天天财经-提供金融入门知识-投资理财技巧-美股

川普称川习会前不知黄仁勋婚外情《纽时》揭7个月内至少两度获简报
2026-11-11 网络阅读（21）
纽时指川普今年5月赴中前已听取黄仁勋涉中国情报疑虑简报，非他所称不知情黄仁勋坦承与Megaspeed前主管黄乐婚外情；辉达称已启动独立调查，暂无国安或机密受损迹象分析师称黄仁勋对华府游说影响力减弱，Blackwell对中出口许可恐被更严审查
狂打智能体标签惹恼AMD！副总裁怒轰辉达：别拿行销话术唬人四年前谁能预知？
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AMD高层回击辉达称Vera CPU专为Agentic AI打造，直指是行销话术 Madhu Rangarajan称EPYC 9006才是智能体时代最佳CPU，企业需完整CPU产品组合因应不同负载 AMD指智能体热潮今年3月才起，CPU研发需数年；EPYC 9996、9686F将与Vera正面竞争
微软睽违一年半盘中超车！辉达市值两日估掉4700亿美元黄仁勋抹去1.84兆美元市值优势
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辉达股价连跌2日累跌9.56%，市值蒸发约4,300亿美元，跌至约4.07兆美元黄仁勋私人关系风波延烧，FBI调查、董事会聘外部法律顾问并遭投资人集体诉讼美参院舒默促收紧中国晶片出口限制，辉达将于11月17日公布第三季财报
CoreWeave算力订单爆满！2027年前几乎售罄、2028年需求超供给数倍
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CoreWeave称2027年前算力几乎售罄，2028年需求达现有供应数倍，反映供需紧俏。公司7月已涨价约25%，第三季后期再涨10%；NVDA旧晶片服务累计上涨30%至50%。 CoreWeave拟以客户预付款取代无担保债务，预计3个月收90亿美元，70%交易已付。
辉达深陷争议 CoreWeave执行长力挺合作关系「没理由改变」
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CoreWeave执行长Intrator称对辉达合作深具信心，表示双方持续密切合作辉达近期陷调查与AI支出疑虑，CoreWeave股价与财务也承压 CoreWeave靠周二亮眼财报缓解债务疑虑，强调与辉达关系不变
绕地球14圈后星舰飞船首次挑战返回发射场
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星舰即将迎来关键考验。 SpaceX计划最快13日进行第15次试飞，首次尝试在同一次任务中，将超重型助推器和星舰飞船全部带回发射场。火箭上半部捕获预定在台湾时间11月15日凌晨5时17分左右进行。
黄仁勋婚外情扯出75亿美元晶片疑云辉达两日市值蒸发约4300亿美元
2026-11-11 网络阅读（20）
辉达股价两日跌9.56%，市值蒸发约4,300亿美元，降至约4.07兆美元。 The Information称黄仁勋婚外情疑促成至少75亿美元辉达晶片运往中国，约24万颗H100、H200及A100涉案。辉达已聘前联邦检察官调查，FBI另查是否遭外国情报锁定；舒默吁加快收紧对中晶片出口。
辉达、AMD两日股价表现差距达25个百分点分析师：苏姿丰处于最佳状态
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自本交易周开始以来，AMD与辉达股价表现的差距已扩大至25个百分点。半导体分析师Jay Goldberg称赞了AMD执行长苏姿丰的执行力，竞争对手则难以确保产能。 AMD已花费多年时间确保满足增长目标所需产能和零件供应。
Fed鲍曼示警：AI投资回报若不如预期美股估值恐大幅修正
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鲍曼称AI投资报酬若不如预期，恐引发股价重挫、长期利率急升，压抑消费与住宅市场、小企业投资。她暗示通膨压力仍在，可能支持下月Fed今年最后一次会议升息；鲍曼称9月升息后仍有工作要做。她并警告AI融资快速扩张，企业债、私募信贷与专案融资今年恐逾8000亿美元，且有循环融资疑虑。
OpenAI第三季营收首破100亿美元！季增近50%、年增近3倍
2026-11-11 网络阅读（22）
人工智慧（AI）新创公司OpenAI营运动能持续增强，第三季营收首度突破100亿美元，受惠于市场对其最新AI软体需求强劲，营收较前一季成长近50%，较去年同期接近成长至原来的3倍。根据《彭博》引述知情人士报导，OpenAI截至9月底的三个月营收首度达到100亿美元。相关财务数据于周二（10日）向投资人说明会中披露。OpenAI拒绝对此置评。 OpenAI今年一度在部分营运指标上落后长期竞争对手Anthropic，但近期透过推出具竞争力的新AI模型、大幅调降产品价格，以及加强布局AI代理（AI

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"纽时指川普今年5月赴中前已听取黄仁勋涉中国情报疑虑简报，非他所称不知情
黄仁勋坦承与Megaspeed前主管黄乐婚外情；辉达称已启动独立调查，暂无国安或机密受损迹象
