天天财经-提供金融入门知识-投资理财技巧-美股

美光重挫8.9% 领跌新一波晶片股卖压
2026-07-29 网络阅读（52）
记忆体晶片制造商美光 (Micron)(MU-US) 周二 (28 日) 成为跌幅最大的股票之一，尽管在前一个交易日相对躲过了最严重卖压，如今却补跌，这并不是一个好现象。
中国晶片技术突破引爆卖压美光月挫30% 逼近11年最大单月跌幅
2026-07-29 网络阅读（53）
中国记忆体与半导体设备技术传出重大进展，引发市场担忧全球供需格局改变，拖累美、韩、日记忆体族群全面重挫。美光 7 月股价跌幅逼近 30%，创 11 年来最大单月跌势，市场也开始重新评估 AI 晶片与记忆体产业前景。
〈纽约汇市〉美元自逾一个月高点回落市场聚焦Fed决策
2026-07-29 网络阅读（54）
美元周二 (28 日) 走弱，自逾一个月高点回落。油价持续下跌，市场对通膨的担忧有所缓解，投资人正将焦点转向周三即将公布的美国联准会 (Fed) 利率决议。
全球晶片股周二惨遭血洗美光、SK海力士ADR下杀逾8% SanDisk暴跌13%
2026-07-29 网络阅读（51）
全球晶片股周二 (28 日) 惨遭血洗，记忆体与储存类股首当其冲，美光 (MU-US)、SK 海力士 ADR (SKHY-US) 与希捷科技 (STX-US) 周二均下杀逾 8%
〈美股盘后〉油价下滑道琼涨逾500点全球晶片股惨遭血洗费半狂泻近5%
2026-07-29 网络阅读（51）
美股周二 (28 日) 涨跌互见，道琼指数劲扬逾 500 点，连续第三个交易日收红。半导体类股则持续遭到抛售，费半指数重挫近 5%。
月之暗面开放Kimi K3下载后黄仁勋赴华府呼吁开放权重AI
2026-07-29 网络阅读（50）
辉达 (NVDA-US) 执行长黄仁勋周二 (28 日) 前往华盛顿拜会多名美国官员与国会议员，呼吁政策制定者支持开放权重 (Open-Weight) 人工智慧 (AI) 模型。
美国首批GB300 AI晶片诞生台积电美国厂跨入量产时代
2026-07-29 网络阅读（55）
辉达首批 GB300 AI GPU 传已在台积电美国亚利桑那州厂完成投片下线，象征美国正式跨入先进 AI 晶片量产新里程碑。不过，晶片仍须送回台湾进行 CoWoS 先进封装，美国 AI 晶片供应链距离完全在地化仍差最后一哩。
Fed本周升息机率逼近40%！华许仍有三大理由按兵不动
2026-07-29 网络阅读（54）
联准会 (Fed) 本周召开利率决策会议，尽管市场押注升息机率接近 40%，联邦公开市场委员会 (FOMC) 也可能有 3 至 4 名成员支持立即升息，但分析认为，主席华许 (Kevin Warsh) 至少有三个理由选择按兵不动：他本人尚未认
高物价与就业降温夹击美国7月消费者信心再度下滑
2026-07-29 网络阅读（53）
美国 7 月消费者信心降幅超出预期，民众对当前商业环境及就业市场的看法恶化，显示高物价与劳动市场降温正逐步打击家庭信心，但目前尚未明显改变消费计划。
Shein香港IPO前出事了！遭美FTC调查、恐面临高额代价
2026-07-29 网络阅读（52）
《CNBC》周二 (28 日) 报导，快时尚巨擘 Shein 正筹备赴香港上市，但公司在相关文件中首度揭露，其美国业务正遭美国联邦贸易委员会 (FTC) 调查，最终可能面临和解及高额罚款，对财务状况与营运结果造成重大不利影响。

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