天天财经-提供金融入门知识-投资理财技巧-美股

Arm败诉仅赔高通2美元！数十亿美元权利金豁免成决战关键
2026-10-15 网络阅读（57）
美德拉瓦州陪审团认定Arm违反与高通许可协议，并干预高通与Meta商业关系。陪审团仅判Arm赔高通2美元名义损害；高通另5项违约指控中，Arm获有利认定。高通主张可停付Arm五年权利金、金额恐达数十亿美元，将由法官Maryellen Noreika裁定。
一档股票拖垮全球半导体？财经名嘴：美晶片股是看SK海力士脸色　不是辉达　
2026-10-15 网络阅读（64）
SK海力士成记忆体抛售潮中心，近6日ADR跌逾15%，南韩股价今早崩逾10%。市场重估三事：长鑫存储推4F²、AI资本支出回报受质疑、利率走高压缩高成长股。专家称中国威胁仍限通用DRAM，HBM由SK海力士、三星主导；短线看扩产与毛利。
波克夏加码3.3亿美元入股 Bending Spoons暴涨超40%
2026-10-15 网络阅读（58）
波克夏再投资Bending Spoons 3.3亿美元，每股33美元买1,000万股，持股将达4% Bending Spoons股价周三飙逾40%，波克夏今年累计投入9.3亿美元，帐面获利估约6亿美元公告推算其市值约400亿美元、企业价值近10倍预估营收；公司称将强化并购财务弹性
CoreWeave扩张AI转向保险业寻资金创办人：必须成为巨头
2026-10-15 网络阅读（51）
CoreWeave寻求引入保险业资金，盼以更低成本为AI基础建设扩张融资。共同创办人McBee称，若升至投资等级评等，将有助向保险公司借款，且可能评估保险公司购买AI实验室担保贷款。 AI融资成本攀升引发警讯；CoreWeave 2032债券殖利率一度升至15%，市场忧资金可得性成AI基建瓶颈。
苹果折叠机抢攻中国市场阿里模型获准导入iPhone
2026-10-15 网络阅读（53）
苹果传12月随iOS 27.3在中国推出Apple Intelligence，首波不含新版Siri及部分影像、文字生成功能。中国工信部核准阿里通义千问、通义万相供多款iPhone使用，为苹果部署AI扫除监管障碍。苹果须与阿里、百度合作并遵守审核要求，中国手机品牌积极导入AI，苹果面临追赶压力。
标准版iPhone 18传11月底投产备货量相当庞大
2026-10-15 网络阅读（53）
标准版 iPhone 18 传将于 11 月启动大规模量产，为预计 2027 年春季上市备货。微博爆料者「定焦数码」称零组件备货量庞大，但未透露数字。外传规格含 6.3 吋萤幕、台积电 2 奈米 A20、苹果自研 C2 数据机，尚未获证实。
ASML下一波重大晶片制造成长时间表出炉！专家：英特尔、三星、台积电掌握关键命脉
2026-10-15 网络阅读（58）
ASML执行长称High-NA EUV正从研发走向量产，关键在英特尔、三星、台积电何时大规模导入。英特尔已曝光逾100万片晶圆；三星拟2028量产、台积电目标2030先进逻辑导入。 ASML第三季净销售117亿欧元、毛利57.5%，全年营收指引上调至440至450亿欧元。
CPI高预期美债殖利率急升联准会陷「升息两难」
2026-10-15 网络阅读（48）
美国9月CPI年增3.7%高于预期，市场对联准会10月28日升息机率升至39.3%。 2年期殖利率一度升至4.95%，10年期攀至5.33%；富国估仍会再升4次至4.75%至5%。高利率已压抑房市与CCC企业，AI资本支出逾1兆美元仍支撑经济。
Meta有望上涨逾11%？10大分析师最新目标价一览
2026-10-15 网络阅读（52）
Meta目标价由700升至850美元；Guggenheim分析师维持买进 Shopify、Kontoor、Albertsons等获上调目标价；Kontoor评级由持有升至买进达美乐披萨、GE Vernova、Weyerhaeuser遭下修目标价；Weyerhaeuser评级升至买进
早早料中Fed升息的经济学家再示警！12月不排除一次升2码
2026-10-15 网络阅读（56）
Schenker料Fed 12月可能升息2码，若9月升息未压低通膨，明年初或暂停升息。他认为10月29-30日会议恐难再行动，因目前多数数据仍反映9月升息前经济状况。市场聚焦10月是否升息，CPI高于预期带动利率预期变动；花旗现估12月升息1码后按兵不动。

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"美德拉瓦州陪审团认定Arm违反与高通许可协议，并干预高通与Meta商业关系。
陪审团仅判Arm赔高通2美元名义损害；高通另5项违约指控中，Arm获有利认定。
