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"shortTitle": "美国期中选举民主党夺回参众两院,美股道琼开盘大涨近2%,AI",
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"description": "2026年11月04日(优分析/产业数据中心报导)⸺ 美国期中选举结果出炉,民主党成功夺回参议院与众议院控制权,市场认为,川普(Donald Trump)未来两年的政策推动将受到国会制衡,但也可能降低激进政策带来的不确定性。加上川普释出愿与民主党合作的讯号,带动美股周三开盘走高,道琼工业指数上涨近2%,标普500指数及那斯达克综合指数涨幅均超过1%。 不过,科技硬体股却与大盘走势背离。根据11月4日盘中报价,戴尔科技Dell Technologies(DELL-US)重挫7.29%,迈威尔科技M",
"createdAt": "2026-11-04T15:30:08.000Z",
"author": "网络",
"pv": 22,
"pinyin": "mg",
"name": "美股",
"path": "/new/mg",
"tags": []
},
{
"id": 23365,
"title": "美股开盘/道琼涨近千点选后政策预期转稳、资料中心股承压",
"shortTitle": "美股开盘/道琼涨近千点选后政策预期转稳、资料中心股承压",
"img": "",
"description": "2026年11月04日(优分析/产业数据中心报导)⸺ 美股周三(4日)开盘走高,道琼工业指数涨近千点。民主党在期中选举胜出,投资人预期白宫与国会分由不同政党掌握,将限制政策大幅变动,带动股市上涨。 开盘时,道琼工业指数上涨997.76点、涨幅1.93%,报52,784.48点;标普500指数上涨86.51点、涨幅1.14%,报7,655.43点;那斯达克综合指数上涨271.36点、涨幅1.07%,报25,643.36点。 不过,资料中心相关股票逆势承压,市场担心选举结果可能带来更严格的AI监管。",
"createdAt": "2026-11-04T15:00:08.000Z",
"author": "网络",
"pv": 22,
"pinyin": "mg",
"name": "美股",
"path": "/new/mg",
"tags": []
},
{
"id": 23366,
"title": "AI晶片与散热材料需求升温Solstice上修全年财测",
"shortTitle": "AI晶片与散热材料需求升温Solstice上修全年财测",
"img": "",
"description": "2026年11月04日(优分析/产业数据中心报导)⸺ 电子材料与冷媒供应商Solstice Advanced Materials(SOLS-US)11月4日上修全年财测,记忆体、AI晶片与资料中心散热需求带动第三季业绩成长。公司将2026年调整后每股盈余预估下限由2.75美元提高至2.90美元,上限维持2.95美元。 第三季营收年增8%至10.46亿美元(约新台币343亿元),调整后每股盈余0.80美元,高于市场预估的0.69美元。其中电子材料营收年增31%至1.35亿美元(约新台币44亿元),",
"createdAt": "2026-11-04T15:00:07.000Z",
"author": "网络",
"pv": 23,
"pinyin": "mg",
"name": "美股",
"path": "/new/mg",
"tags": []
},
{
"id": 23367,
"title": "叫车司机短缺推高支出Uber第四季获利展望不如预期",
"shortTitle": "叫车司机短缺推高支出Uber第四季获利展望不如预期",
"img": "",
"description": "2026年11月04日(优分析/产业数据中心报导)⸺ 叫车平台Uber(UBER-US)面临司机供给不足与燃油成本上升,第四季获利展望低于市场预期。公司11月4日预估,本季调整后每股盈余为0.95至0.99美元,不及分析师预期的1.06美元,并将增加招募及留任司机的支出。 供给压力主要出现在印度、巴西与加拿大。执行长Dara Khosrowshahi表示,油价偏高及司机人数不足,限制部分国际市场的供给成长;加拿大则受移民流入减少影响,运力明显不足。公司指出,10月叫车业务趋势已有改善,仍须持续投",
"createdAt": "2026-11-04T15:00:06.000Z",
"author": "网络",
"pv": 28,
"pinyin": "mg",
"name": "美股",
"path": "/new/mg",
"tags": []
},
{
"id": 23349,
"title": "美选尘埃落定 凯基银:留意科技产业新变数 宜采股债双轨布局",
"shortTitle": "美选尘埃落定 凯基银:留意科技产业新变数 宜采股债双轨布局",
"img": "https://cimg.cnyes.cool/prod/news/6647152/l/dde544afaf61c291fe0ae37d0e488390.jpg",
"description": "美国期中选举结果逐步明朗,民主党选情优于预期,惟川普立即表态愿与民主党合作,消弭选举争议的极端情境发生,市场焦点也从选举结果转向政策与产业影响。凯基银行财富管理处表示,在重大立法仍受行政权制衡下,未来华府政策角力可能升温,留意川普是否更倾向转移焦点,加大国际事务的参与。此外,AI监管、反垄断及资料中心等议题,也将成为科技产业新变数。 股市方面,选举效应虽可能放大科技股短期波动,但不致改变AI长期发展趋势,毕竟AI是国力的象征,无论民主或共和两党都不会坐视其他强权超车的可能。配置可聚焦获利稳健、监",
"createdAt": "2026-11-04T14:59:54.000Z",
"author": "网络",
"pv": 20,
"pinyin": "tw",
"name": "台股",
"path": "/new/tw",
"tags": []
},
{
"id": 23337,
"title": "SemiAnalysis:OpenAI与Anthropic正在抢光全球新增算力",
"shortTitle": "SemiAnalysis:OpenAI与Anthropic正",
"img": "https://cimg.cnyes.cool/prod/news/6646925/l/1dc45c628bec3ba37343467bf6bb9f92.jpg",
"description": "OpenAI、Anthropic大量预订新增算力,2027年将锁定12GW,市场出现「有钱也买不到算力」垄断。 全球算力自2024年底60GW增至今年底逾100GW,但多数用于训练。 云端供应商交付与安全受质疑,且AI资本支出估至2029年底达11兆美元、7兆靠债务融资。",
"createdAt": "2026-11-04T14:10:05.000Z",
"author": "网络",
"pv": 27,
"pinyin": "AI",
"name": "科技",
"path": "/new/AI",
"tags": []
}
]
},
"_locals": {},
"cache": false
}