美股详情

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明星科技股

5,052.23

-8.8286-0.17%

涨家数：9

跌家数：11

平家数：- -

市盈率：- -

高：5,119.44

开：5,059.35

低：5,009.96

收：5,061.06

成交量：7.89亿

成交额：2,305.21亿

市值：31.50万亿

流通市值：29.48万亿

数据加载中...

iPhone 18 Pro Max据报将搭载“史上最大”电池，最高5425mAh

消息称亚马逊AWS上调ASIC服务器出货量

大行评级丨高盛：上调台积电ADR目标价至600美元，市场持续供不应求

“最懂苹果分析师”郭明𫓹：折叠屏iPhone或“联合发布但推迟上市，年底前供货紧张”

华尔街见闻

存储、光通信、半导体股全线反弹闪迪升近10%美光科技、西部数据升近7%应用材料、康宁、迈威尔科技升逾5%英特尔、阿斯麦升

SemiAnalysis再度盘前爆料：英伟达Kyber NVL144机架延迟超12个月，因“PCB中板制造困难”

华尔街见闻

美股史上最大规模海外公司首次募资！“存储巨头”SK海力士本周五登陆纳斯达克

华尔街见闻

打不过就加入微软Edge 150稳定版正式开放谷歌账号登录

微软股价预测：2026上半年重挫逾20%，下半年还会继续跌吗？

TradingKey中文

豆包、千问：将下线智能体功能；快手可灵AI落地近30亿美元融资｜一周未来商业

每日经济新闻

分析师：折叠 iPhone 或重演 iPhone X 剧本，较晚开卖且供应吃紧至年底

2026全球数字经济大会|马斯克的机器人来京“路演”

