天天财经-提供金融入门知识-投资理财技巧-美股

资料中心减速反成利多！Dan Ives：AI革命不会取消手握现成算力的巨头更值钱
2026-11-10 网络阅读（31）
期中选举后民主党居优势、地方反对升高，AI资料中心扩张或放缓，但Dan Ives认为未必是AI利空。 Ives估美国原定1000座资料中心，约10%恐不落成，最悲观未来18个月取消比率可达30%。微软、亚马逊、Alphabet、Meta与部分甲骨文可望受惠；明年大型科技公司资本支出恐逾1兆美元。
辉达中国问题早被盯上！「谍报系」神秘空头半年前就出手 40页报告掀关注
2026-11-10 网络阅读（24）
Culper Research 5月警告辉达有中国问题，6个月后40页报告才受关注。报告称黄仁勋与Megaspeed高层黄乐关系「密切得令人不安」，并引述媒体与自家研究。 Culper揭露放空后辉达跌约20%，董事会已调查黄仁勋婚外情与相关国安疑虑。
选后首波清算！共和党人提案弹劾赫格塞斯川普表态力挺　专家：虽具政治象征意义但地缘风险溢价恐延长
2026-11-10 网络阅读（19）
众院共和党议员Massie提案弹劾国防部长赫格塞斯，最快本周表决，焦点是他在对伊朗开战中的主导角色。两党反对声浪升温，川普称若赫格塞斯遭弹劾将力挺到底，赫格塞斯则预告周二开记者会回应。分析指弹劾短期难罢免但具政治象征，恐延长地缘风险溢价，能源与防务股后市受关注。
黄仁勋出轨风波牵出资本网络！女主角黄乐背后投资版图曝光
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黄仁勋周日发道歉信承认婚姻不忠；媒体并将黄乐与婚变及辉达合作伙伴Megaspeed连结。黄乐曾任和熙投资高层，并与上海韵禧投资、第七大道及Megaspeed有股权与董事关系。和熙投资创办人康伟亦涉斐讯、世纪华通算力布局，且曾因违规持股与资讯揭露问题遭中国证监会处罚。
黄仁勋外遇疑云延烧川普喊「他会没事」两人交情遭检视
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辉达董事会调查黄仁勋是否遭外国情报机构锁定，川普也被检视与其往来纽时指黄仁勋与中国女商人关系密切；报导后辉达股价跌至7个月低点黄仁勋近年多次与川普互动，辉达并获准向中国出口H200等政策利多
川普自曝警告某AI大咖「做坏事准备坐牢」多条线索指向Anthropic执行长
2026-11-10 网络阅读（19）
川普称政府因AI不当行为威胁将一名大型AI公司高层送进监狱，但未透露身分多段发言与6月Anthropic争议相符，线索指向执行长Dario Amodei 报导指白宫与商务部曾施压Anthropic下架模型，但目前无司法部逮捕证据
顶级富豪婚姻回顾股神巴菲特「开放式婚姻」
2026-11-10 网络阅读（19）
巴菲特与苏珊1952年结婚，1977年苏珊搬离奥马哈后，门克斯开始照料其生活，三人长期维持彼此尊重的相处模式。苏珊2003年罹口腔癌、2004年中风离世；巴菲特两人婚姻52年、约27年分居不同城市。 2006年巴菲特76岁生日当天与门克斯结婚；他称苏珊让他成功，门克斯让成功延续。
半导体股暴跌后反弹！大摩点名辉达、SanDisk、美光逢低布局空方警告还没跌完
2026-11-10 网络阅读（31）
半导体股9日强弹，SOXX涨约7%，但华尔街对是否适合进场仍分歧，市场忧AI基建投资与晶片需求放缓 Cantor与大摩看好辉达、SanDisk、美光，称估值偏低且回购题材可支撑股价，辉达9日仍跌约5% BTIG指费半跌破200日线属重要破位，Rob Arnott称AI变现未明，若未守稳指数恐再修正
AMD抢下Google AI晶片关键角色！第五代EPYC进驻TPU系统辉达竞争升温
2026-11-10 网络阅读（19）
AMD第五代EPYC获Google最新TPU 8tx采用，供应主机运算基础，协助机密运算与资料保护。 TPU 8tx锁定政府、金融等受监管产业，结合硬体加密；Google称低延迟最高约提升2倍。 AMD股价9日涨13.3%，Google今年已推4款第八代TPU，TPU客户近100家。
外遇风波续发酵！华尔街热议黄仁勋重要性　分析师分裂：一派说辉达估值崩塌一派说体系照跑
2026-11-10 网络阅读（22）
黄仁勋坦承婚外情后，辉达董事会启动独立调查，公司称他将续任华尔街首度认真讨论「后黄仁勋时代」，悲观派忧领导生变削弱估值与客户信任乐观派认为辉达体系仍在；但若调查触及治理、合规或国安，才会成基本面风险

