天天财经-提供金融入门知识-投资理财技巧-美股

小摩喊标普上攻7800点看好「前所未见」获利上修潮
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摩根大通 (JPM-US) 周三 (24 日) 上调标普 500 指数年底目标价至 7,800 点，看好企业获利成长将持续支撑美股多头行情。
美光Q3财报创高背后5大讯号 CEO透露商业模式正加速转型
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美光 24 日公布 2026 会计年度第三季财报后，盘后股价劲扬约 13%，营收创下历史新高。然而，相较于财报数字本身，市场近期有分析认为，美光执行长在 45 分钟法说会中的发言，更透露出公司正发生一项足以改变市场定位的重要变化。
AI亲自设计！OpenAI首款自研AI晶片「Jalapeño」亮相
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OpenAI 掏出了史上第一颗自研晶片，名字叫 Jalapeño，墨西哥辣椒，专为大模型推理设计。
美光毛利率飙上84.9%超车辉达 AI记忆体荒让客户「不买不行」
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美光周三盘后 (24 日) 公布优于预期的财报，同步揭露毛利率达 84.9%，不只高于前一季的 74.9%，更远高于去年同期的 39%，这不仅创下公司史上新高，也成为美国大型科技企业中最高的毛利率水准。在美国科技巨头中，美光毛利率已超越 Meta(META-US) 最新一季的 81.9%，以及辉达 (NVDA-US) 的 75%。CNBC 指出，这代表对一家长期被视为生产「商品化产品」的记忆体厂而言，定价能力出现惊人跃升。美光财务长 Mark Murphy 在法说会上表示：「2026 会计年
OpenAI闪电战！GPT-5.5 Instant明日全球免费全面重塑流量入口
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Open AI 宣布，旗下最新版模型 GPT-5.5 Instant 已向全球付费用户开放，并将于 26 日全面推送给所有免费用户。此次更新代表着 ChatGPT 全平台默认模型的重大迭代，GPT-5.5 Instant 将直接取代原有的 GPT-5.3 Instant，成为承载数亿活跃用户日常对话的主力，这也是 OpenAI 进入 2026 年以来规模最广的一次产品升级。本次升级不仅是常规迭代，更是一场精心策划的「体验防守战」。在准确性方面，新模型显著打破了轻量化模型即意味着能力妥协的产业
铰链隐患化解苹果9月有望如期发表首款折叠iPhone
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苹果首款折叠 iPhone 量产倒数计时，供应链消息称，之前制约进度的铰链问题已基本解决，苹果 9 月发表会时间表保持不变。
高通打造自己的「CUDA」！收购Modular挑战辉达AI软体生态
2026-06-25 网络阅读（58）
高通 (QCOM-US) 宣布收购 Modular 公司，后者的原生 AI 软体平台将助力高通转型为开发者优先的 AI 解决方案企业，实现生成式 AI 与代理式 AI 从终端到云端的全覆盖。
〈辉达股东会〉黄仁勋：AI投资报酬已有答案「有用的AI」正式进入获利时代
2026-06-25 网络阅读（64）
辉达周三 (24 日) 举行年度股东大会。AI 产业领军人物黄仁勋在股东大会上表示，关于 AI 投资回报率的问题「已有答案」。
传苹果已解决铰链难题 iPhone Fold最快7月量产、9月亮相
2026-06-25 网络阅读（70）
市场期待已久的苹果首款折叠手机 iPhone Fold 传出开发进展顺利，大规模量产最快将于 7 月底展开，为秋季发表铺路。
黄仁勋股东大会放言：本轮AI基建周期长达数十年
2026-06-25 网络阅读（60）
晶片大厂辉达（Nvidia）24 日（周三）举行 2026 年度股东大会，批准了全部 10 名董事会成员提名，执行长黄仁勋在股东大会上强调「有用 AI 时代」已经到来，并展现了对 AI 基础设施建设将继续的信心。

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