缅甸电诈 AI 工业化曝光：星链成关键基础设施，加密支付与 OpenAI/谷歌模型被纳入工具链

美国最高法院将在下个审判期审理涉及枪支、LGBT及投票权等案件

一年估值从5亿飙至250亿：AlphaGo核心开发者创办的Reflection AI，凭什么被英伟达和SpaceX同时押注？

TradingKey中文

独家｜菜鸟国内供应链业务并入阿里电商

富士康第二季度营收同比增长40%

兴证策略：Capex放缓一定会导致行情终结吗？

苹果iPhone 17 Pro Max被封入美国建国250周年纪念时间胶囊

HBM存储竞赛升级！美光6303亿元扩建日本广岛晶圆厂

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iPhone 或重演 iPhone X 剧本，较晚开卖且供应吃紧至年底","url":"https://stock-news.laohu8.com/highlight/detail?id=2649156896","media":"链捕手","labels":["productRelease"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2649156896?lang=zh_cn&edition=fundamental","pubTime":"2026-07-05 22:34","pubTimestamp":1783262062,"startTime":"0","endTime":"0","summary":" ChainCatcher 消息，天风国际证券分析师郭明𫓹发文表示，折叠 iPhone 可能重演 iPhone X 剧本，即与其他机型同场发布，但预购和正式发售时间更晚，且供应吃紧可能延续至 2026 年底。\n\n从 2026 年第三季度备货量看，折叠 iPhone 很可能类似 2017 年 iPhone X，当年 iPhone X 与 iPhone 8 / 8 Plus 于 9 月 12 日同场发布，但因备货不足，其预购和正式发售时间分别推迟至 10 月 27 日和 11 月 3 日。折叠 iPhone 由于第三季度出货量有限，也可能到 2026 年第四季度才开放预购和正式发售。\n\n郭明𫓹称，在与电信运营商、销售渠道及转售 / 代购业者交流后，其判断即便折叠 iPhone 售价高达约 2300 至 2500 美元，需求热度至少仍可延续至 2026 年底。这意味着折叠 iPhone 开放预购后可能很快售罄，出货等待时间或迅速拉长至 4 至 6 周甚至更久，并持续到 12 月。\n\n他认为，折叠 iPhone 初期供应稀少、外观辨识度高且具备创新用户体验，可能推高短期转售价格，若转售价较官方售价高出 50% 至 100%，也并非不可能。 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15:07","pubTimestamp":1783235220,"startTime":"0","endTime":"0","summary":"　　近期全球科技股波动再度加剧。背后引发波动的来源，无论是上周苹果系列产品提价、还是本周Meta对外租售算力，核心都围绕一个担忧，即未来算力需求是否将放缓、Capex高增长是否难以为继？这是市场关注的焦点。　　市场对Capex增速的担忧，本质上是对科技股盈利增速见顶的担忧。　　我们暂不去讨论未来Capex增速的变化路径，因为其本身实际上很难预测。　　但市场近期的担忧也引发了我们的一个思考：Capex放缓一定会导致行情终结吗？","market":"sg","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://finance.sina.com.cn/roll/2026-07-05/doc-iniftwia8922424.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"sina","symbols":["LU1979443071.USD","LU2089283258.USD","IE00BJTD4V19.USD","LU0157215616.USD","LU1655091616.SGD","SG9999018865.SGD","LU1674673691.USD","IE0009G5SDU7.USD","LU1914381329.SGD","LU0642271901.SGD","LU1064130708.USD","LU1794554557.SGD","LU0708995583.HKD","LU0354030438.USD","LU2552382058.USD","LU2360032135.SGD","LU0006306889.USD","CNEQ","LU2168564495.EUR","LU0070302665.USD","LU0080751232.USD","SG9999014559.SGD","LU0323591593.USD","IE0001KFT4U8.USD","LU2452424414.USD","XLK","LU0634319403.HKD","LU0620787316.HKD","LU1670627923.USD","LU0234572021.USD","SG9999002232.USD","LU1196500208.SGD","IE00BN8TJ469.HKD","LU1861127337.USD","LU0056508442.USD","LU2403377893.USD","IE00BLSP4239.USD","IE00B19Z9505.USD","LU2100268510.USD","HK0000306685.HKD","LU1720051017.SGD","IE0034235303.USD","LU2125154778.USD","LU2237443549.SGD","LU1153585028.USD","LU1791710582.SGD","HK0000532082.HKD","LU2191332357.HKD","BK4097","TYLG","LU2023250843.SGD","LU1116320737.USD","LU0949170426.SGD","SG9999001077.SGD","LU2592432038.USD","LU1069347547.HKD","LU2750360997.AUD","LU0210526637.USD","LU2065170008.USD","LU0820561818.USD","LU0359202008.SGD","LU0528227936.USD","BK4532","BK4592","LU2023250330.USD","LU0061474960.USD","LU2506951958.HKD","LU0082770016.USD","LU0310799852.SGD","LU0553294199.USD","LU1046421795.USD","NULC","OGIG","GB00B4LPDJ14.GBP","LU0187121727.USD","LU0127658192.USD","LU0215105999.USD","LU2092937148.SGD","LU2463028550.USD","LU2054465674.USD","IE0009356076.USD","IE0005OL40V9.USD","LU2108987350.USD","LU0164939612.USD","LU2637965513.SGD","SG9999014567.USD","LU1989764664.SGD","LU2092627