天天财经-提供金融入门知识-投资理财技巧-美股

散户对SpaceX看法出现重大变化！上市后首度转为净卖出「逢低买进」开始变成「反弹减码」
2026-08-10 网络阅读（51）
2026年08月10日（优分析／产业数据中心报导）⸺ 一路力挺SpaceX的散户，态度开始变了。根据Vanda Research最新统计，散户8月7日净卖出SpaceX股票450万美元，是6月12日上市以来第一次由买转卖，显示部分投资人可能已从「跌了就买」转向「涨了先卖」。更值得注意的是，散户不是在股价大跌时出逃，而是在股价强劲反弹、重新接近$135的IPO价格时选择减码。eToro市场分析师Sam North认为，这比较像是投资人趁反弹先减码，而不是全部撤出。就在8月5日SpaceX股价重
净利翻倍至256.7亿美元仍唱空？《大卖空》本尊：不再认为波克夏是未来有吸引力的投资
2026-08-10 网络阅读（62）
好莱坞电影《大卖空》原型人物、知名投资人 Michael Burry 上周表示，当初最担心「股神」巴菲特退位后继任者「年纪偏大、终究不是巴菲特，没那种只挥最佳一棒耐心」的话已经成真，并指波克夏海瑟威未来不再是有吸引力的投资。话音落下隔日，波克夏刚交出一份「数字很亮眼、叙事很微妙」的 2026 年 Q2 财报。根据波克夏上周六 (8 日) 披露的财报成绩单，该公司 Q2 归属于股东净利 256.7 亿美元，较去年同期 123.7 亿几近翻倍，主因权益投资未实现收益回弹。剔除此项目后，营业利润
日月光投控7月营收738亿元年增43%飙单月新高
2026-08-10 网络阅读（51）
封测龙头日月光投控 (3711-TW)(ASX-US) 今 (10) 日公布 7 月营收 737.84 亿元，月增 12.16%，年增 43.15%，累计前 7 月营收 4,385.09 亿元，年增 25.13%；受惠先进封装与传统打线封装双双热络，
五角大厦要求国防巨头加速生产以补充库存
2026-08-10 网络阅读（55）
随着与伊朗的冲突持续加剧，美国五角大厦正向国内主要国防承包商施压，要求其缩短武器开发周期并大幅扩大产能，以应对军火库存日益枯竭的压力。
OpenAI「GPT-6」Astra传8月登场！10兆参数、代号「Doug」模型年底再战
2026-08-10 网络阅读（47）
OpenAI 下一代模型 Astra 传可能 8 月发布，外界猜测即为 GPT-6、参数规模上看 10 兆；另有代号 Doug 专案最快 11 月推出，AI 模型竞赛再升温。
黄仁勋罕见开口挺AI开源！一封公开信炸出矽谷「开源vs闭源」两大阵营博弈
2026-08-10 网络阅读（61）
辉达执行长黄仁勋罕见声援开放权重 AI 模型，70 多家企业加入联署。开源与闭源阵营正面交锋，AI 产业利益版图也将重新洗牌。
SpaceX为微软补AI算力？2027年底拚10GW、年营收冲3000亿美元
2026-08-10 网络阅读（53）
SpaceX 加速跨足 AI 超大规模运算，Semianalysis 估计 2027 年底前新增逾 10GW 算力，年度经常性收入 ARR 有望冲上 3000 亿美元，微软更可能成为最大客户。
台积电7月营收4676亿元年增44%续创单月新高
2026-08-10 网络阅读（55）
台积电 (2330-TW)(TSM-US) 今 (10) 日公布 7 月营收，达新台币 4,675.8 亿元，月增 5.6%，年增 44.7%，累计前 7 月营收为新台币 2 兆 8,720.64 亿元，年增 37%；受惠 AI 需求强
iPhone Ultra配色曝光！首款折叠iPhone传有「两颜色」、相机设计也外泄
2026-08-10 网络阅读（52）
苹果首款折叠 iPhone「iPhone Ultra」配色疑曝光，最新镜头保护配件显示可能采银色与深蓝色，双镜头、胶囊形闪光灯与 LiDAR 设计也同步曝光。
高薪仅入场券！矽谷抢人才大有多疯？帮你开Slack、每天开会想怎么追你、送上客制化礼物
2026-08-10 网络阅读（53）
美国财经媒体《商业内幕 (BI)》最新报导指出，薪水在 AI 人才争夺战中早已不是决胜关键，而是「诚意」与「懂你」的极致比拚，最新案例来自近期被 SpaceX 收购、估值高达 600 亿美元的明星程式设计工具商 Cursor。为了抢下一位顶尖工程师，Cursor 团队甚至飞越半个地球、送上「土耳其吉他」，只为让候选人感受到「非你不可」的独特重视。 Cursor 人才招聘负责人 Matt Ward 在播客《People by WTF》中坦言，招募顶尖人才就像追求「根本高攀不起的人」。Cursor

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