天天财经-提供金融入门知识-投资理财技巧-美股

莫德纳一天暴涨177% 创标普500本世纪最大涨幅分析师警告震荡未完
2026-08-21 网络阅读（41）
莫德纳(MRNA-US) 股价周三(20日)暴涨176.97%，收在174.38美元，单日涨幅接近两倍，创下本世纪以来标普500指数成分股最大单日涨幅纪录。这波涨势主要受到莫德纳与默克药厂(MRK-US) 共同开发的个人化mRNA癌症疫苗后期临床试验传出正面结果激励，不过相关临床结果本身先前已获市场广泛报导。莫德纳周三市值一口气增加约440亿美元，来到696亿美元，今年以来股价累计涨幅扩大至491%，目前已成为今年标普500表现第二佳的成分股，仅次于记忆体晶片制造商SanDisk(SNDK-
迈威尔与Google合作AI或解锁1200亿美元商机分析师看好
2026-08-21 网络阅读（50）
摩根大通表示，迈威尔科技(Marvell Technology)(MRVL-US)与Alphabet(GOOGL-US)旗下Google扩大合作，可能为公司解锁一项庞大的AI营收新机会。
Inkwater布局「最后一公尺」空间定位技术：GPS消失定位仍可继续
2026-08-21 网络阅读（48）
Inkwater Holding Inc.（以下简称「Inkwater」，中文暂译「黑水控股」）宣布进一步布局下一代空间智慧（Spatial Intelligence）与定位导航技术，聚焦解决全球导航产业长期存在、却仍未完全解决的一项关键问题：当GPS讯号消失之后，人与机器如何继续知道自己在哪里？ Inkwater将这项挑战称为定位世界的「最后一公尺」（Last Meter）。 GPS与GNSS已经解决全球大部分户外定位需求，但当人、车辆或机器进入机场、商场、医院、工厂、地下停车场
美光CEO：AI已「彻底改变」记忆体产业规则机会不只在资料中心
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美光(Micron)(MU-US)执行长Sanjay Mehrotra周四(20日)表示，人工智慧已从根本上改变记忆体产业，而这个产业过去一直容易陷入景气繁荣与衰退的循环。
单日暴涨177%！莫德纳逼空行情震撼市场 AI晶片热门交易意外成提款机
2026-08-21 网络阅读（47）
莫德纳癌症疫苗临床试验报捷，股价单日飙涨177%，创25年来标普500最大单日涨幅。空头回补引发跨市场去杠杆，部分对冲基金为填补空头亏损，反手卖出热门AI、基础设施与动能股，半导体类股因而承压。
苹果发表会在即鸿海紧急招工冲刺iPhone18量产
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苹果秋季发表会在即，代工厂鸿海正大规模紧急招工，入职最高返费人民币（下同）7,800元，多家招聘平台的招聘公告后打上了「急聘」、「急招」标签。
欧洲争霸！苹果、三星智慧手机双双拿下34%市占并列第一
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欧洲智慧手机市场持续萎缩，但苹果 (AAPL-US) 逆势扩大市占率，第二季已追平三星电子 (005930-KR)，两家公司各自拿下 34% 市占，并列欧洲市场销售冠军。
美光斥资百亿美元成立研究实验室川普与苹果力挺
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美光科技(Micron Technology)(MU-US)周四(20日)宣布，未来10年将投资100亿美元成立一所研究机构，以寻找打通记忆体供应链瓶颈的方法。
美股重点新闻摘要2026年8月21日
2026-08-21 网络阅读（49）
美股重点新闻摘要2026年8月21日
默沙东创新高后遭降评癌症疫苗利多不敌估值压力
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默沙东(Merck)(MRK-US)股价周三创下历史新高，公司与莫德纳(Moderna)(MRNA-US)共同研发的癌症疫苗取得重大突破。但就在投资人开始消化这项消息之际，华尔街却出手降温市场预期。

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