天天财经-提供金融入门知识-投资理财技巧-美股

将跨足游戏业？韩媒：黄仁勋将晤Krafton高层会谈聚焦人形机器人、游戏软硬体共同开发
2026-06-04 网络阅读（54）
外媒最新报导指出，辉达最快今 (4) 日晚间抵达首尔访位的辉达执行长黄仁勋将在本周跟南韩游戏企业 Krafton(蓝洞)高层会晤，围绕 Physical AI(具身 AI)及晶片组协同落地展开深度合作洽谈，此访被外界解读辉达有意跨足游戏产业。《韩联社》报导，黄仁勋本周将会晤 Krafton 董事长张秉圭、首席 AI 长 (CAIO) 李康旭及《绝地求生》IP 全球负责人张泰锡，具体时间与地点未公开。此次会谈核心聚焦两大方向：一是推进人形机器人全产业链合作，二是将藉辉达新发表的 RTX Spa
全球首档兆美元ETF诞生资金大搬家涌向低成本投资
2026-06-04 网络阅读（46）
先锋集团旗下追踪标普 500 指数的 Vanguard S&P 500 ETF(VOO-US) 于周三 (3 日) 资产规模正式突破 1 兆美元，成为全球首档跻身「兆美元俱乐部」的 ETF。此一历史性成就不仅凸显被动投资热潮持续升温，也反映资金加速流向低成本指数化投资，进一步改写华尔街资产管理版图。自 2022 年以来，受惠于美股市场持续走强，以及投资人为分得人工智慧（AI）红利而疯狂涌入相关基金，VOO 的资产规模在短短几年间呈现爆发性成长，至今已翻了四倍，成功超越同样追踪标普 500 指数
思科CEO解释股价为何创高：AI时代「基础设施就是王道」
2026-06-04 网络阅读（50）
市场终于意识到，若想充分受惠于 AI 热潮，必须先具备能够支撑一切运作的基础设施。这也让网路设备龙头思科 (Cisco)(CSCO-US) 重新获得投资人青睐，股价创新高，过去一个月，股价涨超 36%。
OpenClaw登陆Windows：16亿台PC觉醒 AI代理时代正式开启
2026-06-04 网络阅读（82）
在 2026 年的微软 (MSFT-US) Build 开发者大会上，微软与开源社区共同宣布了一项具备里程碑意义的更新：开源 AI Agent 系统 OpenClaw 正式原生支援 Windows 平台。这不仅意味着全球
川普永久关税计划浮现台湾在列、全球59国受影响
2026-06-04 网络阅读（71）
川普政府推动永久性关税制度再跨一步，美国贸易代表署 (USTR) 于周二 (2 日) 晚间宣布，计划对包括欧盟与加拿大在内的主要盟友加征 10% 关税，对中国、日本、南韩等其他国家则课征 12.5% 关税，显示白宫正逐步建立取代 2025 年
避险大咖点名「三巨头」遭低估市场狂追AI股宛如2000年泡沫
2026-06-04 网络阅读（93）
艾克曼 (Bill Ackman) 警告，投资人正疯狂追逐晶片、半导体与能源等 AI 热门概念股，却忽略了微软 (MSFT-US)、亚马逊(AMZN-US) 及 Meta(META-US)等高品质大型科技股的投资价值。
华许首场会议前萝根再发鹰派讯号：Fed今年可能需要升息
2026-06-04 网络阅读（84）
达拉斯联邦准备银行总裁萝根 (Lorie Logan) 周三 (2 日) 表示，美国经济成长与企业获利表现强劲，让她愈来愈担心联准会 (Fed) 今年可能需要升息，才能让通膨回到 2% 的目标。萝根发表鹰派言论之际，距离华许 (Kevin Warsh) 主持上任后首次 Fed 决策会议仅剩两周。随着通膨压力升温，Fed 愈来愈多官员认为，除非采取更多行动抑制需求，否则物价压力将难以消退。萝根周三表示，目前金融环境仍偏宽松，人工智慧 (AI) 投资热潮持续推升需求，但尚未透过生产力提升带来足够
Google发布开源Gemma 4 12B！16GB记忆体就能跑多模态AI
2026-06-04 网络阅读（62）
Google DeepMind 发布了 Gemma 4 12B。一句话概括这个模型的定位：把原本需要高阶伺服器才能运行的多模态智能，装进你的笔记型电脑里。
〈台积电股东会〉魏哲家：台积电对2030年有相当大信心员工分红今年估增逾3成
2026-06-04 网络阅读（86）
台积电 (2330-TW)(TSM-US) 今 (4) 日举行股东会，股东关注台积电资本支出大幅提高，是否代表公司已掌握至 2030 年的成长能见度。董事长魏哲家表示，台积电无法完全看到未来每一个应用，但半导体永远是所有发展的基础，
WSJ：川普松口重启伊朗战争条件美军伤亡成最后红线
2026-06-04 网络阅读（63）
《华尔街日报》(WSJ) 周四 (4 日) 引述美国官员报导，川普近日私下向幕僚表示，除非伊朗造成美军人员死亡，否则他不打算恢复对伊朗的全面战争，显示白宫目前仍希望维持脆弱停火，避免中东冲突进一步升级。

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