天天财经-提供金融入门知识-投资理财技巧-美股

黄仁勋卸任后再爆新调查！美方追查黄乐与美超微产品走私关联
2026-11-13 网络阅读（13）
美司法部调查黄乐相关实体，疑涉将美超微产品走私至中国，并由曼哈顿联邦检察官办公室主导。先前已起诉美超微共同创办人廖益贤等3人，指其将搭载辉达晶片伺服器经东南亚公司转送中国客户。黄仁勋目前非调查对象；黄乐涉间谍调查，辉达股价重挫后传卸任，中国称相关指控是抹黑。
辉达风险不只在股价！4000亿美元承诺如何牵动AI资金链
2026-11-13 网络阅读（13）
辉达透过采购、担保等安排支撑AI客户融资，学者估整体承诺约4,000亿美元。 Fed关注AI投资热潮若逆转，恐引发资产重新定价，但专家称不至于重演2008金融海啸。若GPU跌价与承诺落空，压力或传向借款企业、银行与信用市场；CoreWeave利差已扩大94%。
美股盘中／三大指数翻红辉达跌幅收敛、AMD与博通走强
2026-11-13 网络阅读（12）
2026年11月13日（优分析／产业数据中心报导）⸺ 美股12日早盘由跌转涨，辉达(NVDA-US)在黄仁勋辞任执行长消息冲击下的跌幅收敛，AMD(AMD-US)与博通(AVGO-US)则走强。目前道琼工业指数上涨210点、涨幅0.40%，报52697点；标普500指数上涨22点、涨幅0.29%，报7641点；那斯达克指数上涨79点、涨幅0.31%，报25545点。辉达目前下跌约4%，已脱离早盘低点，公司由财务长Colette Kress暂代执行长。竞争同业表现分歧，AMD上涨7
川普点名库克接掌辉达黄仁勋卸任后，晶片出口政策受关注
2026-11-13 网络阅读（15）
2026年11月13日（优分析／产业数据中心报导）⸺ 美国总统川普12日公开建议，由苹果前执行长库克(Tim Cook)接任辉达(NVDA-US)执行长。辉达当天宣布黄仁勋卸任，目前由财务长Colette Kress暂代执行长，正式接班人仍将从公司内外部寻找。川普在社群媒体发文肯定黄仁勋的表现，并称库克是接替他的唯一人选，形容这将是「一位传奇接替另一位传奇」。这是川普在黄仁勋卸任后的新表态，并非辉达公布的人事决定。美国众议院议长强生(Mike Johnson)表示，选出适当接班人至关重要，并
Warby Parker携Google推AI眼镜预购启动、瞄准第四季营收成长
2026-11-12 网络阅读（15）
2026年11月12日（优分析／产业数据中心报导）⸺ 眼镜品牌Warby Parker(WRBY-US)与Google、三星合作的AI智慧眼镜，11月12日起开放预购。公司看好这项新产品成为营收成长来源，管理层在本月法说会表示，预期可为第四季营收年增幅贡献数个百分点。这款眼镜结合Google的Gemini助理，可协助导航、语言翻译等日常需求，直接切入Meta主导的市场。研调机构Omdia指出，Ray-Ban Meta占今年上半年全球AI眼镜出货量的81.3%；同期整体市场出货量较去年增加逾一倍
AMD拟入股PsiQuantum结合GPU与矽光子技术推进量子运算
2026-11-12 网络阅读（16）
2026年11月12日（优分析／产业数据中心报导）⸺ 超微AMD(AMD-US)今日宣布，计划对量子运算公司PsiQuantum进行股权投资，并扩大双方合作，共同开发大规模、具实用价值的量子电脑所需基础设施。双方尚未公布投资金额。这项合作将结合量子运算、高效能运算与人工智慧。AMD将提供中央处理器、绘图处理器、自适应运算技术及软体，PsiQuantum则投入矽光子平台。矽光子技术将传统晶片制程与光通讯结合，利用光脉冲传递资料，是PsiQuantum打造量子系统的技术基础。双方也将共同开发相关
快报／辉达黄仁勋即刻卸任财务长Kress暂代执行长
2026-11-12 网络阅读（15）
2026年11月12日（优分析／产业数据中心报导）⸺ 辉达(NVDA-US)11月12日宣布，黄仁勋即刻辞去总裁、执行长及董事职务，由财务长Colette Kress暂代执行长。董事会已启动正式接班人遴选，将同时考量内部及外部人选。 Kress自2013年起担任辉达财务长，代理期间仍兼任执行副总裁与财务长。董事会另任命曾任新思科技执行长的Harvey C. Jones为公司首位董事长。公司预期营运、客户承诺及产品路线图不受交接影响。2027会计年度第三季财报将于11月17日公布，法说会也依原定
