天天财经-提供金融入门知识-投资理财技巧-美股

「新债王」冈拉克：Fed若不升息长天期美债恐再遭抛售
2026-09-10 网络阅读（23）
有「新债王」之称的DoubleLine Capital执行长冈拉克周二(8日)在网路直播中示警：如果联准会在下周的政策会议上违背市场预期、选择维持利率不变，长期美债殖利率可能进一步攀升，从而加剧这场历史性的债券市场抛售。
疯狂买！高盛6天砸26.6亿美元连收NEOS、LCN 狂攻ETF、房地产与另类投资
2026-09-10 网络阅读（29）
高盛短短6天宣布两笔最高合计26.6亿美元收购，从选择权策略ETF到商业房地产全面扩张；随资产与财富管理规模突破4兆美元，公司正加速打造更稳定的经常性收入引擎。
AI撑住市场却掩盖风险？瑞银CEO：金融市场「自满」已久投资人最好别押太大
2026-09-10 网络阅读（29）
瑞银执行长Ermotti警告，金融市场过去几年过度自满，投资人低估战争、油价、通膨与美中竞争等风险；随主要央行升息预期升温，资产配置更需分散。
苹果折叠iPhone考验「果粉」号召力分析师：不能只看销量
2026-09-10 网络阅读（26）
苹果(AAPL-US)新款iPhone的销售表现，从来没有像现在这么重要。在周三(9日)举行的苹果发表会上，新任执行长特纳斯(John Ternus)揭晓了iPhone Duo，这是苹果首款折叠手机。
小摩市值将叩关1兆美元美银分析师：有望享「稀缺性溢价」
2026-09-10 网络阅读（28）
《彭博》报导，摩根大通 (小摩) (JPM-US) 可望成为全球首家市值突破1兆美元的银行。美国银行分析师认为，即使跻身「兆元俱乐部」，小摩股价相较整体市场仍处于明显折价，风险报酬比极具吸引力。
NAND供给恐长期偏弱！高盛科技大会第二日亮点：AI商业化与供给侧判断成两大主线
2026-09-10 网络阅读（29）
高盛Communacopia+科技大会在周三(9日)进入第二日多家公司管理层集中发声，AI落地讯号与供给侧判断成为最受关注的两条主线。根据高盛TMT策略师Peter Callahan整理的纪要，当日与会公司涵盖闪迪、Etsy、NXP半导体、Block等数十家企业，管理层围绕AI商业化、消费趋势、记忆体供需及宏观环境密集表态。闪迪管理层明确表示，NAND供给增长在可预见的未来恐持续受限，而AI推理的大规模普及正持续推高需求。闪迪未就短期作出具体指引，但这一中长期判断直接指向NAND价格的支撑逻辑
英特尔2日狂飙逾10% 挑战52周高点！CPU喊涨10%、辉达入股掀AI新想像
2026-09-10 网络阅读（29）
英特尔周二暴涨9.05%后周三再升1.69%至106.24美元，在美股大盘全面走弱下展现强势，CPU涨价、辉达入股与HBM4E代工题材持续推升市场对转型前景的期待。
苹果「新CEO」首秀过关外媒：特纳斯稳健接棒、AI战略浮现
2026-09-10 网络阅读（27）
苹果 (AAPL-US) 新任执行长特纳斯 (John Ternus) 周三 (9 日) 首度以掌门人身分主持秋季发表会，正式揭开后库克时代。多家外媒分析焦点放在特纳斯的公开形象、以iPhone为核心的AI战略，以及他藉
i18定价涨幅小于预期！苹果成本压力引担忧业内人士：利润率显著承压
2026-09-10 网络阅读（30）
苹果在美西时间周三(9日)推出一系列新品，其中最受关注的首款折叠手机iPhone Duo起售价1999美元，标志其正式进军折叠机市场。这也是新任执行长特纳斯上任后主持的首场发布会。根据介绍，iPhone Duo折叠后大小与形状类似护照，展开后显示萤幕达7.6吋，是迄今最薄、显示屏最大的iPhone，美银此前预测这款全新折叠iPhone将直接登顶史上最贵iPhone。但iPhone 18 Pro系列定价涨幅低于市场预期。中国官网显示，iPhone 18 Pro国行起售价人民币9999元(256
苹果A20 Pro首发台积电2奈米封装与散热成关键
2026-09-10 网络阅读（31）
苹果周三(9日)发表A20 Pro，这是iPhone首次采用2奈米晶片。A20 Pro采用台积电N2制程，配备6核心CPU、7核心GPU及双神经网路引擎，记忆体频宽提升50%。

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