高通主张可停付Arm五年权利金、金额恐达数十亿美元，将由法官Maryellen Noreika裁定。", "createdAt": "2026-10-15T04:30:07.000Z", "author": "网络", "pv": 57, "pinyin": "mg", "name": "美股", "path": "/new/mg", "tags": [] }, { "id": 20428, "title": "一档股票拖垮全球半导体？财经名嘴：美晶片股是看SK海力士脸色　不是辉达　", "shortTitle": "一档股票拖垮全球半导体？财经名嘴：美晶片股是看SK海力士脸色", "img": "https://cimg.cnyes.cool/prod/news/6630881/l/5776b846166a1c807b39fbf053404206.jpg", "description": "SK海力士成记忆体抛售潮中心，近6日ADR跌逾15%，南韩股价今早崩逾10%。
市场重估三事：长鑫存储推4F²、AI资本支出回报受质疑、利率走高压缩高成长股。
专家称中国威胁仍限通用DRAM，HBM由SK海力士、三星主导；短线看扩产与毛利。", "createdAt": "2026-10-15T04:20:04.000Z", "author": "网络", "pv": 64, "pinyin": "mg", "name": "美股", "path": "/new/mg", "tags": [] }, { "id": 20429, "title": "波克夏加码3.3亿美元入股 Bending Spoons暴涨超40%", "shortTitle": "波克夏加码3.3亿美元入股 Bending Spoons暴涨", "img": "https://cimg.cnyes.cool/prod/news/6630677/l/6cf4200c2bccdf8d30fb775d86dfb961.jpg", "description": "波克夏再投资Bending Spoons 3.3亿美元，每股33美元买1,000万股，持股将达4%
Bending Spoons股价周三飙逾40%，波克夏今年累计投入9.3亿美元，帐面获利估约6亿美元
公告推算其市值约400亿美元、企业价值近10倍预估营收；公司称将强化并购财务弹性", "createdAt": "2026-10-15T04:10:04.000Z", "author": "网络", "pv": 58, "pinyin": "mg", "name": "美股", "path": "/new/mg", "tags": [] }, { "id": 20405, "title": "CoreWeave扩张AI转向保险业寻资金创办人：必须成为巨头", "shortTitle": "CoreWeave扩张AI转向保险业寻资金创办人：必须成为", "img": "https://cimg.cnyes.cool/prod/news/6630901/l/e92cb949d2b3e1ac46a3bf531eb06f7d.jpg", "description": "CoreWeave寻求引入保险业资金，盼以更低成本为AI基础建设扩张融资。
共同创办人McBee称，若升至投资等级评等，将有助向保险公司借款，且可能评估保险公司购买AI实验室担保贷款。
AI融资成本攀升引发警讯；CoreWeave 2032债券殖利率一度升至15%，市场忧资金可得性成AI基建瓶颈。", "createdAt": "2026-10-15T03:30:07.000Z", "author": "网络", "pv": 51, "pinyin": "mg", "name": "美股", "path": "/new/mg", "tags": [] }, { "id": 20406, "title": "苹果折叠机抢攻中国市场阿里模型获准导入iPhone", "shortTitle": "苹果折叠机抢攻中国市场阿里模型获准导入iPhone", "img": "https://cimg.cnyes.cool/prod/news/6630936/l/6313e5dd0c15de7213fe991238ada6c4.jpg", "description": "苹果传12月随iOS 27.3在中国推出Apple Intelligence，首波不含新版Siri及部分影像、文字生成功能。
中国工信部核准阿里通义千问、通义万相供多款iPhone使用，为苹果部署AI扫除监管障碍。
苹果须与阿里、百度合作并遵守审核要求，中国手机品牌积极导入AI，苹果面临追赶压力。", "createdAt": "2026-10-15T03:20:04.000Z", "author": "网络", "pv": 53, "pinyin": "mg", "name": "美股", "path": "/new/mg", "tags": [] }, { "id": 20407, "title": "标准版iPhone 18传11月底投产备货量相当庞大", "shortTitle": "标准版iPhone 18传11月底投产备货量相当庞大", "img": "https://cimg.cnyes.cool/prod/news/6630973/l/82f759d41992e35b42f7334674b0b6a3.jpg", "description": "标准版 iPhone 18 传将于 11 月启动大规模量产，为预计 2027 年春季上市备货。