快讯！辉达宣布黄仁勋辞职即刻生效财务长出任临时执行长
2026-11-12 网络阅读（16）
人工智慧晶片大厂辉达（Nvidia）(NVDA-US) 宣布，董事会已批准黄仁勋辞去总裁、执行长及董事职务，即刻生效。辉达现任执行副总裁兼财务长科莱特·克雷斯（Colette Kress）出任临时执行长，并继续担任财务长，直至正式继任者确定。辉达董事会将启动新任执行长遴选程序，同时考虑内部及外部候选人。辉达12日（周四）盘前股价跌幅扩大至10%。辉达表示，将于太平洋时间11月17日下午1时20分左右公布2027年度第三季财报，并于下午2时召开业绩电话会议，相关安排维持不变。
黄仁勋辞职并退出董事会！辉达财务长暂代执行长
2026-11-12 网络阅读（15）
辉达宣布黄仁勋辞任执行长并退出董事会，财务长Colette Kress暂代执行长，结束其掌舵33年时代。董事会任命Harvey Jones为首任董事长，并已委外寻找正式接班人；黄仁勋仍持有约3.61%股份。公司陷婚外情与国安疑虑调查，辉达盘前跌逾10%；分析师称基本面仍在，投资、融资承诺成考验。
华尔街日报：黄乐丈夫似乎接受她与黄仁勋恋情甚至公开提及
2026-11-12 网络阅读（18）
黄仁勋婚外情连环爆，爱妻人设崩塌。当初将黄乐介绍给黄仁勋的人正是黄乐丈夫康伟本人。这两年来康伟似乎接受了妻子与黄仁勋的恋情，并公开谈论两人亲密关系。

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"美司法部调查黄乐相关实体，疑涉将美超微产品走私至中国，并由曼哈顿联邦检察官办公室主导。
先前已起诉美超微共同创办人廖益贤等3人，指其将搭载辉达晶片伺服器经东南亚公司转送中国客户。
黄仁勋目前非调查对象；黄乐涉间谍调查，辉达股价重挫后传卸任，中国称相关指控是抹黑。", "createdAt": "2026-11-12T17:50:51.000Z", "author": "网络", "pv": 13, "pinyin": "mg", "name": "美股", "path": "/new/mg", "tags": [] }, { "id": 25259, "title": "辉达风险不只在股价！4000亿美元承诺如何牵动AI资金链", "shortTitle": "辉达风险不只在股价！4000亿美元承诺如何牵动AI资金链", "img": "https://cimg.cnyes.cool/prod/news/6660966/l/b8a4113cd96fe3e2c21bed724479b093.jpg", "description": "辉达透过采购、担保等安排支撑AI客户融资，学者估整体承诺约4,000亿美元。
Fed关注AI投资热潮若逆转，恐引发资产重新定价，但专家称不至于重演2008金融海啸。
若GPU跌价与承诺落空，压力或传向借款企业、银行与信用市场；CoreWeave利差已扩大94%。", "createdAt": "2026-11-12T17:30:03.000Z", "author": "网络", "pv": 13, "pinyin": "mg", "name": "美股", "path": "/new/mg", "tags": [] }, { "id": 25260, "title": "美股盘中／三大指数翻红辉达跌幅收敛、AMD与博通走强", "shortTitle": "美股盘中／三大指数翻红辉达跌幅收敛、AMD与博通走强", "img": "", "description": "2026年11月13日（优分析／产业数据中心报导）⸺ 美股12日早盘由跌转涨，辉达(NVDA-US)在黄仁勋辞任执行长消息冲击下的跌幅收敛，AMD(AMD-US)与博通(AVGO-US)则走强。目前道琼工业指数上涨210点、涨幅0.40%，报52697点；标普500指数上涨22点、涨幅0.29%，报7641点；那斯达克指数上涨79点、涨幅0.31%，报25545点。   辉达目前下跌约4%，已脱离早盘低点，公司由财务长Colette Kress暂代执行长。