天天财经-提供金融入门知识-投资理财技巧-美股

ChatGPT广告愈来愈普遍！OpenAI再拓26国冲刺营收
2026-10-21 网络阅读（58）
OpenAI周三宣布将ChatGPT广告服务扩展至26国，涵盖市场增至89个。今年稍早已在美测试广告，OpenAI称逾10万广告主投放，年化营收达10亿美元。新增市场含阿根廷、智利、奈及利亚等；广告仅限免费版与Go方案。
AI对手也能当生意伙伴！Google Cloud将开卖OpenAI模型
2026-10-21 网络阅读（43）
OpenAI与Google周三宣布，未来几周将透过Google Cloud提供最先进AI模型及Codex，扩大企业市场布局。 GPT-6 Astra等OpenAI最新模型将上架Google Cloud Model Garden，企业可经Marketplace采购并以既有云端合约额度支付。
〈美股早盘〉SpaceX与美超微业绩提振AI类股主要指数开高
2026-10-21 网络阅读（50）
美股开盘走高，SpaceX与美超微优于预期业绩带动AI类股买气，缓解市场对AI投资热潮能否持续的疑虑。 SpaceX第三季营收年增161%至145.8亿美元，执行长马斯克称与特斯拉已成立特别委员会讨论合并事宜。美超微上修会计年度第一季营收预测至185亿至195亿美元；Meta与特斯拉将公布财报。
亚马逊明年砸逾5,800亿元投资德国 AWS加码扩建AI资料中心
2026-10-21 网络阅读（55）
2026年10月21日（优分析／产业数据中心报导）⸺ 亚马逊Amazon(AMZN-US)20日宣布，计划2027年在德国投资超过160亿欧元（约新台币5,867亿元），其中48亿欧元（约新台币1,760亿元）将用于扩建AWS法兰克福区域的云端与AI基础设施，以因应德国企业对云端运算及AI服务持续增加的需求。这是AWS继2024年宣布扩大法兰克福资料中心投资后，再度加码当地建设。公司先前规划2024年至2026年投入88亿欧元，预计今年底前完成；加上此次新增的48亿欧元，2024年至2027年
主权AI｜IREN西班牙300MW AI资料中心取得土建许可两年后启用
2026-10-21 网络阅读（50）
2026年10月21日（优分析／产业数据中心报导）⸺ 美国AI云端服务商IREN(IREN-US)21日宣布，旗下西班牙Badajoz资料中心园区已取得土建许可，规划电力容量达300MW，预计2028年开始投入营运。公司同时成立IREN Europe，作为欧洲业务营运平台，锁定当地企业与政府对主权AI及云端运算服务的需求。这项计划延续IREN今年6月收购西班牙资料中心开发商Nostrum Group后的布局。Badajoz园区已取得电网连接所需的电力资源，接下来将进入后续建设阶段。园区规划采用
AT&T宽频净增用户创高上修全年获利、调降长期资本支出
2026-10-21 网络阅读（46）
2026年10月21日（优分析／产业数据中心报导）⸺ 美国电信商AT&T(T-US)于10月21日公布第三季财报，宽频净增用户创单季新高，带动公司将全年调整后每股盈余展望由2.25至2.35美元，上修至约2.40美元。公司同时调降2027、2028年的资本支出指引，但维持2030年底光纤覆盖超过6,000万处住宅及企业据点的目标。第三季营收323亿美元，年增5.3%；调整后每股盈余0.65美元，高于去年同期0.54美元。当季光纤与固定无线上网合计净增76.9万户，其中光纤44.2万户、固定无线
叫车不用司机？Bolt携辉达推自驾计程车 2027年马德里试营运
2026-10-21 网络阅读（47）
Bolt将于2027年在西班牙马德里启动自驾计程车试点，并力拚同年底前进军法国、德国主要城市。计划将在至少2.5万辆Lucid车上部署辉达Alpamayo软体，马德里明年先有「数十辆」上路搜集数据。 Bolt称马德里因具测试许可制度成首个试点，且自驾软体完全在车内运作、不需连网。
「不建AIDC更会通膨！」贝莱德执行长示警：扩张放缓才是真风险
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Fink警告AI需求飙升下，若资料中心建设延迟，算力成本将上升并威胁经济增长。他称应加快建更多资料中心，否则运算成本偏高、供给不足，可能推高通膨。 Fink淡化AI泡沫疑虑，并警告美国近2兆美元财政赤字正引发债券殖利率警讯。
从治癌到自驾车！黄仁勋赴欧洲推AI 欣兴、京元电助攻扩产
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黄仁勋在柏林GTC呼吁欧洲加速导入AI，称汽车、金融、医疗等产业都必须成为AI公司。辉达推DSX Pod与Vera Rubin架构，并与欣兴、京元电等扩充供应链，缩短资料中心部署至14天。实体AI上半年营收约110亿美元增30%，并扩及医疗放射治疗、机器人与Volvo、福斯、Bolt车用合作。
AI 抢电催动核电复活美国重启3座反应炉
2026-10-21 网络阅读（47）
美国电力业者推动重启3座停机核反应炉，合计约2.25GW，预计2027至2029年陆续复运 Palisades最快，2026年8月装填燃料、估2027年3月发电三哩岛获微软20年购电合约，Duane Arnold由NextEra与Google合作；AI资料中心用电需求推升重启诱因

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"OpenAI周三宣布将ChatGPT广告服务扩展至26国，涵盖市场增至89个。
