天天财经-提供金融入门知识-投资理财技巧-热点新闻

对伊军事行动消耗大！日本400枚战斧巡弋飞弹采购面临延宕恐延至2029年交付
2026-05-25 网络阅读（68）
英国《金融时报》援引知情人士最新报导指出，美国国防部长赫格塞斯本月稍早跟日本防卫大臣小泉进次郎进行电话会谈时通报，美制「战斧」巡弋飞弹交付日本的时间将出现延迟。日本已与美国签署合约，将在 2025 至 2027 财年内最多采购 400 枚「战斧」飞弹。知情人士透露，美方已向日方发出预警，称实际交付日期可能会比约定的最后期限延迟「最多两年」。报导指出，美军在针对伊朗的军事行动中消耗大量飞弹。华府智库战略暨国际问题研究中心 (CSIS) 上月发布的一份分析报告估算，美军在对伊行动中使
白宫首席经济顾问：结束伊朗战争有望为Fed降息创造空间
2026-05-25 网络阅读（62）
美国白宫首席经济顾问哈塞特最新表示，油价最终回落将为 Fed 降息创造空间。与 Fed 主席之位失之交臂的他在接受《福斯新闻》专访时表示，白宫预计一旦与伊朗达成协议，能源价格将下跌。哈塞特说：「再次强调，我们预计一旦达成协定，能源价格将暴跌。届时，联准会将有充足空间采取正确行动、下调利率。」他也强调尊重 Fed 独立性，并对新主席华许表示赞赏。后者上周五 (22 日) 宣誓就任，川普亦称希望华许「完全独立，按自己的判断行事」。伊朗封锁荷姆兹海峡导致美国燃油价格飙升，这对川普及共和党在 1
川普公开力挺美光！期权巨鳄疑「提前布局」、「先买后吹」争议再起
2026-05-25 网络阅读（74）
川普在造势活动公开点名赞扬美光（Micron）前，市场已出现多笔巨额看涨期权买单，引发外界再度质疑其「先建仓、后喊话」模式。随着 AI 记忆体需求爆发、美国半导体政策加持，美光股价今年已大涨逾 163%。
美光是繁荣还是泡沫？分析师看好AI助攻：5年后市值冲1.45兆美元
2026-05-25 网络阅读（85）
美光（Micron）受惠 AI 资料中心与 HBM 需求爆发，分析师预估五年后市值可达 1.45 兆美元。随着全球记忆体供应持续吃紧、HBM 市场高速成长，业界认为这波 AI 记忆体荣景有望延续至 2030 年。
辉达发布亮眼财报后还值得买进吗？历史数据这样说
2026-05-25 网络阅读（61）
历史数据显示，辉达财报后短线虽常震荡，但过去 11 次有 8 次在六个月后上涨。随着 Blackwell 与 Rubin 平台推动 AI 推论与代理式 AI 需求爆发，市场持续看好辉达长线成长潜力。
美股夏季进入期中选举「易跌区」！标普500连涨后风险升温历史会重演吗？
2026-05-25 网络阅读（59）
美股标普 500 连续 8 周收红创 2023 年来最长涨势，但分析师警告期中选举年夏季通常较疲弱。VIX 维持高档、地缘政治与通膨风险升温，使市场前景转趋谨慎，投资人关注后续波动。
ASML垄断地位正遇挑战！荷驻韩大使：各国正疯狂角逐下一代技术全球光刻竞赛非针对中国
2026-05-25 网络阅读（78）
全球高端光刻技术竞赛持续升温，荷兰驻韩大使 Peter van der Vliet 近日受访时表示，全球多个地区正同步布局下一代光刻技术研发，这是科技产业的常态竞争，并非单独针对中国。他同时强调，荷兰与南韩的合作范围远超过外界熟知的三星电子、SK 海力士与艾司摩尔 (ASML-US) 间的商业往来，而是涵盖设备制造、科研机构与人才培育的多层次伙伴关系。受惠于 AI 产业的爆发式成长，高端记忆体晶片需求持续攀升，SK 海力士今年股价大涨，并于 3 月签下价值 69 亿欧元的设备采购大单。这位
特斯拉＋SpaceX也比不上！分析师看好「这一股」：获利碾压、市值一年内就超越
2026-05-25 网络阅读（58）
分析师预测，亚马逊凭借 AWS 云端与北美零售双引擎，12 个月内市值可望突破 3.25 兆美元，超越特斯拉与 SpaceX 总和。相较之下，市场目前对马斯克帝国的高估值，更多建立在 AI 机器人与太空数据中心等未来愿景，而非实际获利能力
Alphabet执行长亲口承认：谷歌Gemini在AI自动编码这一方面暂时落后
2026-05-25 网络阅读（56）
在近日一场播客访谈中，谷歌母公司 Alphabet 执行长皮查伊 (Sundar Pichai) 罕见坦承公司在 AI 领域的现状与挑战。他直言不讳地表示，尽管谷歌在文本、多模态及推理等综合能力上表现强劲，但在「智能体编程(Agentic Coding)」这一关键赛道上确实暂时落后。他的这番表态被视为科技巨头在面对瞬息万变的 AI 浪潮时，一次难得的自我审视。他回顾 2023 年 Bard 发表以来的产业变迁，感叹科技迭代速度快得惊人。皮查伊指出，虽然谷歌处于前沿，但并非在所有方向上都占据领
别急着减码出场！美银：AI泡沫规模大但崩盘需等「两大关键条件」成真
2026-05-24 网络阅读（58）
美银策略师 Michael Hartnett 警告，AI 驱动的市场泡沫已成 19 世纪铁路热潮以来最大，但在 OpenAI、SpaceX 等 IPO 完成前，市场仍可能续涨。他并警示美债殖利率飙升、通膨回升与新兴市场货币重挫，恐成全球股

