天天财经-提供金融入门知识-投资理财技巧-美股

美光全球扩产版图一路排到2030年！美国、台湾、日本、新加坡等国同步
2026-05-27 网络阅读（85）
受 AI 需求爆发带动，美光加速全球记忆体扩产布局，涵盖美国、日本、台湾、新加坡、印度与马来西亚，全面推进 HBM、DRAM 与 NAND 产能。市场供给吃紧预计延续至 2026 年后，多座新厂将于 2027 年至 2030 年间陆续投产，美光
美股进入「融涨」模式？华尔街看好标普突破8000大关专家：这次是「真获利」而不是「非理性繁荣」
2026-05-27 网络阅读（88）
美股今夏行情火热，标普 500 从 3 月底至今连涨八周，华尔街近来开始热议所谓的「融涨」(melt-up) 行情，意指牛市最后阶段出现失控式飙涨。标普 500 指数第 1 季虽然收黑，但从 3 月底至今写下一连串惊人成绩，最引人注目的是：该指数已连涨八周，创下 2023 年 12 月以来最长连涨。根据 Bespoke 投资集团统计，这也是标普 500 自 1952 年以来第二强势的八周涨势。不过，这波反弹来势汹汹，也让部分投资人开始感到不安，市场常以 2000 年网路泡沫末期为例，当时那斯
专家评测川普金色手机：与宣传严重不符、硬体过时、非美国制造
2026-05-27 网络阅读（67）
川普手机 (Trump Mobile T1) 在延迟长达 9 个月后，终于在 5 月开始向预购者发货，然而这款售价 500 美元、标榜「爱国」且「美国制造」的设备，在媒体首波评测中却面临排山倒海的负面评价。评论家指出，这款手机与
中国AI史上第一次！阿里巴巴Qwen3.7-Max杀入全球程式设计榜前四前方仅剩Claude
2026-05-27 网络阅读（71）
全球 AI 程式设计模型排行榜迎来历史性突破，阿里巴巴通义千问最新发布的旗舰模型 Qwen3.7‑Max(亦被社群称为 Qwen3‑Code) 在权威评测平台 Code Arena 中以 1541 分夺下全球第 4 名、非 Claude 模型第 1 名。中国 AI 资讯社交平台《新智元》报导，这项最新榜单显示，Qwen3.7‑Max 仅次于 Anthropic 的 Claude Opus 4.7 与 Claude Opus 4.6 Thinking(第 3 名)，超越 ChatGPT‑5.5、
瑞银研报推动美光市值破兆！「长期合约」如何引爆AI供应链的重估？
2026-05-27 网络阅读（93）
瑞银将美光科技目标价大幅上调至 1625 美元，改采折现本益比模型，核心假设为长期供应协议（LTA）正在降低记忆体产业的周期波动。随着 AI 供应链全面进入长约锁量模式，从 NVIDIA、AMD 到 OpenAI 皆加速锁定产能，市场对
前Fed官员：支持当前降息的理由「非常、非常微弱」
2026-05-27 网络阅读（56）
前纽约联准银行总裁杜德利 (Bill Dudley) 周二 (26 日) 警告，指出美国联准会 (Fed) 作为「通膨斗士」的声誉正处于危险边缘。由于通膨已连续 5 年多未能降至 2% 的目标水准，杜德利认为，联准会若不采取更有力的行动，
分析师：2026年美股利润成长集中在9档核心科技股
2026-05-27 网络阅读（56）
2026 年的美股，正处于一个由少数科技巨头主导的获利爆发期。根据 Evercore ISI 策略师 Julian Emanuel 的最新研究，9 家核心科技公司已成为推动今年企业盈余预期上修的主要力量。
高盛调升标普500年终目标至8000点因AI驱动获利强劲增长
2026-05-27 网络阅读（87）
高盛周二 (26 日) 发布报告，将标普 500 指数的 2026 年底预测目标价，从原先的 7,600 点大幅上调至 8,000 点，理由是企业获利前景持续表现强劲。这一新目标价较当前收盘价 7,519.12 点，约有 6.4% 的潜在上涨空间。
黄金市场大战升温！GDX涨逾4% 空军百万美元对赌
2026-05-27 网络阅读（80）
《CNBC》报导，黄金相关 ETF 周二 (26 日) 选择权交易偏向乐观，SPDR 黄金 ETF (GLD-US) 与 VanEck 黄金矿业 ETF (GDX-US) 均出现偏多布局。
〈辉达员工大会〉台湾新总部2030年启用将容纳4,000名员工
2026-05-27 网络阅读（95）
辉达 (NVDA-US) 今 (27) 日于北士科 T17、T18 基地举办台湾员工大会，执行长黄仁勋表示，辉达台湾新总部将承袭加州总部设计精神，预计 2026 年底动工、2030 年搬入，基地规划约 70 万平方英尺，可容纳约 4,000 名员

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