天天财经-提供金融入门知识-投资理财技巧-热点新闻

纬颖(6669)一配二后股价腰斩？网友：结婚基金大缩水？杜金龙揭主力「增肌减脂」洗盘真相：买点浮现了！
2026-10-24 网络阅读（48）
「原本把辛苦存的结婚基金全押在纬颖，9 月营收明明大翻倍，怎么股价却从 7,000 多元一路摔到 2,000 多元？我的婚礼预算直接缩水一半！」最近在各大财经论坛与社群平台上，不少抱着伺服器股王纬颖(6669-TW)的投资人哀鸿遍野。明明 AI 伺服器需求如日中天、营收年增率高达一倍，帐面上的股价却像「腰斩」一样惨烈。这档曾经问鼎「万金股」呼声最高的 AI 飙王，到底发生了什么事？是真的基本面反转，还是主力设下的洗盘陷阱？台股老先觉杜金龙在优分析的《股民想知道》节目中一针见血指出：「这不是大
咔嚓一声！多位网友晒图：iPhone Duo刚到手萤幕就裂开
2026-10-24 网络阅读（40）
苹果首款折叠机iPhone Duo 开售首日，在社交媒体上就开始流传多张萤幕出现裂纹的照片。裂纹多沿折叠线向萤幕中心延伸，并向右侧边缘出现一排疑似坏点，损坏形态较为相似。目前来看，应该是iPhone Duo铰链出现一些问题，但规模不算大。
OpenAI奥特曼示警AI恐加剧贫富差距！吁限制自我进化速度
2026-10-24 网络阅读（89）
奥特曼警告AI自我改进若失控恐放大不平等，主张对RSI发展速度设限制。他称AI目前无意识，但反对把模型塑造成具人格权利，强调重大决策应由人类掌握。奥特曼看好AI助科学突破与个人助手，惟算力需求无上限，OpenAI正布局自研晶片与新硬体。
标普要「火上浇油」AI债务危机？示警美国资料中心信用降评风险
2026-10-24 网络阅读（43）
标普警告，美国资料中心扩张遭地方禁令、审查延宕与社区反对，恐升高信用风险。标普追踪146个延误或取消专案，约四分之三与地方反对直接相关，全美40州已有限制。若工程未如期完工，开发商可能面临租金减免或租户解约，进一步压低信用品质。
Fed周三会议有哪些看点？专家：短期升息压力仍在
2026-10-24 网络阅读（41）
市场预期Fed周三按兵不动，FOMC升息0.25个百分点机率约10% 官员近期讨论10月是否再升息；多数专家估12月仍可能升息若10月暂停，Fed可评估伊朗战争推升燃料价对通膨影响，华许记者会受瞩目
为何机构都在大幅减仓AI？高盛：市场重估「做多AI、做空其他资产」交易
2026-10-24 网络阅读（41）
高盛称上周科技股出现史上最大抛售，市场正重估「做多AI、做空其他资产」交易。 Privorotsky指明年AI资本支出恐达1.1兆美元，但业者须证明订单能转为营收与回报。 AI扩张同时受电力缺口40至50GW、融资成本上升与信用风险升高限制。
Anthropic会延后「超级IPO」吗？AI股回档添变数、时程相当紧迫
2026-10-24 网络阅读（44）
Anthropic传计划11月中旬IPO，估值上看2兆美元。 SEC要求路演前至少15天公开S-1，若11月16日启动路演、24日上市，最晚须下周末前送件。 AI股卖压加剧，CoreWeave两周跌约30%、美光一个月跌17%；但资金需求仍可能推动Anthropic上市。
高盛示警：AI恐取代9%劳工！经济若衰退恐加剧裁员
2026-10-24 网络阅读（40）
高盛估AI最多使9%劳工离职，约1500万名工作受冲击；去年预测为6%至7%。高盛称美国与已开发经济体生产力可升15%，但AI对就业冲击将逐步扩大。美国企业9月裁员中AI占21%，科技业占29%；入门白领工作仍面临威胁。
散户抄底半导体股惨套牢！SOXL单周吸金61亿美元、10月暴跌逾43%
2026-10-24 网络阅读（65）
SOXL上周吸金61亿美元创新高，但半导体股未反弹反而续跌，抄底资金迅速转亏。 SOXL本周再跌10.8%，周四重挫20.5%，10月以来累跌逾43%。市场卖压来自AI投资回报疑虑，科技巨头AI支出能否转化获利受检视。
亚马逊CEO：云端算力已售罄至2027年
2026-10-24 网络阅读（37）
Jassy：AWS云端运算产能大多已售罄至2027年，部分预约延伸至2028年。亚马逊AI基础建设需求强劲，正加速追赶；2026年资本支出约2200亿美元。 Jassy称2026年产能已售罄，增资不算糟糕运用；亚马逊10/29盘后公布Q3财报。

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裂纹多沿折叠线向萤幕中心延伸，并向右侧边缘出现一排疑似坏点，损坏形态较为相似。
