天天财经-提供金融入门知识-投资理财技巧-美股

高通目标价获华尔街大幅上调 AI、车用与资料中心成新引擎
2026-07-03 网络阅读（72）
高通 (Qualcomm)(QCOM-US) 一直被不少人视为一家「大家都以为很了解」的公司。外界普遍认为，高通的主要业务就是生产安卓手机使用的晶片，并向采用其无线技术的手机制造商收取授权费。
马斯克晒Optimus量产团队合照承认生产初期「极其缓慢」
2026-07-03 网络阅读（55）
全球首富马斯克在展示特斯拉人形机器人量产进展的同时，也为外界乐观预期踩下刹车。
大摩：记忆体别再闭眼买 DRAM胜NAND、原厂优于模组厂
2026-07-03 网络阅读（71）
摩根士丹利最新报告指出，AI 需求将支撑 NAND 市场短缺延续至 2027 年，但记忆体产业已从全面受惠涨价转向结构性分化，建议投资人优先布局 DRAM 及具供给控制能力的原厂，避开需求承压的模组厂。
老王卖瓜？Meta AI主管：新AI模型「西瓜」已追上GPT-5.5
2026-07-03 网络阅读（73）
Meta 代号「Watermelon」的新一代大型语言模型已追上 OpenAI GPT-5.5 水准，显示 Meta 在重金投入 AI 基础建设与人才布局后，技术差距有望进一步缩小，但实际效能仍待正式发布验证。
「这才是真正的通膨！」苹果大涨价引华尔街热议
2026-07-03 网络阅读（58）
苹果 (AAPL-US) 大幅调涨多项硬体产品价格，其中 Apple TV 涨幅高达 55%，让消费者感受到 AI 热潮带来的「现实成本」。
美股重点新闻摘要2026年7月3日
2026-07-03 网络阅读（62）
美股重点新闻摘要 2026 年 7 月 3 日
川普：华许面对「有点敌意」的Fed理事会会让他「做该做的事」
2026-07-03 网络阅读（56）
美国周四 (3 日) 公布不如预期的 6 月非农就业报告后，美国总统川普接受 CNBC 专访时表示，新任联准会 (Fed) 主席华许 (Kevin Warsh) 正面对一个「有点敌意」的理事会，未必能说服其他成员支持他希望推动的货币政策，不过川普也说自己不会给华许任何利率建议，会让华许「做他该做的事」。川普周四受访说：「他的理事会可能有点敌对，很不幸的是，也可能是一个想做错事的理事会。」这番话被外界解读为，川普对华许在利率政策上保留一定空间。川普长期主张降低利率，过去数个月持续公开施压前任
Meta Compute可能引爆AI基建「蝴蝶效应」分析师：科技七巨头有望反弹
2026-07-03 网络阅读（55）
LaDuc Trading 创办人 Samantha LaDuc 认为，Meta 策略转向可能对整体市场结构带来更广泛且系统性的影响。她指出，Meta 此举可能引发一场「蝴蝶效应」，进一步动摇整个 AI 基础设施投资逻辑。
美光挫逾5% 川普大赞「伟大企业」仍难阻跌势
2026-07-03 网络阅读（59）
美国总统川普的公开赞扬，过去往往能带动相关个股上涨，但这次却未能提振美光科技 (Micron)(MU-US) 股价。美光周四仍下跌 5.5%，收在 975.56 美元，前一交易日重挫 10.6%。
美超微澄清非晶片走私案调查对象公开信安抚客户股价仍续跌
2026-07-03 网络阅读（54）
美超微电脑 (Super Micro Computer)(SMCI-US) 发布公开信，向客户保证公司并非台湾调查涉嫌将辉达 (Nvidia)(NVDA-US) 晶片走私至中国案件的调查对象，盼消除市场疑虑。

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