分析师称黄仁勋对华府游说影响力减弱，Blackwell对中出口许可恐被更严审查", "createdAt": "2026-11-11T02:20:50.000Z", "author": "网络", "pv": 21, "pinyin": "mg", "name": "美股", "path": "/new/mg", "tags": [] }, { "id": 24708, "title": "狂打智能体标签惹恼AMD！副总裁怒轰辉达：别拿行销话术唬人四年前谁能预知？", "shortTitle": "狂打智能体标签惹恼AMD！副总裁怒轰辉达：别拿行销话术唬人 ", "img": "https://cimg.cnyes.cool/prod/news/6658135/l/57738d4e24c55df2ae98a4ccc0b4d6a5.jpg", "description": "AMD高层回击辉达称Vera CPU专为Agentic AI打造，直指是行销话术
Madhu Rangarajan称EPYC 9006才是智能体时代最佳CPU，企业需完整CPU产品组合因应不同负载
AMD指智能体热潮今年3月才起，CPU研发需数年；EPYC 9996、9686F将与Vera正面竞争", "createdAt": "2026-11-11T02:20:08.000Z", "author": "网络", "pv": 21, "pinyin": "mg", "name": "美股", "path": "/new/mg", "tags": [] }, { "id": 24709, "title": "微软睽违一年半盘中超车！辉达市值两日估掉4700亿美元黄仁勋抹去1.84兆美元市值优势", "shortTitle": "微软睽违一年半盘中超车！辉达市值两日估掉4700亿美元黄仁", "img": "https://cimg.cnyes.cool/prod/news/6657969/l/52871d1683d06ee41b7082e482c6483d.jpg", "description": "辉达股价连跌2日累跌9.56%，市值蒸发约4,300亿美元，跌至约4.07兆美元
黄仁勋私人关系风波延烧，FBI调查、董事会聘外部法律顾问并遭投资人集体诉讼
美参院舒默促收紧中国晶片出口限制，辉达将于11月17日公布第三季财报", "createdAt": "2026-11-11T02:20:05.000Z", "author": "网络", "pv": 23, "pinyin": "mg", "name": "美股", "path": "/new/mg", "tags": [] }, { "id": 24695, "title": "CoreWeave算力订单爆满！2027年前几乎售罄、2028年需求超供给数倍", "shortTitle": "CoreWeave算力订单爆满！2027年前几乎售罄、202", "img": "https://cimg.cnyes.cool/prod/news/6657933/l/0de30b40cda9593632db50f1ca0dbcea.jpg", "description": "CoreWeave称2027年前算力几乎售罄，2028年需求达现有供应数倍，反映供需紧俏。
公司7月已涨价约25%，第三季后期再涨10%；NVDA旧晶片服务累计上涨30%至50%。
CoreWeave拟以客户预付款取代无担保债务，预计3个月收90亿美元，70%交易已付。", "createdAt": "2026-11-11T02:10:04.000Z", "author": "网络", "pv": 22, "pinyin": "mg", "name": "美股", "path": "/new/mg", "tags": [] }, { "id": 24696, "title": "辉达深陷争议 CoreWeave执行长力挺合作关系「没理由改变」", "shortTitle": "辉达深陷争议 CoreWeave执行长力挺合作关系「没理由", "img": "https://cimg.cnyes.cool/prod/news/6658096/l/c8faeeba4d98cf19a6e5563a9fdbdac0.jpg", "description": "CoreWeave执行长Intrator称对辉达合作深具信心，表示双方持续密切合作
辉达近期陷调查与AI支出疑虑，CoreWeave股价与财务也承压
CoreWeave靠周二亮眼财报缓解债务疑虑，强调与辉达关系不变", "createdAt": "2026-11-11T01:49:39.000Z", "author": "网络", "pv": 22, "pinyin": "mg", "name": "美股", "path": "/new/mg", "tags": [] }, { "id": 24697, "title": "绕地球14圈后星舰飞船首次挑战返回发射场", "shortTitle": "绕地球14圈后星舰飞船首次挑战返回发射场", "img": "https://cimg.cnyes.cool/prod/news/6657938/l/9796cdf7005b26de0822c3f96e083eda.jpg", "description": "星舰即将迎来关键考验。
