天天财经-提供金融入门知识-投资理财技巧-美股

Google送4枚TPU晶片上太空 Project Suncatcher启动轨道测试
2026-10-13 网络阅读（44）
Project Suncatcher首枚原型卫星搭乘SpaceX Transporter-18成功入轨，地面团队已建立联系，运作符合预期。卫星搭载4枚自研TPU，用以测试太空中的震动、辐射、极端温度与散热限制。 Google拟明年再发射两枚卫星测试雷射通讯，以期日后在轨道建立太空AI资料中心。
Meta大涨3% 全新Muse AI模型直接挑战OpenAI与Anthropic
2026-10-13 网络阅读（51）
Meta发布Muse Wonder与Muse Wonder Full两款AI模型，称公开测试可与OpenAI、Anthropic竞争。 Muse Wonder将用于个人AI助理，亦可透过API与Muse Code使用。 Meta涨3.4%；2026年资本支出估达1,300亿至1,450亿美元。
高殖利率该出手了？华尔街看见美债价值仍提醒别急着抄底
2026-10-13 网络阅读（57）
高盛看好10年期美债、花旗偏好2至3年期；摩根士丹利、三菱日联也认为美债已具吸引力市场聚焦本周CPI与Fed决策，花旗估核心CPI月增0.18%，美银称10月升息机率约19% 长债供给、期中选举与AI资本支出等变数未明，殖利率走高不等于价格落底
砸重金挖人才终于交卷！Meta推最强AI模型叫阵ChatGPT与Claude
2026-10-13 网络阅读（56）
Meta推出Muse Wonder与Muse Wonder Full，称目前最强AI。新模型主打程式设计、金融、法律与AI代理，将先用于Muse订阅、Muse Code及Meta Model API。祖克柏重整AI团队并投资Scale AI 140亿美元，追赶OpenAI、Anthropic。
利率小步快调别等以后大幅升息！Fed哈玛克释鹰派讯号
2026-10-13 网络阅读（51）
哈玛克称通膨已扩及多领域，Fed应维持限制性政策，必要时更快小幅调整，避免通膨心态根深蒂固。她表示AI建设推高电脑、电子等零组件成本，也波及航空、发电与建筑；9月PCE年增3.4%，核心PCE年增3%。哈玛克认为美国经济仍可承受进一步紧缩，且Fed可能还需升息。
跌下来反而更值得买？高盛升评全球股市看好财报助攻
2026-10-13 网络阅读（49）
高盛将全球股市3个月配置由「中立」升至「加码」，看好企业获利成长与近期回档后估值更具吸引力高盛忧油价、利率、债务压力与美国期中选举不确定性升高波动，但仍维持亚洲、美股加码，欧股减码高盛同步将12个月公债配置升至「加码」，称债券将由拖累转为投组避险工具
机会还是警讯？美银行股财报前陷技术性修正抄底减码看法分歧
2026-10-13 网络阅读（47）
美大型银行财报季前修正，KBW银行指数自8月中旬跌逾10%，美债殖利率急升、Fed升息成焦点。分析师估花旗、高盛、摩根大通等单季交易收入近190亿美元，放款可望年增，但信用品质受高利率考验。银行高层对消费者还款与经济前景料转趋谨慎，财报反弹能否延续仍待观察。
记忆体还在大赚、股市已怕盛宴散场！美光失守千美元
2026-10-13 网络阅读（47）
美光、SanDisk股价连跌，美光跌破1,000美元，市场担忧记忆体获利接近高峰。南韩KOSPI跌3.65%、KOSDAQ跌4.8%，三星与SK海力士受外资卖超与回购退场压力。长鑫存储传4F² DRAM进展，若如期量产恐加剧2028年供给压力，南亚科亮眼财报仍难消疑虑。
晶片买得到、钱却更难找！博通执行长点破AI扩张难题
2026-10-12 网络阅读（53）
博通执行长陈福阳称，AI成长最大限制已从晶片转为资金。博通AI晶片营收展望上调至2027年10月止约1,150亿美元，2028会计年度估约2,300亿美元。 AI资料中心需先投入建筑、运算与网路成本，利率上升使筹资更难、扩张受压。
年底还能再涨一波？标普500企业获利估增25% 全球股市等财报拿出真本事
2026-10-12 网络阅读（53）
全球股市盼第三季财报证明高估值有基本面支撑，标普500获利估年增25%。 AI财报门槛升高，美光、三星反应平淡，市场盼成长扩及非科技产业。高利率压力转向银行与消费股，投资人聚焦放款、信用品质及家庭购买力。

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卫星搭载4枚自研TPU，用以测试太空中的震动、辐射、极端温度与散热限制。
