天天财经-提供金融入门知识-投资理财技巧-美股

苹果AI落后不能再等！新CEO要求大胆布局 Siri最快明年变身AI代理
2026-11-10 网络阅读（22）
特纳斯要求苹果加快AI布局，推动Siri升级为可自主执行任务的AI智慧代理，并要求超越仅做必要改进。彭博称苹果最快明年推具代理能力新版Siri，目标与ChatGPT Dots、Meta Muse、Grok竞争。苹果AI推进仍受软硬体规划不一致与人事变数影响，Siri主管洛克威尔离职传闻受关注。
半导体股跌幅中位数达53% 大摩93页报告喊AI逢跌买入
2026-11-10 网络阅读（21）
大摩称美国期中选举致AI建设延后，非需求消失，半导体自高点回档可寻进场点。德州、俄州约5GW IT容量延至2029年，2028新增容量降至19.9GW；电力缺口估44GW。首选辉达，并看好云端、资料中心供应链与软体；AI效益已在企业财报中加速浮现。
加州「亿万富豪税」公投遭否决支持者：还有下次
2026-11-10 网络阅读（23）
加州选民以53%反对、47%赞成否决40号「亿万富豪税」提案。提案拟向资产逾10亿美元者征一次性5%财产税，估可筹1,000亿美元用于医疗与教育。 SEIU-UHW称2028年再提，反方与州长纽森指恐引发资本外流、损害加州经济。
婚外情风波升级！辉达与黄仁勋遭股东集体诉讼
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辉达与黄仁勋遭股东在美加州圣荷西联邦法院提团诉，指控隐瞒重大资讯、欺诈股东。诉状称未揭露黄仁勋与Megaspeed前高层Alice Huang关系及潜在国安风险，董事会已启动独立调查。 11月9日辉达股价跌4.27%至178.67美元，市值蒸发逾1900亿美元；多家律所展开集体诉讼。
全球铜市大分裂！美股基金砍仓、陆厂狂扫现货　专家：美选后套利空间遽降全球铜流向恐逆转
2026-11-10 网络阅读（21）
AI投资热退潮、美国关税预期降温，重塑铜与锡等工业金属贸易流向与库存分布。美国基金削减投铜多头；CME净多头自8万2649口降至3万4,444口，铜价对LME溢价缩至80美元。中国现货铜紧绷，上海期交所库存3万3848吨创3年新低，洋山铜溢价冲230美元，全球铜流向恐调整。
美三名众议员敦促停止对中AI晶片出口要求商务部12月1日前答复
2026-11-10 网络阅读（26）
2026年11月10日（优分析／产业数据中心报导）⸺ 美国众议院外交委员会三名民主党议员致函商务部长卢特尼克（Howard Lutnick），要求立即停止向中国出口先进AI晶片。根据外媒路透报导，议员并要求商务部在12月1日前答复，说明高层对相关情报与国家安全疑虑的知情及处理情况。这是议员提出的政策要求，并非商务部已宣布实施的新禁令。委员会民主党9日公布的新闻稿指出，联署者包括首席议员Gregory Meeks、副首席议员Gabe Amo，以及南亚与中亚小组委员会民主党首席议员Sydney K
「AI股抛售过度！」大摩放话别瞎卖：资料中心建设仅延后非取消续抱亚马逊、微软等四骑士
2026-11-10 网络阅读（22）
大摩指市场因美国期中大选忧心资料中心建设受阻，掀起AI概念股抛售，但跌势明显过度大摩称AI资本支出大势未变，部分项目仅时程递延；原预计2028年落成的约5GW美国资料中心容量，可能顺延至2029年大摩重申看好亚马逊、微软、Meta、Alphabet，并称节奏微调有助纾解供应瓶颈、支撑算力定价
电动皮卡Cybertruck明年停产马斯克：将向大批客户退还订金
2026-11-10 网络阅读（32）
马斯克表示，Cybertruck订单量「远远超过」明年停产前能够完成的生产能力。马斯克强调，Cybertruck并非一款亏损车型，但相比之下，扩大特斯拉Cybercab无人驾驶计程车的生产规模更重要。去年特斯拉在美国仅售出约2万辆Cybertruck。
看好AI广告变现摩通焦点名单纳Meta、移除Alphabet
2026-11-10 网络阅读（18）
小摩将Meta纳入分析师焦点名单、移除Alphabet，认为Meta AI正带动广告成效与获利成长 Meta第三季广告营收年增26%，北美增幅33%；估新增广告营收约130亿美元，约为Google搜寻两倍小摩仍看好Alphabet但指AI搜寻变现需时间，且未来几季利润率或受过渡性运算资源协议压力
黄仁勋早在婚外情曝光前就聘危机公关公司！Heller Inc.曾处理多起知名性丑闻
2026-11-10 网络阅读（18）
黄仁勋传早在承认婚外情前至少一年，就聘请危机公关公司Heller Inc.。《纽时》报导Megaspeed取得近20亿美元辉达晶片后，内部要求媒体询问黄仁勋时将Heller列副本。辉达已公布黄仁勋承认曾与前Megaspeed高层婚外情，董事会并启动独立调查。

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"特纳斯要求苹果加快AI布局，推动Siri升级为可自主执行任务的AI智慧代理，并要求超越仅做必要改进。
彭博称苹果最快明年推具代理能力新版Siri，目标与ChatGPT Dots、Meta Muse、Grok竞争。
