天天财经-提供金融入门知识-投资理财技巧-美股

Nebius大跌近17%新云端股承压！财测疲弱、辉达动荡与Nscale亏损扩大
2026-11-14 网络阅读（9）
Nebius周四重挫近17%，虽Q3营收年增571%至9.808亿美元且优预期，但全年财测疲弱拖累股价黄仁勋辞去引担忧；新云端股仰赖辉达GPU与资金，市场情绪受压 Nscale IPO文件显示九个月净亏损16.9亿美元，警告可能需额外融资；Truist仍维持Nebius买进，目标价下修至245美元
马斯克带头签署请愿书声援黄仁勋复职！逾1.4万人连署请愿、辉达核心工程师示警人才出走
2026-11-14 网络阅读（10）
马斯克称正在签署请愿书公开支持黄仁勋复职，连署已逾1.4万人。特斯拉资深工程师 Yun-Ta Tsai 呼吁员工以辞职或暂休表态，并称优秀GPU工程师稀缺、工程师才是推动辉达使命的关键。 Naval Ravikant 以苹果、Uber更换创办人为例质疑创办人难以取代，马斯克回应认同。
黄仁勋辞职后辉达AI优势能延续？矽谷三大接班案例揭下一任CEO考验
2026-11-14 网络阅读（9）
黄仁勋12日辞任辉达执行长，董事会寻找接班人，市场关注AI晶片龙头能否延续成长动能。辉达近五日股价累跌14%，但仍掌握约九成先进AI晶片市场；分析师认为短期营运影响有限。 Google自研晶片与开源软体挑战CUDA，接班人能否找到下一个成长方向，成为辉达最大考验。
全美航班停飞逾4小时！老旧系统故障逾1万航班受阻交长：路由器不堪负荷
2026-11-14 网络阅读（9）
FAA因暂时性电信服务中断、路由器超载，周五一度全美停飞逾4小时全美逾1万架次航班、150万名旅客受影响，延误取消恐延续至周末交长Duffy称非网攻，FAA调查中；老旧空管设备问题再度凸显基础设施更新迫切
SpaceX星舰双级回收受挫助推器海面上方爆炸、上段开始部署卫星
2026-11-14 网络阅读（8）
2026年11月14日（优分析／产业数据中心报导）⸺ SpaceX星舰第15次试飞未能完成原订的双级回收目标。Super Heavy助推器没有返回发射塔，而是改飞墨西哥湾，在海面上方短暂悬停后爆炸；上段太空船则已进入轨道并开始部署Starlink卫星，后续仍计划尝试首次回塔回收。 SpaceX表示，上段太空船在升空约27分钟后入轨，约36分钟后开始释放此次搭载的26颗卫星。目前卫星部署作业已展开，尚未确认全数完成；助推器未能回收的确切原因也仍待厘清。这次测试的关键，不只是将载荷送入轨道，而是能
特斯拉邀部分客户购买Cybercab售价29,990美元、自驾月费299美元
2026-11-14 网络阅读（8）
2026年11月14日（优分析／产业数据中心报导）⸺ 特斯拉Tesla(TSLA-US)开始邀请部分客户购买个人用途的Cybercab，售价29,990美元，搭配每月299美元的自动驾驶订阅服务。这款金色双人座车采蝴蝶式车门设计，销售对象从无人计程车营运进一步延伸至个人车主。特斯拉已在X公布邀购讯息与价格。公司人工智慧主管Ashok Elluswamy另表示，Cybercab的无人驾驶功能将适用于与Robotaxi相同的地理区域。特斯拉车辆工程副总裁Lars Moravy上月曾表示，公司目标
黄仁勋离任后首场财报会接班人克雷斯须回应辉达五大考题
2026-11-14 网络阅读（10）
辉达17日公布2027财年第三季财报，将由临时执行长兼财务长克雷斯主持黄仁勋离任后首场法说。市场聚焦供应能否跟上需求、Vera Rubin新平台量产进度、以及记忆体成本上升对毛利率的影响。辉达第二季自由现金流490亿美元、库藏股授权增至800亿美元；AI客户投资与集中度风险也受关注。
FAA故障全美停飞令持续约5小时近万航班延误逾1100架取消
2026-11-14 网络阅读（12）
FAA因空管通讯故障于美东时间13日15:53全美停飞约5小时，欧洲航班同步受限，逾1100架取消、近1万架延误事故波及约3500架在空中飞机，至少827架改降；FAA称与微软本周服务中断无关，调查聚焦软体更新川普、达菲指老旧空管系统与资料压垮，国会去年批125亿美元升级，官方盼感恩节前恢复正常
内部通讯曝光！黄仁勋误导自家法务长称与黄乐往来是客户关系
2026-11-14 网络阅读（10）
路透揭露黄仁勋曾向辉达高层淡化与中国女商人黄乐、Megaspeed往来，称属标准商业互动。黄仁勋与黄乐关系遭媒体追查后，辉达11月10日聘请Wachtell展开独立调查。黄仁勋8日为不忠道歉、12日辞任执行长；辉达股价自10月6日高点跌逾30%，市值蒸发逾1.8兆美元。
〈分析〉超微报酬约辉达5倍本益比3倍多还能追？
2026-11-14 网络阅读（11）
超微自2024年7月以来涨幅约为辉达5倍，Beth Kindig看好其续跑赢辉达。超微CPU与GPU成长动能强，预估明年营收成长逾80%，Venice CPU 2027年营收将翻倍。超微估值明显高于辉达，本益比34.8倍、P/S 21.3倍；若成长不及预期，股价恐承压。

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"description": "Nebius周四重挫近17%，虽Q3营收年增571%至9.808亿美元且优预期，但全年财测疲弱拖累股价
黄仁勋辞去引担忧；新云端股仰赖辉达GPU与资金，市场情绪受压
