天天财经-提供金融入门知识-投资理财技巧-美股

惠普Q3财报超预期盘后却大跌9% 投资人在担忧什么？
2026-08-27 网络阅读（48）
惠普(HP-US)公布的最新财报及全年指引均超出分析师预期，但投资人担忧需求隐患，盘后股价随即重挫约9%。市场担忧在于，利润改善主要依赖关税退款等一次性因素，剔除后四季度指引实际低于预期。
苹果救折叠机市场 IDC估折叠iPhone上市首年出货突破1,000万部
2026-08-27 网络阅读（39）
研究机构IDC预估，苹果备受期待的折叠iPhone将帮助折叠萤幕智慧手机市场摆脱下滑，并在上市首年实现超过1,000万部的出货量。
辉达财报带旺SanDisk、美光等记忆体族群盘后涨势台积电ADR升近2%
2026-08-27 网络阅读（48）
AI 巨头辉达 (NVDA-US) 第二季财报与第三季财测均优于市场预期，周三 (26 日) 盘后股价却一度走低，反映毛利率下滑引发的疑虑。随后，财务长 Colette Kress 释乐观预估，AI 概念股盘后走高。
辉达H200晶片终于卖进中国但只占资料中心营收不到1% 北京仍踩煞车
2026-08-27 网络阅读（45）
辉达(NVDA-US)证实最近一季确实已向中国客户出售少量H200晶片，但出货量仍低于美国总统川普批准的许可上限。辉达周三(26日)盘后公布财报时透露，在截至7月26日的三个月期间，中国客户购买H200所贡献的营收，占资料中心事业营收不到1%。辉达并表示，由于北京当局反对，该公司未能把美国政府1月核发的许可证所允许的H200数量全部卖给中国。受H200需求疲弱影响，辉达过去六个月因过剩H200库存认列4亿美元费用。辉达靠这些H200晶片销售，加上电脑游戏相关硬体等其他非人工智慧(AI)产品
黄仁勋谈AI投资：唯一遗憾就是没有更早投入更多
2026-08-27 网络阅读（49）
AI晶片制造巨头辉达(Nvidia)(NVDA-US)已对多家领先的人工智慧实验室进行大笔投资，包括今年稍早斥资300亿美元取得OpenAI的股权。
IDC预估：苹果首款折叠iPhone上市首年出货料突破1000万支
2026-08-27 网络阅读（42）
研究机构 IDC 预估，苹果 (AAPL-US) 首款折叠 iPhone 将于 9 月推出，上市首年出货量可望突破 1,000 万支，并在 2027 年拿下全球折叠手机市场约 40%市占率。
美股重点新闻摘要2026年8月27日
2026-08-27 网络阅读（43）
美股重点新闻摘要2026年8月27日
〈财报〉AI动能推动营收成长 Salesforce盘后一度飙涨13%
2026-08-27 网络阅读（46）
投资人对Salesforce(CRM-US)最新一季的人工智慧(AI)进展感到振奋，这家软体巨头周三(26日)公布优于预期的财报，成长中的AI代理工具需求推动业绩表现超出市场预期。
苹果秋季发表会9月10日凌晨登场料「惊喜耀现」六大新品阵容
2026-08-27 网络阅读（46）
苹果 (AAPL-US) 已确认将于美西时间 9 月 9 日上午 10 时 (台湾时间 9 月 10 日凌晨 1 时) 举行「Surprise and shine」(惊喜耀现) 秋季发表会
辉达释出超狂长期展望美股期货全面走高
2026-08-27 网络阅读（49）
AI 巨头辉达 (NVDA-US) 财报与长期展望优于预期，带动大型科技股买盘回流，美股主要指数期货周三 (26日) 盘后全面走高，那斯达克 100 指数期货涨幅居前。

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