天天财经-提供金融入门知识-投资理财技巧-热点新闻

甲骨文裁员冲击开发人员与工程师云端基础架构部门成重灾区
2026-09-23 网络阅读（71）
甲骨文最新一轮裁员重创云端基础架构部门，软体开发人员、工程师及经理受影响最深美洲云端基础架构546人遭裁，占7185人7.6%；第3级软体开发人员最多，57人失业公司称裁员与重组相关，预计成本28亿美元，2027会计年度将投入900亿至950亿美元建资料中心
花旗调查：通膨已成为家族办公室头号担忧正加速布局黄金与股票
2026-09-23 网络阅读（84）
根据花旗最新发布的《2026年全球家族办公室报告》，通膨已成为超高净值投资者最担心的问题。报告涵盖40多国、逾350个家族办公室，这项在今年6-7月进行的调查聚焦在他们如何在充满不确定性的环境下，应对日益复杂的投资及财富管理挑战。与上一轮调查相比，通膨已取代贸易战和关税，排到风险关注首位，利率变化和全球金融体系稳定性紧随其后。花旗财富管理负责人Andy Sieg表示，家族办公室虽关注通膨与营运成本，但未全面撤出风险资产。逾90%接受花旗调查的机构表示，今年投资组合实现正收益，今年上半年近半
〈台泥拓展东欧市场〉拟以212亿元企业价值并购乌克兰第二大水泥公司
2026-09-23 网络阅读（69）
台泥拟以不超过7.5亿欧元收购乌克兰IFCEM等公司100%股权。 IFCEM为乌克兰第二大水泥公司，市占率约36%、年产能约400万吨，2025年营收年增20.3%。台泥若完成并购IFCEM，欧洲水泥版图将由南欧、西欧延伸至东欧。
NAND不再只是储存商品 SanDisk目标价喊到2400美元、还能涨30％
2026-09-23 网络阅读（68）
Rosenblatt 分析师 Kevin Cassidy 首次将 SanDisk 纳入追踪，给予买进评等。 2027 会计年度SanDisk资料中心营收可望达到217 亿美元。 SanDisk新商业模式协议已与 8 家主要 NAND 客户合作，提升需求能见度并降低产业循环波动。
OpenAI扩大GPT-6产品线 Sol、Luna双双降价50%
2026-09-23 网络阅读（76）
OpenAI 周二推出 GPT-6 Sol 与 GPT-6 Luna，扩充 GPT-6 产品线两款模型沿用 Astra 部分能力，API 价格较 GPT-5.6 促销价降 50% Sol、Luna 已供部分付费用户使用，OpenAI 将分阶段部署以维持稳定
思科跌逾4% Piper Sandler下调目标价忧成长见顶
2026-09-23 网络阅读（80）
Piper Sandler将思科目标价由132美元下调至125美元，股价周二跌4.5%。分析师称因市场忧虑产业成长接近高峰，下调本益比倍数预期；思科周二收106.44美元。思科上月Q4营收172.5亿美元优于预估，8月财测估2027会计年度营收成长近15%。
巴菲特卸任告别信留下「4字箴言」点破投资市场不败法则
2026-09-23 网络阅读（69）
巴菲特18日发布告别信，宣布即刻卸下波克夏董事长，结束61年掌舵生涯。信中写下四字箴言「时间终会胜出」；他称时间对人生与股市都是最后赢家。他表示对波克夏未来比以往更有信心；标普500过去50年累涨2100%，含股息再投资总报酬4530%。
高通一次推两款新手机晶片聚焦AI代理
2026-09-23 网络阅读（68）
高通推出Snapdragon 8 Elite Extreme Gen 6与Snapdragon 8 Elite Gen 6。两款新晶片主打智慧代理AI，强调AI代理与模型可直接在装置上运行、降低云端使用成本。高通持续降低对手机依赖，布局AI资料中心等业务；股价周二涨2.08%至198.27美元。
马斯克、黄仁勋与库克赴宴见习近平一文看懂他们对中国的诉求
2026-09-23 网络阅读（71）
特斯拉2025年在中国营收209.6亿美元，但中国纯电动车市占率已跌至6.6%。辉达H20遭美国出口管制认列45亿美元费用，H200在中国销售仍受限制。苹果2025会计年度大中华区营收644亿美元，花旗全资证券公司仍待北京核准。
〈纽约汇市〉美元徘徊近8周高点 Fed官员强调通膨风险
2026-09-23 网络阅读（62）
美元指数涨0.1%至100.54，创7月29日来新高，延续Fed上周升息带动 Fed上周升息至3.75%-4.00%，至少12名FOMC成员预期今年还会再升息一次欧元区9月消费者信心转弱，欧元跌0.2%至1.1448美元；日元持平于157.38

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"articleList": { "total": 19425, "current": 642, "pageSize": 10, "list": [ { "id": 17055, "title": "甲骨文裁员冲击开发人员与工程师云端基础架构部门成重灾区", "shortTitle": "甲骨文裁员冲击开发人员与工程师云端基础架构部门成重灾区", "img": "https://cimg.cnyes.cool/prod/news/6613590/l/566fbcba8e93491ad6d2fc88281ccd81.jpg", "description": "甲骨文最新一轮裁员重创云端基础架构部门，软体开发人员、工程师及经理受影响最深
