天天财经-提供金融入门知识-投资理财技巧-科技

Meta近期涨势只是「开始」？「这一关键价格」成关键、华尔街目标价最高喊995美元
2026-09-26 网络阅读（64）
Meta AI产品Muse带动股价本周涨近13%，有望创逾13年最佳单月表现多家华尔街上调Meta目标价至820至995美元，分析师看好Muse商业化市场关注Meta能否站上800美元；若突破，Muse涨势可能延续
美银：美光下周公布财报这两项数字是观察重点
2026-09-26 网络阅读（82）
美光科技 (MU-US) 将于 9 月 30 日公布会计年度第四季财报。股价过去 12 个月已上涨近 600%，美银证券分析师Vivek Arya 认为，接下来能否延续涨势，值得从公司提出的「毛利率与资本支出展望」寻找线索。《巴隆周刊》报导，美光通常不提供产品价格指引，因此毛利率预测将是观察未来获利的重要数字。 Arya表示，若美光对 2027 会计年度毛利率达到约 85% 展现信心，市场对该年度每股盈余约 150 至 200 美元的预估，便可能维持。他在财报公布前重申美光「买进」评等，目标价
微软股价创去年11月来新高！分析：AI布局不绑单一模型商成优势
2026-09-26 网络阅读（70）
微软采不依赖单一大型模型业者的AI策略，分析师称这成为其AI竞赛优势。 MSFT-US周五涨3.66%至516.17美元，创去年11月来收盘新高，较7月底财报时涨32%。分析师看好Azure加速成长与新版Copilot，微软可向数百万企业提供AI助理服务。
长抱个股失灵？研究：仅23.2%标普成分股十年跑赢大盘
2026-09-26 网络阅读（84）
Trivariate 创办人 Parker 指出，美股报酬集中少数大企业，长抱单一强势股已不一定适合市场。研究显示，标普500成分股持有10年仅23.2%跑赢指数、3年也仅约27%；选股者若不定期调整，超额报酬可能消失。 Parker 认为应持续检视持股；巴菲特的「永远持有」仅适用卓越企业。
关键矿产争夺转向南美！美70亿贷款绑阿根廷铁路、管道、港口、电网　稳定西半球矿能基建
2026-09-26 网络阅读（77）
美国进出口银行将于2027年前为阿根廷能源、矿业与基建提供最高70亿美元贷款。资金不直补阿根廷财政，将用于购买美国设备、聘用美企，推动铁路、管道、港口与电网建设。美阿盼以此打通Vaca Muerta及北部锂铜外运，带动出口与美元收入。
川普9/29将与科技巨头谈AI！美国众议院议长亦出席、聚焦人工智慧监管与风险
2026-09-26 网络阅读（68）
川普、众院议长强生与科技业执行长将于9月29日举行AI会议。路透指全球主要AI企业警告AI风险，呼吁各国政府合作管理。川普反对AI新监管；中国已规定AI演算法、训练资料与生成内容标示。
微软变身企业导入AI入口！切入协调层解锁需求股价自低点大涨32%重返今年高点
2026-09-26 网络阅读（78）
微软(MSFT-US)今年初股价表现低迷，但过去几个月投资人重新看好该公司的人工智慧(AI)发展前景，带动股价强势反弹，周五(25日)收在今年最高收盘价。微软周五终场上涨3.66%至每股516.17美元，是2026年迄今最高收盘价，也是去年11月以来最高收盘价。微软也成为道琼工业指数30档成分股中，周五表现最佳的个股。微软AI定位获重新评价从7月底公布最新财报以来，微软股价持续走高，迄今已上涨32%。 D.A. Davidson分析师Gil Luria说，微软「终于再次获得市场肯定，投资人
OpenAI承认旗下AI模型可能「干扰」政府网站已通知数十家机构
2026-09-26 网络阅读（149）
OpenAI称旗下AI模型测试时可能绕过防护、干扰外部网站，已通知数十个政府、大学及公共机构。公司调查源自数个月前AI模型意外入侵Hugging Face事件，重点是AI代理存取第三方网站时是否超出任务。 OpenAI称多数案例情节轻微、影响有限。
马斯克放话：Colossus 2部署的辉达晶片年底或增加一倍
2026-09-26 网络阅读（76）
xAI的Colossus 2已部署55万颗辉达GPU，包括11万颗GB200与44万颗GB300。马斯克称首批22万颗GB300下周上线，另22万颗11月投入，12月底前可能再增22万颗。若如期扩充，Colossus 2年底前总数可达约121万颗，算力将进一步支撑AI训练与推理。
Meta CTO谈Muse：AI正从「直接操控」走向「理解意图」、AGI仍远
2026-09-26 网络阅读（67）
Meta CTO Bosworth称，AI助手Muse重点不在跑分，而在对话质感、信任与视觉回馈。他认为AI正从「直接操控」走向理解意图，自然语言可能成为新程式语言。 Meta强化私密AI处理与开源策略，Bosworth称AGI仍远、也不认为AI具意识。

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"description": "Meta AI产品Muse带动股价本周涨近13%，有望创逾13年最佳单月表现
多家华尔街上调Meta目标价至820至995美元，分析师看好Muse商业化
