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2026-10-01 网络 阅读(74)



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2026-10-01 网络 阅读(75)





2026-10-01 网络 阅读(74)



2026-10-01 网络 阅读(75)




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"title": "美光AI记忆体需求续强长约续增至320亿美元、FY2027供需更吃紧",
"shortTitle": "美光AI记忆体需求续强长约续增至320亿美元、FY2027供",
"img": "",
"description": "2026年10月01日(优分析/产业数据中心报导)⸺ 美光Micron Technology(MU-US)公布最新财报与展望,受AI资料中心带动高频宽记忆体(HBM)及储存需求持续升温,公司预估下一季营收将高于市场预期,同时透露客户长期供应协议的财务承诺已由6月公布的220亿美元提高至320亿美元,且多数以现金预付款形式支付,显示客户为确保记忆体供应,提前锁定产能的意愿持续升高。 美光执行长Sanjay Mehrotra表示,相较2026会计年度,公司预期2027及2028会计年度记忆体与储存市",
"createdAt": "2026-10-01T00:00:06.000Z",
"author": "网络",
"pv": 75,
"pinyin": "mg",
"name": "美股",
"path": "/new/mg",
"tags": []
},
{
"id": 18033,
"title": "美股重点新闻摘要2026年10月01日",
"shortTitle": "美股重点新闻摘要2026年10月01日",
"img": "https://cimg.cnyes.cool/prod/news/6618805/l/21b3c70b3298af622891e491f187f81f.jpg",
"description": "今日操盘前瞻 美国上周初领失业金人数 美国9月ISM制造业指数 〈财报〉美光Q4优预期财测强劲 资料中心营收暴增11倍 美光科技(Micron Technology)(MU-US)周三(9/30)盘后公布2026会计年度第四季财报(截至9/3),表现优于预期,资料中心营收更较去年同期暴增约11倍,这家记忆体晶片制造商持续受惠于AI基础设施需求飙升。股价在盘后变动不大。全文详读 Muse带旺AI题材 Meta 9月暴涨27%创近四年最佳单月表现 Meta (META-US) 受惠于个人 AI 代理",
"createdAt": "2026-10-01T00:00:05.000Z",
"author": "网络",
"pv": 63,
"pinyin": "mg",
"name": "美股",
"path": "/new/mg",
"tags": []
},
{
"id": 18034,
"title": "卡什卡利「放鹰」:通膨已蔓延至服务业 仍需压制 预计今年再升息一次",
"shortTitle": "卡什卡利「放鹰」:通膨已蔓延至服务业 仍需压制 预计今年再",
"img": "https://cimg.cnyes.cool/prod/news/6619237/l/d898fc76d5844b957fe18ccb887ebf30.jpg",
"description": "卡什卡利称通膨已扩散至服务业,Fed仍保留升息选项。 他预期今年再升息一次、2027年再加息一次,最新数据未改判断。 美国经济仍强韧、失业率4.1%,但房地产承压;Fed待更多数据。",
"createdAt": "2026-09-30T23:58:46.000Z",
"author": "网络",
"pv": 69,
"pinyin": "mg",
"name": "美股",
"path": "/new/mg",
"tags": []
},
{
"id": 18035,
"title": "南韩砸2000亿美元投资美国 4家能源企业可望受惠",
"shortTitle": "南韩砸2000亿美元投资美国 4家能源企业可望受惠",
"img": "https://cimg.cnyes.cool/prod/news/6619216/l/c91a5888f7901b5af18447245d2919cb.jpg",
"description": "南韩将投资最多2000亿美元于美国战略项目,涵盖阿拉斯加LNG、核电与德州天然气发电。 投资计划另包括德州超过6GW天然气电厂,预计供应AI资料中心等高耗电设施。 ConocoPhillips、Baker Hughes、Cameco与Brookfield Renewable,皆可能受惠。",
"createdAt": "2026-09-30T23:40:05.000Z",
"author": "网络",
"pv": 56,
"pinyin": "mg",
"name": "美股",
"path": "/new/mg",
"tags": []
},
{
"id": 18023,
"title": "川普公布南韩对美2000亿美元投资计划 含阿拉斯加LNG",
"shortTitle": "川普公布南韩对美2000亿美元投资计划 含阿拉斯加LNG",
"img": "https://cimg.cnyes.cool/prod/news/6619208/l/88de4d46d6be06e0e26730707ca532f6.jpg",
"description": "川普称南韩拟投资美国能源建设最多 2000 亿美元,其中约 540 亿美元用于阿拉斯加 LNG 计划 白宫指阿拉斯加 LNG 将建 807 英里管线连接北坡与南部出口码头,施工约三年、出口再两年 韩方是否批准与实际出资未明;川普借此凸显关税成果,也被视为期中选举前造势",
"createdAt": "2026-09-30T23:20:03.000Z",
"author": "网络",
"pv": 105,
"pinyin": "mg",
"name": "美股",
"path": "/new/mg",
"tags": []
}
]
},
"_locals": {},
"cache": false
}