天天财经-提供金融入门知识-投资理财技巧-美股

最差时机已过！高盛转多点火美股记忆体族群普涨 SK海力士ADR创新高
2026-09-10 网络阅读（32）
华尔街投行高盛对记忆体晶片类股转为积极，触发周三(9日)美股记忆体族群集体上攻，由SK海力士领涨，逆势跑赢大盘。SK海力士美股早盘涨约4%至每股193.53美元，盘中创历史新高，收盘涨幅扩大至7%；美光收涨约2%至1027.77美元，闪迪收涨约1.51%至1764.17美元，Roundhill Memory ETF亦涨约1%，标普500 ETF则跌约0.5%。此轮上涨由高盛研报驱动：美光和闪迪已突破压制整个夏季的下行趋势，避险基金持仓仍处低位，为资金重新入场留有空间，但铠侠执行长太田裕雄周三称
Anthropic研究员离职开砲：AI恐在2030年前害死所有人
2026-09-10 网络阅读（35）
Anthropic 一名AI研究员宣布离职，并呼吁其他员工重新思考自身工作。他担忧，Anthropic 与最大竞争对手 OpenAI 正不顾一切追求可能对人类构成生存风险的技术，做法并不负责任。曾在过去 3 年间任职 Anthropic 与 OpenAI 的 Jacob Coxon 周二(8日)晚间在社群媒体发文警告，两家公司正持续推进具备「自我改进」能力的 AI 模型，而这些模型最终可能强大到超出人类控制。警告AI恐超出人类控制 Coxon 在 X 平台一系列贴文中表示，「他们正直奔能够自
全球四大手机巨头集体押注折叠机市场
2026-09-10 网络阅读（27）
9月7日至9月10日，短短72小时内，华为、小米、苹果接连发布新款折叠机，加上已深耕赛道多年的三星，全球四大手机巨头齐聚折叠机赛道。
AI代理人能自己刷卡了！蚂蚁国际联手Visa、Mastercard打造新交易标准
2026-09-10 网络阅读（30）
AI代理人正从购物助手走向自主交易, 蚂蚁国际携手Visa与Mastercard建立跨平台支付标准, 抢攻2030年全球上看5兆美元的代理式商务市场, 同时解决AI身分、授权与交易安全问题。
白宫幕僚示警川普：美伊战事可能拖到2029年任期结束
2026-09-10 网络阅读（30）
《华尔街日报》周三 (9 日) 引述美国官员报导，白宫高阶顾问已私下向总统川普示警，美伊冲突可能延续至其任期结束，甚至超过2029年1月的总统就职日，与川普公开宣称战事即将迅速落幕的说法形成巨大落差。
iPhone Duo发表中国网友热议：贵上天了降价再来买
2026-09-10 网络阅读（29）
苹果9日（周三）在美国加州丘珀蒂诺总部举行新品发表会，推出首款折叠机iPhone Duo，这款手机折叠后大小和形状类似护照，展开后萤幕为7.6英寸，是目前苹果手机中最大萤幕。
AI基设压力测试来了！纽时：OpenAI估2030年算力支出7500亿美元仍大喊「算力非常不够」
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《纽约时报》DealBook周三(9日)援引知情人士报导指出，OpenAI目前仍感觉算力「非常不足」，即使该公司预计到2030年算力支出将达约7500亿美元，较此前约6000亿美元的预测上调逾25%，这意味着晶片、资料中心、电力及网络资源的实际供给，尚未跟上主要大模型开发与部署的需求增长。对甲骨文、CoreWeave等押注AI需求的公司而言，这既是需求讯号，也是资产负债表压力的直接来源。早在7月22日，《华尔街日报》便报导称OpenAI将未来云端基础设施支出预测上调至7500亿美元，并与多家合
巴克莱估标普500指数年底7950点预测市场怎么看？
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巴克莱周三(9日)将美股标普500指数年底目标价上调至7,950点，押注企业获利增长及持续的人工智慧(AI)支出，将推动这波涨势延续。
美股重点新闻摘要2026年9月10日
2026-09-10 网络阅读（33）
美股重点新闻摘要2026年9月10日
伊朗南部连环爆炸胡塞武装逼近曼德海峡布兰特原油升破101美元
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中东两条重要航运水道周边局势同步升温。伊朗南部沿海地区周四 (10 日) 凌晨接连传出爆炸，叶门获伊朗支持的胡塞武装则沿红海海岸推进，逐步逼近可俯瞰曼德海峡的战略要地，为区域冲突开辟新战线的风险升高。

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