天天财经-提供金融入门知识-投资理财技巧-美股

「一切都没变」黄仁勋遭撤换为何部分辉达多头仍不改看法？
2026-11-14 网络阅读（10）
Wedbush Bryson称辉达下周财报可望优于财测，第四季营收展望也将高于华尔街预期。他指大型云端业者、neoclouds与xAI资本支出续强，供应链调查显示趋势将延续至未来几季。黄仁勋遭撤换后引发丑闻与接班不确定性，辉达股价本周跌12%，周五再跌2%至162.85美元。
〈美股盘后〉黑色星期五！辉达单周惨崩13% 费半跌超3.4% 但三大指数仍创8月初来最佳一周
2026-11-14 网络阅读（10）
美股三大指数周线收红，但周五费半跌3.43%，AMD跌8.75%、辉达跌2.01%，拖累标普与那指美国10月PPI月增0.3%低于预期，缓和市场对Fed 12月大幅升息疑虑辉达黄仁勋卸任执行长后股价续弱，汇丰降评至持有；市场聚焦17日财报、接班计划与Anthropic IPO
中国四大AI业者被抓到用辉达Blackwell晶片 6款模型浮现「硬体指纹」
2026-11-14 网络阅读（10）
DeepSeek、月之暗面、MiniMax、蚂蚁旗下6款模型初始权重，带有与辉达Blackwell晶片相符的特征以公开权重比对逾6兆组合，称B300、GB200可重现部分模型初始权重 SemiAnalysis估近年流入中国、受限辉达硬体额定功耗逾1.5GW；白宫及美参院也关切晶片出口纪录
〈纽约汇市〉美元创9月来最大单周涨幅 Fed升息几成定局
2026-11-14 网络阅读（10）
美元指数DXY报103.41，创2025年4月2日以来新高，本周涨1.1%，主因市场升息预期升温美国10月非农增16.5万、CPI与PPI皆高于预期，Fed理事华勒称若数据再热，利率或需升50基点美元走强压低日元与欧元；日元两度跌破160关卡，欧元兑美元报1.1022，创10月初来最差周表现
美联邦航空总署下令「全美航班暂停起飞」
2026-11-14 网络阅读（9）
FAA 以特殊情况及飞安考量发布全国性地面停飞令，全美尚未起飞的离港航班留在出发机场。芝加哥地区先传航管通讯异常，部分飞往欧海尔与中途机场班机被要求留在出发地，是否与全国停飞有关待查。 FAA上次全美停飞是2023/1/11，NOTAM故障致约9,000班延误、1,300班取消。
黄仁勋下台后科技巨头与白宫的「好交情」恐变烫手山芋
2026-11-14 网络阅读（12）
黄仁勋离开辉达后，CNBC指科技企业与白宫密切往来恐遭更严格检视，监管可能由松转紧。调查显示90%选民视贪腐为关键议题，93%反对官员持有或交易承包商股票，政商利益冲突受关注。华伦推《AI Overwatch Act》防先进AI流入中国，国会、资料中心与晶片出口政策或成科技股风险。
以后买东西只要交代AI？ChatGPT推代付款每笔仍须本人点头
2026-11-14 网络阅读（12）
OpenAI推ChatGPT Wallet，让AI代理dots代替用户购物付款，首波限美国18岁以上、具资格美发卡的Pro用户。每笔交易仍须本人用Face ID或指纹核准；支付网路提供代码付款，商家与AI代理看不到真实卡号。 OpenAI初期不抽交易佣金；联合航空、亚马逊已限制代理代购。
辉达恐写14年最长连跌！一周市值蒸发6572亿美元下周财报能止血？
2026-11-14 网络阅读（12）
辉达本周跌14.4%，恐连6周收黑，市值蒸发约6572亿美元，写下14年来最长周线连跌危机下周二将公布截至10月季度财报，市场关注业绩、库藏股、Colette Kress暂代执行长说明黄仁勋离任后，台积电等合作关系与AI人才留任成焦点，若伙伴转向恐示局势未稳
谁接黄仁勋？辉达传找上老战友安谋执行长哈斯入列
2026-11-14 网络阅读（13）
辉达董事会传接触安谋执行长哈斯，评估由这位曾任辉达约7年的老将接班黄仁勋，但仍未定案。黄仁勋周四因婚外情报导争议辞任，辉达由财务长克瑞斯暂代执行长，董事会持续寻找正式接班人。消息拖累股价，安谋美股一度跌逾5%，辉达也跌逾3%，显示市场仍受接班不确定性影响。
苹果、Google都走过创办人交棒！为何辉达接班更难？
2026-11-14 网络阅读（11）
黄仁勋因多起婚外情丑闻辞任辉达执行长，财务长Colette Kress暂代，董事会寻找正式接班人。辉达接班难度高于苹果、Google与优步，因黄仁勋掌舵33年，深度主导组织、供应链与政商关系。接班人除延续AI产品路线，还须处理公司文化、供应链与中国晶片出口压力，面对AMD与云端业者竞争。

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Bryson称辉达下周财报可望优于财测，第四季营收展望也将高于华尔街预期。
他指大型云端业者、neoclouds与xAI资本支出续强，供应链调查显示趋势将延续至未来几季。
