天天财经-提供金融入门知识-投资理财技巧-美股

不用再等了！OpenAI全面开放GPT-5.6 最强模型正式登场
2026-07-08 网络阅读（83）
OpenAI 周三 (8 日) 宣布，将于周四 (9 日) 正式向全球公开释出 GPT-5.6 Sol、Terra 与 Luna 三款新一代人工智慧 (AI) 模型，结束先前应美国政府要求、仅提供「少数受信任合作伙伴」测试的限制。执
AI股王跌落神坛？辉达市值蒸发1兆美元估值竟比标普500便宜
2026-07-08 网络阅读（54）
AI 晶片龙头辉达 (NVDA-US) 近两个月市值蒸发约 1 兆美元，股价自 5 月 14 日历史高点回落 16%，市场焦点也逐渐从 GPU 龙头转向记忆体等 AI 供应链。不过，尽管股价陷入修正，华尔街分析师对辉达基本面仍维持高度乐观，认为目前
〈美股早盘〉川普重燃中东战火疑虑主要指数开低、避险情绪升温
2026-07-08 网络阅读（83）
美股周三 (8 日) 开低，美国总统川普表示，美伊停火协议「已经结束」，并称美方可能对伊朗发动进一步军事打击，再度点燃市场对中东冲突升级的担忧，推升油价并引发全球避险情绪。
苹果不敌欧盟！法院驳回DMA挑战 App Store与iOS仍列守门人
2026-07-08 网络阅读（60）
苹果 (AAPL-US) 挑战欧盟《数位市场法》(Digital Markets Act，DMA) 再度受挫。欧盟普通法院 (General Court) 周三 (8 日) 驳回苹果针对 App Store 及 iOS 被认定为「守门人」(g
苹果又出手！300亿美元晶片大单砸向博通美国工厂同步扩建
2026-07-08 网络阅读（56）
苹果 (AAPL-US) 周三 (8 日) 宣布，将依据与博通 (AVGO-US) 本周稍早达成的长期供应协议，投入逾 300 亿美元采购晶片，并推动博通扩建位于美国科罗拉多州的生产基地，以强化美国本土晶片供应链，同时呼应美国总统川普政府
Cleveland-Cliffs获美国国防部4亿美元合约，供应变压器与电力设备关键电工钢
2026-07-08 网络阅读（56）
2026年07月08日（优分析／产业数据中心报导）⸺ 美国钢铁大厂Cleveland-Cliffs(CL F-US)宣布，已取得美国国防部价值4亿美元的电工钢供应合约，将在未来五年为美军提供关键电力设备所需材料，进一步巩固美国本土国防供应链。根据合约内容，此案采「不限交货数量、不限交货期间」（Indefinite Delivery, Indefinite Quantity，IDIQ）模式，执行期限至2030年9月8日，不包含延长选项。由于Cleveland-Cliffs是美国唯一具备相关产品供
OpenAI明天全面开放GPT-5.6！Sol效能辗压Claude、Gemini
2026-07-08 网络阅读（51）
OpenAI 宣布正式向全球开放最新旗舰 AI 模型 GPT-5.6，推出 Sol、Terra、Luna 三大版本。其中 Sol 支援 Max 推理与 Ultra 多代理模式，在 Terminal-Bench 2.1 程式设计测试中击败 Claude
AI定海神针苏醒！辉达逆势抗跌买权爆量涌入泄反攻讯号
2026-07-08 网络阅读（47）
全球 AI 龙头辉达 (NVDA-US) 近期股价与整体半导体族群出现明显分歧。在半导体类股遭遇获利了结、相关 ETF 重挫之际，辉达却展现罕见的抗跌力道，不仅成功守住关键价位，选择权市场更涌现大量买权资金，显示部分交易员正提前押注新一波涨势即将展开。市场近期将资金转向记忆体等其他 AI 受惠族群，使辉达股价自 5 月高点回落约 17%，今年以来涨幅也收敛至约 4%。然而，即使追踪晶片股的 VanEck Vectors 半导体 ETF(SMH-US) 单日重挫近 4%，辉达 (NVDA-US
澳洲退休基金不畏AI泡沫担忧计划逢低买入
2026-07-08 网络阅读（54）
澳洲规模最大的退休基金之一 UniSuper(资产管理规模达 1,660 亿澳币，约 1,150 亿美元) 公开表达对美国科技股的强烈信心。尽管市场对高估值的担忧日益增加，UniSuper 仍计划在股价回调时加码，押注人工
亚马逊250亿美元发债掀卖压！AI企业债遭抛售分析师示警AI基建融资风险
2026-07-08 网络阅读（50）
亚马逊宣布发行 250 亿美元公司债后，引发 AI 相关企业债卖压升温。市场担忧 AI 基础建设持续扩张将推高科技巨头举债规模，亚马逊、Meta 等公司债信用利差同步扩大。分析师指出，投资人开始重新评估 AI 投资热潮下的融资需求与信用风

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