天天财经-提供金融入门知识-投资理财技巧-热点新闻

黄仁勋携手微软、Meta发声吁国会勿扼杀开源AI
2026-07-25 网络阅读（71）
AI 开源与封闭模型之争持续升温。辉达、微软、Meta 等科技巨头联名呼吁美国国会避免过早限制开源 AI，认为开放生态有助降低成本、提升安全性与维持美国竞争力，不应以全面禁令取代精准监管。
2026美IPO募资冲2250亿美元！经理人警告：市场泡沫四大征兆已现其一
2026-07-25 网络阅读（90）
2026 年才过一半，美国首次公开发行 (IPO) 募资规模已创历史新高，市场正热议这是否代表景气循环已进入后段。高盛 (Goldman Sachs) 邀请三位市场专家讨论 IPO 热潮是否正释出「景气末期警讯」，以及市场是否有能力消化如此庞大的新股供给。受访者包括高盛美股首席策略师 Ben Snider、佛罗里达大学华灵顿商学院(Warrington College of Business)IPO 研究计划主任 Jay Ritter，以及 Acadian 资产管理公司资深副总裁兼投资组合经理
SpaceX跌破发行价还没完？上市一个月跌23%、跑输九成大型IPO 8月解禁成考验
2026-07-25 网络阅读（82）
SpaceX(SPCX-US) 距离历史性首次公开发行 (IPO) 仅一个多月，上市后的股价表现，已成为美国自金融海啸后最疲弱的大型 IPO 之一。巴隆周刊 (Barron"s) 的分析显示，自 2009 年 7 月以来，美国市值至少 10 亿美元的 IPO 公司中，SpaceX 上市后表现击败的个股不到 10%，换言之，其表现落在倒数 10%。 SpaceX 在上市后的前 27 个交易日，其股价较上市首日收盘价 161 美元下跌 23%，与高点 225.64 美元相比更回跌超过 40%。在同
Google资料中心带动核电需求NextEra完成收购爱荷华核电厂100%股权，目标2029年复运
2026-07-24 网络阅读（78）
2026年07月24日（优分析／产业数据中心报导）⸺ 美国公用事业与再生能源开发商NextEra Energy(NEE-US)执行长John Ketchum表示，公司已完成收购爱荷华州杜安阿诺德（Duane Arnold）核电厂剩余30%股权，成为该核电厂唯一持有人，并维持于2029年初恢复商转的目标，未来将依合约为Google(GOOGL-US)资料中心供电。 NextEra约九个月前宣布重启已停机的杜安阿诺德核电厂，如今再向两家地方电力合作社收购剩余30%股权，完成100%持股，进一步掌握重
AI资料中心需求扩散到电信业！Verizon上修全年财测拿下Google逾10亿美元光纤合约
2026-07-24 网络阅读（75）
2026年07月24日（优分析／产业数据中心报导）⸺ 美国电信商Verizon(VZ-US)周五上修2026年全年获利展望，并宣布与Google(GOOGL-US)签署一项价值逾10亿美元的暗光纤（Dark Fiber，指尚未被服务供应商启用的光纤）连线合约，将为Google资料中心提供高速光纤连接服务。受消息激励，Verizon股价上涨约3%。暗光纤（Dark Fiber）需求强劲随着超大型云端服务业者（Hyperscalers）及大型企业竞相扩建生成式AI运算能力，暗光纤（Dark Fi
宝成(9904)旗下裕元工业发布获利预警上半年净利估年减55%至60%
2026-07-24 网络阅读（72）
2026年07月24日（优分析／产业数据中心报导）⸺ 宝成(9904-TW)公告，旗下持股51.36%的子公司裕元工业发布获利预警，预估2026年上半年归属母公司净利将较去年同期1.71亿美元减少55%至60%。由于制鞋代工业务约占宝成集团营收70%，且主要由裕元工业负责营运，此次获利下修反映需求疲弱、成本攀升及生产效率下滑等因素冲击，也将对宝成整体获利带来压力。裕元预计于8月12日公布2026年上半年正式财报。裕元是全球最大的运动鞋OEM制造商之一，为Nike、Adidas、Puma、New
台苯停产苯乙烯厂止血连亏四年，加速转型能源贸易与资产管理
2026-07-24 网络阅读（93）
2026年07月24日（优分析／产业数据中心报导）⸺ 台苯(1310-TW)宣布停工旗下年产能35万吨的苯乙烯（SM）生产线，该产品占公司营收约97%，为公司核心业务，董事会决议将于今年10月1日起停产苯乙烯厂以减少亏损。公司表示，近年塑化产业供过于求、需求疲弱，导致产品价格下滑、成本持续攀升，营运已连续四年亏损，因此决定停工以降低现金流出，保留资金作为未来转型及长期经营之用。近五年全球SM市场需求疲弱，加上中国持续大幅扩产，使产业供需失衡进一步恶化。中国目前SM产能已占全球逾五成，2025
机器人时代来临宇树科技王兴兴登《时代》封面
2026-07-24 网络阅读（83）
宇树科技（Unitree Robotics）创办人兼执行长王兴兴 23 日与其研发的 2.7 公尺载人机甲 GD01 共同登上美国《时代》（TIME）杂志封面，封面标题直指「机器人时代来临」。
〈美股早盘〉油价自高点回落地缘政治仍紧张主要指数涨跌不一
2026-07-24 网络阅读（90）
美股市场正努力从地缘政治紧张局势、原油价格波动以及科技巨头财报不一带来的冲击中寻求缓解，周五 (24 日) 早盘道琼指数涨 0.22%，那斯达克指数跌 0.09%，标普 500 指数涨 0.14%，费半跌 0.78%。
蓝思科技与英特尔签署备忘录联手研发TGV玻璃基板先进封装技术
2026-07-24 网络阅读（68）
