天天财经-提供金融入门知识-投资理财技巧-热点新闻

英美深化AI国防合作柏南赴联大宣布新伙伴关系
2026-09-22 网络阅读（83）
英国首相安迪·柏南22日将在联大宣布英美新AI国防伙伴关系，聚焦AI与自主技术。英国国防快速AI交付工作小组将与美国战争部首席数位与人工智慧办公室合作，加快可信赖、可互通能力交付。合作旨在强化关键基础设施防护与威慑威胁，英国并将于明年主办G20推动AI等全球议题合作。
AI撑起美股近半获利成长高盛警告：明年这股动力恐减弱
2026-09-22 网络阅读（60）
AI投资热潮今年贡献标普500近半获利增幅，但高盛警告明年起将因资本支出放缓、折旧费用上升而降温高盛估2027年及2028年标普500每股盈余各增11%，达415美元、460美元，增速明显低于今年第二季51% 高盛称若AI基建投资降温或晶片价格下跌，标普500获利恐缩水约10%
〈纽约汇市〉美元升至近8周高点欧元因德国政局受瞩
2026-09-22 网络阅读（73）
美元指数涨0.2%至100.43，创7月29日以来高点，延续Fed升息后强势欧元兑美元跌0.2%至1.1463，德国AfD州选举领先，增添欧洲政治风险美元兑日元升至157.36，日银升息至1.25%后，市场忧日本当局进一步干预
〈美股盘后〉那指大涨2%创收盘新高 AI股飙升、油价与美债殖利率降温助攻
2026-09-22 网络阅读（84）
美股周一反弹，道琼涨0.71%、那指涨2.26%，费半大涨4.29%，主因科技股走高、油价与美债殖利率回落。 AMD涨9.95%市值首度突破1兆美元，Meta也飙11.43%；高通、辉达等晶片股同步走强。中东局势升温带动油价波动，美国警告赴中东旅行风险；川普称本周联合国大会期间可能会见伊朗总统。
贝瑞再敲AI泡沫警钟！五巨头扛逾3兆美元表外承诺「当音乐停止」恐变真负债
2026-09-22 网络阅读（89）
贝瑞警告亚马逊、Meta、Alphabet、微软、甲骨文AI表外承诺逾3兆美元，市场恐低估风险其中未执行租赁约1.2兆美元、采购逾1.5兆美元，并涉及SPV、担保等义务若AI需求转弱，资料中心、晶片与长约成本恐压缩自由现金流并带来减损风险
〈台股盘前要闻〉联茂爆3.19亿元违约交割今年上市柜单次最高、0056规模突破8000亿元
2026-09-22 网络阅读（73）
台股盘前要闻 1.台股周一(21日)多头气势如虹，大盘上涨 538 点、以历史次高点 47,718 点亮丽收盘。不过，证交所晚间公告，北城证券申报铜箔基板(CCL)大厂联茂(6213-TW)巨额违约交割，金额高达 3.19 亿元。这不仅是今年 8、9 月以来首宗上市公司违约案件，更一举刷新今年上市柜单次违约交割的最高金额纪录。 2.美国利率政策尘埃落定后，市场正面反应联准会力抗通膨立场，台股近周涨逾千点，具殖利率题材的高股息ETF，由元大高股
【袁志峰专栏】中美元首会面利好中港股市
2026-09-22 网络阅读（77）
港股周一上扬，恒指收报25042点，升291点或1.2%，成交额按日减24%至2027亿元，南向资金净买入约41亿元。海尔智家(6690)跌逾4%，家电股逆市下跌；理想汽车、小鹏及美的同跌，板块表现偏弱。习近平将于23日至25日访美；美国拟订制药企业投资中国规则，或保留多数中国药品授权协议能力。
市场恐误判！德银示警：终点利率恐远超预期　升息未必导致股市下跌
2026-09-22 网络阅读（66）
德银指Fed、欧洲央行、日本央行近两周同步升息，全球主要央行已进入同步紧缩阶段市场可能低估本轮周期终点利率要升多高、并维持多久德银称大宗商品压力、金融条件偏松与历史经验显示，央行恐需更多升息才能压低需求
川习会前有新大单？波音先替市场期待降温
2026-09-22 网络阅读（70）
中国推进5月宣布采购200架波音飞机承诺葛里尔称约140架进展良好、10架转书面订单欧特柏格淡化追加订单预期，称由航空公司按步调宣布
AI真失控怎么办？川普：必要时让司法部出手
2026-09-22 网络阅读（87）
川普称美国司法部及执法机构必要时将介入约束AI风险，但不会阻碍产业发展川普强调美国目前领先中国及其他国家，将确保AI优势延续 Anthropic、OpenAI、马斯克、Google DeepMind等呼吁放慢AI开发、加强联邦监督；白宫目前采较宽松监管

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"articleList": { "total": 19461, "current": 661, "pageSize": 10, "list": [ { "id": 16843, "title": "英美深化AI国防合作柏南赴联大宣布新伙伴关系", "shortTitle": "英美深化AI国防合作柏南赴联大宣布新伙伴关系", "img": "https://cimg.cnyes.cool/prod/news/6612580/l/5c7058425460ba66fd7881298d4243bc.jpg", "description": "英国首相安迪·柏南22日将在联大宣布英美新AI国防伙伴关系，聚焦AI与自主技术。
英国国防快速AI交付工作小组将与美国战争部首席数位与人工智慧办公室合作，加快可信赖、可互通能力交付。
