天天财经-提供金融入门知识-投资理财技巧-美股

Anthropic营收狂飙背后藏风险！收入随时可撤回、算力成本却被锁死长达20年
2026-11-12 网络阅读（16）
Anthropic今年前三季营收332.42亿美元、年增约1,206%。截至9/30，RPO仅138亿美元；算力及基础设施费用188.08亿美元，占营收56.6%。公司有8,954亿美元不可撤销采购租赁承诺，部分延至2045年；最难取消的4份合约达4,306亿美元。
《巴隆》：惊爆多起婚外情黄仁勋如今面临「信誉」崩塌
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黄仁勋坦承婚外情后，《纽时》再指称他曾与直属主管 Kimberly Powell 发展婚外关系。辉达董事会正调查黄仁勋是否遭外国情报锁定，并传最快开会讨论其去留。 Baird 将辉达评等降至中立、目标价砍至200美元；分析师估若撤换黄仁勋股价恐跌25%至30%。
Jefferies首评康宁喊买目标价134美元：AI光纤短缺核心受惠股
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Jefferies首度覆盖康宁给予买进、目标价134美元，看好其受AI光纤短缺带动康宁Q3光通讯营收年增44%至23.8亿美元，Gen AI产品销售年增逾1倍公司称已签多项数十亿美元长约，Springboard拚2030年营收运转率由200亿增至400亿美元
AI算力供应仍不足！Cohere执行长：每天都在抢算力
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Cohere执行长高梅兹称，AI算力仍供不应求，市场可能过度放大供应过剩风险。 Cohere仰赖微软Azure、CoreWeave取得算力，CoreWeave上季营收36.6亿美元优于预期。 Cohere上月募资最高50亿美元、估值逾200亿美元，并与辉达合作客制化模型。
辉达股价面临双重考验！黄仁勋会下台？晶片机密有无外流？
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辉达传董事会最快周三开会，考虑撤换共同创办人兼执行长黄仁勋，盘后股价一度跌逾8%。黄仁勋被指与直属主管、医疗保健业务副总裁鲍威尔有婚外情。分析师称市场反映接班与机密外流两大风险；是否更换执行长、及辉达未公开晶片技术有无外泄仍待厘清。
〈纽约汇市〉美元攀高、日元逼近160关卡 Fed 12月升息机率升至87%
2026-11-12 网络阅读（16）
Fed官员鹰派谈话加上10月CPI高于预期，推升12月升息1码机率至87%。美元指数涨0.68%至102.90，美元兑日元升至159.84，逼近160关卡。欧元、英镑走弱；高盛估Fed 12月与明年3月升息，德银看12月、1月、3月。
传辉达准备撤换黄仁勋董事会最快11日开会决定去留
2026-11-12 网络阅读（18）
路透引述华尔街日报称，辉达董事会准备撤换执行长黄仁勋，最快美东时间11日开会决定去留。导火线是黄仁勋涉及两段婚外情，其中一段对象疑似为中国间谍，FBI与辉达独立调查人员正调查。消息在美股收盘后发布，辉达股价11日收涨2.9%至173.73美元；共和党参议员Kevin Cramer已要求他辞职。
《纽时》爆黄仁勋第二起婚外情！对象为公司直属副总裁辉达盘后股价重摔逾7%
2026-11-12 网络阅读（17）
纽时报导黄仁勋与直属高阶主管Kimberly Powell发生婚外情，3月辉达大型会议期间曾被拍到亲密互动。辉达董事会正调查黄仁勋是否成为外国情报目标；他另承认与被指为中国间谍的女商人黄乐有婚外情。辉达股价收盘涨2.9%至173.73美元，盘后暴跌逾7%；外界忧黄仁勋若离开，影响将超越公司营运。
CoreWeave执行长暂停预定售股计划股价财报后大涨逾24%
2026-11-12 网络阅读（17）
CoreWeave执行长因特拉托暂停10b5-1售股计划，称股价实质变动前不再依计划出售。第三季营收年增168%至36.6亿美元，并上调2026年营收预测至130亿至133亿美元，股价周三收涨24.7%。面对选后资料中心监管风险升高，公司称不受影响，将持续扩产。
美媒爆：小三黄乐私下爱炫耀称「黄仁勋每年帮我庆生」
2026-11-12 网络阅读（21）
黄仁勋与 Megaspeed 前主管黄乐私交曝光，两人至少 2023 年就已认识。黄乐曾向同事客户秀合照，并称黄仁勋每年替她庆生；她 2023 年才跨入 AI 晶片业。报导称黄乐及关联企业涉至少 75 亿美元交易，约 24 万颗受管制辉达晶片流入中国，辉达已启动独立调查。

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"description": "Anthropic今年前三季营收332.42亿美元、年增约1,206%。
截至9/30，RPO仅138亿美元；算力及基础设施费用188.08亿美元，占营收56.6%。
