天天财经-提供金融入门知识-投资理财技巧-美股

Nike中国最大经销商痛失56亿线上生意
2026-07-23 网络阅读（52）
Nike 与在华最大经销商合作 27 年后重划边界，运动零售商滔搏 22 日（周三）开盘大跌，收盘跌幅达 24%，市值蒸发约 30 亿港元，仅剩 90 亿港元。
美5大科技巨头加码AI投资市场警戒：是在空中加油还是强弩之末？
2026-07-23 网络阅读（49）
从 OpenAI、Anthropic、微软 (MSFT-US) 、SpaceX(SPCX-US) 到谷歌，海外多家科技巨头在一天时间内接连抛出投资计划，重金加码 AI。先是备受关注的 Google 交出了第二季财报，财报多项数据亮眼，超乎市场预期。公司宣布将 2026 全年资本支出区间上调至 1,950 亿 - 2,050 亿美元，明确强调 2027 年投入规模也将进一步扩张。 OpenAI 将截至 2030 年的算力支出计划由 6,000 亿美元上调至 7,500 亿美元，同时计划在美国乔治
Nike收回线上代理权中国最大经销商股价一天崩跌24%
2026-07-23 网络阅读（45）
中国杭州球鞋爱好者小昊昨天（22 日）上午在 Nike 中国最大经销商滔搏运动小程式上发现，原价人民币 999 元的 Nike 男子跑步鞋 ZOOM FLY 6，标价变成 599.4 元，还能继续叠加满 2 件 95 折、满 3 件 95 折。
SK海力士否认收购英特尔晶圆厂股价为何下跌？
2026-07-23 网络阅读（59）
SK 海力士 (SK Hynix)ADR 股价周三 (22 日) 下跌，此前这家南韩记忆体晶片制造商否认了一则有关将收购英特尔 (Intel)(INTC-US) 工厂的报导。
Uber启动第二波裁员为「拥抱AI」砍10%客服人力
2026-07-23 网络阅读（56）
为简化组织架构并推动人工智慧 (AI) 应用，Uber(UBER-US)宣布已裁减客服营运部门约 10% 人力。 Uber 周三 (22 日) 宣布，旗下社群营运 (Community Operations) 团队将裁员，并表示此举是为了「简化营运、强化实体协作，并持续拥抱 AI」。Uber 发言人表示，原本远距工作的相关员工也被要求迁往公司据点办公，以符合重返办公室 (Return-to-Office, RTO) 政策。 Uber 全球社群营运副总裁 Megha Yethatika 周三在发给
谷歌送上「救命稻草」！记忆体族群强弹 SK海力士、三星带动韩股猛拉
2026-07-23 网络阅读（60）
万众瞩目的谷歌 (GOOGL-US) 最新财报出炉，不仅营收、获利全面优于市场预期，更重要的是，公司同步上调全年资本支出计划，为近期遭遇修正的 AI 半导体与记忆体族群注入一剂强心针。市场原先担忧大型云端业者可能因财务压力放缓 AI 投资，如今随着谷歌释出持续扩大资本支出的讯号，相关疑虑明显降温，也让近期承受卖压的记忆体晶片族群迎来一根「救命稻草」。谷歌第二季 Google Cloud 营收大幅成长，远优于市场预期，公司同时将全年资本支出指引由原先的 1800 亿至 1900 亿美元，上调至
算力需求爆发！OpenAI再加码AI基建 2030年前云端支出上看7500亿美元
2026-07-23 网络阅读（53）
OpenAI 持续加速 AI 基础建设布局，最新规划显示至 2030 年云端运算与资料中心相关支出将增至 7500 亿美元，较年初预估再提高 1500 亿美元，反映生成式 AI 竞赛推动算力需求持续飙升。
Google AI搜索吸走流量美国老牌媒体酝酿「断供」
2026-07-23 网络阅读（48）
据《华尔街日报》22 日（周三）报导，知情人士透露，为 Google 海量搜索结果提供内容支撑的在线论坛 Reddit，已在讨论切断这家科技巨头出于 AI 用途获取其内容的渠道。
投资没有降温！贝莱德：AI晶片跌过头了看好SanDisk、Micron迎反弹
2026-07-23 网络阅读（48）
AI 晶片族群近期大幅回档，引发市场担忧需求降温。不过全球最大资产管理公司贝莱德认为，市场误判低成本 AI 模型对产业的影响，AI 基础建设需求仍将持续成长，记忆体族群反而浮现布局机会。
AI开始赚钱了？摩根大通：投资回报已浮现
2026-07-23 网络阅读（48）
摩根大通私人银行（JPMorgan Private Bank）全球投资策略共同主管 Stephen Parker 表示，AI 投资开始产生实质回报已出现具体迹象，那些积极投入 AI 的企业，其获利率扩张速度甚至快于整体标普 500 指数成分股。 Parker 接受 CNBC 采访时指出，美股目前正出现健康的轮动扩散，不再只是由「科技七巨头」与超大规模云端服务商（Hyperscalers）主导。尽管近期半导体与软体类股出现回档与震荡，标普 500、那斯达克与道琼指数仍维持在历史高点附近。 Park

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