微博爆料者「定焦数码」称零组件备货量庞大，但未透露数字。
外传规格含 6.3 吋萤幕、台积电 2 奈米 A20、苹果自研 C2 数据机，尚未获证实。", "createdAt": "2026-10-15T03:15:40.000Z", "author": "网络", "pv": 53, "pinyin": "mg", "name": "美股", "path": "/new/mg", "tags": [] }, { "id": 20408, "title": "ASML下一波重大晶片制造成长时间表出炉！专家：英特尔、三星、台积电掌握关键命脉", "shortTitle": "ASML下一波重大晶片制造成长时间表出炉！专家：英特尔、三星", "img": "https://cimg.cnyes.cool/prod/news/6630884/l/27cd8f9331628486a2454ccd0b56b232.jpg", "description": "ASML执行长称High-NA EUV正从研发走向量产，关键在英特尔、三星、台积电何时大规模导入。
英特尔已曝光逾100万片晶圆；三星拟2028量产、台积电目标2030先进逻辑导入。
ASML第三季净销售117亿欧元、毛利57.5%，全年营收指引上调至440至450亿欧元。", "createdAt": "2026-10-15T03:10:06.000Z", "author": "网络", "pv": 58, "pinyin": "mg", "name": "美股", "path": "/new/mg", "tags": [] }, { "id": 20409, "title": "CPI高预期美债殖利率急升联准会陷「升息两难」", "shortTitle": "CPI高预期美债殖利率急升联准会陷「升息两难」", "img": "https://cimg.cnyes.cool/prod/news/6630676/l/fbecf0b9b6075f86cabcf01ab0d30d3c.jpg", "description": "美国9月CPI年增3.7%高于预期，市场对联准会10月28日升息机率升至39.3%。
2年期殖利率一度升至4.95%，10年期攀至5.33%；富国估仍会再升4次至4.75%至5%。
高利率已压抑房市与CCC企业，AI资本支出逾1兆美元仍支撑经济。", "createdAt": "2026-10-15T03:10:06.000Z", "author": "网络", "pv": 48, "pinyin": "mg", "name": "美股", "path": "/new/mg", "tags": [] }, { "id": 20410, "title": "Meta有望上涨逾11%？10大分析师最新目标价一览", "shortTitle": "Meta有望上涨逾11%？10大分析师最新目标价一览", "img": "https://cimg.cnyes.cool/prod/news/6630696/l/f10f85f9eec50616b9166a38e99b5e4b.jpg", "description": "Meta目标价由700升至850美元；Guggenheim分析师维持买进
Shopify、Kontoor、Albertsons等获上调目标价；Kontoor评级由持有升至买进
达美乐披萨、GE Vernova、Weyerhaeuser遭下修目标价；Weyerhaeuser评级升至买进", "createdAt": "2026-10-15T03:00:08.000Z", "author": "网络", "pv": 52, "pinyin": "mg", "name": "美股", "path": "/new/mg", "tags": [] }, { "id": 20385, "title": "早早料中Fed升息的经济学家再示警！12月不排除一次升2码", "shortTitle": "早早料中Fed升息的经济学家再示警！12月不排除一次升2码", "img": "https://cimg.cnyes.cool/prod/news/6630754/l/b6dd1d7e8455d943975fd0dbc9a09b97.jpg", "description": "Schenker料Fed 12月可能升息2码，若9月升息未压低通膨，明年初或暂停升息。
他认为10月29-30日会议恐难再行动，因目前多数数据仍反映9月升息前经济状况。
市场聚焦10月是否升息，CPI高于预期带动利率预期变动；花旗现估12月升息1码后按兵不动。", "createdAt": "2026-10-15T02:20:10.000Z", "author": "网络", "pv": 56, "pinyin": "mg", "name": "美股", "path": "/new/mg", "tags": [] } ] }, "_locals": {}, "cache": false }