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"description": "Solidigm 9月25日公告:在台湾新增1家ODM基地,纳入资料中心SSD生产网络。 自2026年12月24日起,客户可能陆续收到新基地产品,型号、规格、品质不变。 新产能被视为强化供应链韧性;市场并关注其最快2027年赴美IPO、估值上看1500亿美元。",
"createdAt": "2026-10-06T23:50:04.000Z",
"author": "网络",
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"pinyin": "tw",
"name": "台股",
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{
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"title": "苹果智慧家庭新品13日亮相 联手LG开发门铃、门锁与恒温器",
"shortTitle": "苹果智慧家庭新品13日亮相 联手LG开发门铃、门锁与恒温器",
"img": "https://cimg.cnyes.cool/prod/news/6623292/l/dac2616a4173f4911285a25f59fb6261.jpg",
"description": "苹果拟与LG电子合作开发门铃、恒温器等智慧家庭配件,预定10月13日发表。 文件揭露七款产品含门铃、摄影机、智慧门锁、恒温器与感测器,支援Wi-Fi、蓝牙、Thread、Matter,门锁具UWB。 新装置重启HomeKit并与Siri AI助理整合,直接挑战亚马逊Ring及Google Nest。",
"createdAt": "2026-10-06T23:40:04.000Z",
"author": "网络",
"pv": 72,
"pinyin": "mg",
"name": "美股",
"path": "/new/mg",
"tags": []
},
{
"id": 18974,
"title": "SpaceX股价自低点反弹50% 但这次涨势与上市时不同",
"shortTitle": "SpaceX股价自低点反弹50% 但这次涨势与上市时不同",
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"description": "SpaceX周一大涨8%至171美元,较低点反弹近50%,重回IPO发行价 选择权隐含波动率降至55,远低于上市初期110,市场预期股价再创高需更久 周一选择权成交170万口、9亿美元;乔纳斯重申300美元目标价,星舰计划受关注",
"createdAt": "2026-10-06T23:31:07.000Z",
"author": "网络",
"pv": 57,
"pinyin": "mg",
"name": "美股",
"path": "/new/mg",
"tags": []
},
{
"id": 18975,
"title": "AMD再创新高!花旗看好AI代理蓬勃发展下成大赢家",
"shortTitle": "AMD再创新高!花旗看好AI代理蓬勃发展下成大赢家",
"img": "https://cimg.cnyes.cool/prod/news/6623313/l/861707adbd650fe9aeb0b0e50a4726af.jpg",
"description": "花旗将AMD目标价由575美元上调至800美元,称AI代理将推升运算需求 AMD股价周二盘中一度破658美元,收649.42美元创收盘新高,今年来涨逾3倍 花旗估CPU市场将由去年250亿美元增至2030年3,000亿美元,AMD料为关键受益者",
"createdAt": "2026-10-06T23:22:19.000Z",
"author": "网络",
"pv": 67,
"pinyin": "mg",
"name": "美股",
"path": "/new/mg",
"tags": []
},
{
"id": 18976,
"title": "阿波罗主导、Pimco参贷!FT:SpaceX拟融资400亿美元用来买辉达晶片",
"shortTitle": "阿波罗主导、Pimco参贷!FT:SpaceX拟融资400亿",
"img": "https://cimg.cnyes.cool/prod/news/6623327/l/c7d009375ab3c7e1530bd234c9d90149.jpg",
"description": "SpaceX传拟融资400亿美元,目标用于购买辉达晶片。 方案包括向银行贷款约100亿美元,并发行300亿美元投资级债券。 Apollo Global Management料牵头交易,Pimco等贷款方磋商中,预计2027年完成。",
"createdAt": "2026-10-06T23:20:21.000Z",
"author": "网络",
"pv": 74,
"pinyin": "mg",
"name": "美股",
"path": "/new/mg",
"tags": []
},
{
"id": 18977,
"title": "财报季将至 AI晶片热潮延续?高盛押注3档「惊喜股」另3档恐令人失望",
"shortTitle": "财报季将至 AI晶片热潮延续?高盛押注3档「惊喜股」另3档恐",
"img": "https://cimg.cnyes.cool/prod/news/6623312/l/a967361b618fcd65a3a6de9cc08a36ae.jpg",
"description": "高盛看好应用材料、楷登电子、微芯科技,给「买入」;高通、科磊、西部资料列「中性」。 应用材料料在10月SEMICON West调高利润率目标,并于11月12日财报释出强劲成长展望。 楷登可望受AI客制化晶片推升营收上修;微芯看资料中心、航太国防需求,毛利率估回升至66%。",
"createdAt": "2026-10-06T23:20:06.000Z",
"author": "网络",
"pv": 80,
"pinyin": "mg",
"name": "美股",
"path": "/new/mg",
"tags": []
}
]
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