美洲云端基础架构546人遭裁，占7185人7.6%；第3级软体开发人员最多，57人失业
公司称裁员与重组相关，预计成本28亿美元，2027会计年度将投入900亿至950亿美元建资料中心", "createdAt": "2026-09-22T23:30:08.000Z", "author": "网络", "pv": 71, "pinyin": "mg", "name": "美股", "path": "/new/mg", "tags": [] }, { "id": 17042, "title": "花旗调查：通膨已成为家族办公室头号担忧正加速布局黄金与股票", "shortTitle": "花旗调查：通膨已成为家族办公室头号担忧正加速布局黄金与股票", "img": "https://cimg.cnyes.cool/prod/news/6613465/l/a9f92425a448fde5f455eddca14ce32b.jpg", "description": "根据花旗最新发布的《2026年全球家族办公室报告》，通膨已成为超高净值投资者最担心的问题。报告涵盖40多国、逾350个家族办公室，这项在今年6-7月进行的调查聚焦在他们如何在充满不确定性的环境下，应对日益复杂的投资及财富管理挑战。与上一轮调查相比，通膨已取代贸易战和关税，排到风险关注首位，利率变化和全球金融体系稳定性紧随其后。花旗财富管理负责人Andy Sieg表示，家族办公室虽关注通膨与营运成本，但未全面撤出风险资产。逾90%接受花旗调查的机构表示，今年投资组合实现正收益，今年上半年近半", "createdAt": "2026-09-22T23:20:04.000Z", "author": "网络", "pv": 84, "pinyin": "mg", "name": "美股", "path": "/new/mg", "tags": [] }, { "id": 17048, "title": "〈台泥拓展东欧市场〉拟以212亿元企业价值并购乌克兰第二大水泥公司", "shortTitle": "〈台泥拓展东欧市场〉拟以212亿元企业价值并购乌克兰第二大", "img": "https://cimg.cnyes.cool/prod/news/6613621/l/eb52f9b12feb1debdfe669fef0150af8.jpg", "description": "台泥拟以不超过7.5亿欧元收购乌克兰IFCEM等公司100%股权。
IFCEM为乌克兰第二大水泥公司，市占率约36%、年产能约400万吨，2025年营收年增20.3%。
台泥若完成并购IFCEM，欧洲水泥版图将由南欧、西欧延伸至东欧。", "createdAt": "2026-09-22T23:15:30.000Z", "author": "网络", "pv": 69, "pinyin": "tw", "name": "台股", "path": "/new/tw", "tags": [] }, { "id": 17043, "title": "NAND不再只是储存商品 SanDisk目标价喊到2400美元、还能涨30％", "shortTitle": "NAND不再只是储存商品 SanDisk目标价喊到2400美", "img": "https://cimg.cnyes.cool/prod/news/6613511/l/c7079153df38a3fc2168607558ac07e0.jpg", "description": "Rosenblatt 分析师 Kevin Cassidy 首次将 SanDisk 纳入追踪，给予买进评等。
2027 会计年度SanDisk资料中心营收可望达到217 亿美元。
SanDisk新商业模式协议已与 8 家主要 NAND 客户合作，提升需求能见度并降低产业循环波动。", "createdAt": "2026-09-22T23:10:43.000Z", "author": "网络", "pv": 68, "pinyin": "mg", "name": "美股", "path": "/new/mg", "tags": [] }, { "id": 17044, "title": "OpenAI扩大GPT-6产品线 Sol、Luna双双降价50%", "shortTitle": "OpenAI扩大GPT-6产品线 Sol、Luna双双降价5", "img": "https://cimg.cnyes.cool/prod/news/6613556/l/5ba90fba11487c754e33f8582a38dcf4.jpg", "description": "OpenAI 周二推出 GPT-6 Sol 与 GPT-6 Luna，扩充 GPT-6 产品线
两款模型沿用 Astra 部分能力，API 价格较 GPT-5.6 促销价降 50%