蓝思科技于 7 月 24 日正式发布公告，宣布与半导体巨头英特尔签署合作备忘录。双方将针对玻璃通孔 (Through-Glass Via, TGV) 玻璃基板先进封装技术展开联合研发，旨在整合彼此在产业中的核心优势，共同攻克

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Arnold）核电厂剩余30%股权，成为该核电厂唯一持有人，并维持于2029年初恢复商转的目标，未来将依合约为Google(GOOGL-US)资料中心供电。 NextEra约九个月前宣布重启已停机的杜安阿诺德核电厂，如今再向两家地方电力合作社收购剩余30%股权，完成100%持股，进一步掌握重", "createdAt": "2026-07-24T15:30:09.000Z", "author": "网络", "pv": 78, "pinyin": "mg", "name": "美股", "path": "/new/mg", "tags": [] }, { "id": 8159, "title": "AI资料中心需求扩散到电信业！Verizon上修全年财测拿下Google逾10亿美元光纤合约", "shortTitle": "AI资料中心需求扩散到电信业！Verizon上修全年财测拿下", "img": "", "description": "2026年07月24日（优分析／产业数据中心报导）⸺ 美国电信商Verizon(VZ-US)周五上修2026年全年获利展望，并宣布与Google(GOOGL-US)签署一项价值逾10亿美元的暗光纤（Dark Fiber，指尚未被服务供应商启用的光纤）连线合约，将为Google资料中心提供高速光纤连接服务。受消息激励，Verizon股价上涨约3%。暗光纤（Dark Fiber）需求强劲随着超大型云端服务业者（Hyperscalers）及大型企业竞相扩建生成式AI运算能力，暗光纤（Dark Fi", "createdAt": "2026-07-24T15:30:09.000Z", "author": "网络", "pv": 75, "pinyin": "mg", "name": "美股", "path": "/new/mg", "tags": [] }, { "id": 8160, "title": "宝成(9904)旗下裕元工业发布获利预警上半年净利估年减55%至60%", "shortTitle": "宝成(9904)旗下裕元工业发布获利预警上半年净利估年减55", "img": "", "description": "2026年07月24日（优分析／产业数据中心报导）⸺ 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"https://cimg.cnyes.cool/prod/news/6545413/l/6078e0b6d3d9b8f1eb6723a1b7f96872.jpg", "description": "宇树科技（Unitree Robotics）创办人兼执行长王兴兴 23 日与其研发的 2.7 公尺载人机甲 GD01 共同登上美国《时代》（TIME）杂志封面，封面标题直指「机器人时代来临」。", "createdAt": "2026-07-24T14:00:02.000Z", "author": "网络", "pv": 83, "pinyin": "AI", "name": "科技", "path": "/new/AI", "tags": [] }, { "id": 8152, "title": "〈美股早盘〉油价自高点回落地缘政治仍紧张主要指数涨跌不一", "shortTitle": "〈美股早盘〉油价自高点回落地缘政治仍紧张主要指数涨跌不一", "img": "https://cimg.cnyes.cool/prod/news/6545233/l/db035b1348806355085cbdc481bdd36b.jpg", "description": "美股市场正努力从地缘政治紧张局势、原油价格波动以及科技巨头财报不一带来的冲击中寻求缓解，周五 (24 日) 早盘道琼指数涨 0.22%，那斯达克指数跌 0.09%，标普 500 指数涨 0.14%，费半跌 0.78%。", "createdAt": "2026-07-24T13:43:25.000Z", "author": "网络", "pv": 90, "pinyin": "mg", "name": "美股", "path": "/new/mg", "tags": [] }, { "id": 8153, "title": "蓝思科技与英特尔签署备忘录联手研发TGV玻璃基板先进封装技术", "shortTitle": "蓝思科技与英特尔签署备忘录联手研发TGV玻璃基板先进封装技", "img": "https://cimg.cnyes.cool/prod/news/6545416/l/c7e77993999671dd47fa345a27ede7ac.jpg", "description": "蓝思科技于 7 月 24 日正式发布公告，宣布与半导体巨头英特尔签署合作备忘录。双方将针对玻璃通孔 (Through-Glass Via, TGV) 玻璃基板先进封装技术展开联合研发，旨在整合彼此在产业中的核心优势，共同攻克", "createdAt": "2026-07-24T13:11:38.000Z", "author": "网络", "pv": 68, "pinyin": "mg", "name": "美股", "path": "/new/mg", "tags": [] } ] }, "_locals": {}, "cache": false }