天天财经-提供金融入门知识-投资理财技巧-热点新闻

川普祭232条款！多晶矽产品课15%关税并设最低进口价 12月生效
2026-08-07 网络阅读（84）
美国总统川普周四 (6 日) 签署公告，依据《1962 年贸易扩张法》第 232 条，对进口多晶矽 (polysilicon) 衍生产品课征 15% 关税，并同步设立最低进口价格，理由是美国过度依赖外国供应已危及国家安全。新措施将于 12 月 4 日生效。根据公告，进口多晶矽衍生产品，包括矽晶圆、太阳能电池及太阳能模组等，都将适用于 15% 关税。公告中也指出，多晶矽最低进口价格订为每公斤 21 美元，多晶矽锭与矽晶圆每公斤 100 美元，太阳能电池每瓦 0.22 美元，太阳能模组每瓦 0.
与OpenAI路线分道扬镳！辉达低调组建AI安全团队押注开放权重模型
2026-08-07 网络阅读（80）
外媒最新报导指出，辉达正秘密筹组全新 AI 安全与网路工程团队，强化开放权重模型时代的防御纵深。《Business Insider》周四报导指出，上月底一批招聘资讯首度曝光上述团队，职缺涵盖杰出工程师 (创始技术负责人)、安全研究工程师、评估工程师与资深经理，任务包括对尚未部署的 AI 智能体进行安全评估，并开发利用 AI 自动修复软体漏洞的工具。辉达在职缺描述中强调，团队秉持「坚定信念」：开放权重、技术透明度与广泛科学审查，是美国维持 AI 领先地位与强化网路防御的基石。此举凸显辉达在押
美国禁止钨废料及电池废弃物出口强化本土关键矿产供应链
2026-08-07 网络阅读（91）
美国商务部周四 (6 日) 表示，将禁止钨废料及电池废弃物出口，以推动美国国内回收产业发展，并提升关键矿产生产力。
SanDisk财测不如预期跌逾6% 记忆体配给将延至2027年后
2026-08-07 网络阅读（89）
SanDisk(SNDK-US)股价周四 (6 日) 重挫 6.8%，这家快闪记忆体与储存装置制造商公布的 2027 会计年度第一季营收财测低于分析师预期。
〈纽约汇市〉美元走强避险需求升温殖利率上扬
2026-08-07 网络阅读（75）
美元周四 (6 日) 走强，升至一周高点，受避险需求升温及美国公债殖利率上扬支撑，市场同时静待周五公布的关键就业数据。另一方面，日元兑美元跌破 158，为上周日本当局干预汇市以来首见。
70亿→2.33亿美元！比特币挖矿业者Hut 8转型AI资料中心建商现金烧太凶面临流动性问题
2026-08-07 网络阅读（72）
美股加密矿企转型 AI 资料中心的代表 Hut 8 近期揭露的现金结构引发市场侧目，帐面一般用途现金及专项资金池约 2.336 亿美元，较先前披露的 70 亿美元规模呈断崖式萎缩，但这并非经营烧钱所致，而是大型 AI 资料中心项目融资架构使然。绝大部分债券募资被锁进特定准备金帐户，专供 River Bend(路易斯安那州) 与 Beacon Point(德州) 两座 AI 园区建设及偿债，部分支应商业信用状，母公司在会计上无法自由调度。两大园区建设案均定于 11 月起付息，River Ben
〈美股盘后〉油价走高拖累标普收黑道琼跌逾450点终结连五红
2026-08-07 网络阅读（89）
美国股市周四 (6 日) 收低，在这周强劲涨势后暂时回档，投资人消化最新一轮企业财报，同时关注美国与伊朗是否朝和平协议取得进展。
乌军连环炸「俄罗斯版亚马逊」物流仓库俄女首富怒了
2026-08-07 网络阅读（132）
俄罗斯莫斯科州契诃夫市一处巨型工业园周二 (4 日) 被乌克兰自杀式无人机精准命中，爆炸引发冲天大火，造成至少 5 死 10 伤，遇袭设施隶属俄国最大电商野莓 (Wildberries)。自 7 月中旬起，被称为「俄版亚马逊」的野莓物流仓库已成乌军打击清单常客。根据美媒与《法新社》统计，过去数周，野莓约 20 处物流设施遭袭，遍布莫斯科州、圣彼得堡、萨马拉、坦波夫、梁赞、叶卡捷琳堡，甚至深入俄控克里米亚。 Data Insight 分析师 Sergei Semko 估计，光是莫斯科与坦波夫两地
〈台股盘前要闻〉回档整理守季线、这波反弹诞生新万金股、华邦电启动Module B扩产计划
2026-08-07 网络阅读（66）
台股盘前要闻
【袁志峰专栏】恒指25000点有技术支持
2026-08-07 网络阅读（120）
今日推介 - 中海油 (883 , $22.7), 目标价 $25.0, 止损价 $21.5

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