天天财经-提供金融入门知识-投资理财技巧-美股

苹果折叠手机量产在即！陆媒：富士康高价找临时工蓝思科技提供UTG
2026-07-07 网络阅读（54）
随着苹果首款折叠 iPhone 预计于下半年发表，供应链与代工体系大致底定。外媒引述产业链消息最新报导，折叠 iPhone 关键零组件——UTG 超薄柔性玻璃盖板 (最外层防护盖板)，将由「果链」玻璃加工龙头蓝思科技供应，整机组装则由富士康(鸿海精密) 负责，目前富士康深圳龙华厂区已启动人力扩招，进入量产爬坡筹备阶段。知情人士透露，蓝思科技现为多数 Android 阵营折叠机提供 UTG、玻璃支撑板及 3D 盖板等结构件，近期已确认对大客户交货于今年第二季末启动。 UT
美银依旧看涨AI、点名「这些」等受惠股！2027年云端AI资本支出冲1.5兆美元
2026-07-07 网络阅读（49）
美国银行最新报告预估，2027 年全球云端与 AI 基础建设资本支出将逼近 1.5 兆美元，年增 40% 至 50%。美银认为半导体近期回档属健康修正，AI 需求未出现结构性转变，并看好美光、AMD、应材、Lam Research 等受惠股
川普再度点名「喊买」戴尔一度飙近9%
2026-07-07 网络阅读（46）
戴尔科技 (Dell Technologies)(DELL-US) 周一 (6 日) 再度因美国总统川普公开赞扬而走高，不过盘中强劲涨势随后收敛。戴尔终场上涨 4.4%，但盘中一度大涨 8.9%。
网路巨头开始「买房收租」？京东7.5亿港元买下香港酒店改学生宿舍
2026-07-07 网络阅读（52）
网路巨头正成为香港另类资产市场上不可忽视的买家，这一次，京东将目光投向了香港学生宿舍。
苹果延长与博通晶片合作至2031年巩固无线通讯晶片供应链
2026-07-07 网络阅读（55）
2026年07月07日（优分析／产业数据中心报导）⸺ 苹果Apple(AAPL-US)已与博通Broadcom(AVGO-US)延长晶片供应合作至2031年，扩大双方既有的长期合作协议，涵盖多项客制化晶片的共同开发与供应，进一步巩固苹果核心产品的无线通讯晶片供应链。苹果多年来一直是博通最重要的客户之一，市场普遍估计，苹果约贡献博通全年营收约20%，双方长期合作也成为博通稳定成长的重要支柱。近年来，苹果持续推动自研晶片策略，包括推出自家设计的C1与C1X行动通讯基频晶片，逐步降低对外部供应商的
英特尔调涨CPU价格 PC售价短期恐维持高档 AI基础建设成本同步攀升
2026-07-07 网络阅读（54）
2026年07月07日（优分析／产业数据中心报导）⸺ 在DRAM与NAND Flash价格持续上涨后，中央处理器（CPU）也正式加入涨价行列。英特尔Intel(INTC-US)证实，已调高部分消费级及伺服器级CPU建议售价，市场预期将进一步推升企业AI基础建设成本，并使个人电脑（PC）价格短期内维持高档。根据市场消息，此次调价主要涵盖Core Ultra 200S Plus消费级处理器，以及部分Xeon 6与Xeon 8000系列伺服器处理器。对于涨价原因，英特尔表示，价格调整是基于市场环境变
高盛警告「买入一切AI」时代结束！避险基金连4周抛售科技股
2026-07-07 网络阅读（50）
高盛最新报告指出，避险基金已连续四周减持科技股，「买入一切 AI」策略正式退场，市场进入分化时代。分析认为此次抛售属季末再平衡与部位调整，AI 长期趋势未变，但估值压力正逐步升高，投资焦点将转向获利能力与执行力。
SK海力士ADR定价倒数！顶级AI基金抢筹有望催生跨市场套利瑞银估长期「吸金」150亿
2026-07-07 网络阅读（48）
南韩记忆体晶片龙头 SK 海力士赴美发行存托凭证 (ADR) 进入关键定价期，顶级 AI 基金集中认购与巨额被动资金流入预期，正重塑这家 HBM「一哥」估值逻辑，并引发做多 ADR、做空韩股的跨市场套利交易。 SK 海力士预计周四 (9 日) 敲定最终发行价，隔天正式以「SKHY」代码于那斯达克挂牌上市。本轮 ADR 机构认购名单汇聚华尔街顶级科技投资方，英国资产管理巨头 Baillie Gifford、避险基金 Coatue Management 及由 OpenAI 前研究员创立的 Situ
伍德上半年重押特斯拉、AMD与SpaceX 方舟两档ETF跑赢标普
2026-07-07 网络阅读（50）
据《Seeking Alpha》，知名投资人伍德 (Cathie Wood) 旗下方舟投资 (ARK Invest) 各档 ETF 在 2026 上半年表现好坏参半，其中有两档 ETF 的绩效优于美股大盘。
Cloudflare宣战AI爬虫！要求搜寻与训练Bot全面分离、Google Gemini首当其冲
2026-07-07 网络阅读（52）
Cloudflare 宣布自 2026 年 9 月 15 日起，要求所有 AI 公司将搜寻爬虫与 AI 训练爬虫完全分离，否则全面封锁。新政策将冲击 Google、Gemini 等 AI 平台，并导入 Pay Per Use 付费机制，改变 AI 训练、内容

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