天天财经-提供金融入门知识-投资理财技巧-美股

韩股暴跌逾6%！长鑫DRAM技术突破、博通示警「AI赌场论」掀半导体卖压
2026-10-13 网络阅读（50）
中国长鑫存储宣布4F²架构DRAM进展，市场忧其挑战三星与SK海力士，全球半导体股承压。三星、SK海力士股价周二一度跌逾8%，KOSPI盘中重挫6.7%，今年涨势明显收敛。博通执行长称AI投资人对技术了解不足、期待过高；外资10月以来净卖出逾60亿美元KOSPI股票。
投资人担心牛市年事已高？历史显示仍可「优雅老去」
2026-10-13 网络阅读（52）
Hulbert指美股牛市本周将满4年，但历史上38次牛市有33次没这么久，不代表会因「年纪」终结。牛市真正结束多因经济衰退、投资人过度乐观或战争、疫情等外部冲击，而非持续时间太长。标普近4年涨131%、年化23.3%，但McQuarrie与Bernstein分析称，这种报酬在历史上并非罕见。
IMF上修全球今年成长率至3.1%！AI热潮助攻台湾估冲10.7%居前段班
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IMF上修今年全球经济成长至3.1%，称AI投资热潮抵销能源成本飙升冲击。 IMF估今年全球通膨4.7%，且警告AI若未带来生产力提升，美股恐跌20%。 IMF指公债殖利率升至数十年高点，吁各国重建财政空间、补助须临时且针对性。
英特尔陈立武：中国AI模型成本更低　普及速度非常快
2026-10-13 网络阅读（55）
陈立武肯定DeepSeek、Kimi、GLM等中国AI模型成本较低、性能已足够好，普及速度快他在12日新加坡星展银行活动称，Token成本具优势且能满足实际需求，自己支持开源技术分析指AI竞争焦点转向推理成本与效率，未来哪类模型落地将由市场决定
资本已成AI最大瓶颈！英特尔、博通CEO同声示警马斯克酸「在赌场就别哭」
2026-10-13 网络阅读（50）
陈福阳、陈立武示警：AI瓶颈已从晶片转向资本与ROI不确定性陈福阳称投资人像赌场下注，马斯克回「在赌场就别哭」博通、英特尔仍积极募资；算力需求恐延续至2029、2030年
「非常、非常、非常可能」！ TikTok执行长预言：AI两三年内有望催生重大科学突破
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周受资称AI未来2至3年可望在物理、生技、化学与材料科学带来重大突破。字节跳动4月推Protenix-v2，聚焦生物分子结构预测与设计，并与科学家协作拓展基础科研。他警告模型对齐、伦理与网路安全风险上升，AI也正重塑TikTok内容、推荐与审核。
辉达高点回落技术面亮警讯？分析师揭关键价位
2026-10-13 网络阅读（55）
辉达上周创历史新高，但周一跌1.2%至226.32美元，连4日收低，费半也跌2.6%。技术分析师称辉达过去18个月周线呈「大型、偏空的上升楔形」，上涨动能减弱。若周线跌破支撑线恐出卖讯号；月线先看204.84美元，跌破185.94美元或意味问题浮现。
美股牛市跑了四年投资人为何不该轻易离场？
2026-10-13 网络阅读（57）
自2022/10/12低点以来，标普500涨约118%，穿越升息、银行危机、关税与伊朗战争冲击 Cramer称，投资没有完美时机；留在市场、持续买进，比试图抓高低点更重要若1万美元在2022/10买进标普500，约增至23,061美元；Nvidia约197,505美元、Meta逾58,800美元
DeepSeek领投机器人AI新创Winverse AI 种子轮融资后估值达4亿美元
2026-10-13 网络阅读（111）
DeepSeek 拟领投机器人 AI 新创 Winverse AI 种子轮，募资数千万美元、投后估值约4亿美元。 Winverse AI 2026年成立于杭州，创办人胡瀚曾任腾讯首席科学家，专攻具身智慧模型。 DeepSeek 由语言模型扩展至机器人投资，继宇树科技后布局人形机器人、工厂自动化。
全球最大资管吹起债市号角！贝莱德六年来首次看多短天期美债　下调美股评等
2026-10-13 网络阅读（46）
贝莱德调整美国资产配置，短债升至超配、长债与美股降至中性，MBS也降至中性。研报称美债殖利率已具吸引力，市场对Fed进一步紧缩预期可能过度，未来12个月美债殖利率再升约3码才会使总回报转负。美股下调因AI建设潜在波动，贝莱德称仅为管理近期风险，仍看好AI相关企业，待能见度改善将再加码风险资产。

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"中国长鑫存储宣布4F²架构DRAM进展，市场忧其挑战三星与SK海力士，全球半导体股承压。
三星、SK海力士股价周二一度跌逾8%，KOSPI盘中重挫6.7%，今年涨势明显收敛。
