天天财经-提供金融入门知识-投资理财技巧-美股

苹链准备好了吗？iPhone Duo 10月开卖初期日产仅数百部
2026-09-10 网络阅读（40）
苹果(AAPL-US) 备受瞩目的首款折叠手机 iPhone Duo正式亮相，这款新机预计 10 月 16 日开放预订、10 月 23 日上市，但供应链量产进度仍面临考验。截至 8 月下旬，iPhone Duo 日产量仅数百部，苹果虽计划自 10 月起加速产能爬坡，铰链组装一致性、萤幕平整度及初期良率，仍是能否达成全年生产目标的关键。「Duo」意指「两个」，呼应折叠手机的双萤幕设计。iPhone Duo 采横向内折形式，折叠后大小接近一本护照，外萤幕为 5.4 英吋，展开后内萤幕达 7.6
贝森特恐成美股牛市最大敌人！日元、美债夹击多头
2026-09-10 网络阅读（42）
美国财长贝森特近期分别介入美债与日元市场，原意是压低长期利率并阻止日元持续贬值，却意外形成「美债殖利率走高、日元升值」的组合。市场人士警告，若两股压力同步加剧，可能成为美股近 4 年多头行情的重大威胁。
1929年大崩盘恐重演！桥水达利欧：我们现在正处于AI泡沫中
2026-09-10 网络阅读（48）
桥水基金创办人达利欧(Ray Dalio)最新表示，当前AI热潮与以往历次科技泡沫遵循相同的历史模式，「我们现在正处于泡沫中」，并称危险在于人们无法区分科技本身的奇迹，以及与之相关的投资。达利欧周三(9日)在X平台上发文说，几乎每一轮科技荣景都会催生泡沫并最终破裂，并以铁路建设热潮与工业革命作为过往例证。他提到1920年代末，电力、冷冻技术、电话、无线电、飞机与汽车几乎在同一时期涌现，这类时代节点自然会吸引大量投资者入场。他解释道，一项技术或许确实具备变革性，但若相关股票估值过高，或是透过
苹果改写晶片封装：A20 Pro携台积电2奈米登场　弃PoP转WMCM
2026-09-10 网络阅读（41）
苹果周三(9日)召开2026秋季发布会，推出iPhone 18 Pro、iPhone 18 Pro Max与折叠机iPhone Duo，并更新Apple Watch。相比外观与影像迭代，最大亮点是晶片革新，A20 Pro登场，首次把2nm制程带入iPhone，并放弃沿用多年的PoP垂直堆叠封装。 A20 Pro采用台积电2奈米制程，配备6核CPU(2性能核＋4能效核)，性能核最高提升20%；7核GPU图形性能最高提升40%，端侧AI算力翻倍，记忆体带宽提升50%。更值得注意的是，苹果已不再单纯
川普砲口再对准台湾晶片放话祭100%、200%高关税
2026-09-10 网络阅读（42）
美国总统川普周三 (9 日) 在达拉斯举行的共和党期中选举大会发表演说时，再度将矛头指向台湾半导体产业
果粉关心iPhone Duo萤幕有无折痕苹果官方回应了
2026-09-10 网络阅读（41）
苹果(AAPL-US) 推出首款折叠手机 iPhone Duo，不仅是苹果史上萤幕最大、售价最高的手机，萤幕折痕与机身耐用度也成为果粉关注焦点。苹果会后回应，Duo透过特殊材料与结构设计，能将萤幕应力及折痕减至最低。苹果表示，iPhone Duo 将既有的 iPhone 使用体验带入折叠设计，并搭配全面重塑的 iOS 27，让使用者能以不同摆放方式及角度操作，也可进行多工处理，或透过 Siri AI 与 Apple Intelligence 获得协助。针对内萤幕折叠处是否会出现折痕，苹果指出
不是收购却像收购？辉达与Groq授权协议遭美反垄断调查
2026-09-10 网络阅读（37）
美国司法部正调查辉达(NVDA-US) 是否刻意设计与人工智慧晶片新创公司 Groq 达成的 200 亿美元技术授权协议，以规避反垄断审查。彭博引述消息人士报导，监管机构正在审查这笔去年 12 月宣布的交易。辉达透过协议取得 Groq 技术的使用权，Groq 执行长 Jonathan Ross 与营运长 Sunny Madra 也随交易加入辉达，但 Groq 仍维持独立公司地位。美国国会议员其后批评，这笔交易实质上形同收购，并压抑市场竞争。辉达代表拒绝评论美国政府是否正在调查其收购 Gro
台积电8月营收首度冲破5字头达5,148亿元再攀峰
2026-09-10 网络阅读（41）
台积电(2330-TW)(TSM-US)今(10)日公布 8 月营收新台币 5,148 亿 600 万元，月增 10.1%，年增 53.3%，累计前 8 月营收为新台币 3 兆 3,868 亿 7,000 万元，年增 3
出货上看3500万支！高盛：iPhone Duo定价「实惠」　鸿海、南亚与大立光等大中华区供应商受惠
2026-09-10 网络阅读（38）
苹果首款折叠iPhone正式亮相，高盛认为其定价策略与产品设计均超出预期，有望打开大众市场，并对大中华区供应链构成显著利多。高盛大中华科技团队今(10)日发布最新研报指出，苹果折叠机iPhone Duo，要价1999美元起跳，低于三星Galaxy Z Fold 8 Ultra在美国的2099.99美元。分析师Allen Chang、Verena Jeng等人将此定价描述为「Affordable」(实惠)，认为苹果在记忆体成本高企与强规格配置的制约下，仍实现具竞争力的定价，有望吸引更广泛消费群体
自有机房＋模型层最赚！大摩：AI资本开支2027年见顶回报率最高46%
2026-09-10 网络阅读（38）
根据摩根士丹利最新研究，这轮AI基建热潮将在2027年迎来「峰值年」，亚马逊、谷歌、微软、META四大云端厂商的资料中心资本开支，预计从2025年约4660亿美元一路升至2027年约1.47兆美元，2028年微增至1.64兆美元，但增速将从2027年约60%骤降至2028年的约12%。案个别公司看，谷歌最激进，2027年年增率达83%，META约55%、亚马逊约50%、微软约43%，2028年则全面放缓。大摩将AI产业链拆成三种模式，资本回报率(ROIC)差距显著：自有基础设施＋模型层(如ME

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