Nscale IPO文件显示九个月净亏损16.9亿美元，警告可能需额外融资；Truist仍维持Nebius买进，目标价下修至245美元", "createdAt": "2026-11-14T04:40:03.000Z", "author": "网络", "pv": 9, "pinyin": "mg", "name": "美股", "path": "/new/mg", "tags": [] }, { "id": 25578, "title": "马斯克带头签署请愿书声援黄仁勋复职！逾1.4万人连署请愿、辉达核心工程师示警人才出走", "shortTitle": "马斯克带头签署请愿书声援黄仁勋复职！逾1.4万人连署请愿、辉", "img": "https://cimg.cnyes.cool/prod/news/6662479/l/7e8a15f06c40f9210fa364948d11c1ce.jpg", "description": "马斯克称正在签署请愿书公开支持黄仁勋复职，连署已逾1.4万人。
特斯拉资深工程师 Yun-Ta Tsai 呼吁员工以辞职或暂休表态，并称优秀GPU工程师稀缺、工程师才是推动辉达使命的关键。
Naval Ravikant 以苹果、Uber更换创办人为例质疑创办人难以取代，马斯克回应认同。", "createdAt": "2026-11-14T04:20:29.000Z", "author": "网络", "pv": 10, "pinyin": "mg", "name": "美股", "path": "/new/mg", "tags": [] }, { "id": 25579, "title": "黄仁勋辞职后辉达AI优势能延续？矽谷三大接班案例揭下一任CEO考验", "shortTitle": "黄仁勋辞职后辉达AI优势能延续？矽谷三大接班案例揭下一任CE", "img": "https://cimg.cnyes.cool/prod/news/6661818/l/92e2c0aeea92b0120fad9c8118b69acc.jpg", "description": "黄仁勋12日辞任辉达执行长，董事会寻找接班人，市场关注AI晶片龙头能否延续成长动能。
辉达近五日股价累跌14%，但仍掌握约九成先进AI晶片市场；分析师认为短期营运影响有限。
Google自研晶片与开源软体挑战CUDA，接班人能否找到下一个成长方向，成为辉达最大考验。", "createdAt": "2026-11-14T04:20:04.000Z", "author": "网络", "pv": 9, "pinyin": "mg", "name": "美股", "path": "/new/mg", "tags": [] }, { "id": 25580, "title": "全美航班停飞逾4小时！老旧系统故障逾1万航班受阻交长：路由器不堪负荷", "shortTitle": "全美航班停飞逾4小时！老旧系统故障逾1万航班受阻交长：路", "img": "https://cimg.cnyes.cool/prod/news/6662464/l/6d333fd9b952735bc6a22657fd8787c4.jpg", "description": "FAA因暂时性电信服务中断、路由器超载，周五一度全美停飞逾4小时
全美逾1万架次航班、150万名旅客受影响，延误取消恐延续至周末
交长Duffy称非网攻，FAA调查中；老旧空管设备问题再度凸显基础设施更新迫切", "createdAt": "2026-11-14T04:01:35.000Z", "author": "网络", "pv": 9, "pinyin": "mg", "name": "美股", "path": "/new/mg", "tags": [] }, { "id": 25581, "title": "SpaceX星舰双级回收受挫助推器海面上方爆炸、上段开始部署卫星", "shortTitle": "SpaceX星舰双级回收受挫助推器海面上方爆炸、上段开始部署", "img": "", "description": "2026年11月14日（优分析／产业数据中心报导）⸺ SpaceX星舰第15次试飞未能完成原订的双级回收目标。Super Heavy助推器没有返回发射塔，而是改飞墨西哥湾，在海面上方短暂悬停后爆炸；上段太空船则已进入轨道并开始部署Starlink卫星，后续仍计划尝试首次回塔回收。 SpaceX表示，上段太空船在升空约27分钟后入轨，约36分钟后开始释放此次搭载的26颗卫星。目前卫星部署作业已展开，尚未确认全数完成；助推器未能回收的确切原因也仍待厘清。这次测试的关键，不只是将载荷送入轨道，而是能", "createdAt": "2026-11-14T04:00:10.000Z", "author": "网络", "pv": 8, "pinyin": "mg", "name": "美股", "path": "/new/mg", "tags": [] }, { "id": 25582, "title": "特斯拉邀部分客户购买Cybercab售价29,990美元、自驾月费299美元", "shortTitle": "特斯拉邀部分客户购买Cybercab售价29,990美元、自", "img": "", "description": "2026年11月14日（优分析／产业数据中心报导）⸺ 特斯拉Tesla(TSLA-US)开始邀请部分客户购买个人用途的Cybercab，售价29,990美元，搭配每月299美元的自动驾驶订阅服务。