今年稍早已在美测试广告，OpenAI称逾10万广告主投放，年化营收达10亿美元。
新增市场含阿根廷、智利、奈及利亚等；广告仅限免费版与Go方案。", "createdAt": "2026-10-21T14:20:03.000Z", "author": "网络", "pv": 58, "pinyin": "mg", "name": "美股", "path": "/new/mg", "tags": [] }, { "id": 21345, "title": "AI对手也能当生意伙伴！Google Cloud将开卖OpenAI模型", "shortTitle": "AI对手也能当生意伙伴！Google Cloud将开卖Ope", "img": "https://cimg.cnyes.cool/prod/news/6635233/l/5cf94537ef0689f6f218410f4c827345.jpg", "description": "OpenAI与Google周三宣布，未来几周将透过Google Cloud提供最先进AI模型及Codex，扩大企业市场布局。
GPT-6 Astra等OpenAI最新模型将上架Google Cloud Model Garden，企业可经Marketplace采购并以既有云端合约额度支付。", "createdAt": "2026-10-21T14:00:04.000Z", "author": "网络", "pv": 43, "pinyin": "mg", "name": "美股", "path": "/new/mg", "tags": [] }, { "id": 21346, "title": "〈美股早盘〉SpaceX与美超微业绩提振AI类股主要指数开高", "shortTitle": "〈美股早盘〉SpaceX与美超微业绩提振AI类股主要指数开", "img": "https://cimg.cnyes.cool/prod/news/6635183/l/56322de41e898c0c1291ab685d99efe3.jpg", "description": "美股开盘走高，SpaceX与美超微优于预期业绩带动AI类股买气，缓解市场对AI投资热潮能否持续的疑虑。
SpaceX第三季营收年增161%至145.8亿美元，执行长马斯克称与特斯拉已成立特别委员会讨论合并事宜。
美超微上修会计年度第一季营收预测至185亿至195亿美元；Meta与特斯拉将公布财报。", "createdAt": "2026-10-21T13:38:35.000Z", "author": "网络", "pv": 50, "pinyin": "mg", "name": "美股", "path": "/new/mg", "tags": [] }, { "id": 21347, "title": "亚马逊明年砸逾5,800亿元投资德国 AWS加码扩建AI资料中心", "shortTitle": "亚马逊明年砸逾5,800亿元投资德国 AWS加码扩建AI资料", "img": "", "description": "2026年10月21日（优分析／产业数据中心报导）⸺ 亚马逊Amazon(AMZN-US)20日宣布，计划2027年在德国投资超过160亿欧元（约新台币5,867亿元），其中48亿欧元（约新台币1,760亿元）将用于扩建AWS法兰克福区域的云端与AI基础设施，以因应德国企业对云端运算及AI服务持续增加的需求。这是AWS继2024年宣布扩大法兰克福资料中心投资后，再度加码当地建设。公司先前规划2024年至2026年投入88亿欧元，预计今年底前完成；加上此次新增的48亿欧元，2024年至2027年", "createdAt": "2026-10-21T13:30:09.000Z", "author": "网络", "pv": 55, "pinyin": "mg", "name": "美股", "path": "/new/mg", "tags": [] }, { "id": 21348, "title": "主权AI｜IREN西班牙300MW AI资料中心取得土建许可两年后启用", "shortTitle": "主权AI｜IREN西班牙300MW AI资料中心取得土建许可", "img": "", "description": "2026年10月21日（优分析／产业数据中心报导）⸺ 美国AI云端服务商IREN(IREN-US)21日宣布，旗下西班牙Badajoz资料中心园区已取得土建许可，规划电力容量达300MW，预计2028年开始投入营运。公司同时成立IREN Europe，作为欧洲业务营运平台，锁定当地企业与政府对主权AI及云端运算服务的需求。这项计划延续IREN今年6月收购西班牙资料中心开发商Nostrum Group后的布局。Badajoz园区已取得电网连接所需的电力资源，接下来将进入后续建设阶段。园区规划采用", "createdAt": "2026-10-21T13:30:09.000Z", "author": "网络", "pv": 50, "pinyin": "mg", "name": "美股", "path": "/new/mg", "tags": [] }, { "id": 21349, "title": "AT&T宽频净增用户创高上修全年获利、调降长期资本支出", "shortTitle": "AT&T宽频净增用户创高上修全年获利、调降长期资本支出", "img": "", "description": "2026年10月21日（优分析／产业数据中心报导）⸺ 美国电信商AT&T(T-US)于10月21日公布第三季财报，宽频净增用户创单季新高，带动公司将全年调整后每股盈余展望由2.25至2.35美元，上修至约2.40美元。