合作旨在强化关键基础设施防护与威慑威胁，英国并将于明年主办G20推动AI等全球议题合作。", "createdAt": "2026-09-21T22:30:03.000Z", "author": "网络", "pv": 83, "pinyin": "AI", "name": "科技", "path": "/new/AI", "tags": [] }, { "id": 16836, "title": "AI撑起美股近半获利成长高盛警告：明年这股动力恐减弱", "shortTitle": "AI撑起美股近半获利成长高盛警告：明年这股动力恐减弱", "img": "https://cimg.cnyes.cool/prod/news/6611547/l/f673796210d762bb8244a120dfde61c8.jpg", "description": "AI投资热潮今年贡献标普500近半获利增幅，但高盛警告明年起将因资本支出放缓、折旧费用上升而降温
高盛估2027年及2028年标普500每股盈余各增11%，达415美元、460美元，增速明显低于今年第二季51%
高盛称若AI基建投资降温或晶片价格下跌，标普500获利恐缩水约10%", "createdAt": "2026-09-21T22:20:02.000Z", "author": "网络", "pv": 60, "pinyin": "mg", "name": "美股", "path": "/new/mg", "tags": [] }, { "id": 16837, "title": "〈纽约汇市〉美元升至近8周高点欧元因德国政局受瞩", "shortTitle": "〈纽约汇市〉美元升至近8周高点欧元因德国政局受瞩", "img": "https://cimg.cnyes.cool/prod/news/6612188/l/0e808ae5c34bd2f01d1a18c422f94490.jpg", "description": "美元指数涨0.2%至100.43，创7月29日以来高点，延续Fed升息后强势
欧元兑美元跌0.2%至1.1463，德国AfD州选举领先，增添欧洲政治风险
美元兑日元升至157.36，日银升息至1.25%后，市场忧日本当局进一步干预", "createdAt": "2026-09-21T22:15:15.000Z", "author": "网络", "pv": 73, "pinyin": "mg", "name": "美股", "path": "/new/mg", "tags": [] }, { "id": 16838, "title": "〈美股盘后〉那指大涨2%创收盘新高 AI股飙升、油价与美债殖利率降温助攻", "shortTitle": "〈美股盘后〉那指大涨2%创收盘新高 AI股飙升、油价与美债殖", "img": "https://cimg.cnyes.cool/prod/news/6612190/l/a2a91ac1397dd7650416fb5fddc20e53.jpg", "description": "美股周一反弹，道琼涨0.71%、那指涨2.26%，费半大涨4.29%，主因科技股走高、油价与美债殖利率回落。
AMD涨9.95%市值首度突破1兆美元，Meta也飙11.43%；高通、辉达等晶片股同步走强。
中东局势升温带动油价波动，美国警告赴中东旅行风险；川普称本周联合国大会期间可能会见伊朗总统。", "createdAt": "2026-09-21T21:44:31.000Z", "author": "网络", "pv": 84, "pinyin": "mg", "name": "美股", "path": "/new/mg", "tags": [] }, { "id": 16831, "title": "贝瑞再敲AI泡沫警钟！五巨头扛逾3兆美元表外承诺「当音乐停止」恐变真负债", "shortTitle": "贝瑞再敲AI泡沫警钟！五巨头扛逾3兆美元表外承诺「当音乐停", "img": "https://cimg.cnyes.cool/prod/news/6612418/l/8e52d59704c5feeb57e741d8e0cf63aa.jpg", "description": "贝瑞警告亚马逊、Meta、Alphabet、微软、甲骨文AI表外承诺逾3兆美元，市场恐低估风险
其中未执行租赁约1.2兆美元、采购逾1.5兆美元，并涉及SPV、担保等义务
