天天财经-提供金融入门知识-投资理财技巧-热点新闻

AI晶片上太空！谷歌发射实验卫星测试自研TPU晶片 Space能否助太空资料中心迈关键一步？
2026-10-02 网络阅读（76）
Alphabet透过SpaceX发射实验卫星，测试自研TPU在轨表现，为Project Suncatcher首次在轨验证。任务搭载Planet Labs多颗卫星，计划目标是建立太阳能、可长期在轨的机器学习基础设施。业界认为太空AI仍处早期验证，成本、辐射、散热、星间通讯与太空碎片都是门槛。
〈财报〉Nke Q1营收不如预期中国业务骤减22% 加速转型再裁员
2026-10-02 网络阅读（65）
Nike财政2027年第1季营收112.13亿美元，年减4%，低于预期，净利7.12亿美元，盘后股价一度跌约4%。执行长Hill推Pace转型，将精简组织、重整供应链与区域，盼至2031年累计省约25亿美元。大中华区营收年减22%，Converse跌28%；Nike预估全年营收高个位数下滑。
特斯拉Roadster活动为何延期？对股价意味着什么
2026-10-02 网络阅读（67）
特斯拉原订1日发表新Roadster，因严峻天气延至10/15，市场仍不确定将展示何物。第二代Roadster自2017年预告，售价逾20万美元，或采SpaceX技术，甚至具飞行、跳跃或悬浮能力。分析称Roadster对特斯拉股价助益有限，市场更关注AI自驾进展与周五公布的第三季交车数据。
《大卖空》贝瑞：为全人类好股市该崩跌阻止OpenAI、Anthropic上市
2026-10-02 网络阅读（85）
贝瑞再轰AI热潮，称市场应重挫以阻止OpenAI与Anthropic IPO。他指两家公司将吸走数兆美元资金，Anthropic拟投入5180亿美元、去年净亏近420亿美元。贝瑞看空AI泡沫，将空头转看跌期权，押注行情可能明年夏天逆转。
期中大选倒数1月！共和党考虑迅速提高美债务上限以削弱民主党筹码
2026-10-02 网络阅读（76）
共和党考虑在现任国会最后几周，采特殊预算程序快速提高债务上限。美国联邦债务逼近41.1兆美元上限；若拖到新国会，民主党筹码将大增。提前处理可避违约冲击，但共和党内保守派要求附带削减开支。
美光便宜到不能忽视？分析师喊上看2000美元
2026-10-02 网络阅读（83）
美光第4财季营收542.3亿美元、EPS 33.42美元，皆优于预期第1财季营收估600亿至630亿美元，EPS 37.15至39.15美元，全年料逐季成长 Cantor Fitzgerald看好供不应求与12/9重启库藏股，维持加码、目标价2000美元
新债王冈拉克警告：美股就像一颗「空心树」随时会断裂
2026-10-02 网络阅读（73）
冈拉克警告标普500涨势缺乏广度，80%成分股已自52周高点回落至少10%。他以「空心树」比喻市场，并称私募信贷与私募股权循环投资恐藏未浮现损失。他指美国赤字、庞大发债与AI筹资推升殖利率，未来衰退时美元恐不再走升。
川普增派第三艘航母赴中东伊朗45天最后通牒到期
2026-10-02 网络阅读（68）
美军向中东增派第3个航母战斗群及海军陆战队，预计增援9,000至10,000人，驻中东总兵力恐破6万伊朗45天最后通牒于10月1日到期，一艘可载250万桶原油VLCC在阿曼外海遭击中起火美军增兵与中国暂停成品油出口，加深供应短缺疑虑，布兰特原油收102.31美元、WTI收92.87美元
Disney电视业务拟大重组传将裁数百人、整并部门转向串流
2026-10-02 网络阅读（73）
Disney规划重整电视业务, 可能裁减数百人并整并ABC Entertainment、20th Television、Hulu Originals等部门重组目标把传统线性电视频道架构改为以串流消费者为中心 Disney今年已多次裁员, 因有线电视利润受压与串流获利未补缺口, 持续简化组织
〈美股盘后〉美债回暖！三大指数收涨迎10月美光弹升3%
2026-10-02 网络阅读（73）
美债殖利率回落，美股周四三大指数收红，费半涨1.59%；科技股受美光财报优于预期与Anthropic IPO消息带动。联准会副主席杰佛森称是否再升息需更多时间，市场对近期升息疑虑降温。 ISM投入价格指数升至77.9、油价大涨，通膨与中东局势仍压抑大盘涨幅。

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任务搭载Planet Labs多颗卫星，计划目标是建立太阳能、可长期在轨的机器学习基础设施。