苹果AI推进仍受软硬体规划不一致与人事变数影响，Siri主管洛克威尔离职传闻受关注。", "createdAt": "2026-11-10T07:50:03.000Z", "author": "网络", "pv": 22, "pinyin": "mg", "name": "美股", "path": "/new/mg", "tags": [] }, { "id": 24478, "title": "半导体股跌幅中位数达53% 大摩93页报告喊AI逢跌买入", "shortTitle": "半导体股跌幅中位数达53% 大摩93页报告喊AI逢跌买入", "img": "https://cimg.cnyes.cool/prod/news/6655556/l/a17cb9719f57372100b25ff00d584690.jpg", "description": "大摩称美国期中选举致AI建设延后，非需求消失，半导体自高点回档可寻进场点。
德州、俄州约5GW IT容量延至2029年，2028新增容量降至19.9GW；电力缺口估44GW。
首选辉达，并看好云端、资料中心供应链与软体；AI效益已在企业财报中加速浮现。", "createdAt": "2026-11-10T07:49:00.000Z", "author": "网络", "pv": 21, "pinyin": "mg", "name": "美股", "path": "/new/mg", "tags": [] }, { "id": 24579, "title": "加州「亿万富豪税」公投遭否决支持者：还有下次", "shortTitle": "加州「亿万富豪税」公投遭否决支持者：还有下次", "img": "https://cimg.cnyes.cool/prod/news/6655481/l/4283ae8332aeb3364462224ba0cc9d42.jpg", "description": "加州选民以53%反对、47%赞成否决40号「亿万富豪税」提案。
提案拟向资产逾10亿美元者征一次性5%财产税，估可筹1,000亿美元用于医疗与教育。
SEIU-UHW称2028年再提，反方与州长纽森指恐引发资本外流、损害加州经济。", "createdAt": "2026-11-10T07:20:04.000Z", "author": "网络", "pv": 23, "pinyin": "mg", "name": "美股", "path": "/new/mg", "tags": [] }, { "id": 24580, "title": "婚外情风波升级！辉达与黄仁勋遭股东集体诉讼", "shortTitle": "婚外情风波升级！辉达与黄仁勋遭股东集体诉讼", "img": "https://cimg.cnyes.cool/prod/news/6655543/l/cf6662570151d85b5750e17ccb0cf670.jpg", "description": "辉达与黄仁勋遭股东在美加州圣荷西联邦法院提团诉，指控隐瞒重大资讯、欺诈股东。
诉状称未揭露黄仁勋与Megaspeed前高层Alice Huang关系及潜在国安风险，董事会已启动独立调查。
11月9日辉达股价跌4.27%至178.67美元，市值蒸发逾1900亿美元；多家律所展开集体诉讼。", "createdAt": "2026-11-10T06:52:16.000Z", "author": "网络", "pv": 19, "pinyin": "mg", "name": "美股", "path": "/new/mg", "tags": [] }, { "id": 24432, "title": "全球铜市大分裂！美股基金砍仓、陆厂狂扫现货　专家：美选后套利空间遽降全球铜流向恐逆转", "shortTitle": "全球铜市大分裂！美股基金砍仓、陆厂狂扫现货　专家：美选后套利", "img": "https://cimg.cnyes.cool/prod/news/6655393/l/df93bc22b88a03625a757f8132ea6abd.jpg", "description": "AI投资热退潮、美国关税预期降温，重塑铜与锡等工业金属贸易流向与库存分布。
美国基金削减投铜多头；CME净多头自8万2649口降至3万4,444口，铜价对LME溢价缩至80美元。
中国现货铜紧绷，上海期交所库存3万3848吨创3年新低，洋山铜溢价冲230美元，全球铜流向恐调整。", "createdAt": "2026-11-10T05:30:02.000Z", "author": "网络", "pv": 21, "pinyin": "mg", "name": "美股", "path": "/new/mg", "tags": [] }, { "id": 24413, "title": "美三名众议员敦促停止对中AI晶片出口要求商务部12月1日前答复", "shortTitle": "美三名众议员敦促停止对中AI晶片出口要求商务部12月1日前答", "img": "", "description": "2026年11月10日（优分析／产业数据中心报导）⸺ 美国众议院外交委员会三名民主党议员致函商务部长卢特尼克（Howard Lutnick），要求立即停止向中国出口先进AI晶片。