目前来看，应该是iPhone Duo铰链出现一些问题，但规模不算大。", "createdAt": "2026-10-24T11:38:53.000Z", "author": "网络", "pv": 40, "pinyin": "mg", "name": "美股", "path": "/new/mg", "tags": [] }, { "id": 21727, "title": "OpenAI奥特曼示警AI恐加剧贫富差距！吁限制自我进化速度", "shortTitle": "OpenAI奥特曼示警AI恐加剧贫富差距！吁限制自我进化速度", "img": "https://cimg.cnyes.cool/prod/news/6637075/l/2e7f7af527e928e1d4d1856d9e809a45.jpg", "description": "奥特曼警告AI自我改进若失控恐放大不平等，主张对RSI发展速度设限制。
他称AI目前无意识，但反对把模型塑造成具人格权利，强调重大决策应由人类掌握。
奥特曼看好AI助科学突破与个人助手，惟算力需求无上限，OpenAI正布局自研晶片与新硬体。", "createdAt": "2026-10-24T11:10:06.000Z", "author": "网络", "pv": 89, "pinyin": "AI", "name": "科技", "path": "/new/AI", "tags": [] }, { "id": 21725, "title": "标普要「火上浇油」AI债务危机？示警美国资料中心信用降评风险", "shortTitle": "标普要「火上浇油」AI债务危机？示警美国资料中心信用降评风险", "img": "https://cimg.cnyes.cool/prod/news/6637159/l/bf61e5aadae85f3374997b249612e195.jpg", "description": "标普警告，美国资料中心扩张遭地方禁令、审查延宕与社区反对，恐升高信用风险。
标普追踪146个延误或取消专案，约四分之三与地方反对直接相关，全美40州已有限制。
若工程未如期完工，开发商可能面临租金减免或租户解约，进一步压低信用品质。", "createdAt": "2026-10-24T10:10:02.000Z", "author": "网络", "pv": 43, "pinyin": "mg", "name": "美股", "path": "/new/mg", "tags": [] }, { "id": 21726, "title": "Fed周三会议有哪些看点？专家：短期升息压力仍在", "shortTitle": "Fed周三会议有哪些看点？专家：短期升息压力仍在", "img": "https://cimg.cnyes.cool/prod/news/6636975/l/d8d25d82300f5565f576a7a60765517f.jpg", "description": "市场预期Fed周三按兵不动，FOMC升息0.25个百分点机率约10%
官员近期讨论10月是否再升息；多数专家估12月仍可能升息
若10月暂停，Fed可评估伊朗战争推升燃料价对通膨影响，华许记者会受瞩目", "createdAt": "2026-10-24T10:00:04.000Z", "author": "网络", "pv": 41, "pinyin": "mg", "name": "美股", "path": "/new/mg", "tags": [] }, { "id": 21720, "title": "为何机构都在大幅减仓AI？高盛：市场重估「做多AI、做空其他资产」交易", "shortTitle": "为何机构都在大幅减仓AI？高盛：市场重估「做多AI、做空其他", "img": "https://cimg.cnyes.cool/prod/news/6637158/l/5505dcba51f5f1dea9b4a02ed6df8957.jpg", "description": "高盛称上周科技股出现史上最大抛售，市场正重估「做多AI、做空其他资产」交易。
Privorotsky指明年AI资本支出恐达1.1兆美元，但业者须证明订单能转为营收与回报。
