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"title": "美股重点新闻摘要2026年7月25日",
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"content": "<h6> </h6>\n\n<h6>特斯拉周跌 18%、SpaceX 续挫 马斯克蒸发千亿美元自嘲「前兆元富豪」</h6>\n\n<p>特斯拉 (<a data-ga-click-item=\"USS:TSLA:STOCK:COMMON\" data-ga-event-name=\"Click_Quote\" data-ga-section=\"News_Article_文中行情\" data-ga-target=\"news\" href=\"https://invest.cnyes.com/usstock/detail/TSLA\" rel=\"noopener noreferrer\" target=\"_self\">TSLA-US</a>) 股价本周暴跌 18%，周五收在 313.03 美元，创 2022 年以来最惨单周。SpaceX(<a data-ga-click-item=\"USS:SPCX:STOCK:ETF\" data-ga-event-name=\"Click_Quote\" data-ga-section=\"News_Article_文中行情\" data-ga-target=\"news\" href=\"https://invest.cnyes.com/usstock/detail/SPCX\" rel=\"noopener noreferrer\" target=\"_self\">SPCX-US</a>) 也延续跌势，5 个交易日累计下跌 7.2%，周五收在 115.07 美元，为该公司上个月创纪录 IPO 以来最低。两档股票下跌，使马斯克的财富蒸发约 1,300 亿美元，而就在几周前，他才成为全球首位身价达到 1 兆美元的富豪。<a href=\"https://news.cnyes.com/news/id/6545571\">全文详读</a></p>\n<p style=\"text-align:center;\"><img src=\"https://cimg.cnyes.cool/prod/news/6545272/l/713483b05914da016369dfe06c5686ab.jpg\" alt=\"美股重点新闻摘要2026年7月25日\" style=\"width:50%;height:auto;border-radius:6px;margin:15px auto;display:block;\"></p>\n\n\n<h6>高通晶片 9 月起涨价 AI 供应短缺持续恶化</h6>\n\n<p>高通 (Qualcomm)(<a data-ga-click-item=\"USS:QCOM:STOCK:COMMON\" data-ga-event-name=\"Click_Quote\" data-ga-section=\"News_Article_文中行情\" data-ga-target=\"news\" href=\"https://invest.cnyes.com/usstock/detail/QCOM\" rel=\"noopener noreferrer\" target=\"_self\">QCOM-US</a>) 周五 (24 日) 通知客户，9 月 1 日后出货的产品，价格将有双位数的涨幅。此消息预料将对整个科技产业带来连锁效应。根据彭博取得的文件，高通周五告知客户涨价一事，并表示，已无法再自行吸收供应商成本上升的压力，也曾尝试向新的供应来源采购替代零组件，但效果有限。与整个科技产业一样，高通正面临史无前例的供应短缺，影响范围从智慧手机、超级电脑到汽车产业。<a href=\"https://news.cnyes.com/news/id/6545583\">全文详读</a></p>\n\n<h6>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</h6>\n\n<p>SpaceX(<a data-ga-click-item=\"USS:SPCX:STOCK:ETF\" data-ga-event-name=\"Click_Quote\" data-ga-section=\"News_Article_文中行情\" data-ga-target=\"news\" href=\"https://invest.cnyes.com/usstock/detail/SPCX\" rel=\"noopener noreferrer\" target=\"_self\">SPCX-US</a>) 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%。