天天财经-提供金融入门知识-投资理财技巧-美股

记忆体成本暴涨2.5倍微软宣布调涨Xbox售价苹果也撑不住
2026-06-26 网络阅读（50）
在苹果宣布提高 MacBook 和 iPad 售价仅数小时后，微软 (MSFT-US) 周四 (25 日) 也发布公告称，由于关键零组件成本持续上涨，消费者未来购买 Xbox 游戏主机时将不得不支付更高价格。
〈纽约汇市〉美元回落 PCE符合预期升息疑虑降温
2026-06-26 网络阅读（54）
美元周四 (25 日) 下跌，结束连续六个交易日的涨势。主要因美国最新公布的通膨数据大致符合市场预期，且略低于部分投资人的担忧，缓解了市场对美国联准会 (Fed) 可能升息的忧虑。
〈美股盘后〉伊朗砲击荷姆兹货轮美光飙、苹果泻那指四连黑
2026-06-26 网络阅读（78）
美股周四 (25 日) 走势震荡，美光财报与财测大幅优于预期，股价飙升约 16%，激励 AI 与半导体族群反弹，但苹果因调涨 Mac、iPad 等产品售价，股价重挫逾 6%，消弭部分晶片股涨势，那指连四黑。
美光财报震撼华尔街多家投行上调目标价最高2000美元
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受强劲业绩刺激，美光周四 (25 日) 暴涨超过 15%。包括摩根大通、高盛、美银等主流投行在内的多家投行机构密集上调了美光目标价，其中多家机构看高至 2000 美元，这是分析师目前给出的最高目标价。
美伊停战备忘录白签了？荷姆兹海峡货轮遭伊朗砲击
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伊朗革命卫队 (IRGC) 在荷姆兹海峡攻击一艘悬挂新加坡国旗的货轮「Ever Lovely」，造成货轮驾驶舱受损，但未传出人员伤亡。事件发生后，联合国旗下国际海事组织 (IMO) 紧急暂停原订的商船撤离计划
星舰冲刺高频发射！SpaceX打造专属天然气管线发射成本再降一步
2026-06-26 网络阅读（92）
为支撑星舰发射频率大幅提升，SpaceX 加速打造自有燃料供应体系，计划兴建长达 8 英里的天然气管线，并在 Starbase 设置液化甲烷工厂，未来盼自行开采天然气，以降低发射成本，为火星计划与 Starlink 卫星部署奠定基础。
AI抢走记忆体！继苹果后微软宣布Xbox又得全面涨价最高贵150美元
2026-06-26 网络阅读（88）
AI 热潮推升记忆体价格持续飙涨，消费电子产品成本压力进一步浮现。继苹果宣布调涨 MacBook 与 iPad 售价后，微软也宣布 Xbox 主机 8 月起全面涨价，直言记忆体价格已较过去上涨逾 2.5 倍，且预估 2027 年前还将再翻倍。
为特斯拉、Waymo自驾车铺路！美媒：运输部拟取消Robotaxi配备刹车踏板规定
2026-06-26 网络阅读（56）
外电最新报导指出，美国交通部拟透过国家公路交通安全管理局 (NHTSA) 修订《联邦机动车安全标准》(FMVSS)，专为完全无人驾驶设计的车辆将不再强制配备人类驾驶员专用的刹车踏板。综合《彭博资讯》与《TechCrunch》等外媒报导，专家认为，此举意在清除监管障碍，降低特斯拉 Cybercab、Waymo 等无人驾驶计程车大规模投放的法规门槛。美国现行法规要求汽车须保留传统人工操控装置，使无方向盘、无踏板的专用自驾车型难以获准上市。通用汽车 Cruise 部门 2024 年终止无刹车踏板与
苹果晶片大转弯！传跳过M6高阶版全力冲刺AI导向M7系列
2026-06-26 网络阅读（78）
《彭博》周四 (25 日) 引述知情人士报导，苹果 (AAPL-US) 正准备对 Mac 晶片发展策略进行历来最大调整之一，计划推出基础版 M6 晶片后，罕见跳过 M6 Pro 与 M6 Max 等高阶版本，改由全新 AI 导向的 M7 系列接棒，以加快
川普政府替华许开绿灯升息？分析师：财长贝森特已释放明确讯号
2026-06-26 网络阅读（124）
过去几个月来，市场普遍认为新任美国联准会 (Fed) 主席华许 (Kevin Warsh) 若无法尽快降息，恐将面临总统川普的压力。但愈来愈多迹象显示，即使华许未来选择升息，川普政府也未必会强烈反对。在上周 Fed 会议后，市场意外发现 Fed 官员对升息的态度出现重大转变。最新利率点阵图显示，19 位决策官员中有九位预期今年仍有升息可能，其中六人更认为不只升息一次。华许并未在这次利率预测中提供点位，在会后记者会上也拒绝评论点阵图内容，仅强调 Fed 致力于让通膨回到稳定水准。市场则已开始

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