天天财经-提供金融入门知识-投资理财技巧-美股

苹果称记忆体价格暴涨如「百年洪灾」暗示DRAM市场需要更多供应商
2026-08-01 网络阅读（47）
苹果执行长库克（Tim Cook）将记忆体价格飙升形容为一场「百年洪灾」，并暗示 DRAM 产业需要更多供应商。
SK海力士韩股飙30%锁涨停 ADR却跌3.6% AI买盘现分歧
2026-08-01 网络阅读（47）
SK 海力士股价周五 (31 日) 在南韩大涨，随 Kospi 指数同步走高，显示资金重新涌入人工智慧 (AI) 概念股，但这股强劲买气未能延续至美股市场。 SK 海力士在首尔交易的股价周五飙升 30%，收在每股 171.8 万韩元 (约 1197 美元)，触及南韩股市单日涨跌幅限制。相较之下，其美国存托凭证(ADR)(SKHY-US) 周五收盘却下跌 3.6%，报每股 143.69 美元。在南韩市场，SK 海力士的强势表现带动同业三星电子大涨 27%，在两大记忆体晶片巨头加持下，Kospi
荷姆兹海峡航运量再创新低川普：会打到伊朗说「受不了了」
2026-08-01 网络阅读（52）
荷姆兹海峡 (Strait of Hormuz) 航运量周五 (7/31) 降至新低，美国总统川普表示，结束冲突并让这条几乎陷入停摆的重要航道恢复正常运作，可能还需要数周时间。
亚马逊获6亿美元关税退款将部分回馈消费者
2026-08-01 网络阅读（51）
亚马逊宣布已取得 6 亿美元关税退款，并将部分金额退还消费者，成为美国最高法院裁定川普部分关税违法后，首批公开揭露退款规模与回馈计划的大型企业，也再次凸显关税政策对企业与消费者的连锁影响。
辉达重新超越苹果夺回全球市值王宝座
2026-08-01 网络阅读（55）
辉达 (NVDA-US) 周五 (31 日) 股价收涨 2.9%，报每股 200.75 美元，市值攀升至 4.86 兆美元。随着苹果财报公布后股价重挫，辉达重新超越苹果，夺回全球市值最高企业宝座。
伊朗战争扰乱供应链美两大油商估柴油价格续涨至下半年
2026-08-01 网络阅读（56）
艾克森美孚与雪佛龙警告，伊朗战事持续干扰全球能源供应，柴油等成品油市场下半年恐维持供应吃紧，推升燃料价格续居高档，炼油业高利润格局短期内仍难以改变。
美光前日暴飙18%后拉回！周五重挫5.9% 升息隐忧与获利卖压出笼
2026-08-01 网络阅读（52）
美光 (MU-US) 股价周五 (31 日) 回落，虽然苹果 (AAPL-US) 与亚马逊 (AMZN-US) 财报再度证实人工智慧 (AI) 使记忆体需求持续强劲，但市场对利率可能走高的担忧，削弱投资人乐观情绪。美光股价周四股价大涨 18%，周五一度开高上涨，但后来翻黑，终场下跌 5.9%，报每股 823.03 美元。三名反对联准会 (Fed) 维持利率不变的官员，进一步说明支持升息的理由，这让市场担心，若利率进一步攀升，将抑制企业与消费者支出，进而冲击美光产品需求。美光周五也面临前日大
苹果正评估中国记忆体供应商盼缓解供货与成本压力
2026-08-01 网络阅读（51）
苹果 (AAPL-US) 在最新财报电话会议中表示，随着记忆体价格持续上涨，公司正评估不同供应来源，包括中国业者
SpaceX跌破IPO价20%创新低 Starship隔热罩只是众多挑战之一
2026-08-01 网络阅读（43）
SpaceX(SPCX-US)股价周五 (7/31) 跌至上市以来新低，较 6 周前的 IPO 价格下跌约 20%。令人意外的是，这档股票上市首日曾如火箭般飙升，如今却迅速回吐涨幅。
AI烧钱潮迎来分水岭！科技六巨头一周市值波动合计近2兆美元
2026-08-01 网络阅读（47）
Alphabet、亚马逊与微软本周累计增加近 1.5 兆美元市值；苹果、Meta 与特斯拉则遭遇卖压

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