天天财经-提供金融入门知识-投资理财技巧-美股

祖克柏真的杀疯了！一座AI资料中心竟上看2500亿美元他在豪赌什么？
2026-07-13 网络阅读（54）
Meta Platforms(META-US)周一 (13 日) 宣布，将扩建位于美国路易斯安那州 Richland Parish 的 Hyperion 资料中心，把运算能力提高至至少 5GW，计划投资金额也增至超过 500 亿美元。随着 M
SK海力士自历史高位已修正近40% 虽财报亮眼市场两极化看待后市前景
2026-07-13 网络阅读（52）
南韩记忆体巨头 SK 海力士近日在市场上演出了一场惊心动魄的剧本。在完成史上最大规模的赴美首次公开募股 (IPO) 并在那斯达克挂牌后，其股价随即在首尔股市遭遇惨烈抛售，于 7 月 13 日单日重挫逾 15%，创下历史最大单日跌幅，甚至触
〈美股早盘〉晶片股卖压沉重、美伊冲突推高油价主要指数开低
2026-07-13 网络阅读（49）
美股主要指数周一 (13 日) 开低，科技与晶片股遭遇卖压，拖累标普 500 指数与那斯达克指数走弱。与此同时，美国与伊朗在波斯湾的冲突再度升级，围绕荷莫兹海峡的紧张情势加剧市场对能源供应中断的担忧，推升国际油价，也重新点燃通膨疑
【美股盘前】油价飙升、科技股承压本周CPI与财报季接棒牵动市场
2026-07-13 网络阅读（53）
2026年07月13日（优分析／产业数据中心报导）⸺ 周末美伊爆发新一轮攻击，伊朗宣布封锁荷姆兹海峡（全球能源运输要道），打破上月才签的美伊临时协议。这直接推升油价（原油期货涨逾3%），并打击市场情绪。道琼期货跌0.1%、标普500跌0.4%，那斯达克跌幅最大达1.2%，iShares半导体ETF跌3.1%，显示科技股仍是卖压的中心。记忆体族群中，美光跌4.9%、Western Digital跌5.1%、Seagate跌4%、Sandisk跌5.4%。上周五才刚挂牌的SK海力士也暴跌9.3%
摩根大通看好全球股市韧性建议投资人逢低布局
2026-07-13 网络阅读（53）
摩根大通在最新的研究报告中指出，尽管伊朗冲突引发的地缘政治不确定性再度升温，但受惠于全球企业获利前景强韧，建议投资人应将市场调整视为买进良机。
股价跌16%反而更爱！华尔街力挺Sandisk 目标价最高喊上4000美元
2026-07-13 网络阅读（56）
根据《巴隆周刊》(Barron's) 报导，Sandisk(SNDK-US) 股价近期陷入震荡，7 月迄今累计下跌 16% 至 1,915 美元，周一 (13 日) 盘前再挫约 5%，但华尔街分析师不仅没有退缩，反而比以往更加看好这家记忆体储
记忆体大厂产能竞赛引发周期性担忧美光股价应声下跌
2026-07-13 网络阅读（58）
美光科技 (MU-US) 股价周一 (13 日) 盘前交易下跌 5.1%，反映出市场担心竞争对手激进的产能扩张计划，最终可能导致硬体价格下滑并拖累获利。此次跌势与同行趋势一致，特别是南韩记忆体巨头 SK 海力士在美国盘前的跌幅更超
AI晶片需求太旺！英特尔豪砸57亿美元扩建爱尔兰厂强化欧洲制造版图
2026-07-13 网络阅读（59）
美国晶片大厂英特尔 (INTC-US) 周一 (13 日) 宣布，已启动一项规模达 50 亿欧元 (约 57 亿美元) 的资本投资计划，将扩大爱尔兰制造基地产能，以满足全球对人工智慧 (AI) 及高效能运算 (HPC) 日益成长的需求，同时进一步强化
从英特尔、AMD到Sandisk 什么引发了美股周一盘前跌势？
2026-07-13 网络阅读（54）
AI 概念股在美股盘前时段遭遇卖压，人工智慧 (AI) 相关类股集体走软。投资者对于大型科技公司能否持续维持其激进的支出计划感到疑虑，导致多档晶片股出现回档。
人类可能只剩几年准备！逾200名专家示警AI冲击
2026-07-13 网络阅读（61）
超过 200 名研究人员与经济学家周一 (13 日) 共同呼吁，各国政府与科技业领袖应立即制定政策并建立相关制度，以因应人工智慧 (AI) 可能带来的巨大经济冲击。参与连署者包括 15 名诺贝尔奖得主，以及来自 OpenAI、Anthrop

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