业界认为太空AI仍处早期验证，成本、辐射、散热、星间通讯与太空碎片都是门槛。", "createdAt": "2026-10-01T22:40:03.000Z", "author": "网络", "pv": 76, "pinyin": "AI", "name": "科技", "path": "/new/AI", "tags": [] }, { "id": 18213, "title": "〈财报〉Nke Q1营收不如预期中国业务骤减22% 加速转型再裁员", "shortTitle": "〈财报〉Nke Q1营收不如预期中国业务骤减22% 加速转", "img": "https://cimg.cnyes.cool/prod/news/6620003/l/3fb964b66e3a3c6701e1f6e6fcca9ef2.jpg", "description": "Nike财政2027年第1季营收112.13亿美元，年减4%，低于预期，净利7.12亿美元，盘后股价一度跌约4%。
执行长Hill推Pace转型，将精简组织、重整供应链与区域，盼至2031年累计省约25亿美元。
大中华区营收年减22%，Converse跌28%；Nike预估全年营收高个位数下滑。", "createdAt": "2026-10-01T22:30:47.000Z", "author": "网络", "pv": 65, "pinyin": "mg", "name": "美股", "path": "/new/mg", "tags": [] }, { "id": 18214, "title": "特斯拉Roadster活动为何延期？对股价意味着什么", "shortTitle": "特斯拉Roadster活动为何延期？对股价意味着什么", "img": "https://cimg.cnyes.cool/prod/news/6619999/l/691431571146a85998a768159b2ba993.jpg", "description": "特斯拉原订1日发表新Roadster，因严峻天气延至10/15，市场仍不确定将展示何物。
第二代Roadster自2017年预告，售价逾20万美元，或采SpaceX技术，甚至具飞行、跳跃或悬浮能力。
分析称Roadster对特斯拉股价助益有限，市场更关注AI自驾进展与周五公布的第三季交车数据。", "createdAt": "2026-10-01T22:20:03.000Z", "author": "网络", "pv": 67, "pinyin": "mg", "name": "美股", "path": "/new/mg", "tags": [] }, { "id": 18215, "title": "《大卖空》贝瑞：为全人类好股市该崩跌阻止OpenAI、Anthropic上市", "shortTitle": "《大卖空》贝瑞：为全人类好股市该崩跌阻止OpenAI、An", "img": "https://cimg.cnyes.cool/prod/news/6619890/l/1db365b81de43d27053de0d519ad7dce.jpg", "description": "贝瑞再轰AI热潮，称市场应重挫以阻止OpenAI与Anthropic IPO。
他指两家公司将吸走数兆美元资金，Anthropic拟投入5180亿美元、去年净亏近420亿美元。
贝瑞看空AI泡沫，将空头转看跌期权，押注行情可能明年夏天逆转。", "createdAt": "2026-10-01T22:20:03.000Z", "author": "网络", "pv": 85, "pinyin": "mg", "name": "美股", "path": "/new/mg", "tags": [] }, { "id": 18216, "title": "期中大选倒数1月！共和党考虑迅速提高美债务上限以削弱民主党筹码", "shortTitle": "期中大选倒数1月！共和党考虑迅速提高美债务上限以削弱民主", "img": "https://cimg.cnyes.cool/prod/news/6620022/l/c794ac1e12a112cf228f99aff0537a55.jpg", "description": "共和党考虑在现任国会最后几周，采特殊预算程序快速提高债务上限。
美国联邦债务逼近41.1兆美元上限；若拖到新国会，民主党筹码将大增。
提前处理可避违约冲击，但共和党内保守派要求附带削减开支。", "createdAt": "2026-10-01T22:15:42.000Z", "author": "网络", "pv": 76, "pinyin": "mg", "name": "美股", "path": "/new/mg", "tags": [] }, { "id": 18217, "title": "美光便宜到不能忽视？分析师喊上看2000美元", "shortTitle": "美光便宜到不能忽视？分析师喊上看2000美元", "img": "https://cimg.cnyes.cool/prod/news/6619973/l/4e8675b534b3c51fb612edf76442b0ae.jpg", "description": "美光第4财季营收542.3亿美元、EPS 33.42美元，皆优于预期
