天天财经-提供金融入门知识-投资理财技巧-科技

特斯拉＋SpaceX也比不上！分析师看好「这一股」：获利碾压、市值一年内就超越
2026-05-25 网络阅读（57）
分析师预测，亚马逊凭借 AWS 云端与北美零售双引擎，12 个月内市值可望突破 3.25 兆美元，超越特斯拉与 SpaceX 总和。相较之下，市场目前对马斯克帝国的高估值，更多建立在 AI 机器人与太空数据中心等未来愿景，而非实际获利能力
Alphabet执行长亲口承认：谷歌Gemini在AI自动编码这一方面暂时落后
2026-05-25 网络阅读（55）
在近日一场播客访谈中，谷歌母公司 Alphabet 执行长皮查伊 (Sundar Pichai) 罕见坦承公司在 AI 领域的现状与挑战。他直言不讳地表示，尽管谷歌在文本、多模态及推理等综合能力上表现强劲，但在「智能体编程(Agentic Coding)」这一关键赛道上确实暂时落后。他的这番表态被视为科技巨头在面对瞬息万变的 AI 浪潮时，一次难得的自我审视。他回顾 2023 年 Bard 发表以来的产业变迁，感叹科技迭代速度快得惊人。皮查伊指出，虽然谷歌处于前沿，但并非在所有方向上都占据领
别急着减码出场！美银：AI泡沫规模大但崩盘需等「两大关键条件」成真
2026-05-24 网络阅读（57）
美银策略师 Michael Hartnett 警告，AI 驱动的市场泡沫已成 19 世纪铁路热潮以来最大，但在 OpenAI、SpaceX 等 IPO 完成前，市场仍可能续涨。他并警示美债殖利率飙升、通膨回升与新兴市场货币重挫，恐成全球股
化肥断、油价飙、干旱与超级圣婴现象逼近！联合国：全球粮荒最快6个月后爆发
2026-05-22 网络阅读（68）
全球粮食供应正面临罕见的四重压力，从中东地缘冲突引发的供应链断裂，到极端气候的历史性考验，联合国粮农组织 (FAO) 本周预警一场潜在的全球粮食危机恐在 6 至 12 个月内爆发。 FAO 警告，若各国政府不采取紧急行动，严峻的粮荒最快将于今年下半年至明年上半年浮现。联合国开发计划署 (UNDP) 署长 Alexander De Croo 措辞更为直接，直言受化肥产量骤降影响，今年 9 月或 10 月，世界许多地方将出现粮食短缺问题，而目前的数据显示，即便在中东战事爆发前，全球遭受严重饥饿的人
〈陆股盘后〉科技股领涨沪指站回4100点之上但周线仍连二黑
2026-05-22 网络阅读（58）
中国 A 股三大指数周五 (22 日) 齐步强弹收涨，主要由科技股领涨，上证指数(SSEC) 结束连 2 日跌势，重返 4100 点之上，但仍难逃周线连二黑颓势。沪指周五收涨 0.87% 至 4112.9 点，深证成指 (SZI) 收高 2.3% 至 15597.3 点，创业板指收红 2.84% 至 3938.5 点，沪深两市成交额人民币 2.9 兆元，较前一交易日量缩 5782.84 亿元。盘面上，电子零件族群全天走强，方邦股份、强达电路等 10 余档个股涨停；算力硬体股亦强势表现，其中钻
黄仁勋曾亲自拜访的日东纺意外宣布T-glass暂不涨价为什么反其道而行？
2026-05-22 网络阅读（54）
面对全球 AI 伺服器与先进半导体封装带来的庞大 T-glass(低热膨胀系数玻纤布）需求，黄仁勋曾亲赴日本总部确保供货的关键材料供应商日东纺近期意外宣布暂不调涨 T-glass 价格，同时大幅上调资本支出预算以加速扩产。日东纺近日透露，目前并未因供需紧张而有调涨 T-glass 价格的计划，优先任务是扩大供应以满足客户需求，进而维持高市占率。尽管如此，该公司也保留弹性，若未来国际局势导致能源或原物料成本上升，或是因应更进一步的产能扩张需求，恐要求客户分担投资成本或调整价格。与此同时，日东纺
SpaceX新一代星舰V3火箭关键首飞遇故障延至明天马斯克解释原因
2026-05-22 网络阅读（60）
SpaceX 新一代的「星舰 V3」火箭原定于美国中部时间周四 (21 日) 在德州星际基地的全新发射台上进行首飞，但遇到突发状况只能推迟，马斯克随后在 X 上发文解释道：「固定塔臂的液压梢未能收回。今晚若能修复，明天中部时间 5:30(台湾时间周五上午 6 时 30 分)将再次尝试发射。」。由于燃料温度和压力读数问题，SpaceX 全新升级版重型运载火箭「星舰」V3 在德州「星际基地」新的 2 号发射台上的试飞倒数计时也曾多次暂停。依照先前 SpaceX 公布的计划，V3 最快可能在 5
迎AI新霸主！SpaceX、OpenAI上市首日市值有望超越波克夏
2026-05-22 网络阅读（56）
随着 SpaceX 正式启动上市程序，加上 OpenAI 与 Anthropic 传出也正加速推进 IPO 计划，而其上市首日市值甚至可能一举超越「股神」巴菲特旗下波克夏海瑟威 (BRK.B-US)。
手机最高降价台币9,000元？大陆网友：让子弹再飞一会儿
2026-05-22 网络阅读（67）
继 iPhone17 全系降价之后，华为、小米、荣耀、vivo、OPPO 等多个中国国产品牌同步降价。5 月 21 日，「国产手机突然降价 2,000 元（人民币，新台币 9,272 元）」等话题 21 日（周四）冲上多个平台热搜，引发大陆网友
创纽柏林最速纪录！小米YU7 GT仅售38.99万人民币百万豪车集体沉默
2026-05-22 网络阅读（58）
小米 5 月 21 日召开「人车家全生态新品发布会」，该车 38.99 万元人民币 (以下同) 价格一经公布，现场一片欢呼。在这个价位，小米 YU7 GT 的配置与定位似乎真的没有竞争对手。

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