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微软、亚马逊、Alphabet、Meta与部分甲骨文可望受惠；明年大型科技公司资本支出恐逾1兆美元。", "createdAt": "2026-11-10T03:50:05.000Z", "author": "网络", "pv": 31, "pinyin": "mg", "name": "美股", "path": "/new/mg", "tags": [] }, { "id": 24379, "title": "辉达中国问题早被盯上！「谍报系」神秘空头半年前就出手 40页报告掀关注", "shortTitle": "辉达中国问题早被盯上！「谍报系」神秘空头半年前就出手 40页", "img": "https://cimg.cnyes.cool/prod/news/6655009/l/d7238aafafdbd96c3033636928aa6811.jpg", "description": "Culper Research 5月警告辉达有中国问题，6个月后40页报告才受关注。
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Culper揭露放空后辉达跌约20%，董事会已调查黄仁勋婚外情与相关国安疑虑。", "createdAt": "2026-11-10T03:30:08.000Z", "author": "网络", "pv": 24, "pinyin": "mg", "name": "美股", "path": "/new/mg", "tags": [] }, { "id": 24380, "title": "选后首波清算！共和党人提案弹劾赫格塞斯川普表态力挺　专家：虽具政治象征意义但地缘风险溢价恐延长", "shortTitle": "选后首波清算！共和党人提案弹劾赫格塞斯川普表态力挺　专家：", "img": "https://cimg.cnyes.cool/prod/news/6655332/l/418c9d720ff6e05d31ac0b7fcca4d86d.jpg", "description": "众院共和党议员Massie提案弹劾国防部长赫格塞斯，最快本周表决，焦点是他在对伊朗开战中的主导角色。
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黄仁勋近年多次与川普互动，辉达并获准向中国出口H200等政策利多", "createdAt": "2026-11-10T03:10:05.000Z", "author": "网络", "pv": 25, "pinyin": "mg", "name": "美股", "path": "/new/mg", "tags": [] }, { "id": 24383, "title": "川普自曝警告某AI大咖「做坏事准备坐牢」多条线索指向Anthropic执行长", "shortTitle": "川普自曝警告某AI大咖「做坏事准备坐牢」多条线索指向Ant", "img": "https://cimg.cnyes.cool/prod/news/6655271/l/43d3c19493a2268bfc81c0b72c95e075.jpg", "description": "川普称政府因AI不当行为威胁将一名大型AI公司高层送进监狱，但未透露身分
多段发言与6月Anthropic争议相符，线索指向执行长Dario Amodei
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2006年巴菲特76岁生日当天与门克斯结婚；他称苏珊让他成功，门克斯让成功延续。", "createdAt": "2026-11-10T03:10:03.000Z", "author": "网络", "pv": 19, "pinyin": "mg", "name": "美股", "path": "/new/mg", "tags": [] }, { "id": 24385, "title": "半导体股暴跌后反弹！大摩点名辉达、SanDisk、美光逢低布局空方警告还没跌完", "shortTitle": "半导体股暴跌后反弹！大摩点名辉达、SanDisk、美光逢低布", "img": "https://cimg.cnyes.cool/prod/news/6655279/l/a4296773d7a78d66d9b35f744aefe2e3.jpg", "description": "半导体股9日强弹，SOXX涨约7%，但华尔街对是否适合进场仍分歧，市场忧AI基建投资与晶片需求放缓
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