天天财经-提供金融入门知识-投资理财技巧-美股

川普拟禁中国光收发模组进口！Lumentum、Coherent飙涨中际旭创恐受冲击
2026-08-05 网络阅读（51）
川普政府传出正草拟禁止中国制新款光收发模组进口，美国 FCC 拟保护 AI 资料中心供应链安全，防堵中国技术渗透。消息激励 Lumentum、Coherent 及 Applied Optoelectronics 股价大涨，中际旭创恐首当
美拟封杀中国光收发器！光通讯类股集体大涨 AAOI飙近20%
2026-08-05 网络阅读（56）
美国川普政府传出正研拟禁止进口新款中国资料中心硬体，限制范围可能涵盖 AI 资料中心使用的光收发器。消息带动美国光通讯类股周二 (4 日) 全面走强，Applied Optoelectronics 飙超 19%
三星FMS亮剑：公布全新3D记忆体路线图 zHBM性能喊话达HBM5八倍力争在AI技术领域领跑
2026-08-05 网络阅读（63）
三星电子在美国圣克拉拉举行的 FMS 峰会上一口气发布 zHBM、zNAND-O 两款概念产品，以及业界首款堆叠超 400 层的 V10 BV-NAND，正面迎战 SK 海力士与美光，试图在 AI 时代重夺记忆体话语权。 zHBM 最受瞩目，彻底颠覆现行 2.5D 封装架构，不再将 HBM 与 AI 晶片并排于矽中介层上，而是直接垂直堆叠在加速器上方。三星在 FMS 峰会上宣称，借由晶圆键合技术大幅缩短数据路径，zHBM 性能可达下一代 HBM5 的 8 倍，记忆体密度超 10 倍，能效提升
苏姿丰喊AI周期才刚开始 AMD揭Helios需求超预期
2026-08-05 网络阅读（72）
AMD(AMD-US) 在最新财报电话会议上释出强劲成长讯号。董事长兼执行长苏姿丰（Lisa Su）表示，随着领先产品采用持续扩大，公司再次交出创纪录季度业绩，并强调「我们仍处于多年 AI 采用周期的早期阶段」。 AMD 第二季营收达 115 亿美元，年增 50%，稀释每股收益较去年同期成长约 82%。公司表示，资料中心业务与核心客户的大规模采购，是推动营运成长的主要动能。苏姿丰指出，AI 应用持续扩张，市场对加速器与 CPU 的需求都超出公司先前预期，整体资料中心市场机会的扩展速度也明显高于
AI合作伙伴翻脸！苹果要求法院勒令OpenAI停止使用并归还商业机密
2026-08-05 网络阅读（53）
苹果公司 (AAPL-US) 与 OpenAI 之间的商业机密诉讼持续升级。苹果近日向美国加州北区联邦地方法院申请初步禁令 (preliminary injunction)，要求 OpenAI 立即停止使用涉嫌取得的商业机密、归还所有相关资料，并限制其在诉讼期间进一步接触或使用相关资讯。苹果警告，若机密技术已被整合至 OpenAI 产品与营运体系，造成的损害将无法弥补。这起案件源于苹果今年 7 月提起的诉讼。苹果指控 OpenAI 及其两名前苹果员工，包括今年 1 月加入 OpenAI 的前
铜价冲破1.4万美元美国关税拍板前库存大增
2026-08-05 网络阅读（47）
外媒周四 (4 日) 报导，国际铜价升至两个月来最高水准，在伦敦市场一度触及每吨 1.4 万美元。交易员正密切关注美国铜库存持续大幅增加，以及美国总统川普预计将就是否对进口铜课征关税作出决定。
「果链」备货旺季揭幕鸿海等代工厂招工忙
2026-08-05 网络阅读（63）
时序进入 8 月，消费电子市场迎来新品发表季，以苹果新一代产品为核心驱动，整个「果链」上下游加快了「招兵买马」的节奏，为产能爬坡做足准备。
Anthropic再掀AI融资狂潮黑石拟募360亿美元助抢谷歌晶片
2026-08-05 网络阅读（48）
黑石集团已与投资人展开初步磋商，评估市场对第二笔大型债务融资案的兴趣，该融资案将用于支持人工智慧新创公司 Anthropic 租用谷歌 (GOOGL-US) 晶片的资金需求。彭博引述消息人士报导，其中一项初步提案的债务规模至少达到 360 亿美元。不过，相关细节包括融资规模、架构，甚至黑石最终是否会主导这笔融资，目前仍在讨论中，未来可能有所调整。若最终规模接近 360 亿美元，这笔交易将超越约两个月前由阿波罗全球管理（Apollo Global Management）与黑石共同筹组、用于支持
黄仁勋：下一波AI浪潮是机器人辉达开源最新自驾模型
2026-08-05 网络阅读（51）
辉达执行长黄仁勋在 X 平台发布第三篇贴文，正式推出开源自驾推理模型 Alpamayo 2 Super，并直言「下一波 AI 浪潮是机器人技术，而且将从自动驾驶开始」，展现辉达持续押注实体 AI 与机器人市场的战略布局。
美银点出SK海力士五大利多看好股价翻倍 HBM霸主地位稳固
2026-08-05 网络阅读（55）
美国银行重新将 SK 海力士纳入研究范围，给予韩股 SK 海力士「买进」评级及 300 万韩元目标价，意味股价具备接近翻倍的上涨空间。美银同时将 SK 海力士 ADR (SKHY-US) 纳入研究范围，并给予 250 美元目标价。

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