天天财经-提供金融入门知识-投资理财技巧-美股

黄仁勋闪辞震撼辉达！传数百员工联名盼老板回归「他值得第二次机会」
2026-11-13 网络阅读（16）
黄仁勋卷婚外情与国安风波辞任辉达执行长、总裁及董事，内部涌现要求他回锅声浪《WIRED》称意见箱贴文累计逾1,600则留言、数百员工连署，20多名员工在LinkedIn发文力挺辉达市值一度蒸发逾1兆美元，国会议员与FBI已启动调查；公司由Colette Kress任代理执行长
「像床边放了喷射发动机」美居民强烈抗议AI资料中心噪音与废气侵扰
2026-11-13 网络阅读（17）
AI算力需求爆发下，美国资料中心加速进入住宅区，引发居民抗议。洛厄尔居民 অভিযোগ噪音、柴油发电机废气与水雾，并称房价、保费受冲击。业者称服务600多客户、创造就业；但CLF提告、地方政府已祭出扩建禁令。
黄仁勋卸任传聘顶尖律所同时留下三大疑问
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黄仁勋卸任辉达执行长后，董事会由财务长克雷斯暂代，正从内外部寻找正式接班人。花旗、伯恩斯坦与其他券商下修辉达目标价；辉达收跌 4.34%，AI 概念股走势分化。黄仁勋已聘 Paul Weiss；董事会另委托 Wachtell 调查其与黄乐关系，投资人关注团队与客户稳定。
艾克曼称Anthropic「本世纪最惊人商业故事」却不打算买进
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艾克曼称Anthropic是本世纪最惊人商业故事，但估值难判、变数多，不符Pershing Square配置 Anthropic IPO每股70至78美元，估值约1.4兆美元，最高募资可达1000亿美元 Anthropic Q3销售额年增1,127%，季增放缓且亏损232.9亿美元，预计下周上市
黄仁勋请辞波及记忆体股美光、SK海力士走低分析师示警先进记忆体需求
2026-11-13 网络阅读（20）
黄仁勋请辞执行长，辉达跌4.34%，卖压扩散至AI供应链美光、美光供货受辉达新品节奏影响，若AI加速器延后量产，高效能记忆体需求恐递延投资人忧AI支出、举债与回报不确定，辉达人事风波恐令AI类股估值续压
从濒临退市到股价飙涨！苏姿丰获封雅虎财经「年度CEO」：她如何带领AMD逆袭？
2026-11-13 网络阅读（21）
苏姿丰获《雅虎财经》颁发年度执行长，超微2026年交出亮眼股价、并购与财报成绩超微今年股价迄今大涨158%，市值9月底首破1兆美元，目前约9060亿美元超微第三季营收133.8亿美元、年增45%；资料中心营收85亿美元创高，苏姿丰估2027年营收增逾80%
美股期货小涨0.2% 辉达人事风波冲击收敛、美债殖利率续攀
2026-11-13 网络阅读（16）
2026年11月13日（优分析／产业数据中心报导）⸺ 美股期货周五（13日）亚洲交易时段小幅走高，道琼工业指数、标普500指数及那斯达克100指数期货均上涨约0.2%。尽管辉达NVIDIA(NVDA-US)执行长黄仁勋突然离职、美国公债殖利率攀升，以及AI云端业者财测不佳，持续干扰市场情绪，但美股前一交易日跌幅明显收敛，期货盘也出现小幅反弹。美股周四（12日）早盘一度大跌，随后买盘回流，道琼工业指数终场下跌0.4%、标普500指数跌0.35%、那斯达克指数跌0.4%。辉达盘中一度跌至148.8
直到最后一刻仍力挺留任！川普亲曝黄仁勋辞职后来电：他正经历地狱般煎熬最愧对妻子与家庭
2026-11-13 网络阅读（17）
川普首度公开与黄仁勋私下通话，黄在辞职后致电，谈及婚外情丑闻及对妻子、家庭的伤害。川普称黄仁勋成就「令人难以置信」，并认为辉达「太大而不能倒」，与美国经济、股市及AI愿景深度绑定。黄仁勋曾频繁出入白宫与空军一号，承诺在美国落地最高5000亿美元AI基础设施产能，成川普AI战略核心盟友。
特斯拉与SpaceX合并有利比特币？先别高兴得太早
2026-11-13 网络阅读（20）
特斯拉与SpaceX传合并，市场关注是否像IPO般抽走比特币流动性，但全股票交易不需现金，未必迫使投资人卖币委员会评估与SpaceX深化合作，双方共持30,221枚BTC，估值21.6亿美元；价值下滑因比特币跌价 SpaceX前九月资本支出480.7亿美元、营运现金流131亿美元，短期卖币压力有限
〈财报〉Cerebras Q3营收优预期、宣布与微软合作盘后飙涨18%
2026-11-13 网络阅读（18）
Cerebras Q3每股亏损67美分、核心营收2.309亿美元，营收年增70%但放缓宣布与微软10月签新合作，相关营收估自2027年第一季起入帐 Q4核心营收估3.1亿至3.3亿美元，毛利率47%至49%，盘后股价涨18%

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《WIRED》称意见箱贴文累计逾1,600则留言、数百员工连署，20多名员工在LinkedIn发文力挺
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Anthropic IPO每股70至78美元，估值约1.4兆美元，最高募资可达1000亿美元
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超微今年股价迄今大涨158%，市值9月底首破1兆美元，目前约9060亿美元
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委员会评估与SpaceX深化合作，双方共持30,221枚BTC，估值21.6亿美元；价值下滑因比特币跌价
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