博通执行长称AI投资人对技术了解不足、期待过高；外资10月以来净卖出逾60亿美元KOSPI股票。", "createdAt": "2026-10-13T05:10:02.000Z", "author": "网络", "pv": 50, "pinyin": "mg", "name": "美股", "path": "/new/mg", "tags": [] }, { "id": 19990, "title": "投资人担心牛市年事已高？历史显示仍可「优雅老去」", "shortTitle": "投资人担心牛市年事已高？历史显示仍可「优雅老去」", "img": "https://cimg.cnyes.cool/prod/news/6629197/l/ff345604197cbe6a07fa83dacedaae88.jpg", "description": "Hulbert指美股牛市本周将满4年，但历史上38次牛市有33次没这么久，不代表会因「年纪」终结。
牛市真正结束多因经济衰退、投资人过度乐观或战争、疫情等外部冲击，而非持续时间太长。
标普近4年涨131%、年化23.3%，但McQuarrie与Bernstein分析称，这种报酬在历史上并非罕见。", "createdAt": "2026-10-13T04:30:54.000Z", "author": "网络", "pv": 52, "pinyin": "mg", "name": "美股", "path": "/new/mg", "tags": [] }, { "id": 19991, "title": "IMF上修全球今年成长率至3.1%！AI热潮助攻台湾估冲10.7%居前段班", "shortTitle": "IMF上修全球今年成长率至3.1%！AI热潮助攻台湾估冲1", "img": "https://cimg.cnyes.cool/prod/news/6629270/l/954ec8de3d717c7ea6f0db2529ffe979.jpg", "description": "IMF上修今年全球经济成长至3.1%，称AI投资热潮抵销能源成本飙升冲击。
IMF估今年全球通膨4.7%，且警告AI若未带来生产力提升，美股恐跌20%。
IMF指公债殖利率升至数十年高点，吁各国重建财政空间、补助须临时且针对性。", "createdAt": "2026-10-13T04:10:06.000Z", "author": "网络", "pv": 56, "pinyin": "mg", "name": "美股", "path": "/new/mg", "tags": [] }, { "id": 19992, "title": "英特尔陈立武：中国AI模型成本更低　普及速度非常快", "shortTitle": "英特尔陈立武：中国AI模型成本更低　普及速度非常快", "img": "https://cimg.cnyes.cool/prod/news/6629286/l/a0c27459f5d662aaa5feace6fb99ed97.jpg", "description": "陈立武肯定DeepSeek、Kimi、GLM等中国AI模型成本较低、性能已足够好，普及速度快
他在12日新加坡星展银行活动称，Token成本具优势且能满足实际需求，自己支持开源技术
分析指AI竞争焦点转向推理成本与效率，未来哪类模型落地将由市场决定", "createdAt": "2026-10-13T04:00:06.000Z", "author": "网络", "pv": 55, "pinyin": "mg", "name": "美股", "path": "/new/mg", "tags": [] }, { "id": 19993, "title": "资本已成AI最大瓶颈！英特尔、博通CEO同声示警马斯克酸「在赌场就别哭」", "shortTitle": "资本已成AI最大瓶颈！英特尔、博通CEO同声示警马斯克酸「", "img": "https://cimg.cnyes.cool/prod/news/6629187/l/d2db1a02b87fc7ccad2ed9909b50c486.jpg", "description": "陈福阳、陈立武示警：AI瓶颈已从晶片转向资本与ROI不确定性
陈福阳称投资人像赌场下注，马斯克回「在赌场就别哭」
博通、英特尔仍积极募资；算力需求恐延续至2029、2030年", "createdAt": "2026-10-13T04:00:05.000Z", "author": "网络", "pv": 50, "pinyin": "mg", "name": "美股", "path": "/new/mg", "tags": [] }, { "id": 19977, "title": "「非常、非常、非常可能」！ TikTok执行长预言：AI两三年内有望催生重大科学突破", "shortTitle": "「非常、非常、非常可能」！ TikTok执行长预言：AI两三", "img": "https://cimg.cnyes.cool/prod/news/6629255/l/d40e7e5571829ab5ed04459d5429825f.jpg", "description": "周受资称AI未来2至3年可望在物理、生技、化学与材料科学带来重大突破。