Sol、Luna 已供部分付费用户使用，OpenAI 将分阶段部署以维持稳定", "createdAt": "2026-09-22T23:01:49.000Z", "author": "网络", "pv": 76, "pinyin": "mg", "name": "美股", "path": "/new/mg", "tags": [] }, { "id": 17045, "title": "思科跌逾4% Piper Sandler下调目标价忧成长见顶", "shortTitle": "思科跌逾4% Piper Sandler下调目标价忧成长见", "img": "https://cimg.cnyes.cool/prod/news/6613614/l/ffed973e0955483e9d74ab10caf69ff5.jpg", "description": "Piper Sandler将思科目标价由132美元下调至125美元，股价周二跌4.5%。
分析师称因市场忧虑产业成长接近高峰，下调本益比倍数预期；思科周二收106.44美元。
思科上月Q4营收172.5亿美元优于预估，8月财测估2027会计年度营收成长近15%。", "createdAt": "2026-09-22T23:00:35.000Z", "author": "网络", "pv": 80, "pinyin": "mg", "name": "美股", "path": "/new/mg", "tags": [] }, { "id": 17046, "title": "巴菲特卸任告别信留下「4字箴言」点破投资市场不败法则", "shortTitle": "巴菲特卸任告别信留下「4字箴言」点破投资市场不败法则", "img": "https://cimg.cnyes.cool/prod/news/6612706/l/53a0d9e0a0c9c6565488c017f5cd0db8.jpg", "description": "巴菲特18日发布告别信，宣布即刻卸下波克夏董事长，结束61年掌舵生涯。
信中写下四字箴言「时间终会胜出」；他称时间对人生与股市都是最后赢家。
他表示对波克夏未来比以往更有信心；标普500过去50年累涨2100%，含股息再投资总报酬4530%。", "createdAt": "2026-09-22T22:50:36.000Z", "author": "网络", "pv": 69, "pinyin": "mg", "name": "美股", "path": "/new/mg", "tags": [] }, { "id": 17047, "title": "高通一次推两款新手机晶片聚焦AI代理", "shortTitle": "高通一次推两款新手机晶片聚焦AI代理", "img": "https://cimg.cnyes.cool/prod/news/6613586/l/db55440dcefab9ce0721dcf017f605c3.jpg", "description": "高通推出Snapdragon 8 Elite Extreme Gen 6与Snapdragon 8 Elite Gen 6。
两款新晶片主打智慧代理AI，强调AI代理与模型可直接在装置上运行、降低云端使用成本。
高通持续降低对手机依赖，布局AI资料中心等业务；股价周二涨2.08%至198.27美元。", "createdAt": "2026-09-22T22:40:03.000Z", "author": "网络", "pv": 68, "pinyin": "mg", "name": "美股", "path": "/new/mg", "tags": [] }, { "id": 17034, "title": "马斯克、黄仁勋与库克赴宴见习近平一文看懂他们对中国的诉求", "shortTitle": "马斯克、黄仁勋与库克赴宴见习近平一文看懂他们对中国的诉求", "img": "", "description": "特斯拉2025年在中国营收209.6亿美元，但中国纯电动车市占率已跌至6.6%。
辉达H20遭美国出口管制认列45亿美元费用，H200在中国销售仍受限制。
苹果2025会计年度大中华区营收644亿美元，花旗全资证券公司仍待北京核准。", "createdAt": "2026-09-22T22:20:03.000Z", "author": "网络", "pv": 71, "pinyin": "mg", "name": "美股", "path": "/new/mg", "tags": [] }, { "id": 17035, "title": "〈纽约汇市〉美元徘徊近8周高点 Fed官员强调通膨风险", "shortTitle": "〈纽约汇市〉美元徘徊近8周高点 Fed官员强调通膨风险", "img": "https://cimg.cnyes.cool/prod/news/6613309/l/cd6cffc7a02e655df4d9d1f123d9906a.jpg", "description": "美元指数涨0.1%至100.54，创7月29日来新高，延续Fed上周升息带动
Fed上周升息至3.75%-4.00%，至少12名FOMC成员预期今年还会再升息一次
欧元区9月消费者信心转弱，欧元跌0.2%至1.1448美元；日元持平于157.38", "createdAt": "2026-09-22T22:10:37.000Z", "author": "网络", "pv": 62, "pinyin": "mg", "name": "美股", "path": "/new/mg", "tags": [] } ] }, "_locals": {}, "cache": false }