天天财经-提供金融入门知识-投资理财技巧-美股

高盛示警美股「夏季震荡」将至！债市压力浮现、标普500连涨8周恐进入波动期
2026-05-26 网络阅读（100）
美股延续强劲多头走势，标普 500 连涨八周、那斯达克 100 创历史级报酬。然而高盛指出债券市场异动与杠杆资金涌入正累积风险，警告夏季行情恐转向高波动阶段，投资人需提高流动性与风险管理。
一家独大！SpaceX再拿NASA 六次载人合约至少进帐约17亿美元
2026-05-26 网络阅读（94）
美国太空总署 (NASA) 近日发布采购公告，宣布将为 SpaceX 追加 6 次已认证的载人任务，以确保国际太空站 (ISS) 营运至 2030 年前的乘组轮换无虞。根据《teslarat》报导，根据 NASA 公告，合约生效后将立即确认至多三次任务，其余三次则视实际需求安排。此次增购主因在于波音 CST-100「星际航线」(Starliner) 飞船至今仍未取得载人飞行认证，且近期遭遇技术故障与进度延误，导致原定的双轨道运输体系失衡。此外，ISS 近期缩短驻留任务时长，也增加任务调度的复
加速出海！阿里云新加坡发布全新海外AI产品官网Qwen Cloud 全面拥抱「智能体云」
2026-05-26 网络阅读（67）
阿里云今 (26) 日在新加坡面向海外市场一口气发布多项重磅 AI 产品与基础设施升级，标志着其全球化战略正式迈入「智能体优先」(Agent-First)新阶段。阿里云此次发布的核心包括全新 AI 产品官网 Qwen Cloud、多智能体协作平台 MuleRun、智能体程式设计平台 Qoder 的重大更新，以及底层云基础设施的全面重构。阿里云首席技术长、国际业务总裁李飞飞表示，海外市场对 AI 的需求持续井喷，尤其是智能体的爆发让模型调用量与云资源消耗呈指数级增长，阿里云必须重写云服务的交互
AI智能体浪潮引爆「超级周期」！花旗：伺服器CPU市场至2030年将扩张至逾1300亿美元
2026-05-26 网络阅读（87）
根据花旗集团最新发布的产业展望报告，全球伺服器 CPU 市场即将进入爆发式成长期，市场规模预计将从去年的 293 亿美元，一路攀升至 2030 年的 1320 亿美元。报告指出，这波扩张的核心动能将来自于被称为「代理型 CPU」(Agentic CPU) 的全新晶片类别，这类处理器专为支援自主性愈来愈高的 AI 工作负载而设计。根据花旗分析，通用型伺服器 CPU 市场的年复合成长率 (CAGR) 将达 20%，至 2030 年规模约 509 亿美元；AI 头节点处理器 (AI head no
AI封装革命引爆玻璃基板竞赛！英特尔争夺全球首个量产席位、韩中强敌环伺
2026-05-26 网络阅读（65）
受 AI 超级周期推动，全球玻璃基板市场竞争升温。英特尔加速推进商业化与 CPO 整合，韩国 Absolics 力拚率先量产，中国与三星亦积极布局。先进封装技术竞赛正重塑全球半导体供应链格局。
三星加速「去高通化」战略！Galaxy S27 Exynos占比翻倍
2026-05-26 网络阅读（108）
三星加快「去高通化」布局，Galaxy S27 系列 Exynos 晶片供货比例将倍增至 50%，并采用 2 奈米先进制程。此举不仅挑战高通在高阶手机晶片市场的主导地位，也可能重塑全球智慧型手机晶片竞争格局。
华尔街掀AI培训热潮！单日2.5万美元课程爆满
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人工智慧（AI）席卷金融业，华尔街兴起 AI 培训热潮。由 Wall Street Prompt 提供的生成式 AI 课程爆红，单日收费高达 2.5 万美元仍供不应求，金融机构加速导入 ChatGPT 等工具以提升投研效率并重塑人才竞争力。
GPU将被取代？高盛：ASIC将成AI资料中心主流「这两档」股票值得关注
2026-05-26 网络阅读（88）
随着 AI 产业升级，ASIC 客制化晶片正快速取代 GPU，成为资料中心核心运算技术。高盛与彭博预测，ASIC 需求将持续高速成长至 2030 年代，博通与迈威尔科技主导市场，掌握 AI 晶片供应链关键优势。
抢先进封装需求！英特尔加码玻璃基板新墨西哥州工厂瞄准全球首座量产基地
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英特尔正全力押注下一代先进封装与矽光子技术，拟将新墨西哥州 Rio Rancho 工厂改造为全球首座玻璃基板量产基地，以抢搭 AI 浪潮推升的先进封装需求。综合《Forbes》与《Wccftech》等美媒报导，相较于传统的有机基板，玻璃基板具有表面更平整、不易翘曲的特性，能显著提升封装密度与晶片互连能力。今年稍早，英特尔已展示结合 EMIB 先进封装技术的首个「Glass Core」玻璃基板样品，封装大厂 Amkor 首席工程师也预期，玻璃基板有望在三年内迈向商业化。目前，英特尔在全球布局
Meta前工程师爆料：90%同事是华裔、上班说中文、裁员针对非华裔员工
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Meta 大规模裁员引发争议，一名前工程师在社群平台指控部分团队由华裔员工主导，并称非华裔员工在裁员与职场互动中遭遇不对等对待。相关说法引发网路热议与正反两极反应。

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