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2026-06-30 网络 阅读（54）
2026-06-30 网络 阅读（57）
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"description": "在 AI 热潮的大部分时间里，投资人一直将这项交易视为前往晶片货架的一次越来越昂贵的购物之旅。辉达和美光已成为人工智慧的明显代名词。但 AI 经济的下一阶段可能不再聚焦于让机器变得更大，而更多关注于让它「活」起来。",
"createdAt": "2026-06-30T00:30:04.000Z",
"author": "网络",
"pv": 43,
"pinyin": "mg",
"name": "美股",
"path": "/new/mg",
"tags": []
},
{
"id": 4380,
"title": "路透：腾讯、长鑫存储签下200亿大单",
"shortTitle": "路透：腾讯、长鑫存储签下200亿大单",
"img": "https://cimg.cnyes.cool/prod/news/6516654/l/2967e039a451f7730e0f72f2f5e42499.jpg",
"description": "据《路透社》29 日（周一）报导，三位知情人士透露，长鑫存储已与腾讯控股签署一份长期供货协议，金额超人民币 200 亿元（29.4 亿美元）。",
"createdAt": "2026-06-30T00:25:22.000Z",
"author": "网络",
"pv": 91,
"pinyin": "hk",
"name": "港股",
"path": "/new/hk",
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},
{
"id": 4377,
"title": "AI带动半导体股狂飙 但「科技七巨头」却失宠？分析师示警重演2021年股市触顶讯号",
"shortTitle": "AI带动半导体股狂飙 但「科技七巨头」却失宠？分析师示警重演",
"img": "https://cimg.cnyes.cool/prod/news/6516595/l/a0a016d5ad6336da1fb5619b6806b3ec.jpg",
"description": "半导体类股今年在人工智慧 (AI) 需求推动下大幅飙升，背后主要受惠于「科技七巨头」(Magnificent Seven) 持续扩大 AI 投资，然而真正砸下巨额资本支出的科技七巨头，今年股价表现却远不如半导体族群。Ned Davis Research 策略师指出，半导体股与科技七巨头近期出现走势分歧程度加大，可能成为整体股市的一项警讯。 科技七巨头包括 Alphabet(GOOGL-US)、Meta(META-US)、亚马逊 (AMZN-US)、苹果 (AAPL-US)、微软 (MSFT-US",
"createdAt": "2026-06-30T00:20:08.000Z",
"author": "网络",
"pv": 57,
"pinyin": "mg",
"name": "美股",
"path": "/new/mg",
"tags": []
},
{
"id": 4381,
"title": "巨亨速报 - Factset 最新调查：京元电子(2449-TW)EPS预估上修至9.79元，预估目标价为370元",
"shortTitle": "巨亨速报 - Factset 最新调查：京元电子(2449-",
"img": "",
"description": "FactSet 最新调查：京元电子(2449-TW)EPS预估上修，预估EPS、预估营收、目标价、历史获利表现、即时新闻资讯。",
"createdAt": "2026-06-30T00:10:37.000Z",
"author": "网络",
"pv": 48,
"pinyin": "tw",
"name": "台股",
"path": "/new/tw",
"tags": []
}
]
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