若AI需求转弱，资料中心、晶片与长约成本恐压缩自由现金流并带来减损风险", "createdAt": "2026-09-21T21:20:02.000Z", "author": "网络", "pv": 89, "pinyin": "mg", "name": "美股", "path": "/new/mg", "tags": [] }, { "id": 16834, "title": "〈台股盘前要闻〉联茂爆3.19亿元违约交割今年上市柜单次最高、0056规模突破8000亿元", "shortTitle": "〈台股盘前要闻〉联茂爆3.19亿元违约交割今年上市柜单次最高", "img": "https://cimg.cnyes.cool/prod/news/6612402/l/717e3ff1259fa4c41471ce3971a60f02.jpg", "description": "台股盘前要闻  1.台股周一(21日)多头气势如虹，大盘上涨 538 点、以历史次高点 47,718 点亮丽收盘。不过，证交所晚间公告，北城证券申报铜箔基板(CCL)大厂联茂(6213-TW)巨额违约交割，金额高达 3.19 亿元。这不仅是今年 8、9 月以来首宗上市公司违约案件，更一举刷新今年上市柜单次违约交割的最高金额纪录。  2.美国利率政策尘埃落定后，市场正面反应联准会力抗通膨立场，台股近周涨逾千点，具殖利率题材的高股息ETF，由元大高股", "createdAt": "2026-09-21T21:10:02.000Z", "author": "网络", "pv": 73, "pinyin": "tw", "name": "台股", "path": "/new/tw", "tags": [] }, { "id": 16833, "title": "【袁志峰专栏】中美元首会面利好中港股市", "shortTitle": "【袁志峰专栏】中美元首会面利好中港股市", "img": "https://cimg.cnyes.cool/prod/news/6612416/l/45c2a7d98a4731bb5ca2f3a41ab9aefb.jpg", "description": "港股周一上扬，恒指收报25042点，升291点或1.2%，成交额按日减24%至2027亿元，南向资金净买入约41亿元。
海尔智家(6690)跌逾4%，家电股逆市下跌；理想汽车、小鹏及美的同跌，板块表现偏弱。
习近平将于23日至25日访美；美国拟订制药企业投资中国规则，或保留多数中国药品授权协议能力。", "createdAt": "2026-09-21T20:50:04.000Z", "author": "网络", "pv": 77, "pinyin": "hk", "name": "港股", "path": "/new/hk", "tags": [] }, { "id": 16832, "title": "市场恐误判！德银示警：终点利率恐远超预期　升息未必导致股市下跌", "shortTitle": "市场恐误判！德银示警：终点利率恐远超预期　升息未必导致股市下", "img": "https://cimg.cnyes.cool/prod/news/6612338/l/a612e272cbc31e156aa70230a5df9850.jpg", "description": "德银指Fed、欧洲央行、日本央行近两周同步升息，全球主要央行已进入同步紧缩阶段
市场可能低估本轮周期终点利率要升多高、并维持多久
德银称大宗商品压力、金融条件偏松与历史经验显示，央行恐需更多升息才能压低需求", "createdAt": "2026-09-21T20:40:05.000Z", "author": "网络", "pv": 66, "pinyin": "mg", "name": "美股", "path": "/new/mg", "tags": [] }, { "id": 16830, "title": "川习会前有新大单？波音先替市场期待降温", "shortTitle": "川习会前有新大单？波音先替市场期待降温", "img": "https://cimg.cnyes.cool/prod/news/6612507/l/604fb6f4cc19acadaa9a790c79624c74.jpg", "description": "中国推进5月宣布采购200架波音飞机承诺
葛里尔称约140架进展良好、10架转书面订单
欧特柏格淡化追加订单预期，称由航空公司按步调宣布", "createdAt": "2026-09-21T18:40:03.000Z", "author": "网络", "pv": 70, "pinyin": "mg", "name": "美股", "path": "/new/mg", "tags": [] }, { "id": 16829, "title": "AI真失控怎么办？川普：必要时让司法部出手", "shortTitle": "AI真失控怎么办？川普：必要时让司法部出手", "img": "https://cimg.cnyes.cool/prod/news/6612508/l/1dd6aa67a4535daf449da969eb627f0b.jpg", "description": "川普称美国司法部及执法机构必要时将介入约束AI风险，但不会阻碍产业发展
川普强调美国目前领先中国及其他国家，将确保AI优势延续
Anthropic、OpenAI、马斯克、Google DeepMind等呼吁放慢AI开发、加强联邦监督；白宫目前采较宽松监管", "createdAt": "2026-09-21T17:40:03.000Z", "author": "网络", "pv": 87, "pinyin": "AI", "name": "科技", "path": "/new/AI", "tags": [] } ] }, "_locals": {}, "cache": false }