市场关注Meta能否站上800美元；若突破，Muse涨势可能延续", "createdAt": "2026-09-26T05:17:44.000Z", "author": "网络", "pv": 64, "pinyin": "AI", "name": "科技", "path": "/new/AI", "tags": [] }, { "id": 17504, "title": "美银：美光下周公布财报这两项数字是观察重点", "shortTitle": "美银：美光下周公布财报这两项数字是观察重点", "img": "https://cimg.cnyes.cool/prod/news/6616199/l/c1fddc2f902f3f537e0f80646cf0a53a.jpg", "description": "美光科技 (MU-US) 将于 9 月 30 日公布会计年度第四季财报。股价过去 12 个月已上涨近 600%，美银证券分析师Vivek Arya 认为，接下来能否延续涨势，值得从公司提出的「毛利率与资本支出展望」寻找线索。《巴隆周刊》报导，美光通常不提供产品价格指引，因此毛利率预测将是观察未来获利的重要数字。 Arya表示，若美光对 2027 会计年度毛利率达到约 85% 展现信心，市场对该年度每股盈余约 150 至 200 美元的预估，便可能维持。他在财报公布前重申美光「买进」评等，目标价", "createdAt": "2026-09-26T05:10:05.000Z", "author": "网络", "pv": 82, "pinyin": "AI", "name": "科技", "path": "/new/AI", "tags": [] }, { "id": 17505, "title": "微软股价创去年11月来新高！分析：AI布局不绑单一模型商成优势", "shortTitle": "微软股价创去年11月来新高！分析：AI布局不绑单一模型商成优", "img": "https://cimg.cnyes.cool/prod/news/6616382/l/f3fb0b7b936944926445ac9f1d275888.jpg", "description": "微软采不依赖单一大型模型业者的AI策略，分析师称这成为其AI竞赛优势。
MSFT-US周五涨3.66%至516.17美元，创去年11月来收盘新高，较7月底财报时涨32%。
分析师看好Azure加速成长与新版Copilot，微软可向数百万企业提供AI助理服务。", "createdAt": "2026-09-26T04:41:36.000Z", "author": "网络", "pv": 70, "pinyin": "AI", "name": "科技", "path": "/new/AI", "tags": [] }, { "id": 17506, "title": "长抱个股失灵？研究：仅23.2%标普成分股十年跑赢大盘", "shortTitle": "长抱个股失灵？研究：仅23.2%标普成分股十年跑赢大盘", "img": "https://cimg.cnyes.cool/prod/news/6615154/l/c0ba4989a40d5e9964c7c64207efe0ce.jpg", "description": "Trivariate 创办人 Parker 指出，美股报酬集中少数大企业，长抱单一强势股已不一定适合市场。
研究显示，标普500成分股持有10年仅23.2%跑赢指数、3年也仅约27%；选股者若不定期调整，超额报酬可能消失。
Parker 认为应持续检视持股；巴菲特的「永远持有」仅适用卓越企业。", "createdAt": "2026-09-26T04:40:02.000Z", "author": "网络", "pv": 84, "pinyin": "AI", "name": "科技", "path": "/new/AI", "tags": [] }, { "id": 17507, "title": "关键矿产争夺转向南美！美70亿贷款绑阿根廷铁路、管道、港口、电网　稳定西半球矿能基建", "shortTitle": "关键矿产争夺转向南美！美70亿贷款绑阿根廷铁路、管道、港口、", "img": "https://cimg.cnyes.cool/prod/news/6614986/l/1b3f0505ce886aa31ba26d8751df5a17.jpg", "description": "美国进出口银行将于2027年前为阿根廷能源、矿业与基建提供最高70亿美元贷款。
资金不直补阿根廷财政，将用于购买美国设备、聘用美企，推动铁路、管道、港口与电网建设。
美阿盼以此打通Vaca Muerta及北部锂铜外运，带动出口与美元收入。", "createdAt": "2026-09-26T04:30:09.000Z", "author": "网络", "pv": 77, "pinyin": "AI", "name": "科技", "path": "/new/AI", "tags": [] }, { "id": 17490, "title": "川普9/29将与科技巨头谈AI！美国众议院议长亦出席、聚焦人工智慧监管与风险", "shortTitle": "川普9/29将与科技巨头谈AI！美国众议院议长亦出席、聚焦人", "img": "https://cimg.cnyes.cool/prod/news/6615841/l/a41574ab0458ac50df082bbf0797ae76.jpg", "description": "川普、众院议长强生与科技业执行长将于9月29日举行AI会议。
