天天财经-提供金融入门知识-投资理财技巧-美股

长鑫存储订单排到2027！美银点苹果采用「三大限制」、戴尔惠普抢锁产能
2026-07-19 网络阅读（52）
全球 DRAM 供应持续吃紧，长鑫存储成市场焦点。传苹果正评估导入长鑫 LPDDR5X 晶片，但美银认为受地缘政治、技术规格及专利风险限制，短期难以大规模采用；另一方面，戴尔、惠普、联想等 PC 大厂已提前锁定长鑫产能至 2027 年，
美银逆势看多记忆体！估DRAM Q3均价飙21% AI记忆体需求未降温？
2026-07-19 网络阅读（46）
美银最新报告指出，第三季全球 DRAM 平均售价（ASP）可望季增 21%，优于 TrendForce 预估，NAND 价格也将持续走高。AI 伺服器需求、HBM4 渗透率提升、DDR5 现货连涨 8 周，加上台积电与 ASML 乐观看待 AI 资本
特斯拉FSD迈向「个人化」！马斯克：将学习车主驾驶习惯解决HOV车道误判
2026-07-19 网络阅读（45）
特斯拉执行长马斯克近日证实，该公司全自动辅助驾驶系统 (FSD) 正从过去「一套逻辑适用所有车主」的通用模式，转向真正的个人化驾驶系统。未来，FSD 背后的神经网络将直接学习每位车主的驾驶习惯，并记住用户偏好，解决长期被诟病的「强制退出高乘载 (HOV) 车道」等问题。一位 " 特斯拉车主在 X 上发文抱怨，FSD 经常在不适当时机驶出畅通的 HOV 车道，切入壅塞车流，导致效率低下。对此，马斯克回应指出，系统将开始记录车主的人工介入行为，并依据个人偏好进行调整。人类驾驶在不同场景下选择各
AI泡沫比网路泡沫更严重？华尔街传奇做空大师示警：数千亿美元AI投资恐面临摊牌时刻
2026-07-19 网络阅读（67）
华尔街知名空头 Jim Chanos 警告，本轮 AI 基础建设投资热潮已出现泡沫迹象，甚至比网路泡沫更严重。他质疑 AI 资料中心、GPU 与 Neocloud 商业模式的经济效益，并指出利率、资本支出及资本回报率下滑，可能让 Googl
至少125场集会！全美多地民众上街抗议反对AI资料中心无序扩张
2026-07-19 网络阅读（81）
针对 AI 产业背后庞大的基础建设需求，美国多地民众不满情绪持续升温。《路透社》报导，由民间组织「人类优先」(Humans First)带头、全美至少 125 个地点在当地时间周六 (18 日) 同步举行抗议活动，反对 AI 资料中心「不受控的扩张」及其对民生权益的侵害。抗议焦点集中在资料中心建设引发的连锁问题。尽管居民强烈反弹，部分地方官员仍与开发商签订保密协议，在缺乏公众监督下为项目放行，导致社区电费飙涨、水资源遭挪用及环境污染恶化。根据路透上月民调数据，仅 33% 受访者认为「快速建
AI牛市结束了吗？野村揭「4大剧本」：科技股涨不动、市场正重新定价AI荣景
2026-07-19 网络阅读（82）
野村证券指出，AI 投资是否仍具效益已成市场最大疑问。科技股财报与资本支出维持强劲，但股价表现疲弱，半导体、七巨头与软体股走势分化。报告提出 AI 荣景可能面临四大情境，市场正重新评估 AI 投资与科技股前景。
Google面临AI「两大难题」！股价连跌逾6% 财报能否扭转局势？
2026-07-18 网络阅读（54）
Google 母公司 Alphabet 面临 AI 竞争压力，Gemini 3.5 Pro 传出延迟推出，中国新创月之暗面（Moonshot AI）的 Kimi K3 更宣称超越部分美国尖端模型。Alphabet 股价连两日下跌，市场关注
DeepMind科学家怒辞职揭露Google罪恶！控妥协美国防部军事AI需求、罔顾安全
2026-07-18 网络阅读（86）
前 Google DeepMind AI 安全研究员 Alex Turner 公开辞职原因，指控 Google 与五角大厦签署「毫无限制」的军事 AI 合约，恐涉及自主武器与 AI 监控用途。他批评 Google 高层及多位 AI 伦理领袖未阻止协
iPhone 18 Pro爆12大升级！传搭载台积电2奈米A20 Pro、砍「两」颜色新增「这一色」
2026-07-18 网络阅读（92）
iPhone 18 Pro 最新爆料曝光，传将搭载台积电 2 奈米 A20 Pro 晶片、4800 万画素可变光圈、卫星 5G、LTPO + 萤幕及更大电池，共 12 项升级规格一次看。市场也传出苹果将同步推出全新折叠旗舰 iPhone Ult
川普金鸡母？Truth Social贴文优先看传开价月费10万美元华尔街惊呼变相「交易税」
2026-07-18 网络阅读（87）
美国总统川普在社群媒体上的贴文经常撼动金融市场行情，如今他旗下的社群媒体公司据传拟华尔街交易员与投资机构收取每月最高 10 万美元 (约台币 324 万元) 费用，号称可以更快取得他在 Truth Social 平台发文的服务。知情人士透露，拥有 Truth Social 的川普媒体科技集团 (TMTG) 近几周与华尔街交易商及投资机构洽谈，讨论推出这项付费服务。若客户愿意签署三年合约，TMTG 另提出每月 6 万美元 (台币 195 万元) 的优惠方案。 TMTG 周四宣布推出名为「Trut

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