Google拟明年再发射两枚卫星测试雷射通讯，以期日后在轨道建立太空AI资料中心。", "createdAt": "2026-10-12T23:00:05.000Z", "author": "网络", "pv": 44, "pinyin": "mg", "name": "美股", "path": "/new/mg", "tags": [] }, { "id": 19917, "title": "Meta大涨3% 全新Muse AI模型直接挑战OpenAI与Anthropic", "shortTitle": "Meta大涨3% 全新Muse AI模型直接挑战OpenAI", "img": "https://cimg.cnyes.cool/prod/news/6628977/l/3726ec161aa72ae15f872371d3e2a245.jpg", "description": "Meta发布Muse Wonder与Muse Wonder Full两款AI模型，称公开测试可与OpenAI、Anthropic竞争。
Muse Wonder将用于个人AI助理，亦可透过API与Muse Code使用。
Meta涨3.4%；2026年资本支出估达1,300亿至1,450亿美元。", "createdAt": "2026-10-12T22:44:05.000Z", "author": "网络", "pv": 51, "pinyin": "mg", "name": "美股", "path": "/new/mg", "tags": [] }, { "id": 19905, "title": "高殖利率该出手了？华尔街看见美债价值仍提醒别急着抄底", "shortTitle": "高殖利率该出手了？华尔街看见美债价值仍提醒别急着抄底", "img": "https://cimg.cnyes.cool/prod/news/6628944/l/6ec919c1731d677efd077f31eb95af15.jpg", "description": "高盛看好10年期美债、花旗偏好2至3年期；摩根士丹利、三菱日联也认为美债已具吸引力
市场聚焦本周CPI与Fed决策，花旗估核心CPI月增0.18%，美银称10月升息机率约19%
长债供给、期中选举与AI资本支出等变数未明，殖利率走高不等于价格落底", "createdAt": "2026-10-12T20:00:07.000Z", "author": "网络", "pv": 57, "pinyin": "mg", "name": "美股", "path": "/new/mg", "tags": [] }, { "id": 19904, "title": "砸重金挖人才终于交卷！Meta推最强AI模型叫阵ChatGPT与Claude", "shortTitle": "砸重金挖人才终于交卷！Meta推最强AI模型叫阵ChatG", "img": "https://cimg.cnyes.cool/prod/news/6628945/l/f03def7bf737865f4cd4d705956a6771.jpg", "description": "Meta推出Muse Wonder与Muse Wonder Full，称目前最强AI。
新模型主打程式设计、金融、法律与AI代理，将先用于Muse订阅、Muse Code及Meta Model API。
祖克柏重整AI团队并投资Scale AI 140亿美元，追赶OpenAI、Anthropic。", "createdAt": "2026-10-12T19:00:05.000Z", "author": "网络", "pv": 56, "pinyin": "mg", "name": "美股", "path": "/new/mg", "tags": [] }, { "id": 19903, "title": "利率小步快调别等以后大幅升息！Fed哈玛克释鹰派讯号", "shortTitle": "利率小步快调别等以后大幅升息！Fed哈玛克释鹰派讯号", "img": "https://cimg.cnyes.cool/prod/news/6628948/l/a1a1d8ce54512c40326c9f8a143b6495.jpg", "description": "哈玛克称通膨已扩及多领域，Fed应维持限制性政策，必要时更快小幅调整，避免通膨心态根深蒂固。
她表示AI建设推高电脑、电子等零组件成本，也波及航空、发电与建筑；9月PCE年增3.4%，核心PCE年增3%。
哈玛克认为美国经济仍可承受进一步紧缩，且Fed可能还需升息。", "createdAt": "2026-10-12T18:20:16.000Z", "author": "网络", "pv": 51, "pinyin": "mg", "name": "美股", "path": "/new/mg", "tags": [] }, { "id": 19902, "title": "跌下来反而更值得买？高盛升评全球股市看好财报助攻", "shortTitle": "跌下来反而更值得买？高盛升评全球股市看好财报助攻", "img": "https://cimg.cnyes.cool/prod/news/6628853/l/c1a341e82a9c08837b1f8c12ecef42f0.jpg", "description": "高盛将全球股市3个月配置由「中立」升至「加码」，看好企业获利成长与近期回档后估值更具吸引力