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"美光（Micron）受惠 AI 资料中心与 HBM 需求爆发，分析师预估五年后市值可达 1.45 兆美元。随着全球记忆体供应持续吃紧、HBM 市场高速成长，业界认为这波 AI 记忆体荣景有望延续至 2030 年。", "createdAt": "2026-05-24T22:10:04.000Z", "author": "网络", "pv": 85, "pinyin": "mg", "name": "美股", "path": "/new/mg", "tags": [] }, { "id": 465, "title": "辉达发布亮眼财报后还值得买进吗？历史数据这样说", "shortTitle": "辉达发布亮眼财报后还值得买进吗？历史数据这样说", "img": "https://cimg.cnyes.cool/prod/news/6468765/l/2ef41324899c7f6cecfd6720f762d648.jpg", "description": "历史数据显示，辉达财报后短线虽常震荡，但过去 11 次有 8 次在六个月后上涨。随着 Blackwell 与 Rubin 平台推动 AI 推论与代理式 AI 需求爆发，市场持续看好辉达长线成长潜力。", "createdAt": "2026-05-24T21:40:02.000Z", "author": "网络", "pv": 61, "pinyin": "mg", "name": "美股", "path": "/new/mg", "tags": [] }, { "id": 466, "title": "美股夏季进入期中选举「易跌区」！标普500连涨后风险升温历史会重演吗？", "shortTitle": "美股夏季进入期中选举「易跌区」！标普500连涨后风险升温 ", "img": "https://cimg.cnyes.cool/prod/news/6469057/l/f8a881fbf138c76bc178a20f9c478eea.jpg", "description": "美股标普 500 连续 8 周收红创 2023 年来最长涨势，但分析师警告期中选举年夏季通常较疲弱。VIX 维持高档、地缘政治与通膨风险升温，使市场前景转趋谨慎，投资人关注后续波动。", "createdAt": 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SpaceX 总和。相较之下，市场目前对马斯克帝国的高估值，更多建立在 AI 机器人与太空数据中心等未来愿景，而非实际获利能力", "createdAt": "2026-05-24T20:40:02.000Z", "author": "网络", "pv": 58, "pinyin": "AI", "name": "科技", "path": "/new/AI", "tags": [] }, { "id": 502, "title": "Alphabet执行长亲口承认：谷歌Gemini在AI自动编码这一方面暂时落后", "shortTitle": "Alphabet执行长亲口承认：谷歌Gemini在AI自动编", "img": "https://cimg.cnyes.cool/prod/news/6469154/l/4539deae0509cd3840805c2926de10ed.jpg", "description": "在近日一场播客访谈中，谷歌母公司 Alphabet 执行长皮查伊 (Sundar Pichai) 罕见坦承公司在 AI 领域的现状与挑战。他直言不讳地表示，尽管谷歌在文本、多模态及推理等综合能力上表现强劲，但在「智能体编程(Agentic Coding)」这一关键赛道上确实暂时落后。他的这番表态被视为科技巨头在面对瞬息万变的 AI 浪潮时，一次难得的自我审视。他回顾 2023 年 Bard 发表以来的产业变迁，感叹科技迭代速度快得惊人。皮查伊指出，虽然谷歌处于前沿，但并非在所有方向上都占据领", "createdAt": "2026-05-24T20:00:04.000Z", "author": "网络", "pv": 56, "pinyin": "AI", "name": "科技", "path": "/new/AI", "tags": [] }, { "id": 503, "title": "别急着减码出场！美银：AI泡沫规模大但崩盘需等「两大关键条件」成真", "shortTitle": "别急着减码出场！美银：AI泡沫规模大但崩盘需等「两大关键", "img": "https://cimg.cnyes.cool/prod/news/6469050/l/9312f6627cb2c22c7cec98c91b7a96f4.jpg", "description": "美银策略师 Michael Hartnett 警告，AI 驱动的市场泡沫已成 19 世纪铁路热潮以来最大，但在 OpenAI、SpaceX 等 IPO 完成前，市场仍可能续涨。他并警示美债殖利率飙升、通膨回升与新兴市场货币重挫，恐成全球股", "createdAt": "2026-05-24T15:00:07.000Z", "author": "网络", "pv": 58, "pinyin": "AI", "name": "科技", "path": "/new/AI", "tags": [] } ] }, "_locals": {}, "cache": false }