竞争同业表现分歧，AMD上涨7", "createdAt": "2026-11-12T17:00:09.000Z", "author": "网络", "pv": 12, "pinyin": "mg", "name": "美股", "path": "/new/mg", "tags": [] }, { "id": 25261, "title": "川普点名库克接掌辉达黄仁勋卸任后，晶片出口政策受关注", "shortTitle": "川普点名库克接掌辉达黄仁勋卸任后，晶片出口政策受关注", "img": "", "description": "2026年11月13日（优分析／产业数据中心报导）⸺ 美国总统川普12日公开建议，由苹果前执行长库克(Tim Cook)接任辉达(NVDA-US)执行长。辉达当天宣布黄仁勋卸任，目前由财务长Colette Kress暂代执行长，正式接班人仍将从公司内外部寻找。川普在社群媒体发文肯定黄仁勋的表现，并称库克是接替他的唯一人选，形容这将是「一位传奇接替另一位传奇」。这是川普在黄仁勋卸任后的新表态，并非辉达公布的人事决定。美国众议院议长强生(Mike Johnson)表示，选出适当接班人至关重要，并", "createdAt": "2026-11-12T16:30:10.000Z", "author": "网络", "pv": 15, "pinyin": "mg", "name": "美股", "path": "/new/mg", "tags": [] }, { "id": 25234, "title": "Warby Parker携Google推AI眼镜预购启动、瞄准第四季营收成长", "shortTitle": "Warby Parker携Google推AI眼镜预购启动、瞄", "img": "", "description": "2026年11月12日（优分析／产业数据中心报导）⸺ 眼镜品牌Warby Parker(WRBY-US)与Google、三星合作的AI智慧眼镜，11月12日起开放预购。公司看好这项新产品成为营收成长来源，管理层在本月法说会表示，预期可为第四季营收年增幅贡献数个百分点。这款眼镜结合Google的Gemini助理，可协助导航、语言翻译等日常需求，直接切入Meta主导的市场。研调机构Omdia指出，Ray-Ban Meta占今年上半年全球AI眼镜出货量的81.3%；同期整体市场出货量较去年增加逾一倍", "createdAt": "2026-11-12T15:00:26.000Z", "author": "网络", "pv": 15, "pinyin": "mg", "name": "美股", "path": "/new/mg", "tags": [] }, { "id": 25235, "title": "AMD拟入股PsiQuantum结合GPU与矽光子技术推进量子运算", "shortTitle": "AMD拟入股PsiQuantum结合GPU与矽光子技术推进量", "img": "", "description": "2026年11月12日（优分析／产业数据中心报导）⸺ 超微AMD(AMD-US)今日宣布，计划对量子运算公司PsiQuantum进行股权投资，并扩大双方合作，共同开发大规模、具实用价值的量子电脑所需基础设施。双方尚未公布投资金额。这项合作将结合量子运算、高效能运算与人工智慧。AMD将提供中央处理器、绘图处理器、自适应运算技术及软体，PsiQuantum则投入矽光子平台。矽光子技术将传统晶片制程与光通讯结合，利用光脉冲传递资料，是PsiQuantum打造量子系统的技术基础。双方也将共同开发相关", "createdAt": "2026-11-12T15:00:26.000Z", "author": "网络", "pv": 16, "pinyin": "mg", "name": "美股", "path": "/new/mg", "tags": [] }, { "id": 25236, "title": "快报／辉达黄仁勋即刻卸任财务长Kress暂代执行长", "shortTitle": "快报／辉达黄仁勋即刻卸任财务长Kress暂代执行长", "img": "", "description": "2026年11月12日（优分析／产业数据中心报导）⸺ 辉达(NVDA-US)11月12日宣布，黄仁勋即刻辞去总裁、执行长及董事职务，由财务长Colette Kress暂代执行长。