第1财季营收估600亿至630亿美元，EPS 37.15至39.15美元，全年料逐季成长
Cantor Fitzgerald看好供不应求与12/9重启库藏股，维持加码、目标价2000美元", "createdAt": "2026-10-01T22:08:58.000Z", "author": "网络", "pv": 83, "pinyin": "mg", "name": "美股", "path": "/new/mg", "tags": [] }, { "id": 18218, "title": "新债王冈拉克警告：美股就像一颗「空心树」随时会断裂", "shortTitle": "新债王冈拉克警告：美股就像一颗「空心树」随时会断裂", "img": "https://cimg.cnyes.cool/prod/news/6619925/l/fa97cbb0c69a893eba5db2262bb09895.jpg", "description": "冈拉克警告标普500涨势缺乏广度，80%成分股已自52周高点回落至少10%。
他以「空心树」比喻市场，并称私募信贷与私募股权循环投资恐藏未浮现损失。
他指美国赤字、庞大发债与AI筹资推升殖利率，未来衰退时美元恐不再走升。", "createdAt": "2026-10-01T22:00:03.000Z", "author": "网络", "pv": 73, "pinyin": "mg", "name": "美股", "path": "/new/mg", "tags": [] }, { "id": 18219, "title": "川普增派第三艘航母赴中东伊朗45天最后通牒到期", "shortTitle": "川普增派第三艘航母赴中东伊朗45天最后通牒到期", "img": "https://cimg.cnyes.cool/prod/news/6619976/l/2407cb00e7da76165d98572f248ccf7f.jpg", "description": "美军向中东增派第3个航母战斗群及海军陆战队，预计增援9,000至10,000人，驻中东总兵力恐破6万
伊朗45天最后通牒于10月1日到期，一艘可载250万桶原油VLCC在阿曼外海遭击中起火
美军增兵与中国暂停成品油出口，加深供应短缺疑虑，布兰特原油收102.31美元、WTI收92.87美元", "createdAt": "2026-10-01T21:58:13.000Z", "author": "网络", "pv": 68, "pinyin": "mg", "name": "美股", "path": "/new/mg", "tags": [] }, { "id": 18220, "title": "Disney电视业务拟大重组传将裁数百人、整并部门转向串流", "shortTitle": "Disney电视业务拟大重组传将裁数百人、整并部门转向串流", "img": "https://cimg.cnyes.cool/prod/news/6619984/l/31e97c7e36f0e5b6a6aa9487d412eeb0.jpg", "description": "Disney规划重整电视业务, 可能裁减数百人并整并ABC Entertainment、20th Television、Hulu Originals等部门
重组目标把传统线性电视频道架构改为以串流消费者为中心
Disney今年已多次裁员, 因有线电视利润受压与串流获利未补缺口, 持续简化组织", "createdAt": "2026-10-01T21:50:03.000Z", "author": "网络", "pv": 73, "pinyin": "mg", "name": "美股", "path": "/new/mg", "tags": [] }, { "id": 18221, "title": "〈美股盘后〉美债回暖！三大指数收涨迎10月美光弹升3%", "shortTitle": "〈美股盘后〉美债回暖！三大指数收涨迎10月美光弹升3%", "img": "https://cimg.cnyes.cool/prod/news/6619684/l/0f3adee7720782f483be48a7aad49146.jpg", "description": "美债殖利率回落，美股周四三大指数收红，费半涨1.59%；科技股受美光财报优于预期与Anthropic IPO消息带动。
联准会副主席杰佛森称是否再升息需更多时间，市场对近期升息疑虑降温。
ISM投入价格指数升至77.9、油价大涨，通膨与中东局势仍压抑大盘涨幅。", "createdAt": "2026-10-01T21:47:25.000Z", "author": "网络", "pv": 73, "pinyin": "mg", "name": "美股", "path": "/new/mg", "tags": [] } ] }, "_locals": {}, "cache": false }