天天财经-提供金融入门知识-投资理财技巧-美股

AI飙股太贵不敢买？财经名嘴：这是投资人最大错误
2026-05-28 网络阅读（78）
《CNBC》财经节目主持人 Jim Cramer 周三 (27 日) 表示，投资人不该过度执着在一档股票过去已经涨了多少，而应专注于未来还有多少上涨空间。
刘强东内部讲话！被机器人取代一线员工一个都不开除
2026-05-28 网络阅读（62）
京东集团执行长刘强东 27 日（周三）在最新内部讲话影片中表示，「面对新技术的冲击，不论是商业模式创新，还是发展更多新业务，必须想尽一切办法保住数十万员工的饭碗，包括我们蓝领。」
台积电冲上2,360元、改写新天价市值61兆元缔新猷
2026-05-28 网络阅读（88）
台股今 (28) 日再度发威，盘中冲上 44,936 点，再度缔造新猷，权王台积电 (2330-TW)(TSM-US) 表现同样亮眼，最高达 2,360 元，涨幅超过 2%，不仅改写新纪录，市值也同步登上新台币 61 兆元的新高。
AI记忆体短缺冲击智慧手机市场料迎史上最糟一年
2026-05-28 网络阅读（59）
全球智慧型手机市场正迈向史上表现最差的一年，主要因 AI 热潮引发的记忆体短缺持续冲击销售。根据市场研究机构 IDC 最新报告，2026 年全球智慧型手机出货量预计将下滑 13.9%。
AI投资烧太大？祖克柏：当然会考虑出租AI算力进军云端运算市场
2026-05-28 网络阅读（94）
Meta 执行长祖克柏周三 (27 日) 表示，若公司未来 AI 资料中心投资出现多余算力，不排除进军云端运算市场。Meta 同时开始测试 AI 订阅服务，显示公司正积极寻找 AI 商业化与新营收来源。
没有明星CEO、本益比偏低美光打破兆美元级企业典型形象
2026-05-28 网络阅读（87）
美光 (Micron Technology)(MU-US) 已加入兆美元市值俱乐部，但从多项指标来看，它可说是这群科技巨头中的「异类」。
美军推动IT整合戴尔拿下97亿美元大单提供微软软体服务
2026-05-28 网络阅读（75）
美国国防部周三 (27 日) 宣布，戴尔取得一项总值约 97 亿美元、为期 5 年的大型软体合约，将为美军提供微软企业软体与云端服务。这项交易不仅凸显政府加速整合 IT 系统，也引发市场关注戴尔与川普政府之间的密切关系。
SpaceX与OpenAI拚兆元市值！专家：火箭垄断使SpaceX在IPO竞赛比OpenAI拥有优势
2026-05-28 网络阅读（72）
尽管太空探索与 AI 领域截然不同，SpaceX 与 OpenAI 这两家由马斯克深度参与的企业，正以惊人的估值掀起资本市场热议。前者将于 6 月 12 日在美股挂牌上市，公开市场估值目标高达 1.5 兆美元，ChatGPT 母公司 OpenAI 在私募市场的估值也已攀升至 8520 亿美元，强烈暗示其跻身「兆元俱乐部」的野心。然而，在商业护城河上，SpaceX 与 OpenAI 的差距正逐步拉大。马斯克已成功将 SpaceX 打造为拥有深厚技术壁垒的独角兽，其火箭回收与星链计划构筑了难以复
美股重点新闻摘要2026年5月28日
2026-05-28 网络阅读（62）
美股重点新闻摘要 2026 年 5 月 28 日
〈财报〉AI晶片需求「异常强劲」迈威尔财测超预期
2026-05-28 网络阅读（78）
迈威尔科技 (Marvell)(MRVL-US) 周三 (27 日) 盘后公布的上季 (第 1 季) 财报和本季 (第 2 季) 财测双双优于预期，并以人工智慧 (AI) 资料中心基建热潮对网路和客制化晶片的需求「异常强劲」为由，提高全年度财测，盘后股价一度冲高 6%。财测关键数字 vs 分析师预期 F2027Q2(约 7 月为止) 营收：27 亿美元 vs 26 亿美元 EPS：93 美分 vs 90 美分 2027 年度全年财测营收：接近 115 亿美元 (年增 40%)，

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