天天财经-提供金融入门知识-投资理财技巧-美股

全球折叠机出货有望年底破亿苹果入场首年位居第二
2026-09-08 网络阅读（41）
苹果周四（10日）凌晨将发布首款折叠iPhone，市调机构Counterpoint预估，全球折叠机累计出货量将在今年底首度突破1亿台，且苹果入场首年即有望拿下四分之一市场。
特斯拉睽违19个月再降价中国消费者还是买账了
2026-09-08 网络阅读（35）
9月7日（周一）上午8点多，北京一家特斯拉体验店尚未正式营业，一笔新订单已经进入系统。
川普再发声安抚选民：战胜伊朗后油价将「断崖式下跌」　最终跌至每加仑2美元以下
2026-09-08 网络阅读（36）
美国总统川普周一(7日)在Truth Social上发表强硬言论，对于正在进行的美伊冲突以及全球能源市场前景做出高调预测。川普在贴文中表示，在美国赢得与伊朗的战争后，全球油价及全美零售汽油价格将迎来「断崖式下跌」，最终甚至会跌破每加仑2美元关口。「当我们赢得与伊朗的战争时，油价将会断崖式下跌，就像其他所有东西都在下跌一样(但跌得更多！)。油价将先降到每加仑3美元，最终会跌到2美元以下。这一切都将迅速发生，而且伊朗永远不会拥有核武器。MAGA！」这并非川普首次将中东军事冲突与美国国内民生经济直
美国期中选举恐成AI投资「新瓶颈」！大摩密切关注「这几场」选战
2026-09-08 网络阅读（36）
全球科技巨头持续扩建AI资料中心，但地方反对声浪升温。摩根士丹利警告，资料中心政策与社区反弹可能成为AI投资交易的新风险。
美股亮起155年仅见两次的警讯巴菲特一句话示警
2026-09-08 网络阅读（32）
标普 500 指数过去几年强势攀升，人工智慧（AI）类股更成为这波多头行情的领头羊。过去三个历年，这项知名指标累计上涨 78%，今年涨势大致延续，全年升幅可望达到 13%。这波行情让许多投资人斩获颇丰，但全球最成功的投资人之一，却不太满意目前看到的景象。「股神」巴菲特执掌波克夏海瑟威（Berkshire Hathaway）长达 60 年，缔造持续超越大盘的亮眼绩效。这位亿万富豪已于今年初卸下执行长职务，但仍担任董事长，并持续参与投资决策。随着股市亮起 155 年来仅出现过两次的警讯，巴菲特
辉达提前喊明年再成长70% 黄仁勋一关键词藏底气
2026-09-08 网络阅读（34）
辉达执行长黄仁勋在第二季财报电话会议中，仅提过一次「能见度」(visibility)，却点出辉达敢于提出长期成长预测的关键。
川普批庞巴迪「产品不够好」扬言不赴美生产就禁止在美销售
2026-09-08 网络阅读（41）
美加贸易冲突持续升温，川普扬言禁止庞巴迪私人飞机在美国销售，除非公司赴美生产。庞巴迪在美拥有3500名员工、2800家供应商，半数客户机队也位于美国，政策冲击备受关注。
美债是AI泡沫的「终极杀手」？机构：10年期殖利率破5%或成引爆点
2026-09-08 网络阅读（38）
美国政府债务突破40兆美元，10年期美债殖利率逼近5%。专家警告，殖利率若突破5%，恐推高AI融资成本，冲击AI资本支出与美股估值。
美债恐比想像更糟顶尖经济学家：殖利率已进入「全面应战」状态
2026-09-08 网络阅读（35）
美国公债市场近期浮现令人不安的迹象。布鲁金斯学会资深研究员布鲁克斯（Robin Brooks）指出，殖利率上升显示，市场情势可能比表面看来更加严峻。布鲁克斯周二在 Substack 发文表示，美国政策目前已将重点放在防止长期借贷成本急升，并提到美国财政部长贝森特（Scott Bessent）正努力将公债买回规模提高一倍。经济转弱殖利率不降反升他进一步指出，近期反映经济活动疲弱的数据，并未像过去一样带动长期殖利率下滑，凸显市场本身的上行压力有多大。布鲁克斯写道：「就我所见，长期殖利率已进
4支科技股进入标普100指数 Nike遭剔除 18年辉煌纪录告终
2026-09-07 网络阅读（41）
标普道琼指数公司宣布，全球运动鞋巨头 Nike(NKE-US) 将于 9 月 21 日美股开盘前被正式剔除出标普 100 指数，结束其将近 18 年的辉煌纪录。

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