SpaceX计划最快13日进行第15次试飞，首次尝试在同一次任务中，将超重型助推器和星舰飞船全部带回发射场。
火箭上半部捕获预定在台湾时间11月15日凌晨5时17分左右进行。", "createdAt": "2026-11-11T01:46:13.000Z", "author": "网络", "pv": 20, "pinyin": "mg", "name": "美股", "path": "/new/mg", "tags": [] }, { "id": 24698, "title": "黄仁勋婚外情扯出75亿美元晶片疑云辉达两日市值蒸发约4300亿美元", "shortTitle": "黄仁勋婚外情扯出75亿美元晶片疑云辉达两日市值蒸发约430", "img": "https://cimg.cnyes.cool/prod/news/6657877/l/5d168c5412eaa7ae39034bc26e24f856.jpg", "description": "辉达股价两日跌9.56%，市值蒸发约4,300亿美元，降至约4.07兆美元。
The Information称黄仁勋婚外情疑促成至少75亿美元辉达晶片运往中国，约24万颗H100、H200及A100涉案。
辉达已聘前联邦检察官调查，FBI另查是否遭外国情报锁定；舒默吁加快收紧对中晶片出口。", "createdAt": "2026-11-11T01:32:57.000Z", "author": "网络", "pv": 20, "pinyin": "mg", "name": "美股", "path": "/new/mg", "tags": [] }, { "id": 24684, "title": "辉达、AMD两日股价表现差距达25个百分点分析师：苏姿丰处于最佳状态", "shortTitle": "辉达、AMD两日股价表现差距达25个百分点分析师：苏姿丰处", "img": "https://cimg.cnyes.cool/prod/news/6658015/l/d63fdcab2003a354157e88638681170b.jpg", "description": "自本交易周开始以来，AMD与辉达股价表现的差距已扩大至25个百分点。
半导体分析师Jay Goldberg称赞了AMD执行长苏姿丰的执行力，竞争对手则难以确保产能。
AMD已花费多年时间确保满足增长目标所需产能和零件供应。", "createdAt": "2026-11-11T01:12:04.000Z", "author": "网络", "pv": 21, "pinyin": "mg", "name": "美股", "path": "/new/mg", "tags": [] }, { "id": 24685, "title": "Fed鲍曼示警：AI投资回报若不如预期美股估值恐大幅修正", "shortTitle": "Fed鲍曼示警：AI投资回报若不如预期美股估值恐大幅修正", "img": "https://cimg.cnyes.cool/prod/news/6657905/l/22f9df64ec739d7e841d34a0fb29bcc3.jpg", "description": "鲍曼称AI投资报酬若不如预期，恐引发股价重挫、长期利率急升，压抑消费与住宅市场、小企业投资。
她暗示通膨压力仍在，可能支持下月Fed今年最后一次会议升息；鲍曼称9月升息后仍有工作要做。
她并警告AI融资快速扩张，企业债、私募信贷与专案融资今年恐逾8000亿美元，且有循环融资疑虑。", "createdAt": "2026-11-11T00:50:03.000Z", "author": "网络", "pv": 20, "pinyin": "mg", "name": "美股", "path": "/new/mg", "tags": [] }, { "id": 24686, "title": "OpenAI第三季营收首破100亿美元！季增近50%、年增近3倍", "shortTitle": "OpenAI第三季营收首破100亿美元！季增近50%、年增近", "img": "https://cimg.cnyes.cool/prod/news/6657931/l/87503bfd7bd4e06f0fe82ca024b29fa5.jpg", "description": "人工智慧（AI）新创公司OpenAI营运动能持续增强，第三季营收首度突破100亿美元，受惠于市场对其最新AI软体需求强劲，营收较前一季成长近50%，较去年同期接近成长至原来的3倍。根据《彭博》引述知情人士报导，OpenAI截至9月底的三个月营收首度达到100亿美元。相关财务数据于周二（10日）向投资人说明会中披露。OpenAI拒绝对此置评。 OpenAI今年一度在部分营运指标上落后长期竞争对手Anthropic，但近期透过推出具竞争力的新AI模型、大幅调降产品价格，以及加强布局AI代理（AI ", "createdAt": "2026-11-11T00:40:08.000Z", "author": "网络", "pv": 22, "pinyin": "mg", "name": "美股", "path": "/new/mg", "tags": [] } ] }, "_locals": {}, "cache": false }