<a href=\"https://news.cnyes.com/news/id/6544028\">全文详读</a></p>\n\n<h6>黄仁勋携手微软、Meta 发声 吁国会勿扼杀开源 AI</h6>\n\n<p>辉达 (<a data-ga-click-item=\"USS:NVDA:STOCK:COMMON\" data-ga-event-name=\"Click_Quote\" data-ga-section=\"News_Article_文中行情\" data-ga-target=\"news\" href=\"https://invest.cnyes.com/usstock/detail/NVDA\" rel=\"noopener noreferrer\" target=\"_self\">NVDA-US</a>)、微软 (<a data-ga-click-item=\"USS:MSFT:STOCK:COMMON\" data-ga-event-name=\"Click_Quote\" data-ga-section=\"News_Article_文中行情\" data-ga-target=\"news\" href=\"https://invest.cnyes.com/usstock/detail/MSFT\" rel=\"noopener noreferrer\" target=\"_self\">MSFT-US</a>)、Meta Platforms(<a data-ga-click-item=\"USS:META:STOCK:ETF\" data-ga-event-name=\"Click_Quote\" data-ga-section=\"News_Article_文中行情\" data-ga-target=\"news\" href=\"https://invest.cnyes.com/usstock/detail/META\" rel=\"noopener noreferrer\" target=\"_self\">META-US</a>)、IBM(<a data-ga-click-item=\"USS:IBM:STOCK:COMMON\" data-ga-event-name=\"Click_Quote\" data-ga-section=\"News_Article_文中行情\" data-ga-target=\"news\" href=\"https://invest.cnyes.com/usstock/detail/IBM\" rel=\"noopener noreferrer\" target=\"_self\">IBM-US</a>) 等科技大厂周五联名致函美国国会，公开支持开源 AI(Open Source AI) 模型，呼吁立法者避免对开源模型祭出过早或过于广泛的限制，认为此举恐抑制市场竞争，甚至迫使 AI 创新流向海外。这封公开信由辉达执行长黄仁勋领衔签署，另有约 24 家企业及产业组织共同参与。<a href=\"https://news.cnyes.com/news/id/6545539\">全文详读</a></p>\n\n<h6>怒批欧盟「洗劫」美国科技巨头 川普扬言课重税</h6>\n\n<p>美国总统川普周五 (24 日) 表示，其政府将对欧盟启动贸易调查，目标是撤销欧盟对美国科技巨头开出的巨额罚款，并可能对这个由 27 个成员国组成的联盟课征「高额」关税。川普指控欧盟「『洗劫』美国企业，进而洗劫美国纳税人」，并对欧盟近期以 Google 涉嫌在搜寻结果中优先显示自家服务为由，处以 10 亿美元罚款表达强烈不满。<a href=\"https://news.cnyes.com/news/id/6545570\">全文详读</a></p>\n<div class=\"related-articles seo-links\">\n <h4>相关阅读</h4>\n <ul>\n <li><a href=\"/new/mg/article-7243.html\" title=\"SK海力士周五逆势成最强晶片股 背后原因特殊\">SK海力士周五逆势成最强晶片股 背后原因特殊</a></li>\n <li><a href=\"/new/mg/article-3725.html\" title=\"谷歌AI防线失守！Transformer元老集体出走 半个AI圈成为亲手养的对手\">谷歌AI防线失守！Transformer元老集体出走 半个AI圈成为亲手养的对手</a></li>\n <li><a href=\"/new/mg/article-737.html\" title=\"如果只能看一个指标判断AI泡沫 投资大咖：「我会看台积电产能决策」\">如果只能看一个指标判断AI泡沫 投资大咖：「我会看台积电产能决策」</a></li>\n <li><a href=\"/new/mg/article-1860.html\" title=\"辉达Vera CPU将采用SK海力士DRAM！黄仁勋南韩行透露重大布局\">辉达Vera CPU将采用SK海力士DRAM！黄仁勋南韩行透露重大布局</a></li>\n <li><a href=\"/new/mg/article-6687.html\" title=\"用AI裁员还涉及歧视？Meta多名员工提告\">用AI裁员还涉及歧视？Meta多名员工提告</a></li>\n <li><a href=\"/new/mg/article-2101.html\" title=\"台积电不排除因通膨涨价！称AI不是泡沫、否认海外建厂是因政治施压\">台积电不排除因通膨涨价！称AI不是泡沫、否认海外建厂是因政治施压</a></li>\n </ul>\n</div>",
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