天天财经-提供金融入门知识-投资理财技巧-美股

「股神」巴菲特周日迎96岁生日加码Alphabet、扩大库藏股仍难追上大盘
2026-08-28 网络阅读（39）
波克夏今年股价几乎原地踏步，明显落后标普500指数13%的涨幅，成为股神交棒后最受市场关注的问题。
辉达财报会议透露SpaceX三大讯号
2026-08-28 网络阅读（42）
投资人聆听辉达(Nvidia)(NVDA-US)财报电话会议，也从中获得了一些有关SpaceX(SPCX-US)的资讯，足以推升这家由马斯克(Elon Musk)执掌的火箭与AI公司股价。
AI需求未到顶？辉达2028财年70%成长展望震撼华尔街 16家券商上调目标价最高喊390美元
2026-08-28 网络阅读（41）
辉达第2季营收与获利优于预期，并罕见预告2028会计年度营收可望成长约70%，大幅超越华尔街共识。强劲长期展望促使分析师连番调高目标价，但高阶记忆体短缺与成本上升也将持续压抑毛利率。
SK海力士CEO：AI吃掉产能记忆体短缺恐一路延续至2030年底
2026-08-28 网络阅读（45）
AI资料中心持续扩建，全球高阶记忆体供应紧张未见缓解。SK海力士CEO郭鲁正预估，记忆体短缺可能持续至2030年底，公司同步投资逾40亿美元在印第安纳州打造HBM基地，预计2029年量产下一代HBM4E。
记忆体缺货、长约护航美光年底可望突破1300美元？
2026-08-28 网络阅读（38）
《Motley Fool》撰稿人暨投资人 John Bromels仍看好后市，预测美光可望在 2026 年底前突破自身纪录，股价上看 1,300 美元，较目前水准仍有约 42%的上涨空间。
传辉达暂停与AI云端公司营收分成协议
2026-08-28 网络阅读（42）
《华尔街日报》周四(27日)引述消息人士报导，辉达(Nvidia)(NVDA-US)已暂停一项新融资计划中的部分协议。该计划向AI云端公司提供信贷支持，以换取部分营收分成。
AI泡沫论被打脸？辉达、Salesforce财报炸裂克雷默：空头惨遭歼灭
2026-08-28 网络阅读（40）
克雷默指出，辉达与Salesforce强劲财报一举推翻「AI需求见顶」与「AI将毁掉企业软体」两大空头论述。辉达股价大涨约8%、Salesforce飙升约22%，市场重新评估AI成长周期的持续力与商业化前景。
SK海力士深化日本记忆体布局郭鲁正：积极评估与日本客户共同拓展NAND市场
2026-08-28 网络阅读（44）
SK海力士(SK Hynix)(SKHY-US)执行长郭鲁正(Kwak Noh-Jung)表示，正寻求深化与日本客户及供应商在记忆体产业的合作，以共同开发NAND Flash市场。郭鲁正周四(27日)在美国印第安纳州西拉法叶(West Lafayette)出席新厂动工仪式后受访时说：「我们正非常审慎的评估如何与客户及供应商共同开发NAND Flash市场。」郭鲁正也表示，这家全球第二大记忆体晶片制造商目前对其持有的铠侠(Kioxia)重要间接持股「没有任何既定计划」。铠侠专精于NAND Fl
美股重点新闻摘要2026年8月28日
2026-08-28 网络阅读（46）
美股重点新闻摘要2026年8月28日
Salesforce狂涨22%创第二大单日涨幅带动软体股全面走强
2026-08-28 网络阅读（41）
Salesforce(Salesforce)(CRM-US)股价周四(27日)大涨22%，此前公司公布优于预期的第二季财报，并宣布扩大与AI新创Anthropic的合作关系。

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