天天财经-提供金融入门知识-投资理财技巧-热点新闻

美军推动IT整合戴尔拿下97亿美元大单提供微软软体服务
2026-05-28 网络阅读（75）
美国国防部周三 (27 日) 宣布，戴尔取得一项总值约 97 亿美元、为期 5 年的大型软体合约，将为美军提供微软企业软体与云端服务。这项交易不仅凸显政府加速整合 IT 系统，也引发市场关注戴尔与川普政府之间的密切关系。
SpaceX与OpenAI拚兆元市值！专家：火箭垄断使SpaceX在IPO竞赛比OpenAI拥有优势
2026-05-28 网络阅读（72）
尽管太空探索与 AI 领域截然不同，SpaceX 与 OpenAI 这两家由马斯克深度参与的企业，正以惊人的估值掀起资本市场热议。前者将于 6 月 12 日在美股挂牌上市，公开市场估值目标高达 1.5 兆美元，ChatGPT 母公司 OpenAI 在私募市场的估值也已攀升至 8520 亿美元，强烈暗示其跻身「兆元俱乐部」的野心。然而，在商业护城河上，SpaceX 与 OpenAI 的差距正逐步拉大。马斯克已成功将 SpaceX 打造为拥有深厚技术壁垒的独角兽，其火箭回收与星链计划构筑了难以复
美股重点新闻摘要2026年5月28日
2026-05-28 网络阅读（64）
美股重点新闻摘要 2026 年 5 月 28 日
〈财报〉AI晶片需求「异常强劲」迈威尔财测超预期
2026-05-28 网络阅读（78）
迈威尔科技 (Marvell)(MRVL-US) 周三 (27 日) 盘后公布的上季 (第 1 季) 财报和本季 (第 2 季) 财测双双优于预期，并以人工智慧 (AI) 资料中心基建热潮对网路和客制化晶片的需求「异常强劲」为由，提高全年度财测，盘后股价一度冲高 6%。财测关键数字 vs 分析师预期 F2027Q2(约 7 月为止) 营收：27 亿美元 vs 26 亿美元 EPS：93 美分 vs 90 美分 2027 年度全年财测营收：接近 115 亿美元 (年增 40%)，
欧洲车市4月成长5% 特斯拉销量大增67% 与中国车厂同步抢市
2026-05-28 网络阅读（59）
欧洲 4 月新车销售年增 5.1%，其中纯电动车销量大增近 38%。特斯拉在欧洲市场出现强劲反弹，中国车厂则持续扩大市占率，显示欧洲新能源车竞争正快速升温。
英特尔领军晶片股今年狂飙涨势超越网路泡沫
2026-05-28 网络阅读（110）
AI 热潮今年带动晶片股大涨，并推升广受市场关注的费城半导体指数 (SOX-US) 刷新历史纪录。这波涨势主要由老牌晶片厂英特尔 (Intel)(INTC-US) 领军。随着代理式 AI 兴起，市场对伺服器 CPU 的需求再度升温。
Fed最新研究：粮食不安全加剧美经济K型分化拖累低收入家庭信心
2026-05-28 网络阅读（77）
纽约联准银行最新研究揭露，尽管整体经济数据展现韧性，美国最贫困族群正面临日益严峻的粮食安全危机，这可能是消费者信心持续低迷的关键原因。纽约联准银行一位经济学家周三 (27 日) 在最新部落格文章中警告，低收入家庭的食品匮乏问题正急遽恶化，伴随而来的是同步攀升的悲观情绪与显著下滑的就业预期。研究透过追踪民众是否动用储蓄支付开销、是否难以获取足够食物，甚至被迫挨饿，以及是否求助于公私部门粮食援助等指标发现，在 2025 年 10 月至 2026 年 2 月期间，通报上述困境的家庭比例出现明显跃升
Meta全面进军订阅制！AI聊天机器人月费最低7.99美元
2026-05-28 网络阅读（80）
Meta Platforms (META-US) 周三 (27 日) 正式扩大订阅制布局，宣布旗下 Instagram、Facebook 与 WhatsApp 将全球推出付费订阅方案，同时开始测试 AI、创作者与企业专用的新订
别急着做空！标普500狂飙八周引忧但历史数据显示「一年后胜率100%」
2026-05-28 网络阅读（49）
标普 500 指数连续八周上涨，创下 1952 年以来第二强八周涨幅，引发市场对「融涨行情」的讨论。不过，包括 Ed Yardeni 与高盛在内的华尔街机构认为，本轮涨势主要由企业获利预期大幅上修带动，而非单纯情绪炒作，美股年底甚至
〈财报〉Salesforce Q1财报优预期上调全年财测
2026-05-28 网络阅读（53）
Salesforce(CRM-US) 周三 (27 日) 公布 2027 会计年度第一季 (截至 4/30) 财报，表现优于市场预期，但这家云端软体公司发布的全年财测略低于华尔街预估。

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