AI扩张同时受电力缺口40至50GW、融资成本上升与信用风险升高限制。", "createdAt": "2026-10-24T09:10:05.000Z", "author": "网络", "pv": 41, "pinyin": "mg", "name": "美股", "path": "/new/mg", "tags": [] }, { "id": 21715, "title": "Anthropic会延后「超级IPO」吗？AI股回档添变数、时程相当紧迫", "shortTitle": "Anthropic会延后「超级IPO」吗？AI股回档添变数、", "img": "https://cimg.cnyes.cool/prod/news/6637079/l/2d227b8802a155e783ab1edfff8fcfba.jpg", "description": "Anthropic传计划11月中旬IPO，估值上看2兆美元。
SEC要求路演前至少15天公开S-1，若11月16日启动路演、24日上市，最晚须下周末前送件。
AI股卖压加剧，CoreWeave两周跌约30%、美光一个月跌17%；但资金需求仍可能推动Anthropic上市。", "createdAt": "2026-10-24T08:04:43.000Z", "author": "网络", "pv": 44, "pinyin": "AI", "name": "科技", "path": "/new/AI", "tags": [] }, { "id": 21716, "title": "高盛示警：AI恐取代9%劳工！经济若衰退恐加剧裁员", "shortTitle": "高盛示警：AI恐取代9%劳工！经济若衰退恐加剧裁员", "img": "https://cimg.cnyes.cool/prod/news/6637080/l/1cbf3614d94cd6b8d5edbb9b424928c0.jpg", "description": "高盛估AI最多使9%劳工离职，约1500万名工作受冲击；去年预测为6%至7%。
高盛称美国与已开发经济体生产力可升15%，但AI对就业冲击将逐步扩大。
美国企业9月裁员中AI占21%，科技业占29%；入门白领工作仍面临威胁。", "createdAt": "2026-10-24T07:40:05.000Z", "author": "网络", "pv": 40, "pinyin": "AI", "name": "科技", "path": "/new/AI", "tags": [] }, { "id": 21710, "title": "散户抄底半导体股惨套牢！SOXL单周吸金61亿美元、10月暴跌逾43%", "shortTitle": "散户抄底半导体股惨套牢！SOXL单周吸金61亿美元、10月暴", "img": "https://cimg.cnyes.cool/prod/news/6637078/l/0ff925502fc9057bf2ce5e1fa4909a4d.jpg", "description": "SOXL上周吸金61亿美元创新高，但半导体股未反弹反而续跌，抄底资金迅速转亏。
SOXL本周再跌10.8%，周四重挫20.5%，10月以来累跌逾43%。
市场卖压来自AI投资回报疑虑，科技巨头AI支出能否转化获利受检视。", "createdAt": "2026-10-24T07:10:02.000Z", "author": "网络", "pv": 65, "pinyin": "mg", "name": "美股", "path": "/new/mg", "tags": [] }, { "id": 21711, "title": "亚马逊CEO：云端算力已售罄至2027年", "shortTitle": "亚马逊CEO：云端算力已售罄至2027年", "img": "https://cimg.cnyes.cool/prod/news/6637054/l/728ab38ba0981ef7cbf7ada7bd0d4371.jpg", "description": "Jassy：AWS云端运算产能大多已售罄至2027年，部分预约延伸至2028年。
亚马逊AI基础建设需求强劲，正加速追赶；2026年资本支出约2200亿美元。
Jassy称2026年产能已售罄，增资不算糟糕运用；亚马逊10/29盘后公布Q3财报。", "createdAt": "2026-10-24T07:00:04.000Z", "author": "网络", "pv": 37, "pinyin": "mg", "name": "美股", "path": "/new/mg", "tags": [] } ] }, "_locals": {}, "cache": false }