天天财经-提供金融入门知识-投资理财技巧-美股

保护壳亮相！苹果iPhone折叠机设计细节曝光：军规防摔、雾面质感
2026-05-28 网络阅读（91）
配件厂抢先释出保护壳苹果折叠 iPhone 外观轮廓逐渐明朗《MacRumors》最新报导指出，配件制造商 iFunSmart 已率先上架苹果首款折叠 iPhone 保护壳样品，进一步佐证近期流出的机身设计传闻。报导指出，根据惯例，保护壳厂商通常会依据提前取得的模型机或泄露 CAD 图档开模量产，其规格往往与最终产品高度吻合。 iFunSmart 商品页面显示，该保护壳后置摄影平台仅有两枚镜头开孔，机身轮廓偏薄，并预留圆形磁吸开孔。壳身具备军规防摔等级、半透明磨砂质感、内建 N52 磁体，
戴蒙嗅到机会了？摩根大通准备砸200亿美元收购
2026-05-27 网络阅读（64）
摩根大通 (JPM-US) 执行长戴蒙 (Jamie Dimon) 周三 (27 日) 表示，在交易与投行业务持续强劲带动下，摩根大通今年支出预估将进一步上调，同时他也透露，未来几年可能寻求规模达 100 亿至 200 亿美元的大型收购案，显
美光跃升美股第11大企业一张图看懂180%反弹有多强
2026-05-27 网络阅读（81）
美光科技 (MU-US) 已不再只是晶片反弹的领头羊，它正在「颠覆兆美元市值排行榜」：这家记忆体晶片制造商周二 (26 日) 市值突破 1 兆美元。美光周二股价大涨 19.3% 至每股 895.88 美元，创下今年第 28 次收盘历史新高，且为自 2011 年 11 月以来最大单日涨幅。这波自 3 月以来的强劲涨势，使其成为美国市值第 11 大公司。大涨动能来自瑞银 (UBS) 大幅调高目标价，该投银认为美光可望涨到 1625 美元，创华尔街最高目标价，并认为人工智慧 (AI) 已从结构上改
量子运算黑马不是IonQ？「这家公司」获1亿美元美国政府合约、Google也押注同技术
2026-05-27 网络阅读（53）
量子运算新创公司 Infleqtion 凭借中性原子技术快速崛起，不仅获得美国商务部 1 亿美元合约，Google Quantum AI 也宣布采用相同技术路线。公司客户涵盖 NASA、美国海军与能源部，尽管仍处亏损阶段，但市场高度
美光强势入阵预示「兆元俱乐部」前景？这两大巨头恐被超车
2026-05-27 网络阅读（68）
随着人工智慧（AI）狂潮从硬体算力向外蔓延，美股「兆元市值俱乐部」正以惊人的速度扩张。这不仅仅是数字上的跃进，更代表着华尔街对科技巨头的衡量标准与估值逻辑，已经发生根本性的质变。美国知名财经节目主持人 Jim Cramer 认为，AI 行情已经昂首步入全新阶段，过去被视为极少数顶尖科技业专属的「兆元市值门槛」，如今在 AI 的加持下，正变得比以往更容易跨越。这并非代表这个顶级俱乐部被稀释了价值，而是 AI 这股科技洪流，正赋予更多企业晋升世界级巨头的硬实力。记忆体不再看天吃饭在这波「兆元
动能股还能追吗？晶片狂潮背后的转折警讯
2026-05-27 网络阅读（86）
英特尔 (INTC-US)、超微(AMD-US) 等动能股看似锐不可挡，然而真是如此吗？巴隆周刊提醒，除了报酬之外，别忘了观察另「换手率」(turnover)，后者显示原本强势上涨的股票，正逐渐失去动能。晶片股是今年春季反弹后最典型的动能股例子之一，这些股票在 2 月大幅回档后强势起飞。以 iShares Edge MSCI USA Momentum Factor ETF(MTUM-US) 为例，这档 ETF 持股高度集中在科技类股，今年上涨 21%，并在 5 月中触及 52 周新高。该 E
美光全球扩产版图一路排到2030年！美国、台湾、日本、新加坡等国同步
2026-05-27 网络阅读（82）
受 AI 需求爆发带动，美光加速全球记忆体扩产布局，涵盖美国、日本、台湾、新加坡、印度与马来西亚，全面推进 HBM、DRAM 与 NAND 产能。市场供给吃紧预计延续至 2026 年后，多座新厂将于 2027 年至 2030 年间陆续投产，美光
美股进入「融涨」模式？华尔街看好标普突破8000大关专家：这次是「真获利」而不是「非理性繁荣」
2026-05-27 网络阅读（82）
美股今夏行情火热，标普 500 从 3 月底至今连涨八周，华尔街近来开始热议所谓的「融涨」(melt-up) 行情，意指牛市最后阶段出现失控式飙涨。标普 500 指数第 1 季虽然收黑，但从 3 月底至今写下一连串惊人成绩，最引人注目的是：该指数已连涨八周，创下 2023 年 12 月以来最长连涨。根据 Bespoke 投资集团统计，这也是标普 500 自 1952 年以来第二强势的八周涨势。不过，这波反弹来势汹汹，也让部分投资人开始感到不安，市场常以 2000 年网路泡沫末期为例，当时那斯
专家评测川普金色手机：与宣传严重不符、硬体过时、非美国制造
2026-05-27 网络阅读（63）
川普手机 (Trump Mobile T1) 在延迟长达 9 个月后，终于在 5 月开始向预购者发货，然而这款售价 500 美元、标榜「爱国」且「美国制造」的设备，在媒体首波评测中却面临排山倒海的负面评价。评论家指出，这款手机与
中国AI史上第一次！阿里巴巴Qwen3.7-Max杀入全球程式设计榜前四前方仅剩Claude
2026-05-27 网络阅读（65）
全球 AI 程式设计模型排行榜迎来历史性突破，阿里巴巴通义千问最新发布的旗舰模型 Qwen3.7‑Max(亦被社群称为 Qwen3‑Code) 在权威评测平台 Code Arena 中以 1541 分夺下全球第 4 名、非 Claude 模型第 1 名。中国 AI 资讯社交平台《新智元》报导，这项最新榜单显示，Qwen3.7‑Max 仅次于 Anthropic 的 Claude Opus 4.7 与 Claude Opus 4.6 Thinking(第 3 名)，超越 ChatGPT‑5.5、

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