天天财经-提供金融入门知识-投资理财技巧-美股

能率集团投资人形机器人公司Agility Robotics拚在Nasdaq上市
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中国大陆的宇树科技通过上海交易所上市审查准备上市后，据外媒报导美 Agility Robotics 也在美国时间 6 月 24 宣布将透过 SPAC 方式在美国纳斯达克上市挂牌，股票代号 AGLT，如果一切顺利，预计今年 9 月可以挂牌交易。
AI神队友！Anthropic发布Claude Tag 会接任务、追进度还能主动发言
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Anthropic 推出全新企业 AI 工具「Claude Tag」，可直接整合 Slack 成为 24 小时在线的 AI 队友。除了回答问题与执行任务外，Claude Tag 还具备持续情境记忆与主动介入能力，能理解团队脉络、追踪工作进度
FT：辉达晶片在中国黑市价翻倍高阶AI伺服器飙破百万美元
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英国《金融时报》(FT)周三 (24 日) 报导，在美国严格管制非法出口管道的情况下，过去六个月以来，辉达 (NVDA-US) 遭禁运的人工智慧 (AI) 晶片在中国黑市的价格暴涨超过一倍。根据 FT 访查多位中国晶片贸易商的报导，辉达 DGX B300 伺服器的价格已从人民币 400 万元飙升至超过 800 万元 (110 万美元，或约新台币 3500 万元)，该系统内建八颗 Blackwell 绘图处理器 (GPU)，在美国的常规零售价通常仅约 40 万美元。不仅如此，供大型语言模型 (
南韩股灾示警美股？野村警告：杠杆ETF恐引爆「连锁卖压」
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南韩 KOSPI 指数重挫近 10%，三星电子与 SK 海力士双双暴跌逾 10%，并触发熔断机制。野村证券警告，杠杆型 ETF 的再平衡机制可能在波动率上升时引发「机械式卖压」，进一步放大美股尾盘波动风险，形成跨市场连锁冲击。
〈日月光股东会〉台湾生态系强在哪？吴田玉点名三大优势
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日月光投控 (3711-TW)(ASX-US) 今 (24) 日举办股东会，针对台湾半导体的优势，营运长吴田玉表示，没有什么事情是「只有台湾能做」，任何事情全世界都可以做，差别在于快不快、够不够便宜，以及当需求增加时，放量速度有
靠脸书与IG庞大流量引流！传Meta打造预测平台Arena 未来不排除引入真实资金
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知情人士透露，社群巨头 Meta Platforms(META-US) 执行长祖克伯亲自下令打造一款预测市场平台，虽然一开始不打算使用真实货币交易，但不排除未来这么做的可能性。消息一出，相关概念股应声走跌。 CNBC 引述的知情人士透露，这款预测市场应用程式 (app) 在推出初期将「不会使用真实货币」进行交易，代表与市面上其他让交易员使用现金对未来事件进行投机押注的预测市场平台截然不同。而率先披露 Meta 计划的纽约时报则指出，Meta 的 app 初期将依赖一种类似电玩游戏风格的积分系统，
美股上演冰火两极！川普量子政策点火「这股」狂飙30% 该追高吗？
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美股周二出现罕见分化走势，费城半导体指数重挫逾 6%，但量子运算概念股受美国量子科技政策激励逆势飙升，部分个股单日涨幅超过 30%。市场焦点转向白宫量子科技行政命令，IBM 等企业同步受惠，但分析人士提醒该行情仍高度依赖政策催
依旧看多半导体！美银大幅上调美光、英特尔等多家公司目标价
2026-06-24 网络阅读（78）
在市场担忧 AI 泡沫之际，美国银行罕见大幅上修半导体产业预期，并调升英特尔、Arm、美光及设备股目标价。报告指出 AI 资本支出可见度已延伸至 2028 年，晶圆制造设备（WFE）与总潜在市场规模同步上修，显示 AI 正进入长期基础建
高通传与字节跳动洽谈ASIC合作AI客制化晶片战线再扩大
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2026年06月24日（优分析／产业数据中心报导）⸺ AI客制化晶片（ASIC）市场持续升温。根据外媒报导，高通(QCOM-US)正与字节跳动（ByteDance）洽谈合作，拟提供客制化晶片设计服务，若合作成案，字节跳动将成为高通ASIC设计服务业务的重要客户之一，也象征高通正加速切入AI资料中心与客制化晶片市场，降低对智慧手机业务的依赖。消息人士透露，双方目前讨论的晶片可能涵盖影音处理器（VPU）等产品，并有机会于今年底启动量产。相关设计将部分采用高通去年收购的高速连接技术公司AlphaWa
AI交易只是进入「喘息期」？科技股卖压扩散分析师：基本面依然强劲
2026-06-24 网络阅读（54）
全球科技股卖压扩大，南韩 KOSPI 指数重挫近 10% 后，美股晶片族群同步遭到抛售。美光、SanDisk 跌逾 13%，应用材料、科林研发等设备股也全面走弱。市场担忧记忆体价格与 AI 交易过热，加上杠杆与资金平仓压力，引发半导体板

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