黄仁勋遭撤换后引发丑闻与接班不确定性，辉达股价本周跌12%，周五再跌2%至162.85美元。", "createdAt": "2026-11-13T22:20:03.000Z", "author": "网络", "pv": 10, "pinyin": "mg", "name": "美股", "path": "/new/mg", "tags": [] }, { "id": 25536, "title": "〈美股盘后〉黑色星期五！辉达单周惨崩13% 费半跌超3.4% 但三大指数仍创8月初来最佳一周", "shortTitle": "〈美股盘后〉黑色星期五！辉达单周惨崩13% 费半跌超3.4%", "img": "https://cimg.cnyes.cool/prod/news/6661815/l/ba9cc06c9f7b3b849c0d042f053c6c8c.jpg", "description": "美股三大指数周线收红，但周五费半跌3.43%，AMD跌8.75%、辉达跌2.01%，拖累标普与那指
美国10月PPI月增0.3%低于预期，缓和市场对Fed 12月大幅升息疑虑
辉达黄仁勋卸任执行长后股价续弱，汇丰降评至持有；市场聚焦17日财报、接班计划与Anthropic IPO", "createdAt": "2026-11-13T22:08:42.000Z", "author": "网络", "pv": 10, "pinyin": "mg", "name": "美股", "path": "/new/mg", "tags": [] }, { "id": 25537, "title": "中国四大AI业者被抓到用辉达Blackwell晶片 6款模型浮现「硬体指纹」", "shortTitle": "中国四大AI业者被抓到用辉达Blackwell晶片 6款模型", "img": "https://cimg.cnyes.cool/prod/news/6662306/l/03c26805a42eb9d39f749203766c2681.jpg", "description": "DeepSeek、月之暗面、MiniMax、蚂蚁旗下6款模型初始权重，带有与辉达Blackwell晶片相符的特征
以公开权重比对逾6兆组合，称B300、GB200可重现部分模型初始权重
SemiAnalysis估近年流入中国、受限辉达硬体额定功耗逾1.5GW；白宫及美参院也关切晶片出口纪录", "createdAt": "2026-11-13T22:00:03.000Z", "author": "网络", "pv": 10, "pinyin": "mg", "name": "美股", "path": "/new/mg", "tags": [] }, { "id": 25532, "title": "〈纽约汇市〉美元创9月来最大单周涨幅 Fed升息几成定局", "shortTitle": "〈纽约汇市〉美元创9月来最大单周涨幅 Fed升息几成定局", "img": "https://cimg.cnyes.cool/prod/news/6661753/l/192ec88b50796a00324cd65d15de0417.jpg", "description": "美元指数DXY报103.41，创2025年4月2日以来新高，本周涨1.1%，主因市场升息预期升温
美国10月非农增16.5万、CPI与PPI皆高于预期，Fed理事华勒称若数据再热，利率或需升50基点
美元走强压低日元与欧元；日元两度跌破160关卡，欧元兑美元报1.1022，创10月初来最差周表现", "createdAt": "2026-11-13T21:46:42.000Z", "author": "网络", "pv": 10, "pinyin": "mg", "name": "美股", "path": "/new/mg", "tags": [] }, { "id": 25533, "title": "美联邦航空总署下令「全美航班暂停起飞」", "shortTitle": "美联邦航空总署下令「全美航班暂停起飞」", "img": "https://cimg.cnyes.cool/prod/news/6662333/l/2d9116b1ed975f203f3f4aee11b525d5.jpg", "description": "FAA 以特殊情况及飞安考量发布全国性地面停飞令，全美尚未起飞的离港航班留在出发机场。
芝加哥地区先传航管通讯异常，部分飞往欧海尔与中途机场班机被要求留在出发地，是否与全国停飞有关待查。
FAA上次全美停飞是2023/1/11，NOTAM故障致约9,000班延误、1,300班取消。", "createdAt": "2026-11-13T21:13:14.000Z", "author": "网络", "pv": 9, "pinyin": "mg", "name": "美股", "path": "/new/mg", "tags": [] }, { "id": 25531, "title": "黄仁勋下台后科技巨头与白宫的「好交情」恐变烫手山芋", "shortTitle": "黄仁勋下台后科技巨头与白宫的「好交情」恐变烫手山芋", "img": "https://cimg.cnyes.cool/prod/news/6662161/l/39464cd21fe9e0a63b04f5500269a7db.jpg", "description": "黄仁勋离开辉达后，CNBC指科技企业与白宫密切往来恐遭更严格检视，监管可能由松转紧。