公司同时调降2027、2028年的资本支出指引，但维持2030年底光纤覆盖超过6,000万处住宅及企业据点的目标。第三季营收323亿美元，年增5.3%；调整后每股盈余0.65美元，高于去年同期0.54美元。当季光纤与固定无线上网合计净增76.9万户，其中光纤44.2万户、固定无线", "createdAt": "2026-10-21T13:00:05.000Z", "author": "网络", "pv": 46, "pinyin": "mg", "name": "美股", "path": "/new/mg", "tags": [] }, { "id": 21326, "title": "叫车不用司机？Bolt携辉达推自驾计程车 2027年马德里试营运", "shortTitle": "叫车不用司机？Bolt携辉达推自驾计程车 2027年马德里试", "img": "https://cimg.cnyes.cool/prod/news/6635225/l/8b0b5ed596d69b5c77c1500cad946f42.jpg", "description": "Bolt将于2027年在西班牙马德里启动自驾计程车试点，并力拚同年底前进军法国、德国主要城市。
计划将在至少2.5万辆Lucid车上部署辉达Alpamayo软体，马德里明年先有「数十辆」上路搜集数据。
Bolt称马德里因具测试许可制度成首个试点，且自驾软体完全在车内运作、不需连网。", "createdAt": "2026-10-21T12:20:06.000Z", "author": "网络", "pv": 47, "pinyin": "mg", "name": "美股", "path": "/new/mg", "tags": [] }, { "id": 21327, "title": "「不建AIDC更会通膨！」贝莱德执行长示警：扩张放缓才是真风险", "shortTitle": "「不建AIDC更会通膨！」贝莱德执行长示警：扩张放缓才是", "img": "https://cimg.cnyes.cool/prod/news/6635084/l/817c841cb49d475911a47ee48a4bca63.jpg", "description": "Fink警告AI需求飙升下，若资料中心建设延迟，算力成本将上升并威胁经济增长。
他称应加快建更多资料中心，否则运算成本偏高、供给不足，可能推高通膨。
Fink淡化AI泡沫疑虑，并警告美国近2兆美元财政赤字正引发债券殖利率警讯。", "createdAt": "2026-10-21T12:00:03.000Z", "author": "网络", "pv": 43, "pinyin": "mg", "name": "美股", "path": "/new/mg", "tags": [] }, { "id": 21328, "title": "从治癌到自驾车！黄仁勋赴欧洲推AI 欣兴、京元电助攻扩产", "shortTitle": "从治癌到自驾车！黄仁勋赴欧洲推AI 欣兴、京元电助攻扩产", "img": "https://cimg.cnyes.cool/prod/news/6635184/l/a6d0d6c413844beeae037178d06c73ff.jpg", "description": "黄仁勋在柏林GTC呼吁欧洲加速导入AI，称汽车、金融、医疗等产业都必须成为AI公司。
辉达推DSX Pod与Vera Rubin架构，并与欣兴、京元电等扩充供应链，缩短资料中心部署至14天。
实体AI上半年营收约110亿美元增30%，并扩及医疗放射治疗、机器人与Volvo、福斯、Bolt车用合作。", "createdAt": "2026-10-21T11:50:02.000Z", "author": "网络", "pv": 57, "pinyin": "mg", "name": "美股", "path": "/new/mg", "tags": [] }, { "id": 21314, "title": "AI 抢电催动核电复活美国重启3座反应炉", "shortTitle": "AI 抢电催动核电复活美国重启3座反应炉", "img": "https://cimg.cnyes.cool/prod/news/6634804/l/e47289539fe75e18d5fea74064e1083d.jpg", "description": "美国电力业者推动重启3座停机核反应炉，合计约2.25GW，预计2027至2029年陆续复运
Palisades最快，2026年8月装填燃料、估2027年3月发电
三哩岛获微软20年购电合约，Duane Arnold由NextEra与Google合作；AI资料中心用电需求推升重启诱因", "createdAt": "2026-10-21T10:30:05.000Z", "author": "网络", "pv": 47, "pinyin": "mg", "name": "美股", "path": "/new/mg", "tags": [] } ] }, "_locals": {}, "cache": false }