天天财经-提供金融入门知识-投资理财技巧-美股

AI晶片管制漏洞浮现？中国「国防七子」成员寻求辉达H200晶片
2026-06-02 网络阅读（67）
根据彭博调查的资料，中国至少七所与军方及国防产业关系密切的大学，正试图取得辉达 (NVDA-US)H200 人工智慧(AI) 晶片的使用权，也就是目前美国迄今允许销往中国的最强 AI 处理器。报导指出，其中两所机构——北京航空航天大学与西北工业大学——同属中国所谓「国防七子」，长期为解放军与国防体系培育人才与提供技术支援，并已被美国商务部列入出口管制黑名单。资料显示，北京航空航天大学的网路科学与技术学院正寻求租用 H200 算力，该学院自称具备
超像2022年熊市前！美股期权数据亮红灯股市将迎「持续下跌」？
2026-06-02 网络阅读（89）
美股多头情绪延伸至期权市场，看跌 / 看涨期权比率降至近四年低点，逼近 2022 年熊市前夕水准，引发市场对过热风险的关注。同时 VIX 与个股波动率分歧扩大，AI 行情持续推升标普 500 创新高，但市场内部分化加剧。
Bitget 推出 Stocks 2.0，实现代币化股票与美国真实市场流动性直连
2026-06-02 网络阅读（123）
Bitget，全球最大的通用交易所（UEX），宣布推出 Bitget Stocks 2.0，全面升级代币化股票现货产品，进一步提升流动性、资产透明度与资金使用效率。该产品由持牌 RWA 发行平台 Reality 负责发行，并由 Bitget 提供生态系支持，包括交易入口、资产安全保障及流动性服务，为用户带来更完善的代币化股票交易体验。深度连接美股流动性，实现 1:1 资产映射 Bitget Stocks 2.0 主要围绕三大升级方向打造，包括更深层的股票市场流动性、1:1 经济权益映射，以及
记忆体价格失控又一受害者 GoPro首度示警无法持续经营
2026-06-02 网络阅读（80）
全球运动相机品牌 GoPro(GPRO-US) 面临空前经营压力。根据其向美国证券交易委员会（SEC）提交的 8-K 文件，GoPro 首度对外示警公司可能无法持续经营。其独立审计机构普华永道（PwC）也在最新审计报告中增列解释性段落，指出公司未来营运存在重大不确定性。受此重利空消息冲击，GoPro 周一 (1 日) 股价应声暴跌 12%，目前公司正四处奔走寻求紧急融资，企图在债务违约暴雷前挽回局面。这场生存危机的直接导火线，源于全球人工智慧（AI）算力大爆发所引发的连锁效应。随着 AI
AI时代谁最赚？三星超车辉达夺全球获利王！SK海力士冲前三、台积电排名曝
2026-06-02 网络阅读（66）
根据《彭博》最新预测，三星电子 2027 年营业利益可望达 3310 亿美元，超越辉达成为全球最赚钱企业，SK 海力士排名第三。AI 伺服器带动 HBM 需求爆发，记忆体产业成为新一轮 AI 浪潮最大赢家，台积电则以 1090 亿美元排名第九。
无人机威胁升温Motorola大手笔布局反无人机市场
2026-06-02 网络阅读（76）
2026年06月02日（优分析／产业数据中心报导）⸺ 美国公共安全与通讯设备大厂 Motorola Solutions(MSI-US)宣布，将以15亿美元收购以色列反无人机技术公司 D-Fend Solutions，进一步扩大在公共安全与关键基础设施防护市场的布局。 Motorola表示，随着消费型与商业型无人机快速普及，未经授权的无人机闯入机场、政府设施、体育场馆及企业园区等事件持续增加，保护空域安全已成为全球公共安全领域的重要需求。不同于传统雷达或光学系统仅能侦测无人机位置，D-Fend的
星巴克停用AI库存管理系统因技术失准反增工作负荷
2026-06-02 网络阅读（90）
星巴克 (SBUX-US) 向媒体证实，在部署仅 9 个月后，已终止其 AI 驱动的自动库存管理系统。
AI需求旺！Arm执行长：自研晶片150亿美元营收目标将提前达阵
2026-06-02 网络阅读（97）
晶片设计巨头 Arm(ARM-US) 执行长哈斯（Rene Haas）表示，受惠于人工智慧（AI）浪潮带来的超预期强劲需求，该公司自研晶片营收达到 150 亿美元的目标，将有望比原先预期的更早实现。哈斯接受《彭博电视》访问时表示，他对于在先前设定的本世纪末前达成该目标「非常有信心」。他周二 (2 日) 进一步指出，随着全球科技产业竞相建设资料中心与发展人工智慧服务，市场需求远超预期，Arm 有望提前达成这项里程碑。哈斯在 Computex 场边接受简短访问时表示：「我希望能更早达成这个目标
PIMCO：目前美债殖利率主要反映联准会利率政策而非AI驱动
2026-06-02 网络阅读（121）
PIMCO 发表报告指出，虽然人工智慧 (AI) 产业的融资需求正在增长，但目前其结构性压力尚不足以取代周期性因素，成为驱动美国公债殖利率波动的主因。
台积电成最大赢家！AI封装重构半导体格局、大摩点名CoWoS、CPO、WoW三大技术
2026-06-02 网络阅读（142）
摩根士丹利最新报告指出，2030 年全球 AI 半导体市场规模将达 7,530 亿美元，先进封装已成为决定 AI 晶片效能与成本的关键。台积电 CoWoS 产能持续扩张，辉达为最大客户；CPO 共封装光学与 WoW 晶圆堆叠技术也快速崛起，成为

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"pv": 80, "pinyin": "mg", "name": "美股", "path": "/new/mg", "tags": [] }, { "id": 1756, "title": "AI时代谁最赚？三星超车辉达夺全球获利王！SK海力士冲前三、台积电排名曝", "shortTitle": "AI时代谁最赚？三星超车辉达夺全球获利王！SK海力士冲前三、", "img": "https://cimg.cnyes.cool/prod/news/6480010/l/784decfb0840bd885a9ea92cdda0b9cc.jpg", "description": "根据《彭博》最新预测，三星电子 2027 年营业利益可望达 3310 亿美元，超越辉达成为全球最赚钱企业，SK 海力士排名第三。AI 伺服器带动 HBM 需求爆发，记忆体产业成为新一轮 AI 浪潮最大赢家，台积电则以 1090 亿美元排名第九。", "createdAt": "2026-06-02T08:40:16.000Z", "author": "网络", "pv": 66, "pinyin": "mg", "name": "美股", "path": "/new/mg", "tags": [] }, { "id": 1757, "title": "无人机威胁升温Motorola大手笔布局反无人机市场", "shortTitle": "无人机威胁升温Motorola大手笔布局反无人机市场", "img": "https://cimg.cnyes.cool/prod/news/6480970/o/d085bb3a4fee1189f3cac48dde74d87c.jpg", "description": "2026年06月02日（优分析／产业数据中心报导）⸺ 美国公共安全与通讯设备大厂 Motorola Solutions(MSI-US)宣布，将以15亿美元收购以色列反无人机技术公司 D-Fend Solutions，进一步扩大在公共安全与关键基础设施防护市场的布局。 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