调查显示90%选民视贪腐为关键议题，93%反对官员持有或交易承包商股票，政商利益冲突受关注。
华伦推《AI Overwatch Act》防先进AI流入中国，国会、资料中心与晶片出口政策或成科技股风险。", "createdAt": "2026-11-13T20:00:06.000Z", "author": "网络", "pv": 12, "pinyin": "mg", "name": "美股", "path": "/new/mg", "tags": [] }, { "id": 25528, "title": "以后买东西只要交代AI？ChatGPT推代付款每笔仍须本人点头", "shortTitle": "以后买东西只要交代AI？ChatGPT推代付款每笔仍须本人", "img": "https://cimg.cnyes.cool/prod/news/6662260/l/3b63150c1105995a07e546719ca035d1.jpg", "description": "OpenAI推ChatGPT Wallet，让AI代理dots代替用户购物付款，首波限美国18岁以上、具资格美发卡的Pro用户。
每笔交易仍须本人用Face ID或指纹核准；支付网路提供代码付款，商家与AI代理看不到真实卡号。
OpenAI初期不抽交易佣金；联合航空、亚马逊已限制代理代购。", "createdAt": "2026-11-13T18:30:07.000Z", "author": "网络", "pv": 12, "pinyin": "mg", "name": "美股", "path": "/new/mg", "tags": [] }, { "id": 25529, "title": "辉达恐写14年最长连跌！一周市值蒸发6572亿美元下周财报能止血？", "shortTitle": "辉达恐写14年最长连跌！一周市值蒸发6572亿美元下周财报", "img": "https://cimg.cnyes.cool/prod/news/6662258/l/5592ce6494d1726acd17efe650947086.jpg", "description": "辉达本周跌14.4%，恐连6周收黑，市值蒸发约6572亿美元，写下14年来最长周线连跌危机
下周二将公布截至10月季度财报，市场关注业绩、库藏股、Colette Kress暂代执行长说明
黄仁勋离任后，台积电等合作关系与AI人才留任成焦点，若伙伴转向恐示局势未稳", "createdAt": "2026-11-13T18:00:04.000Z", "author": "网络", "pv": 12, "pinyin": "mg", "name": "美股", "path": "/new/mg", "tags": [] }, { "id": 25526, "title": "谁接黄仁勋？辉达传找上老战友安谋执行长哈斯入列", "shortTitle": "谁接黄仁勋？辉达传找上老战友安谋执行长哈斯入列", "img": "https://cimg.cnyes.cool/prod/news/6662267/l/d8593bf0cc7480b5d2566ccf2ad0b514.jpg", "description": "辉达董事会传接触安谋执行长哈斯，评估由这位曾任辉达约7年的老将接班黄仁勋，但仍未定案。
黄仁勋周四因婚外情报导争议辞任，辉达由财务长克瑞斯暂代执行长，董事会持续寻找正式接班人。
消息拖累股价，安谋美股一度跌逾5%，辉达也跌逾3%，显示市场仍受接班不确定性影响。", "createdAt": "2026-11-13T17:30:32.000Z", "author": "网络", "pv": 13, "pinyin": "mg", "name": "美股", "path": "/new/mg", "tags": [] }, { "id": 25527, "title": "苹果、Google都走过创办人交棒！为何辉达接班更难？", "shortTitle": "苹果、Google都走过创办人交棒！为何辉达接班更难？", "img": "https://cimg.cnyes.cool/prod/news/6662063/l/4f08a8c6cb9b4c5c731c6b804ddfa796.jpg", "description": "黄仁勋因多起婚外情丑闻辞任辉达执行长，财务长Colette Kress暂代，董事会寻找正式接班人。
辉达接班难度高于苹果、Google与优步，因黄仁勋掌舵33年，深度主导组织、供应链与政商关系。
接班人除延续AI产品路线，还须处理公司文化、供应链与中国晶片出口压力，面对AMD与云端业者竞争。", "createdAt": "2026-11-13T17:00:04.000Z", "author": "网络", "pv": 11, "pinyin": "mg", "name": "美股", "path": "/new/mg", "tags": [] } ] }, "_locals": {}, "cache": false }