天天财经-提供金融入门知识-投资理财技巧-美股

美国上周初领失业金降至20.6万人企业裁员维持低档
2026-09-11 网络阅读（29）
美国上周初领失业金人数小幅下降，显示企业裁员仍维持低档，持续为劳动市场提供支撑。不过，续领失业金人数仍处于相对高档，失业时间中位数也接近4年半高点，反映部分失业者重新找到工作的难度依然偏高。
新iPhone补贴战分两派！Comcast最高折1,300美元，Verizon反向淡出免费手机
2026-09-10 网络阅读（30）
2026年09月10日（优分析／产业数据中心报导）⸺ 苹果Apple(AAPL-US)新一代iPhone上市，美国电信商的抢客策略却开始分歧。康卡斯特Comcast(CMCSA-US)旗下Xfinity Mobile针对iPhone 18系列祭出最高1,300美元折抵；另一边，Verizon Communications(VZ-US)则强调降低手机补贴，希望证明不靠「免费手机」也能增加用户。 Comcast表示，Mobile Plus新旧客户符合旧机换新条件，可免费取得iPhone 18 Pro
英国作战通讯交给马斯克？砸近4000万美元采购SpaceX服务
2026-09-10 网络阅读（29）
英国政府已斥资近4,000万美元采购SpaceX(SPCX-US)卫星服务，在欧洲日益担忧依赖美国安全基础设施之际，进一步加深英国军方对马斯克(Elon Musk)旗下公司的依赖。英国也成为美国以外，首个公开承认采用军事
马斯克：AI+机器人将在不到十年内让全球经济翻倍 Anthropic经济预言在「这情况」下将成真
2026-09-10 网络阅读（32）
科技狂人马斯克最新表示，一旦人形机器人实现量产，Anthropic所设想的最极端AI成长情景就可能成为现实。「AI与物理自动化结合，带来的经济变革将不只限于知识型工作领域。」针对预测市场Polymarket一篇介绍Anthropic经济情景预测工具的贴文，马斯克周三(9日)回复说：「一旦人形机器人实现量产，这一点肯定会成为现实。」根据Polymarket贴文，美国年度GDP增速将达到约15%，经济体量每4.5年就能增长一倍。 Anthropic强调，该情境只是有条件的假设，并非预测，该模型假
苹链准备好了吗？iPhone Duo 10月开卖初期日产仅数百部
2026-09-10 网络阅读（28）
苹果(AAPL-US) 备受瞩目的首款折叠手机 iPhone Duo正式亮相，这款新机预计 10 月 16 日开放预订、10 月 23 日上市，但供应链量产进度仍面临考验。截至 8 月下旬，iPhone Duo 日产量仅数百部，苹果虽计划自 10 月起加速产能爬坡，铰链组装一致性、萤幕平整度及初期良率，仍是能否达成全年生产目标的关键。「Duo」意指「两个」，呼应折叠手机的双萤幕设计。iPhone Duo 采横向内折形式，折叠后大小接近一本护照，外萤幕为 5.4 英吋，展开后内萤幕达 7.6
贝森特恐成美股牛市最大敌人！日元、美债夹击多头
2026-09-10 网络阅读（30）
美国财长贝森特近期分别介入美债与日元市场，原意是压低长期利率并阻止日元持续贬值，却意外形成「美债殖利率走高、日元升值」的组合。市场人士警告，若两股压力同步加剧，可能成为美股近 4 年多头行情的重大威胁。
1929年大崩盘恐重演！桥水达利欧：我们现在正处于AI泡沫中
2026-09-10 网络阅读（36）
桥水基金创办人达利欧(Ray Dalio)最新表示，当前AI热潮与以往历次科技泡沫遵循相同的历史模式，「我们现在正处于泡沫中」，并称危险在于人们无法区分科技本身的奇迹，以及与之相关的投资。达利欧周三(9日)在X平台上发文说，几乎每一轮科技荣景都会催生泡沫并最终破裂，并以铁路建设热潮与工业革命作为过往例证。他提到1920年代末，电力、冷冻技术、电话、无线电、飞机与汽车几乎在同一时期涌现，这类时代节点自然会吸引大量投资者入场。他解释道，一项技术或许确实具备变革性，但若相关股票估值过高，或是透过
苹果改写晶片封装：A20 Pro携台积电2奈米登场　弃PoP转WMCM
2026-09-10 网络阅读（32）
苹果周三(9日)召开2026秋季发布会，推出iPhone 18 Pro、iPhone 18 Pro Max与折叠机iPhone Duo，并更新Apple Watch。相比外观与影像迭代，最大亮点是晶片革新，A20 Pro登场，首次把2nm制程带入iPhone，并放弃沿用多年的PoP垂直堆叠封装。 A20 Pro采用台积电2奈米制程，配备6核CPU(2性能核＋4能效核)，性能核最高提升20%；7核GPU图形性能最高提升40%，端侧AI算力翻倍，记忆体带宽提升50%。更值得注意的是，苹果已不再单纯
川普砲口再对准台湾晶片放话祭100%、200%高关税
2026-09-10 网络阅读（27）
美国总统川普周三 (9 日) 在达拉斯举行的共和党期中选举大会发表演说时，再度将矛头指向台湾半导体产业
果粉关心iPhone Duo萤幕有无折痕苹果官方回应了
2026-09-10 网络阅读（27）
苹果(AAPL-US) 推出首款折叠手机 iPhone Duo，不仅是苹果史上萤幕最大、售价最高的手机，萤幕折痕与机身耐用度也成为果粉关注焦点。苹果会后回应，Duo透过特殊材料与结构设计，能将萤幕应力及折痕减至最低。苹果表示，iPhone Duo 将既有的 iPhone 使用体验带入折叠设计，并搭配全面重塑的 iOS 27，让使用者能以不同摆放方式及角度操作，也可进行多工处理，或透过 Siri AI 与 Apple Intelligence 获得协助。针对内萤幕折叠处是否会出现折痕，苹果指出

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