天天财经-提供金融入门知识-投资理财技巧-美股

大摩：中国车市接近谷底真正反弹最快8月展开比亚迪、吉利有望领军
2026-06-26 网络阅读（81）
中国车市历经第二季低迷后，摩根士丹利认为需求已接近谷底，6 月销售可望优于市场预期，但真正复苏最快仍须等到 8、9 月。新车上市、政策刺激及电动车渗透率提升，将成为下半年回温的三大推动力，比亚迪、吉利等龙头有望率先受惠。
SpaceX FOMO正式退场太空股全面重挫
2026-06-26 网络阅读（55）
随着 SpaceX(SPCX-US) 上市带来的市场热度逐渐消退，太空概念股周四 (25 日) 跌势进一步扩大。截至周四，至少四档太空概念股 6 月以来股价已腰斩。
Fed降息难上加难！苹果罕见全球涨价反映美通膨真实走向
2026-06-26 网络阅读（82）
苹果宣布调涨多项硬体产品售价，反映的不只是零组件成本上升，更凸显人工智慧 (AI) 投资、关税及供应链成本等因素正持续推升核心通膨，恐使联准会 (Fed) 延后降息
安森美斥70亿美元收购Synaptics 抢实体AI商机
2026-06-26 网络阅读（71）
安森美 (onsemi)(ON-US) 今 (26) 日宣布将以全股票交易方式收购 Synaptics，约当 70 亿美元，以加速公司从电源与感测领域，进一步演进为智慧系统领导供应商，并将业务版图从 AI 资料中心扩展至实体 A
Aimfinity更新公司治理与营运进展新增两位独立董事、Docter 商业化持续推进
2026-06-26 网络阅读（54）
美国特殊目的收购公司（SPAC）Aimfinity Investment Corp(AIMAU-US) 近日向美国证券交易委员会（SEC）提交最新 Form 8-K，更新与智慧医疗科技公司 Docter Inc. 拟议业务合并（Business Combination）之最新进展，内容涵盖董事会治理强化、商业化成果及产品市场布局等多项重要进展。为持续提升公司治理品质，公司董事会新增两位具备美国上市公司治理及财务管理经验的独立董事。其中，William Frank Koschak 曾任国际会计
AI监管升级！继Anthropic事件后传川普政府要求OpenAI分阶段发布GPT-5.6
2026-06-26 网络阅读（86）
知情人士表示，川普政府已要求 OpenAI 分阶段发布即将推出的新一代人工智慧 (AI) 模型 GPT-5.6。竞争对手 Anthropic 近期才在监管压力下，停止所有客户存取最新尖端 AI 模型 Fable 5 和 Mythos 5。彭博引述的知情人士透露，OpenAI 执行长奥特曼 (Sam Altman) 周三向员工表示，美国政府要求公司先将 GPT-5.6 提供给一小群可信赖合作伙伴，再逐步扩大对外发布。奥特曼在员工会议中指出，美国政府对最先进 AI 模型的能力愈来愈忧心，因此要求
超级周期未结束！小摩：AI记忆体股修正非基本面恶化 Q2财报迎三大验证
2026-06-26 网络阅读（117）
AI 记忆体股近期剧烈震荡，但摩根大通认为，市场波动主要来自情绪与交易结构，而非基本面恶化。随着第二季财报季展开，长期供货协议、云端业者资本支出及 HBM 供给三大关键指标，将决定 AI 记忆体产业是否迎来新一轮估值重估。
《大卖空》原型：平仓半数Palantir空头部位卖出阿里巴巴加码京东、微软LEAPS
2026-06-26 网络阅读（76）
知名电影《大卖空》原型、避险基金 Scion Asset Management 创办人麦可 · 贝瑞 (Michael Burry) 于个人 Substack 平台发文披露最新持股调整，他已平仓所持 Palantir Technologies 空头部位一半，但仍续持 Palantir 看跌选择权。此外，贝瑞同时卖出阿里巴巴持股，将资金转入加码京东，并增持支付科技公司 Fiserv 与软体大厂 Adobe 多头部位。贝瑞最新操作中最受瞩目的是买入微 2028 年 12 月 15
美光财报狂喜为何苹果却笑不出来？
2026-06-26 网络阅读（72）
苹果周四市值一夕蒸发约 2,600 亿美元；相较之下，美光 (MU-US) 凭借亮眼财报与强劲展望，单日暴增逾 1,800 亿美元，凸显全球记忆体供应吃紧下，AI 浪潮的受惠者与承压者正逐渐分化。
微软6月恐创25年来最差分析师：回档反而是买点
2026-06-26 网络阅读（53）
微软 (Microsoft)(MSFT-US) 股价正经历 2000 年以来最惨烈的 6 月表现，同时可能创下历来最差年度表现之一，反映投资人正加速撤出「科技七巨头」等大型科技股。

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