这款金色双人座车采蝴蝶式车门设计，销售对象从无人计程车营运进一步延伸至个人车主。特斯拉已在X公布邀购讯息与价格。公司人工智慧主管Ashok Elluswamy另表示，Cybercab的无人驾驶功能将适用于与Robotaxi相同的地理区域。特斯拉车辆工程副总裁Lars Moravy上月曾表示，公司目标", "createdAt": "2026-11-14T04:00:10.000Z", "author": "网络", "pv": 8, "pinyin": "mg", "name": "美股", "path": "/new/mg", "tags": [] }, { "id": 25583, "title": "黄仁勋离任后首场财报会接班人克雷斯须回应辉达五大考题", "shortTitle": "黄仁勋离任后首场财报会接班人克雷斯须回应辉达五大考题", "img": "https://cimg.cnyes.cool/prod/news/6662445/l/2959b9ffe29b6a2e68b838e231111102.jpg", "description": "辉达17日公布2027财年第三季财报，将由临时执行长兼财务长克雷斯主持黄仁勋离任后首场法说。
市场聚焦供应能否跟上需求、Vera Rubin新平台量产进度、以及记忆体成本上升对毛利率的影响。
辉达第二季自由现金流490亿美元、库藏股授权增至800亿美元；AI客户投资与集中度风险也受关注。", "createdAt": "2026-11-14T04:00:09.000Z", "author": "网络", "pv": 10, "pinyin": "mg", "name": "美股", "path": "/new/mg", "tags": [] }, { "id": 25567, "title": "FAA故障全美停飞令持续约5小时近万航班延误逾1100架取消", "shortTitle": "FAA故障全美停飞令持续约5小时近万航班延误逾1100", "img": "https://cimg.cnyes.cool/prod/news/6662474/l/9ded4b571b0f22b6531fd271dbf39150.jpg", "description": "FAA因空管通讯故障于美东时间13日15:53全美停飞约5小时，欧洲航班同步受限，逾1100架取消、近1万架延误
事故波及约3500架在空中飞机，至少827架改降；FAA称与微软本周服务中断无关，调查聚焦软体更新
川普、达菲指老旧空管系统与资料压垮，国会去年批125亿美元升级，官方盼感恩节前恢复正常", "createdAt": "2026-11-14T03:53:27.000Z", "author": "网络", "pv": 12, "pinyin": "mg", "name": "美股", "path": "/new/mg", "tags": [] }, { "id": 25568, "title": "内部通讯曝光！黄仁勋误导自家法务长称与黄乐往来是客户关系", "shortTitle": "内部通讯曝光！黄仁勋误导自家法务长称与黄乐往来是客户关系", "img": "https://cimg.cnyes.cool/prod/news/6662463/l/37f6f8543b9d9c9068a21f9c0c656362.jpg", "description": "路透揭露黄仁勋曾向辉达高层淡化与中国女商人黄乐、Megaspeed往来，称属标准商业互动。
黄仁勋与黄乐关系遭媒体追查后，辉达11月10日聘请Wachtell展开独立调查。
黄仁勋8日为不忠道歉、12日辞任执行长；辉达股价自10月6日高点跌逾30%，市值蒸发逾1.8兆美元。", "createdAt": "2026-11-14T03:50:05.000Z", "author": "网络", "pv": 10, "pinyin": "mg", "name": "美股", "path": "/new/mg", "tags": [] }, { "id": 25569, "title": "〈分析〉超微报酬约辉达5倍本益比3倍多还能追？", "shortTitle": "〈分析〉超微报酬约辉达5倍本益比3倍多还能追？", "img": "https://cimg.cnyes.cool/prod/news/6662444/l/cb4c7715c33ca78aadc7222e3581a611.jpg", "description": "超微自2024年7月以来涨幅约为辉达5倍，Beth Kindig看好其续跑赢辉达。
超微CPU与GPU成长动能强，预估明年营收成长逾80%，Venice CPU 2027年营收将翻倍。
超微估值明显高于辉达，本益比34.8倍、P/S 21.3倍；若成长不及预期，股价恐承压。", "createdAt": "2026-11-14T03:40:03.000Z", "author": "网络", "pv": 11, "pinyin": "mg", "name": "美股", "path": "/new/mg", "tags": [] } ] }, "_locals": {}, "cache": false }