天天财经-提供金融入门知识-投资理财技巧-美股

SpaceX拟投千亿美元建造太空基地马斯克：支持一天30次「星舰」发射
2026-08-26 网络阅读（50）
美国路易斯安那州政府与SpaceX(SPCX-US)周二(25日)共同宣布，计划投资达 1000 亿美元，于美国路易斯安那州南部建设一座巨型的「星舰」(Starship)火箭发射基地
辉达财报愈好股价愈难涨？连8季击败预期 6次隔日反下跌
2026-08-26 网络阅读（47）
过去三年来，辉达(NVDA-US)每季财报表现已成为人工智慧(AI)交易的重要里程碑，这段期间的营收成长1000%、净利暴增2750%，股价大涨363%。但辉达持续成为「高期待」下的受害者：过去八季中，辉达每一季都在关键财务指标上优于华尔街共识预期，但其中六四的隔日股价反而下跌。投资人将在美东周三盘后(台湾周四清晨)迎接辉达第2季财报，华尔街分析师预测调整后EPS较去年同期翻倍至2.09美元，营收也年增一倍至923亿美元。与上月公布财报的Alphabet(GOOGL-US)类似，SpaceX
苹果秋季发表会看点一次看！2奈米晶片落地、折叠iPhone或首秀
2026-08-26 网络阅读（44）
苹果秋季新品发表会前夕，AI布局逐步浮现。iPhone 18 Pro、首款折叠iPhone、M系列晶片及AI伺服器将成焦点，库克9月交棒特纳斯，苹果正式进入新管理周期。
黄金涨输DRAM！南韩记忆体出口价3年狂飙12倍 1公斤值600克黄金
2026-08-26 网络阅读（46）
韩媒《ChosunBiz》报导，韩国制DRAM价格涨势惊人，每公斤出口单价已可买到620克黄金，已是三年多前低点的12.5倍高。根据韩国贸易统计振兴院(TRASS)周三(26日)公布的数据，在8月1日至20日，韩国DRAM(不含DRAM模组)出口单价达每公斤92183美元(约1.274亿韩元)，较去年同期暴增401%。这段期间的出口额增加504.8%，达到98.0662亿美元(约13.56兆韩元)。投资研究公司Citrini Research分析韩国DRAM出口统计后指出，目前DRAM出口单
遭指控设计成瘾机制危害青少年传Meta与美多州协商和解
2026-08-26 网络阅读（47）
据知情人士与外媒报导，社群巨头 Meta Platforms (META-US)正在与美国多个州的检察长协商，
每花100元就有70元流向记忆体云端大厂「AI储存税」愈来越重
2026-08-26 网络阅读（49）
TrendForce 最新储存产业研究报告指出，随着全球主要云端服务商加速投入 AI 基础设施，DRAM 与 NAND Flash 价格大幅上涨，储存成本占资本支出的比重迅速攀升。预估到了 2027 年，两者合计将占主要云端服务商资本支出的 68%，意味每投入 100 元，就有近 70 元流向储存，形成沉重的「AI 储存税」。报告显示，全球主要云端服务商的资本支出预计于 2026 年成长 98%，2027 年仍将增加 50%。在新一波支出扩张中，DRAM 与 NAND Flash 合计占资本支
AI电脑战升温！苹果首款2奈米M6登场 Mac mini与Mac Studio同步升级
2026-08-26 网络阅读（49）
苹果推出搭载首款2奈米M6晶片的Mac mini，以及采用M5 Ultra的Mac Studio，全面提升AI与图形运算能力，最高支援512GB统一记忆体。不过，在记忆体供应吃紧下，新机售价也同步走高。
AMD比辉达更值得买？分析师喊「强力买进」上调目标价 AI代理掀CPU需求
2026-08-26 网络阅读（45）
AMD获Raymond James升评至「强力买进」，目标价由565美元上调至641美元，较周二收盘价479.18美元仍有约33.8%上涨空间。分析师看好AI代理带动CPU市场成长，认为AMD正逐步缩小与辉达差距。
华尔街都在等辉达Q2财报将考验复苏中的AI交易
2026-08-26 网络阅读（44）
这一刻快到了！自AI交易启动以来，华尔街每季都在等待的时刻：辉达(Nvidia)(NVDA-US)最新财报。没错，虽然辉达的科技巨头同业们将近一个月前就已经公布财报，但辉达终于要让我们了解最新一季的表现。
遭美国列黑名单也挡不住！川习会前惠普取得华为WiFi技术授权
2026-08-26 网络阅读（45）
美国个人电脑(PC)与印表机大厂惠普(HPQ-US)与中国电信巨擘华为周三(26日)宣布，双方已签署多年期全球协议，惠普将取得华为部分Wi-Fi专利的授权。此交易显示尽管美国2019年就把华为列入黑名单并限制与美国供应商合作，但华为技术仍获得中国以外市场采用。在此之前，惠普、华为与其他公司曾卷入专利争议，但这些公司在去年秋季达成协议，让惠普可以使用一个涵盖2000项无线网路连接相关专利的专利池。该专利池名为「Sisvel WiFi 6」，华为正是创始成员之一。代表华为参与谈判的Steven

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