公司有8,954亿美元不可撤销采购租赁承诺，部分延至2045年；最难取消的4份合约达4,306亿美元。", "createdAt": "2026-11-11T23:40:02.000Z", "author": "网络", "pv": 16, "pinyin": "mg", "name": "美股", "path": "/new/mg", "tags": [] }, { "id": 25009, "title": "《巴隆》：惊爆多起婚外情黄仁勋如今面临「信誉」崩塌", "shortTitle": "《巴隆》：惊爆多起婚外情黄仁勋如今面临「信誉」崩塌", "img": "https://cimg.cnyes.cool/prod/news/6659918/l/6f9bd0a63d42d21d6bf4fe5a41e46d83.jpg", "description": "黄仁勋坦承婚外情后，《纽时》再指称他曾与直属主管 Kimberly Powell 发展婚外关系。
辉达董事会正调查黄仁勋是否遭外国情报锁定，并传最快开会讨论其去留。
Baird 将辉达评等降至中立、目标价砍至200美元；分析师估若撤换黄仁勋股价恐跌25%至30%。", "createdAt": "2026-11-11T23:24:36.000Z", "author": "网络", "pv": 15, "pinyin": "mg", "name": "美股", "path": "/new/mg", "tags": [] }, { "id": 25010, "title": "Jefferies首评康宁喊买目标价134美元：AI光纤短缺核心受惠股", "shortTitle": "Jefferies首评康宁喊买目标价134美元：AI光纤短", "img": "https://cimg.cnyes.cool/prod/news/6659919/l/5c536cc3db5fd2fe2bf6259369747093.jpg", "description": "Jefferies首度覆盖康宁给予买进、目标价134美元，看好其受AI光纤短缺带动
康宁Q3光通讯营收年增44%至23.8亿美元，Gen AI产品销售年增逾1倍
公司称已签多项数十亿美元长约，Springboard拚2030年营收运转率由200亿增至400亿美元", "createdAt": "2026-11-11T23:20:04.000Z", "author": "网络", "pv": 17, "pinyin": "mg", "name": "美股", "path": "/new/mg", "tags": [] }, { "id": 25011, "title": "AI算力供应仍不足！Cohere执行长：每天都在抢算力", "shortTitle": "AI算力供应仍不足！Cohere执行长：每天都在抢算力", "img": "https://cimg.cnyes.cool/prod/news/6658255/l/333023435e3e6068fa0d95d8954b6287.jpg", "description": "Cohere执行长高梅兹称，AI算力仍供不应求，市场可能过度放大供应过剩风险。
Cohere仰赖微软Azure、CoreWeave取得算力，CoreWeave上季营收36.6亿美元优于预期。
Cohere上月募资最高50亿美元、估值逾200亿美元，并与辉达合作客制化模型。", "createdAt": "2026-11-11T23:10:03.000Z", "author": "网络", "pv": 18, "pinyin": "mg", "name": "美股", "path": "/new/mg", "tags": [] }, { "id": 25012, "title": "辉达股价面临双重考验！黄仁勋会下台？晶片机密有无外流？", "shortTitle": "辉达股价面临双重考验！黄仁勋会下台？晶片机密有无外流？", "img": "https://cimg.cnyes.cool/prod/news/6659860/l/8541ffd7b2800beda34fd5ccb594774f.jpg", "description": "辉达传董事会最快周三开会，考虑撤换共同创办人兼执行长黄仁勋，盘后股价一度跌逾8%。
黄仁勋被指与直属主管、医疗保健业务副总裁鲍威尔有婚外情。
分析师称市场反映接班与机密外流两大风险；是否更换执行长、及辉达未公开晶片技术有无外泄仍待厘清。", "createdAt": "2026-11-11T23:04:37.000Z", "author": "网络", "pv": 15, "pinyin": "mg", "name": "美股", "path": "/new/mg", "tags": [] }, { "id": 25013, "title": "〈纽约汇市〉美元攀高、日元逼近160关卡 Fed 12月升息机率升至87%", "shortTitle": "〈纽约汇市〉美元攀高、日元逼近160关卡 Fed 12月升息", "img": "https://cimg.cnyes.cool/prod/news/6658462/l/4f705290b5df94552f91619969dd1509.jpg", "description": "Fed官员鹰派谈话加上10月CPI高于预期，推升12月升息1码机率至87%。