字节跳动4月推Protenix-v2，聚焦生物分子结构预测与设计，并与科学家协作拓展基础科研。
他警告模型对齐、伦理与网路安全风险上升，AI也正重塑TikTok内容、推荐与审核。", "createdAt": "2026-10-13T03:40:03.000Z", "author": "网络", "pv": 49, "pinyin": "mg", "name": "美股", "path": "/new/mg", "tags": [] }, { "id": 19978, "title": "辉达高点回落技术面亮警讯？分析师揭关键价位", "shortTitle": "辉达高点回落技术面亮警讯？分析师揭关键价位", "img": "https://cimg.cnyes.cool/prod/news/6628978/l/c733981d8eb3a4e4ef8bd7c346c2c17d.jpg", "description": "辉达上周创历史新高，但周一跌1.2%至226.32美元，连4日收低，费半也跌2.6%。
技术分析师称辉达过去18个月周线呈「大型、偏空的上升楔形」，上涨动能减弱。
若周线跌破支撑线恐出卖讯号；月线先看204.84美元，跌破185.94美元或意味问题浮现。", "createdAt": "2026-10-13T03:30:04.000Z", "author": "网络", "pv": 55, "pinyin": "mg", "name": "美股", "path": "/new/mg", "tags": [] }, { "id": 19979, "title": "美股牛市跑了四年投资人为何不该轻易离场？", "shortTitle": "美股牛市跑了四年投资人为何不该轻易离场？", "img": "https://cimg.cnyes.cool/prod/news/6629010/l/5741e2451a8a1a61883a508d481270e9.jpg", "description": "自2022/10/12低点以来，标普500涨约118%，穿越升息、银行危机、关税与伊朗战争冲击
Cramer称，投资没有完美时机；留在市场、持续买进，比试图抓高低点更重要
若1万美元在2022/10买进标普500，约增至23,061美元；Nvidia约197,505美元、Meta逾58,800美元", "createdAt": "2026-10-13T03:10:05.000Z", "author": "网络", "pv": 57, "pinyin": "mg", "name": "美股", "path": "/new/mg", "tags": [] }, { "id": 19950, "title": "DeepSeek领投机器人AI新创Winverse AI 种子轮融资后估值达4亿美元", "shortTitle": "DeepSeek领投机器人AI新创Winverse AI 种", "img": "https://cimg.cnyes.cool/prod/news/6629201/l/0107349c343258c356fb87f0c235ae01.jpg", "description": "DeepSeek 拟领投机器人 AI 新创 Winverse AI 种子轮，募资数千万美元、投后估值约4亿美元。
Winverse AI 2026年成立于杭州，创办人胡瀚曾任腾讯首席科学家，专攻具身智慧模型。
DeepSeek 由语言模型扩展至机器人投资，继宇树科技后布局人形机器人、工厂自动化。", "createdAt": "2026-10-13T02:30:06.000Z", "author": "网络", "pv": 111, "pinyin": "mg", "name": "美股", "path": "/new/mg", "tags": [] }, { "id": 19951, "title": "全球最大资管吹起债市号角！贝莱德六年来首次看多短天期美债　下调美股评等", "shortTitle": "全球最大资管吹起债市号角！贝莱德六年来首次看多短天期美债　下", "img": "https://cimg.cnyes.cool/prod/news/6629164/l/12c27015f310030cc6e28d6cc40d373e.jpg", "description": "贝莱德调整美国资产配置，短债升至超配、长债与美股降至中性，MBS也降至中性。
研报称美债殖利率已具吸引力，市场对Fed进一步紧缩预期可能过度，未来12个月美债殖利率再升约3码才会使总回报转负。
美股下调因AI建设潜在波动，贝莱德称仅为管理近期风险，仍看好AI相关企业，待能见度改善将再加码风险资产。", "createdAt": "2026-10-13T02:30:05.000Z", "author": "网络", "pv": 46, "pinyin": "mg", "name": "美股", "path": "/new/mg", "tags": [] } ] }, "_locals": {}, "cache": false }