天天财经-提供金融入门知识-投资理财技巧-美股

SU7、YU7累计交付逾70万辆！小米2027年进军欧洲 8大德国车商先卡位
2026-09-04 网络阅读（44）
小米汽车宣布2027年进军欧洲，并与8家德国大型经销商签署合作备忘录。SU7、YU7累计交付已突破70万辆，小米正加速建立海外销售与服务网络，挑战欧洲新能源车市场。
美拟对晶片祭关税南韩称正与美讨论投资事宜
2026-09-04 网络阅读（39）
南韩一名政府官员周五(4日)告诉记者，南韩与美国目前正就在美国的半导体投资进行讨论，这是两国更广泛双边谈判的一部分。
记忆体成本暴增400% 苹果新机传全面涨价顶规iPhone Ultra上看3000美元
2026-09-04 网络阅读（38）
受到记忆体短缺及零组件成本攀升影响，苹果首款折叠机 iPhone Ultra 传出将成为历来最昂贵的 iPhone，入门价可能落在 2,099 至 2,299 美元，顶规版本甚至可能突破 3,000 美元。
AI记忆体战争升级！美光砸重金扩产HBM4 12层拚年底月产能达10万片
2026-09-04 网络阅读（42）
外媒最新报导指出，美光科技正打算在今年底前进行大规模设备投资，全力提升最新一代HBM4 12层产品的供应能力，此举意在弥补与三星电子、SK海力士在HBM产能的差距，进而抢夺更多市占率。南韩媒体《ETNews》报导，美光此次扩产力道空前，打算在今年底每月新增最多6万片的HBM产能(以晶圆计)。美光去年HBM月产量约4万至5万片，若今年底顺利达到10万片规模，其产能将是去年的两倍有余。美光积极扩产，主要得益于HBM4爬坡速度远超预期。美国科技媒体《Wccftech》此前曾报导指出，HBM4的放量
特斯拉改变策略？Cybercab车队可能开放第三方营运
2026-09-04 网络阅读（38）
特斯拉周四(3日)公布一份意向表，询问有兴趣购买Cybercab车队，或为其自动驾驶网路提供基础设施的企业，显示这家公司的香槟金自驾车野心，可能不只是成为一家机器人计程车(Robotaxi)营运商。
美国弹药真见底？传爱国者、战斧两大主力导弹最晚2031年才能补足
2026-09-04 网络阅读（38）
华府智库战略暨国际研究中心 (CSIS)估算，美军多项关键飞弹库存已因伊朗战争大幅下降。由于实际库存属于机密，相关数字主要依据公开资料推估。
宛如微软买GitHub！辉达130亿美元拿下Hugging Face 专家：掌握AI软体与开发者主导权
2026-09-04 网络阅读（39）
辉达(NVDA-US)周四(3日)宣布，将以约130亿美元收购近年来在人工智慧(AI)领域重要性日益提升的开源AI模型平台Hugging Face，分析师表示，此交易将让辉达取得「AI市场最重要的资产之一」，并推广开源技术。 Hugging Face是一个让AI开发者分享模型、模型权重、资料集及其他资讯的平台，使开发者能以协作方式开发AI技术。 D.A. Davidson分析师Gil Luria表示，辉达收购Hugging Face的交易，让他联想到程式码分享平台GitHub，后者在2018年由
科技七巨头强势回归财经名嘴：买进时机到了
2026-09-04 网络阅读（37）
CNBC财经节目主持人Jim Cramer周四(3日)表示，现在是重新关注美股「科技七巨头」的时候了。他指出，经历数月表现落后后，这些曾经引领市场的企业中，有许多如今的估值已低到不容忽视。
中国记忆体大厂加速抢市占 SK海力士恐成最大输家
2026-09-04 网络阅读（43）
中国记忆体制造商正快速扩大市场版图，南韩SK海力士可能成为市占率竞争下的主要承压者。
Token价格首度跌破1美元！高盛：「量升价崩」动摇AI资本开支逻辑
2026-09-04 网络阅读（41）
高盛One-Delta交易台主管Rich Privorotsky在最新研究报告中指出，Silicon Data编制的LLM Token Expenditure Index(SDLLMTK)在8月下跌29%，并在月底报出每百万Token价格0.97美元，首度跌破1美元，较5月高点2.05 美元累跌逾50%。摩根大通同步统计指出，OpenRouter上月路由量(即实际处理的 Token 总量)月增47%，但对应的美元支出仅微增7%。用量狂飙、单价崩塌，支出几乎原地踏步，「量升价跌」直接揭示了当前A

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