天天财经

美股重点新闻摘要2026年6月18日

2026-10-29 20:44:00 网络 阅读(131)

今日操盘前瞻
  • 美国上周初领失业金人数
  • 费城 Fed 制造业调查
Fed 会议重点一次看:华许拒交点状图、五大工作小组、声明仅 130 字

美国联准会 (Fed) 周三 (17 日) 一如市场预期维持利率不变,但新任主席华许 (Kevin Warsh) 在上任后首次主持记者会时,宣布成立五大工作小组全面检讨联准会运作,同时大幅简化政策声明内容,并证实自己未提交利率预测点状图,象征央行正式迈入「华许时代」。全文详读

美股重点新闻摘要2026年6月18日

SpaceX 吸走新兴太空股资金?产业行情两极化

SpaceX(SPCX-US) 股价持续飙升,传统航太巨头也同步受惠,但新兴太空概念股表现却明显落后。SpaceX 上市以来股价已上涨超过 30%,持续成为今年市场最受关注的投资题材之一。但这波涨势也让太空产业投资版图出现明显分化。自 SpaceX IPO 以来,多数老牌航太与国防企业股价普遍走高。全文详读

马斯克 Terafab 计划有多大?艾司摩尔点出关键挑战

艾司摩尔 (ASML)(ASML-US) 执行长福克 (Christophe Fouquet) 周三 (17 日) 表示,随着特斯拉执行长马斯克推动大型晶圆厂计划 Terafab,艾司摩尔必须确保供应链与产能不会成为限制因素,以满足未来新增需求。福克指出,新大型专案确实能为公司带来成长机会,但前提是供应能力必须跟得上需求。全文详读

库克:记忆体晶片短缺推升成本 苹果涨价已无可避免

苹果 (AAPL-US) 执行长库克 (Tim Cook) 表示,在记忆体与储存晶片价格大幅攀升之下,苹果已难以继续吸收成本,产品「涨价无可避免」。他坦言,尽管公司过去一直试图保护消费者免受成本上升冲击,但目前情况已变得难以持续。库克在接受《华尔街日报》专访时表示:「很遗憾,价格上涨已无可避免。我们一直努力减轻供应商转嫁给我们的巨大成本,也试图为消费者承担这些涨幅,但如今的情况已无法持续。」全文详读

中东原油回归市场!IEA 示警 2027 年恐现庞大供给过剩

国际能源署 (IEA) 周三 (17 日) 发布月度石油市场报告指出,随着荷姆兹海峡 (Strait of Hormuz) 逐步恢复通航、中东原油供应回升,全球石油市场有望在 2027 年出现大幅供给过剩局面。IEA 预估,2027 年全球原油供应将增加约 800 万桶 / 日,而需求仅增加约 200 万桶 / 日,供需缺口可能扩大至逾 500 万桶 / 日。全文详读

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