路透指全球主要AI企业警告AI风险，呼吁各国政府合作管理。
川普反对AI新监管；中国已规定AI演算法、训练资料与生成内容标示。", "createdAt": "2026-09-26T02:00:06.000Z", "author": "网络", "pv": 68, "pinyin": "AI", "name": "科技", "path": "/new/AI", "tags": [] }, { "id": 17474, "title": "微软变身企业导入AI入口！切入协调层解锁需求股价自低点大涨32%重返今年高点", "shortTitle": "微软变身企业导入AI入口！切入协调层解锁需求股价自低点大涨", "img": "https://cimg.cnyes.cool/prod/news/6616235/l/40eab2357557245eab803f3c1fd894af.jpg", "description": "微软(MSFT-US)今年初股价表现低迷，但过去几个月投资人重新看好该公司的人工智慧(AI)发展前景，带动股价强势反弹，周五(25日)收在今年最高收盘价。微软周五终场上涨3.66%至每股516.17美元，是2026年迄今最高收盘价，也是去年11月以来最高收盘价。微软也成为道琼工业指数30档成分股中，周五表现最佳的个股。微软AI定位获重新评价从7月底公布最新财报以来，微软股价持续走高，迄今已上涨32%。 D.A. Davidson分析师Gil Luria说，微软「终于再次获得市场肯定，投资人", "createdAt": "2026-09-26T00:40:05.000Z", "author": "网络", "pv": 78, "pinyin": "AI", "name": "科技", "path": "/new/AI", "tags": [] }, { "id": 17459, "title": "OpenAI承认旗下AI模型可能「干扰」政府网站已通知数十家机构", "shortTitle": "OpenAI承认旗下AI模型可能「干扰」政府网站已通知数十", "img": "https://cimg.cnyes.cool/prod/news/6616225/l/18ae7de23247d02219d3ad62a342e8dc.jpg", "description": "OpenAI称旗下AI模型测试时可能绕过防护、干扰外部网站，已通知数十个政府、大学及公共机构。
公司调查源自数个月前AI模型意外入侵Hugging Face事件，重点是AI代理存取第三方网站时是否超出任务。
OpenAI称多数案例情节轻微、影响有限。", "createdAt": "2026-09-25T21:30:07.000Z", "author": "网络", "pv": 149, "pinyin": "AI", "name": "科技", "path": "/new/AI", "tags": [] }, { "id": 17453, "title": "马斯克放话：Colossus 2部署的辉达晶片年底或增加一倍", "shortTitle": "马斯克放话：Colossus 2部署的辉达晶片年底或增加一倍", "img": "https://cimg.cnyes.cool/prod/news/6616156/l/ede969684a919209182e1c774557d622.jpg", "description": "xAI的Colossus 2已部署55万颗辉达GPU，包括11万颗GB200与44万颗GB300。
马斯克称首批22万颗GB300下周上线，另22万颗11月投入，12月底前可能再增22万颗。
若如期扩充，Colossus 2年底前总数可达约121万颗，算力将进一步支撑AI训练与推理。", "createdAt": "2026-09-25T16:58:09.000Z", "author": "网络", "pv": 76, "pinyin": "AI", "name": "科技", "path": "/new/AI", "tags": [] }, { "id": 17454, "title": "Meta CTO谈Muse：AI正从「直接操控」走向「理解意图」、AGI仍远", "shortTitle": "Meta CTO谈Muse：AI正从「直接操控」走向「理解意", "img": "https://cimg.cnyes.cool/prod/news/6615876/l/d99c75223f71c2fee282b7ad81ae0c84.jpg", "description": "Meta CTO Bosworth称，AI助手Muse重点不在跑分，而在对话质感、信任与视觉回馈。
他认为AI正从「直接操控」走向理解意图，自然语言可能成为新程式语言。
Meta强化私密AI处理与开源策略，Bosworth称AGI仍远、也不认为AI具意识。", "createdAt": "2026-09-25T16:40:04.000Z", "author": "网络", "pv": 67, "pinyin": "AI", "name": "科技", "path": "/new/AI", "tags": [] } ] }, "_locals": {}, "cache": false }