天天财经-提供金融入门知识-投资理财技巧-美股

Aimfinity更新公司治理与营运进展新增两位独立董事、Docter 商业化持续推进
2026-06-26 网络阅读（51）
美国特殊目的收购公司（SPAC）Aimfinity Investment Corp(AIMAU-US) 近日向美国证券交易委员会（SEC）提交最新 Form 8-K，更新与智慧医疗科技公司 Docter Inc. 拟议业务合并（Business Combination）之最新进展，内容涵盖董事会治理强化、商业化成果及产品市场布局等多项重要进展。为持续提升公司治理品质，公司董事会新增两位具备美国上市公司治理及财务管理经验的独立董事。其中，William Frank Koschak 曾任国际会计
AI监管升级！继Anthropic事件后传川普政府要求OpenAI分阶段发布GPT-5.6
2026-06-26 网络阅读（81）
知情人士表示，川普政府已要求 OpenAI 分阶段发布即将推出的新一代人工智慧 (AI) 模型 GPT-5.6。竞争对手 Anthropic 近期才在监管压力下，停止所有客户存取最新尖端 AI 模型 Fable 5 和 Mythos 5。彭博引述的知情人士透露，OpenAI 执行长奥特曼 (Sam Altman) 周三向员工表示，美国政府要求公司先将 GPT-5.6 提供给一小群可信赖合作伙伴，再逐步扩大对外发布。奥特曼在员工会议中指出，美国政府对最先进 AI 模型的能力愈来愈忧心，因此要求
超级周期未结束！小摩：AI记忆体股修正非基本面恶化 Q2财报迎三大验证
2026-06-26 网络阅读（104）
AI 记忆体股近期剧烈震荡，但摩根大通认为，市场波动主要来自情绪与交易结构，而非基本面恶化。随着第二季财报季展开，长期供货协议、云端业者资本支出及 HBM 供给三大关键指标，将决定 AI 记忆体产业是否迎来新一轮估值重估。
《大卖空》原型：平仓半数Palantir空头部位卖出阿里巴巴加码京东、微软LEAPS
2026-06-26 网络阅读（73）
知名电影《大卖空》原型、避险基金 Scion Asset Management 创办人麦可 · 贝瑞 (Michael Burry) 于个人 Substack 平台发文披露最新持股调整，他已平仓所持 Palantir Technologies 空头部位一半，但仍续持 Palantir 看跌选择权。此外，贝瑞同时卖出阿里巴巴持股，将资金转入加码京东，并增持支付科技公司 Fiserv 与软体大厂 Adobe 多头部位。贝瑞最新操作中最受瞩目的是买入微 2028 年 12 月 15
美光财报狂喜为何苹果却笑不出来？
2026-06-26 网络阅读（69）
苹果周四市值一夕蒸发约 2,600 亿美元；相较之下，美光 (MU-US) 凭借亮眼财报与强劲展望，单日暴增逾 1,800 亿美元，凸显全球记忆体供应吃紧下，AI 浪潮的受惠者与承压者正逐渐分化。
微软6月恐创25年来最差分析师：回档反而是买点
2026-06-26 网络阅读（49）
微软 (Microsoft)(MSFT-US) 股价正经历 2000 年以来最惨烈的 6 月表现，同时可能创下历来最差年度表现之一，反映投资人正加速撤出「科技七巨头」等大型科技股。
华尔街：苹果涨价可守住毛利率不致明显流失客户
2026-06-26 网络阅读（93）
苹果 (AAPL-US) 周四 (25 日) 宣布调涨 Mac、iPad 等硬体产品售价，股价重挫，成为当日大型科技股中表现最弱势个股之一。不过，华尔街最新发布的分析报告普遍维持原有评等与目标价。
美股收盘｜科技巨头走弱拖累那指收黑美光财报带旺记忆体股、费半创历史最强季度
2026-06-26 网络阅读（81）
2026年06月26日（优分析／产业数据中心报导）⸺ 美股周四（25日）走势分歧，虽然记忆体大厂美光(Micron-US)缴出优于预期的财报与展望，带动半导体族群全面走强，但苹果(AAPL-US)、辉达(NVDA-US)、微软(MSFT-US)及Alphabet(GOOGL-US)等科技权值股尾盘走弱，使那斯达克指数终场收跌，道琼工业指数则小幅收高，标普500指数几乎持平。道琼工业指数上涨71.72点，涨幅0.14%，收51,920.62点；标普500指数微跌0.73点，收7,357.49点；
美股重点新闻摘要2026年6月26日
2026-06-26 网络阅读（54）
美股重点新闻摘要 2026 年 6 月 26 日
SK海力士拟登陆那斯达克发行ADR 市场检验「韩国折价」能否靠赴美IPO破解
2026-06-26 网络阅读（48）
南韩半导体巨头 SK 海力士已提交美国 IPO 申请，拟透过发行美国存托凭证 (ADR) 于那斯达克交易所挂牌，预计 7 月 10 日启动发行、7 月 29 日正式上市，筹资规模上看 45.45 兆韩元 (约 290 亿美元)，将刷新史上最大 ADR 发行纪录。作为辉达 HBM 核心供应商，SK 海力士此举被市场视为复制台积电 ADR 路径，试图借由打入美股主流资金池，消除长期困扰韩企的「韩国折价」问题，拉近与美国同业美光科技的估值差距。 SK 海力士目前掌握全球 HBM 逾五成市占率，今年

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