天天财经-提供金融入门知识-投资理财技巧-美股

马斯克只花一天就赚赢股神巴菲特一生财富
2026-06-19 网络阅读（89）
投资人兼知名加密货币倡导者 Anthony Pompliano 表示，马斯克在短短 24 小时内增加的财富，已超过「股神」巴菲特 (Warren Buffett) 一生累积的身家。
美光还没涨完？花旗喊目标价1200美元 DRAM超级周期才刚开始
2026-06-19 网络阅读（89）
花旗银行分析师 Atif Malik 6 月 17 日发布最新研报，将美光目标价从 840 美元大幅上调至 1,200 美元，维持买入评级。1,200 美元的新目标价对应公司 2027 年预期每股收益 10 倍估值，测算潜在总回报约 17.6%。
美股危险了？华尔街警告：美国经济结构失衡、私部门放缓恐引发股市震荡风险
2026-06-19 网络阅读（100）
华尔街经济学家 Jim Paulsen 警告，美国经济出现私部门成长放缓、政府支出上升的结构失衡现象，历史数据显示此情况往往伴随股市疲弱，可能为未来市场波动埋下风险。
摩根大通大幅上调WFE成长预测！先进封装成AI浪潮最大投资主线
2026-06-19 网络阅读（76）
摩根大通于 2026 年 6 月 17 日发布半导体产业报告，聚焦全球晶圆厂设备（WFE）市场、台积电先进制程与先进封装竞争格局。报告大幅上调了 2026-2028 年全球 WFE 市场增速预测。
英特尔和苹果根本「还没谈好」合作？美媒曝英特尔高层对川普放消息感到意外
2026-06-19 网络阅读（58）
美国总统川普在 Truth Social 发文称苹果与英特尔将合作在美国生产晶片，引爆市场对英特尔代工业务前景的乐观情绪，带动股价大涨逾 10%。不过消息人士指出，相关合作仍处于磋商阶段，尚未正式定案。
自驾车比人类更安全？特斯拉迎来好消息
2026-06-19 网络阅读（73）
安全性一直是 Robotaxi(自驾计程车) 面临的主要疑虑，但数据显示，机器人的驾驶表现其实比人类更好。
估值超越所有标普成分股！SpaceX跃美股最贵股票引发网景级网路泡沫化大辩论
2026-06-19 网络阅读（95）
SpaceX(SPCX-US)上市后持续吸引资金追捧，根据目前已发布财务模型的分析师预估，若以未来营收估值衡量，SpaceX 已成为美股最昂贵的股票，甚至超越所有标普 500 成分股，引发市场对人工智慧 (AI) 狂热与泡沫化风险的讨论。由于 SpaceX 目前仍未获利，因此无法以本益比评价。不过根据四名分析师对 2027 年的营收预测，以及周三 (18 日) 收盘价计算，SpaceX 目前的股价相当于 2027 年预估营收的 39.2 倍。相较之下，同样被视为高估值代表的特斯拉 (TSLA
传Google为了下一代TPU 将采购长鑫存储记忆体晶片
2026-06-19 网络阅读（61）
市场传出，Google(GOOGL-US) 正考虑向中国记忆体晶片制造商长鑫存储发起采购。
氮化镓专利大战英飞凌在德国胜诉再扳一城英诺赛科在德禁售并须赔偿
2026-06-19 网络阅读（107）
英飞凌与英诺赛科攻防不断，日前在中国的判决出炉外，于德国慕尼黑地方法院 (Landgericht München I) 的判决也在今日出炉，均裁定英飞凌胜诉，法院禁止英诺赛科在德国境内制造、销售及行销更多侵害专利之产品，同时
苹果坦承记忆体涨价「无可避免」美光飙近9% 德银看旺供不应求至2028年
2026-06-19 网络阅读（97）
美光 (MU-US) 与记忆体概念股周四 (18 日) 大涨，苹果 (AAPL-US) 执行长库克接受《华尔街日报》专访时表示坦言，面对记忆体与储存晶片价格飙升难以置身事外，涨价已无可避免。美光股价周四收盘大涨 8.7%，希捷科技 (Seagate)(STX-US) 上涨 0.4%，威腾电子 (Western Digital)(WDC-US) 上涨近 5%，SanDisk(SNDK-US)更劲扬 11.5%。这番谈话也带动南韩记忆体大厂 SK 海力士 (SK Hynix) 及三星电子股价走高

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