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"description": "AI股若继续跌 Fed还会升息吗?「Fed传声筒」点出12月关键 联准会(Fed)12月是否再升息,AI股这波修正可能比刚公布的非农就业数据更值得关注。有「Fed传声筒」之称的《华尔街日报》(WSJ)记者Nick Timiraos周五(6日)分析,近期经济数据与官员谈话仍指向12月再度升息,但若AI股卖压持续,进一步拖累消费与企业投资,金融市场本身就可能产生部分升息原本要达到的紧缩效果。阅读全文... Fed戴莉:科技股暴跌虽痛苦 Fed仍可能升息 旧金山联准银行总裁戴莉 (Mar",
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"content": "<h6>AI股若继续跌 Fed还会升息吗?「Fed传声筒」点出12月关键</h6>\n\n<p>联准会(Fed)12月是否再升息,AI股这波修正可能比刚公布的非农就业数据更值得关注。有「Fed传声筒」之称的《华尔街日报》(WSJ)记者Nick Timiraos周五(6日)分析,近期经济数据与官员谈话仍指向12月再度升息,但若AI股卖压持续,进一步拖累消费与企业投资,金融市场本身就可能产生部分升息原本要达到的紧缩效果。<a href=\"https://news.cnyes.com/news/id/6651724\">阅读全文...</a></p>\n<p style=\"text-align:center;\"><img src=\"https://cimg.cnyes.cool/prod/news/6650227/l/f9e450f577fdeaa4b1cbcd0db8008d86.jpg\" alt=\"美股重点新闻摘要2026年11月7日\" style=\"width:50%;height:auto;border-radius:6px;margin:15px auto;display:block;\"></p>\n\n\n<p> </p>\n\n<h6>Fed戴莉:科技股暴跌虽痛苦 Fed仍可能升息</h6>\n\n<p>旧金山联准银行总裁戴莉 (Mary Daly) 周五 (6 日) 表示,联准会 (Fed) 很可能仍须进一步升息,以压低居高不下的通膨,惟升息时点与幅度尚未确定。即使科技股近期遭遇「痛苦」的重新定价,她仍认为,政策官员须依据整体经济情势作出判断,并在高度不确定的环境下采取审慎、渐进的政策调整步调。<a href=\"https://news.cnyes.com/news/id/6651786\">阅读全文...</a><br>\n </p>\n\n<h6>台积电要做AI记忆体?传应辉达要求研拟生产3D DRAM</h6>\n\n<p>外媒引述《The Information》周五(7日)报导,应最大客户辉达(NVDA-US)要求,台积电(2330-TW)(TSM-US)近期已着手研拟3D DRAM生产计划。知情人士透露,台积电正评估两种方案,包括新建晶圆厂,或收购既有厂房改造为记忆体生产线。计划仍在研拟阶段,投产时程尚未明朗。<a href=\"https://news.cnyes.com/news/id/6651567\">阅读全文...</a><br>\n </p>\n\n<h6>辉达哪些AI晶片还能卖中国?美国会拟设「落后两代」门槛 H200刚好踩线</h6>\n\n<p>《彭博》周五(6日)报导,美国国会两党正协商一项提案,拟维持现行AI晶片出口限制18个月,期间中国只能取得至少落后美国最先进产品两个世代的技术。辉达(NVDA-US)已获准销往中国的H200,恰好比最新的Rubin系列落后两代。明年1月民主党接掌国会后,执行长黄仁勋还可能面对另一道问题:辉达如何确认卖给海外客户的晶片,最终没有被转运到中国?<a href=\"https://news.cnyes.com/news/id/6651713\">阅读全文...</a><br>\n </p>\n<div class=\"related-articles seo-links\">\n <h4>相关阅读</h4>\n <ul>\n <li><a href=\"/hour/article-23916.html\" title=\"红果短剧月活4.3亿 成网路流量新宠及电商变现新战场\">红果短剧月活4.3亿 成网路流量新宠及电商变现新战场</a></li>\n <li><a href=\"/hour/article-23952.html\" title=\"败选3天换幕僚长!川普拔擢强硬派米勒 威尔斯转任\">败选3天换幕僚长!川普拔擢强硬派米勒 威尔斯转任</a></li>\n <li><a href=\"/hour/article-23956.html\" title=\"〈纽约汇市〉强劲非农撑起美元 周线收红\">〈纽约汇市〉强劲非农撑起美元 周线收红</a></li>\n <li><a href=\"/hour/article-23900.html\" title=\"美人形机器人先驱Agility上市 首日逆势涨2.22% 手握百亿订单\">美人形机器人先驱Agility上市 首日逆势涨2.22% 手握百亿订单</a></li>\n <li><a href=\"/hour/article-23897.html\" title=\"〈群联法说〉潘健成:明年企业级SSD需求看增 维持6成毛利率不合理、追求总额成长\">〈群联法说〉潘健成:明年企业级SSD需求看增 维持6成毛利率不合理、追求总额成长</a></li>\n <li><a href=\"/hour/article-23895.html\" title=\"宏致斥2.6亿元收购捷盛跨入PCBA代工 强化AI、网通及工业应用布局\">宏致斥2.6亿元收购捷盛跨入PCBA代工 强化AI、网通及工业应用布局</a></li>\n </ul>\n</div>",
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