美元指数涨0.68%至102.90，美元兑日元升至159.84，逼近160关卡。
欧元、英镑走弱；高盛估Fed 12月与明年3月升息，德银看12月、1月、3月。", "createdAt": "2026-11-11T22:59:37.000Z", "author": "网络", "pv": 16, "pinyin": "mg", "name": "美股", "path": "/new/mg", "tags": [] }, { "id": 25014, "title": "传辉达准备撤换黄仁勋董事会最快11日开会决定去留", "shortTitle": "传辉达准备撤换黄仁勋董事会最快11日开会决定去留", "img": "https://cimg.cnyes.cool/prod/news/6659917/l/638ba6b3f15701bf07b0ae9240d10b33.jpg", "description": "路透引述华尔街日报称，辉达董事会准备撤换执行长黄仁勋，最快美东时间11日开会决定去留。
导火线是黄仁勋涉及两段婚外情，其中一段对象疑似为中国间谍，FBI与辉达独立调查人员正调查。
消息在美股收盘后发布，辉达股价11日收涨2.9%至173.73美元；共和党参议员Kevin Cramer已要求他辞职。", "createdAt": "2026-11-11T22:58:09.000Z", "author": "网络", "pv": 18, "pinyin": "mg", "name": "美股", "path": "/new/mg", "tags": [] }, { "id": 25015, "title": "《纽时》爆黄仁勋第二起婚外情！对象为公司直属副总裁辉达盘后股价重摔逾7%", "shortTitle": "《纽时》爆黄仁勋第二起婚外情！对象为公司直属副总裁辉达盘后", "img": "https://cimg.cnyes.cool/prod/news/6659913/l/4663dd8bcf3d7ec2c5e4a8459d738cd6.jpg", "description": "纽时报导黄仁勋与直属高阶主管Kimberly Powell发生婚外情，3月辉达大型会议期间曾被拍到亲密互动。
辉达董事会正调查黄仁勋是否成为外国情报目标；他另承认与被指为中国间谍的女商人黄乐有婚外情。
辉达股价收盘涨2.9%至173.73美元，盘后暴跌逾7%；外界忧黄仁勋若离开，影响将超越公司营运。", "createdAt": "2026-11-11T22:51:31.000Z", "author": "网络", "pv": 17, "pinyin": "mg", "name": "美股", "path": "/new/mg", "tags": [] }, { "id": 25016, "title": "CoreWeave执行长暂停预定售股计划股价财报后大涨逾24%", "shortTitle": "CoreWeave执行长暂停预定售股计划股价财报后大涨逾2", "img": "https://cimg.cnyes.cool/prod/news/6659872/l/4f62c46524786381ea5ece760e6b5fee.jpg", "description": "CoreWeave执行长因特拉托暂停10b5-1售股计划，称股价实质变动前不再依计划出售。
第三季营收年增168%至36.6亿美元，并上调2026年营收预测至130亿至133亿美元，股价周三收涨24.7%。
面对选后资料中心监管风险升高，公司称不受影响，将持续扩产。", "createdAt": "2026-11-11T22:40:04.000Z", "author": "网络", "pv": 17, "pinyin": "mg", "name": "美股", "path": "/new/mg", "tags": [] }, { "id": 24988, "title": "美媒爆：小三黄乐私下爱炫耀称「黄仁勋每年帮我庆生」", "shortTitle": "美媒爆：小三黄乐私下爱炫耀称「黄仁勋每年帮我庆生」", "img": "https://cimg.cnyes.cool/prod/news/6659887/l/261f2499e72450b87e8b0d11d521d70d.jpg", "description": "黄仁勋与 Megaspeed 前主管黄乐私交曝光，两人至少 2023 年就已认识。
黄乐曾向同事客户秀合照，并称黄仁勋每年替她庆生；她 2023 年才跨入 AI 晶片业。
报导称黄乐及关联企业涉至少 75 亿美元交易，约 24 万颗受管制辉达晶片流入中国，辉达已启动独立调查。", "createdAt": "2026-11-11T22:21:02.000Z", "author": "网络", "pv": 21, "pinyin": "mg", "name": "美股", "path": "/new/mg", "tags": [] } ] }, "_locals": {}, "cache": false }