高盛忧油价、利率、债务压力与美国期中选举不确定性升高波动，但仍维持亚洲、美股加码，欧股减码
高盛同步将12个月公债配置升至「加码」，称债券将由拖累转为投组避险工具", "createdAt": "2026-10-12T17:00:03.000Z", "author": "网络", "pv": 49, "pinyin": "mg", "name": "美股", "path": "/new/mg", "tags": [] }, { "id": 19900, "title": "机会还是警讯？美银行股财报前陷技术性修正抄底减码看法分歧", "shortTitle": "机会还是警讯？美银行股财报前陷技术性修正抄底减码看法分歧", "img": "https://cimg.cnyes.cool/prod/news/6628885/l/318f7054af77649900caa9f778c4d94c.jpg", "description": "美大型银行财报季前修正，KBW银行指数自8月中旬跌逾10%，美债殖利率急升、Fed升息成焦点。
分析师估花旗、高盛、摩根大通等单季交易收入近190亿美元，放款可望年增，但信用品质受高利率考验。
银行高层对消费者还款与经济前景料转趋谨慎，财报反弹能否延续仍待观察。", "createdAt": "2026-10-12T16:30:04.000Z", "author": "网络", "pv": 47, "pinyin": "mg", "name": "美股", "path": "/new/mg", "tags": [] }, { "id": 19901, "title": "记忆体还在大赚、股市已怕盛宴散场！美光失守千美元", "shortTitle": "记忆体还在大赚、股市已怕盛宴散场！美光失守千美元", "img": "https://cimg.cnyes.cool/prod/news/6628880/l/b8178c8e3d03497698e8fc92e330e8d6.jpg", "description": "美光、SanDisk股价连跌，美光跌破1,000美元，市场担忧记忆体获利接近高峰。
南韩KOSPI跌3.65%、KOSDAQ跌4.8%，三星与SK海力士受外资卖超与回购退场压力。
长鑫存储传4F² DRAM进展，若如期量产恐加剧2028年供给压力，南亚科亮眼财报仍难消疑虑。", "createdAt": "2026-10-12T16:00:05.000Z", "author": "网络", "pv": 47, "pinyin": "mg", "name": "美股", "path": "/new/mg", "tags": [] }, { "id": 19888, "title": "晶片买得到、钱却更难找！博通执行长点破AI扩张难题", "shortTitle": "晶片买得到、钱却更难找！博通执行长点破AI扩张难题", "img": "https://cimg.cnyes.cool/prod/news/6628806/l/4016df713ffac3432a91e40f021509fc.jpg", "description": "博通执行长陈福阳称，AI成长最大限制已从晶片转为资金。
博通AI晶片营收展望上调至2027年10月止约1,150亿美元，2028会计年度估约2,300亿美元。
AI资料中心需先投入建筑、运算与网路成本，利率上升使筹资更难、扩张受压。", "createdAt": "2026-10-12T13:00:06.000Z", "author": "网络", "pv": 53, "pinyin": "mg", "name": "美股", "path": "/new/mg", "tags": [] }, { "id": 19876, "title": "年底还能再涨一波？标普500企业获利估增25% 全球股市等财报拿出真本事", "shortTitle": "年底还能再涨一波？标普500企业获利估增25% 全球股市等财", "img": "https://cimg.cnyes.cool/prod/news/6628770/l/f453c0967311f2df836a4ee4a063a9ac.jpg", "description": "全球股市盼第三季财报证明高估值有基本面支撑，标普500获利估年增25%。
AI财报门槛升高，美光、三星反应平淡，市场盼成长扩及非科技产业。
高利率压力转向银行与消费股，投资人聚焦放款、信用品质及家庭购买力。", "createdAt": "2026-10-12T12:30:34.000Z", "author": "网络", "pv": 53, "pinyin": "mg", "name": "美股", "path": "/new/mg", "tags": [] } ] }, "_locals": {}, "cache": false }