天天财经-提供金融入门知识-投资理财技巧-美股

康宁Q2业绩亮眼却难掩指引疑虑股价盘前重挫逾11%
2026-07-28 网络阅读（51）
康宁 (Corning)(GLW-US) 周二 (28 日) 盘前公布 2026 财年第二季财报。尽管公司的营收与获利均优于华尔街预期，但由于前瞻性指引仅与市场预期持平，未能展现更强劲的增长动能，导致股价在盘前交易中一度重挫 11.4
〈财报〉少送亚马逊包裹反而更赚！UPS上季业绩超预期、上调全年财测
2026-07-28 网络阅读（54）
全球最大包裹配送商优比速 (UPS-US) 周二 (28 日) 美股盘前公布 2026 会计年度第二季 (截至 6/30) 财报，受惠于运价改善、包裹量回升，以及削减亚马逊低利润货运的策略奏效，营收与调整后获利均优于华尔街预期，并上调全年财
木头姐逆势加码！ARK逢低买进特斯拉与SpaceX
2026-07-28 网络阅读（50）
2026年07月28日（优分析／产业数据中心报导）⸺ 在特斯拉Tesla(TSLA-US)与SpaceX(SPCX-US)股价近期双双回档之际，有「木头姐」之称的ARK Invest执行长Cathie Wood再度选择逢低布局。 ARK周一买进约2.8万股特斯拉，价值约900万美元，同时加码约12.5万股SpaceX股票，价值约1,400万美元。特斯拉自7月22日公布第二季财报后，股价已累计下跌约18%；SpaceX自6月IPO以来，也已跌破135美元发行价，目前累计回落约18%。尽管持续加
传辉达就是Hut 8德州AI资料中心租户租约总值最高达502亿美元
2026-07-28 网络阅读（48）
2026年07月28日（优分析／产业数据中心报导）⸺ 根据《金融时报》引述知情人士报导，辉达Nvidia(NVDA-US)已签下Hut 8(HUT-US)位于美国德州Beacon Point AI资料中心的长期租约，若包含续约选项，租约总值最高可达502亿美元。 Hut 8上周宣布，其规模达1GW的Beacon Point资料中心园区，已与一名现有投资等级客户签署15年合约，基础合约金额为196亿美元，若行使续约选项，总金额可提高至502亿美元，但当时并未揭露承租方身分。而今日《金融时报》则明
摩根大通维持看多美股：内部指标再现买进讯号 AI概念股短线承压
2026-07-28 网络阅读（54）
2026年07月28日（优分析／产业数据中心报导）⸺ 虽然多头的言论现在看起来都很没说服力，不过摩根大通最新表示，旗下用于判断市场短期走势的「战术部位指标（Tactical Positioning Indicator）」已再次发出「买进讯号」，过去历史经验显示，这类讯号通常出现在标普500指数新一波涨势展开前，意味市场仍具「显著上行空间」。由Andrew Tyler领导的全球市场策略团队指出，尽管美伊冲突发展及市场资金高度集中于半导体类股仍是主要风险，但对美股仍维持「战术性偏多」看法。摩根大
闪迪一个月接近腰斩、SK海力士破发市场剧烈震荡只因中国DRAM龙头上市
2026-07-28 网络阅读（47）
中国记忆体晶片大厂长鑫科技 (CXMT) 周一 (27 日) 于上海证券交易所科创板挂牌上市，首日表现亮眼，收盘股价较发行价暴涨 465.82%，总市值突破 3.28 兆元人民币 (约 4,800 亿美元)，跃居 A 股市值之冠。此次 IPO 募集资
苹果Q3财报将揭晓：库克谢幕、iPhone能否撑起最后一场大考？
2026-07-28 网络阅读（53）
苹果 (AAPL-US) 将于周四 (30 日) 美股盘后公布 2026 会计年度第三季财报。据 Visible Alpha 一致预期，苹果 Q3 总营收预期自 1 月下旬以来小幅上调，但与上季持平于 1,081 亿美元。
押宝OpenAI却暗挺自家Azure？纳德拉：过度依赖单一AI供应商企业恐将失去竞争力
2026-07-28 网络阅读（51）
微软执行长纳德拉最新示警，企业切勿过度依赖单一 AI 厂商，否则可能丧失市场生存能力。这番言论虽看似与微软重金投资 OpenAI、Anthropic 布局有所矛盾，却精准点出当前企业 AI 采购的核心隐患。他在接受《CNN》专访时表示，企业应搭建独立的「AI 闸道」，将业务提示词、核心记忆、程式码工具与第三方底层模型隔离，并完整留存所有 AI 交互的元数据，以便未来自研或微调专属模型，避免将核心决策逻辑全盘外包。他特别提醒，应谨慎使用 OpenAI、Anthropic 自带的程式码智能体工具
AI投资热潮撑起美国经济美Q2 GDP季增年率可望达2.1%
2026-07-28 网络阅读（48）
《MarketWatch》周一 (27 日) 报导，美国政府公布的 6 月耐久财报告显示，电脑及相关产品新订单月增 3.1%；若以过去一年计算，AI 相关硬体订单大增 17%，上一次长时间维持如此强劲的成长速度，还要追溯至逾 25 年前
辉达连推AI大单仍难振股价今年仅涨5%远逊晶片同行
2026-07-28 网络阅读（49）
辉达 (Nvidia)(NVDA-US) 股价周一 (27 日) 下跌之际，这家晶片大厂正着眼于与 SK 海力士 (SK Hynix)(SKHY-US)、OpenAI 及西门子(Siemens) 推进一系列交易。

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