董事会已启动正式接班人遴选，将同时考量内部及外部人选。 Kress自2013年起担任辉达财务长，代理期间仍兼任执行副总裁与财务长。董事会另任命曾任新思科技执行长的Harvey C. Jones为公司首位董事长。公司预期营运、客户承诺及产品路线图不受交接影响。2027会计年度第三季财报将于11月17日公布，法说会也依原定", "createdAt": "2026-11-12T14:30:08.000Z", "author": "网络", "pv": 15, "pinyin": "mg", "name": "美股", "path": "/new/mg", "tags": [] }, { "id": 25207, "title": "快讯！辉达宣布黄仁勋辞职即刻生效财务长出任临时执行长", "shortTitle": "快讯！辉达宣布黄仁勋辞职即刻生效财务长出任临时执行长", "img": "https://cimg.cnyes.cool/prod/news/6660875/l/1f20cd90d5addba4316d913b79c8b52e.jpg", "description": "人工智慧晶片大厂辉达（Nvidia）(NVDA-US) 宣布，董事会已批准黄仁勋辞去总裁、执行长及董事职务，即刻生效。辉达现任执行副总裁兼财务长科莱特·克雷斯（Colette Kress）出任临时执行长，并继续担任财务长，直至正式继任者确定。辉达董事会将启动新任执行长遴选程序，同时考虑内部及外部候选人。辉达12日（周四）盘前股价跌幅扩大至10%。辉达表示，将于太平洋时间11月17日下午1时20分左右公布2027年度第三季财报，并于下午2时召开业绩电话会议，相关安排维持不变。", "createdAt": "2026-11-12T14:00:08.000Z", "author": "网络", "pv": 16, "pinyin": "mg", "name": "美股", "path": "/new/mg", "tags": [] }, { "id": 25208, "title": "黄仁勋辞职并退出董事会！辉达财务长暂代执行长", "shortTitle": "黄仁勋辞职并退出董事会！辉达财务长暂代执行长", "img": "https://cimg.cnyes.cool/prod/news/6660876/l/bdea0e4e4701c7440ffb6cbae13c9710.jpg", "description": "辉达宣布黄仁勋辞任执行长并退出董事会，财务长Colette Kress暂代执行长，结束其掌舵33年时代。
董事会任命Harvey Jones为首任董事长，并已委外寻找正式接班人；黄仁勋仍持有约3.61%股份。
公司陷婚外情与国安疑虑调查，辉达盘前跌逾10%；分析师称基本面仍在，投资、融资承诺成考验。", "createdAt": "2026-11-12T13:59:54.000Z", "author": "网络", "pv": 15, "pinyin": "mg", "name": "美股", "path": "/new/mg", "tags": [] }, { "id": 25209, "title": "华尔街日报：黄乐丈夫似乎接受她与黄仁勋恋情甚至公开提及", "shortTitle": "华尔街日报：黄乐丈夫似乎接受她与黄仁勋恋情甚至公开提及", "img": "https://cimg.cnyes.cool/prod/news/6660824/l/98a0fa531758c8c84150dfc3133b20a4.jpg", "description": "黄仁勋婚外情连环爆，爱妻人设崩塌。
当初将黄乐介绍给黄仁勋的人正是黄乐丈夫康伟本人。
这两年来康伟似乎接受了妻子与黄仁勋的恋情，并公开谈论两人亲密关系。", "createdAt": "2026-11-12T13:44:11.000Z", "author": "网络", "pv": 18, "pinyin": "mg", "name": "美股", "path": "/new/mg", "tags": [] } ] }, "_locals": {}, "cache": false }