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全球钢铁需求放缓 亚洲韧性支撑行业前景
Financial News

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全球钢铁需求放缓 亚洲韧性仍支撑黑色金属前景全球钢铁需求增长预期今年明显下调，黑色金属行业短期承压。不过，亚洲市场需求依然具备韧性，将为行业提供中长期支撑，新加坡也有望继续巩固其作为黑色金属交易枢纽的地位。贸工部兼国家发展部政务部长陈圣辉星期二（6月16日）在新加坡国际黑色金属周开幕仪式上表示，2026年全球钢铁需求增长预测已从年初约1.3%...

2026-06-26 7 浏览
沃什首秀前瞻：美联储点阵图或淡出，加息信号渐显
Financial News

沃什首秀前瞻：美联储点阵图或淡出，加息信号渐显

沃什首秀前瞻：美联储点阵图或淡出，加息信号渐显美联储每季度发布的“点阵图”利率预测，可能很快失去最后一个降息信号，甚至整个图表本身也可能被取消。市场届时将更直接地判断沃什（Kevin Warsh）是否真如其此前所言，是一位通胀鹰派。如果判断成立，这可能会让部分投资者感到意外。这位新任美联储主席正忙于明确立场，并在本月晚些时候召开首次政策会议前...

2026-06-21 17 浏览
美股IPO视角：SpaceX AI收入2030或超3200亿
Financial News

美股IPO视角：SpaceX AI收入2030或超3200亿

## 高盛：SpaceX AI部门收入2030年或达3220亿美元 据《金融时报》报道，高盛向潜在投资者透露的预测显示，SpaceX人工智能（AI）部门收入预计将从2025年的32亿美元，飙升至2030年的3220亿美元，升幅约100倍。 - 2026年：AI部门经营收入预计156亿美元（按年增长3.9%） - 2027年：AI部门经营收入预计345亿美元 ## 总收入同步上调：2030年或达47...

2026-06-05 33 浏览
沃尔玛无人机配送破100万单 美股盘前涨超2%
Financial News

沃尔玛无人机配送破100万单 美股盘前涨超2%

## 美股盘前：沃尔玛股价上涨 沃尔玛（WMT.US）盘前涨超2%，报119.28美元。 ## 里程碑进展：无人机配送完成100万单 沃尔玛宣布，无人机配送服务已完成里程碑式的100万单交付。通过与Wing和Zipline合作，目前在美四州运营66个服务网点。 ## 配送效率与业务增长信号 无人机配送可将食品、日用品及药品等急需物资，以平均23分钟的速度送至消费者家门口。 ## 订单时间分布：20...

2026-06-05 15 浏览
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Financial News

SpaceX、OpenAI、Anthropic三大巨头IPO来袭！2026美股AI格局要彻底变天了？

如果今天你只看一条AI新闻，千万别只盯着英伟达，也别只盯着特斯拉Robotaxi。因为2026年真正可能改变美股AI格局的，不是一家公司财报爆了，也不是某个AI模型又跑分第一了，而是三只还没正式进入公开市场的超级巨兽，正在同时走向华尔街。它们分别是，SpaceX，OpenAI，Anthropic。而这件事最有意思的地方在于，连最懂半导体和科技投资的Gavin Bake...

2026-06-02 29 浏览
凯西·伍德重仓SpaceX的颠覆性豪赌
Financial News

凯西·伍德重仓SpaceX的颠覆性豪赌

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2026-06-16 25 浏览

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