天天财经-提供金融入门知识-投资理财技巧-热点新闻

美军再空袭伊朗美股期货走低川普称「不确定还想谈协议」
2026-07-09 网络阅读（56）
美国中央司令部周三 (8 日) 下午表示，美军再次对伊朗发动新一轮空袭，以回应德黑兰在荷姆兹海峡 (Strait of Hormuz) 及其周边海域袭击商船的行动。美股期货周三盘后小幅下跌。
AI交易怎么了？获利了结潮来袭科技股近七成深陷熊市
2026-07-09 网络阅读（51）
过去几个月一路带动美股上涨的人工智慧 (AI) 概念股，如今正在开始拖累科技股表现：标普 500 资讯科技指数成分股中，有多达 69% 的股票已从 52 周盘中高点回落逾 20%，正一一遁入技术性熊市。这究竟只是短暂修正，还是更大规模重启的开始？大型半导体股在此波修正中受创尤为严重。美光 (MU-US) 股价已自近期高点下跌 25%，博通 (Broadcom)(AVGO-US) 下跌 21%，迈威尔科技 (Marvell)(MRVL-US) 跌幅更达 30%。尽管这波回档幅度显著，部分分析师
瑞银揭夏季最强「零售股」！4大个股名单曝、有望击败大盘
2026-07-09 网络阅读（56）
瑞银（UBS）透过量化分析，根据估值、本益比与股价波动等三大指标，精选 2026 年夏季最看好的四档零售股，包括 Under Armour、Birkenstock、Boot Barn 及 Groupe Dynamite。分析师预期
〈纽约汇市〉美元由升转跌 Fed会议纪录偏鸽抵销避险需求
2026-07-09 网络阅读（54）
美元周三 (8 日) 小幅走低，稍早因华府与德黑兰紧张局势升温，一度受避险需求支撑，但随后公布的联准会 (Fed) 会议纪录显示，决策官员对货币政策前景看法分歧，抵销了避险买盘。
〈美股盘后〉川普称伊朗协议「已结束」标普收低辉达、博通领军费半涨超2%
2026-07-09 网络阅读（55）
美国股市周三 (8 日) 走势分歧，标普 500 与道琼指数收低，此前美国总统川普表示，旨在结束与伊朗战争的临时协议已经「结束」。不过，近期重挫的晶片股中，辉达 (NVDA-US) 与博通 (AVGO-US) 领涨支撑那斯达克与费半反弹。
美光、SanDisk逢低买盘进场华尔街：AI记忆体仍看好但须证明高价可持续
2026-07-09 网络阅读（63）
美光 (Micron Technology)(MU-US) 股价花了一年大涨至令人咋舌的高位后，市场投资人如今似乎变得更加挑剔与理性。 Futurum Equities 执行长兼首席市场策略师 Shay Boloor 指出，具体而言，在记忆体市场面临「极高期待」的情况下，投资人现在要求看到更多证据，来证明未来两年内这波景气循环仍能维持供不应求的格局。受惠于供需极度失衡，美光和记忆体、储存装置等业者都从晶片价格飙升中受益。但华尔街现在更想知道的是，这些晶片价格是否能在「客户开始反弹、供给逐步追上
华纳兄弟探索全面导入AI代理携手AWS 打造Agentic AI广告平台
2026-07-09 网络阅读（56）
华纳兄弟探索携手 AWS 打造 AI 广告平台，导入 Agentic AI 全面改造广告销售流程，透过自主 AI 代理协助媒体规划、投放与优化，盼提升广告成效并开拓新的营收来源。
〈台股盘前要闻〉测4万5后月线攻防、延长交易确定喊卡、零现股同步开盘年底前上路
2026-07-09 网络阅读（67）
台股盘前要闻
【袁志峰专栏】4大内银股皆升逾5%
2026-07-09 网络阅读（79）
今日推介 - 中国移动 (941, $78.5), 目标价 $85.0, 止损价 $75.0
Waymo再攻4座美国城市扩张脚步领先特斯拉与Zoox
2026-07-09 网络阅读（85）
Waymo 宣布未来几周将进军美国 4 座新城市，持续扩大全自动驾驶计程车版图。随着累计自驾载客突破 2,000 万趟，Waymo 加速布局市场，也进一步拉开与特斯拉、Zoox 等竞争对手的差距。

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