/o/2ee50034ff0b4d35911b6051b3564583.jpg", "description": "2026年06月02日（优分析／产业数据中心报导）⸺ 美股周一震荡走高，标普500与那斯达克指数再创历史收盘新高。其中科技股表现最为强势，带动标普科技类股上涨2.5%，成为推升大盘的主要动力。市场焦点集中在NVIDIA最新发表的AI产品。NVIDIA宣布推出可将AI能力直接导入个人电脑的新晶片，执行长黄仁勋表示，这是公司与Microsoft历时三年合作、共同打造AI时代PC平台的重要成果。消息激励NVIDIA(NVDA-US)股价大涨6.3%，Microsoft(MSFT-US)也上涨2.3%", "createdAt": "2026-06-02T00:30:08.000Z", "author": "网络", "pv": 54, "pinyin": "mg", "name": "美股", "path": "/new/mg", "tags": [] }, { "id": 1596, "title": "AI军备竞赛升级！Alphabet拟募资800亿美元扩充算力与资料中心", "shortTitle": "AI军备竞赛升级！Alphabet拟募资800亿美元扩充算力", "img": "https://cimg.cnyes.cool/prod/news/6480056/o/5ecb32836dc5957fda344626c078fe3d.jpg", "description": "2026年06月02日（优分析／产业数据中心报导）⸺ Google母公司Alphabet宣布，计划透过股权融资募集约800亿美元资金，用于扩建AI基础设施与算力资源，进一步强化在生成式AI与云端运算市场的竞争力。根据公告内容，Alphabet已与巴菲特旗下Berkshire Hathaway达成协议，将透过私募方式出售100亿美元股票，其中包括50亿美元A股与50亿美元C股。这项投资也代表Berkshire自2025年第三季开始建立部位后，持续加码Alphabet持股。若募资计划完成，将成为", "createdAt": "2026-06-02T00:30:08.000Z", "author": "网络", "pv": 80, "pinyin": "mg", "name": "美股", "path": "/new/mg", "tags": [] }, { "id": 1597, "title": "辉达携宇树科技等新伙伴抢进人形机器人特斯拉跌逾4%", "shortTitle": "辉达携宇树科技等新伙伴抢进人形机器人特斯拉跌逾4%", "img": "https://cimg.cnyes.cool/prod/news/6479950/l/615558d9625ad4ec031c35250a8610f2.jpg", "description": "机器人竞赛正在升温，而辉达希望成为其中的重要参与者，就像特斯拉一样。辉达周末在台湾举行的 COMPUTEX 2026 展会上宣布，将加速推动人形机器人开发。", "createdAt": "2026-06-02T00:30:04.000Z", "author": "网络", "pv": 53, "pinyin": "mg", "name": "美股", "path": "/new/mg", "tags": [] } ] }, "_locals": {}, "cache": false }