202.USD","LU1127390331.HKD","LU0708994859.HKD","LU1868836757.USD","LU2210149790.SGD","LU2177674079.SGD","IE00B7KXQ091.USD","LU1815336760.USD","LU2289578879.USD","LU1221951129.SGD","LU0320764599.SGD","LU0345770993.USD","LU1808992512.USD","SG9999014575.USD","LU0310800379.SGD","LU2506952097.USD","LU0097036916.USD","LU0690374961.EUR","LU0106261372.USD","LU0757359368.USD","IE00BFSS8Q28.SGD","LU1023057109.AUD","LU1261432733.SGD","LU1551013342.USD","LU1880398554.USD","SG9999002224.SGD","LU1803068979.SGD","LU2417539215.USD","LU0070217475.USD","SG9999015341.SGD","IE00BJJMRY28.SGD","BK4543","LU2168564222.USD","LU0174119429.USD","LU1674673428.USD","IE00BJJMRX11.SGD","LU1974910355.USD","LU2242650005.HKD","IE00BQXX3C00.GBP","MSFT","LU1244550494.USD","LU1236620834.HKD","LU1839511570.USD","IE00B775SV38.USD","LU0109391861.USD","SNPE","LU1267930730.SGD","LU2125154935.USD","IE000YTNTUN2.SGD","IE00BKPKM429.USD","LU1770034418.SGD","BK4516","LU0444973449.USD","LU0823434740.USD","LU2023251221.USD","LU2326559502.SGD","LU1923623000.USD","LU0561508036.HKD","LU0345769128.USD","LU0238689110.USD","LU1582987597.SGD","VGT","LU1670711123.USD","GB00B4QBRK32.GBP","BK4533","LU2125909247.SGD","LU0308772762.SGD","LU0081259029.USD","LU2168564065.EUR","LU2360106780.USD","LU2111349929.HKD","BK0214","HK0000819398.USD","MSFL","LU1564329032.USD","LU1181866309.USD","LU0069063385.USD","LU2008162690.USD","LU2487616109.SGD","LU0868494617.USD","LU1066051225.USD","LU2461242641.AUD","LU0690374615.EUR","LU0994945656.USD","IE00BDCRKT87.USD","IE00BJLML261.HKD","LU2087625088.SGD","LU1670756490.USD","LU0889566641.SGD","TDIV","LU0787776722.HKD","LU1119994496.HKD","LU1934453819.USD","LU0788109477.HKD","LU0879622024.SGD","LU1235294995.USD","LU0871576103.HKD","LU1923622614.USD","LU2041044095.USD","LU0053666078.USD","LU0823434583.USD","LU0289739343.SGD","LU2462591350.SGD","BK4504","LU0784385170.HKD","LU2602419157.SGD","LU1121112475.USD","LU1303224171.USD","IE00BKDWB100.SGD","LU1496350171.SGD","LU1989772923.USD","LU2236285917.USD","IE0034235295.USD","LU1251922891.USD","LU0208291251.USD","LU2764262908.HKD","IE00BYTNYN87.SGD","LU0348723411.USD","LU1116320901.HKD","LU1202635105.USD","LU0256863902.USD","LU0029864427.USD","LU2360108059.USD","LU0390134368.USD","LU0096362180.USD","LU1629891620.HKD","LU1564329115.USD","LU2237443978.SGD","LU2298321311.HKD","LU1059921491.USD","LU1316542783.SGD","LU2357305700.SGD","LU0210528500.USD","LU0861579265.USD","LU2237957902.USD","LU0082616367.USD","LU1037948541.HKD","LU1983260115.SGD","LU0133085943.USD","LU0823417737.USD","LU1961090484.USD","LU0289960550.SGD","LU1043141396.HKD","BK4588","FTEC","LU1934455194.USD","IE00B4YYXB79.USD","LU1435385759.SGD","LU03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17 Pro Max被封入美国建国250周年纪念时间胶囊","url":"https://stock-news.laohu8.com/highlight/detail?id=2649618312","media":"IT之家","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2649618312?lang=zh_cn&edition=fundamental","pubTime":"2026-07-05 14:56","pubTimestamp":1783234612,"startTime":"0","endTime":"0","summary":"7 月 5 日消息，据 FoxNews 报道，为庆祝美国建国 250 周年，一座名为“AMERICA250”的大型时间胶囊于昨天正式封存，计划于 2276 年美国建国 500 周年时开启。相应时间胶囊收录了来自美国各州具有代表性的物品，用于记录当代社会的面貌，参考 FoxNews 视频，一部星宇橙配色的 iPhone 17 Pro Max 也被置入胶囊中。值得一提的是，iPhone 诞生至今还不到 20 年，而时间胶囊将在 250 年后才开启。因此这部 iPhone 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