根据外媒路透报导，议员并要求商务部在12月1日前答复，说明高层对相关情报与国家安全疑虑的知情及处理情况。这是议员提出的政策要求，并非商务部已宣布实施的新禁令。委员会民主党9日公布的新闻稿指出，联署者包括首席议员Gregory Meeks、副首席议员Gabe Amo，以及南亚与中亚小组委员会民主党首席议员Sydney K", "createdAt": "2026-11-10T04:30:07.000Z", "author": "网络", "pv": 26, "pinyin": "mg", "name": "美股", "path": "/new/mg", "tags": [] }, { "id": 24414, "title": "「AI股抛售过度！」大摩放话别瞎卖：资料中心建设仅延后非取消续抱亚马逊、微软等四骑士", "shortTitle": "「AI股抛售过度！」大摩放话别瞎卖：资料中心建设仅延后非取消", "img": "https://cimg.cnyes.cool/prod/news/6655354/l/3dcb609d1850c0b164c6173356f3437d.jpg", "description": "大摩指市场因美国期中大选忧心资料中心建设受阻，掀起AI概念股抛售，但跌势明显过度
大摩称AI资本支出大势未变，部分项目仅时程递延；原预计2028年落成的约5GW美国资料中心容量，可能顺延至2029年
大摩重申看好亚马逊、微软、Meta、Alphabet，并称节奏微调有助纾解供应瓶颈、支撑算力定价", "createdAt": "2026-11-10T04:20:03.000Z", "author": "网络", "pv": 22, "pinyin": "mg", "name": "美股", "path": "/new/mg", "tags": [] }, { "id": 24415, "title": "电动皮卡Cybertruck明年停产马斯克：将向大批客户退还订金", "shortTitle": "电动皮卡Cybertruck明年停产马斯克：将向大批客户退", "img": "https://cimg.cnyes.cool/prod/news/6654956/l/42342e8ddd450d7a9d3922d087ef3217.jpg", "description": "马斯克表示，Cybertruck订单量「远远超过」明年停产前能够完成的生产能力。
马斯克强调，Cybertruck并非一款亏损车型，但相比之下，扩大特斯拉Cybercab无人驾驶计程车的生产规模更重要。
去年特斯拉在美国仅售出约2万辆Cybertruck。", "createdAt": "2026-11-10T04:10:11.000Z", "author": "网络", "pv": 32, "pinyin": "mg", "name": "美股", "path": "/new/mg", "tags": [] }, { "id": 24416, "title": "看好AI广告变现摩通焦点名单纳Meta、移除Alphabet", "shortTitle": "看好AI广告变现摩通焦点名单纳Meta、移除Alphabe", "img": "https://cimg.cnyes.cool/prod/news/6655385/l/e2cdad876247b969003466c861518879.jpg", "description": "小摩将Meta纳入分析师焦点名单、移除Alphabet，认为Meta AI正带动广告成效与获利成长
Meta第三季广告营收年增26%，北美增幅33%；估新增广告营收约130亿美元，约为Google搜寻两倍
小摩仍看好Alphabet但指AI搜寻变现需时间，且未来几季利润率或受过渡性运算资源协议压力", "createdAt": "2026-11-10T04:10:02.000Z", "author": "网络", "pv": 18, "pinyin": "mg", "name": "美股", "path": "/new/mg", "tags": [] }, { "id": 24417, "title": "黄仁勋早在婚外情曝光前就聘危机公关公司！Heller Inc.曾处理多起知名性丑闻", "shortTitle": "黄仁勋早在婚外情曝光前就聘危机公关公司！Heller Inc", "img": "https://cimg.cnyes.cool/prod/news/6654944/l/2b8c951087ef1508bbec8c90a244c1f8.jpg", "description": "黄仁勋传早在承认婚外情前至少一年，就聘请危机公关公司Heller Inc.。
《纽时》报导Megaspeed取得近20亿美元辉达晶片后，内部要求媒体询问黄仁勋时将Heller列副本。
辉达已公布黄仁勋承认曾与前Megaspeed高层婚外情，董事会并启动独立调查。", "createdAt": "2026-11-10T04:00:05.000Z", "author": "网络", "pv": 18, "pinyin": "mg", "name": "美股", "path": "/new/mg", "tags": [] } ] }, "_locals": {}, "cache": false }