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美股三大指数走势分化存储芯片板块走弱_我的网站

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一 | Unit 8200, a secretive IDF intelligence formation responsible for collecting signal intelligence, has claimed to have helped thwart an attempted attack on the US power network.,In a rare briefing in Tel Aviv University on Wednesday, Unit 8200 deputy director, known only as ‘Colonel U’, said that a mysterious “adversary” that had “attacked Israel” using cyber means, and that in the process of stopping the attack, “we also found that they were attempting to target US power plants as well.”,“This was the first indication of this attack. It enabled preventing this threat, through tight collaboration with our fantastic American partners,” Colonel U said.,The officer did not specify when the reported attack took place, who was responsible, or any other information about the purported incident. He recalled however than another “adversary,” Iran, had similarly “attack water facilities in Israel,” and that that threat had also been “mitigated” before it could cause any damage. Israeli and US media had reported on the attempted attack on the Jewish State’s water utilities in May 2020.,“Like it or not, we work in quite a tough neighborhood, this leads to ongoing high friction in a dynamic and intense environment. We have new challenges each day. When we succeed we save lives. When we fail this becomes a major problem for our nation,” Colonel U said.,Israel Reportedly Suspects Iranian Cyberattack Triggered False Siren Alerts on Sunday 21 June, 04:08 GMT,Unit 8200 members received state awards for their reported involvement in a 2020 attack on Iranian port infrastructure, and former employees of the force were implicated in last year’s Pegasus spy scandal –involving the installation of military-grade zero-click spyware on the phones of tens of thousands of VIPs, including senior government officials, business executives, activists and journalists.,Israel and Iran have waged a long-running covert cyberwar going back at least to the 2010 Stuxnet attack on Iranian nuclear installations, including the Natanz uranium enrichment plant and its nuclear centrifuges. The two countries have subsequently accused one another of targeting a range of virtual and physical infrastructure, from government websites and servers to real-world facilities like gas stations, ports, utilities, and power plants.,Last week, Israel accused Iranian hackers of triggering false siren alerts in Eilat and Jerusalem by accessing and activating the IDF Home Front Command’s alert system.,In March, Israeli media reported that the country experienced its “largest-ever cyberattack” involving the targeting of Israeli government websites shortly after Iran’s Islamic Revolutionary Guard Corps cyber command announced that it had stopped a cyber sabotage attempt against the Fordow nuclear enrichment facility.,Last October, Israeli officials reported that a suspected Iranian hacking group known as ‘Moses Staff’ had breached 165 Israeli servers and hundreds of websites, amassing 11 terabytes of sensitive data, including the personal information of Defense Minister Benny Gantz and military officials, IDF operational planning maps, and correspondence. The same month, Tehran accused the “Zionist regime” and its allies of a massive hack attack which temporarily crippled Iran’s entire gas station network.,IDF, US Cyber Units Hold Mysterious Joint Drills to Ensure ‘Cyber Network Superiority’19 December 2021, 13:05 GMT。 R图 DJIA_0 R图 NDX_0 R图 SPX_0 　　8月24日，美股三大指数走势分化，截至发稿，道琼斯指数涨0.33%，纳斯达克综合指数跌0.92%，标普500指数跌0.31%。

二 | R图 SKHY_0 R图 MU_0 R图 SNDK_0 　　存储芯片板块走弱，SK海力士跌超6%，美光科技跌超6%，闪迪跌超10%。　　全球要闻　　黄金、比特币起飞！美债危机正重燃“货币贬值交易”？　　美国财长贝森特旨在压低美国融资成本的干预，仅让长期美债收益率走低了不到一天。相比之下，更为持久的市场信号却在于——美元走弱，而黄金与比特币同步走高，进一步强化了年初由不断膨胀的美国财政赤字及政策走向隐忧所驱动的“货币贬值交易”叙事。　　全球央行年会本周召开！贝森特救不动的美债沃什能救吗？　　债券投资者本周无疑将把焦点牢牢锁定在美联储主席凯文·沃什于杰克逊霍尔全球央行年会的讲话上。

三 | 随着美国财长贝森特上周的“救市”行动效果迅速消退，长期美国国债眼下正面临进一步抛售的风险，市场显然将从沃什表态中寻找美联储将如何应对顽固通胀与财政隐忧的蛛丝马迹……　　美财长：美伊战事进入“终局” 特朗普政府已摧毁伊几乎所有军工厂 “掩埋”其核计划　　美财长称美伊战事进入“终局”美国财政部长贝森特23日晚在社交媒体上说，美国同伊朗的战事正进入“终局”，扬言要切断伊朗政权“每一条经济命脉”，直至德黑兰“孤立无援”。

四 | 贝森特说，特朗普政府已瓦解伊朗的军事能力，摧毁其几乎所有军工厂，并“掩埋”了伊朗核计划。

五 | 　　美联储“大鹰派”再发声：通胀短期内难回落北美贸易战成新逆风！　　明尼阿波利斯联储主席尼尔·卡什卡利（Neel Kashkari）周日表示，美国国债收益率上升并不构成担忧，也不太可能影响货币政策决定。不过，美国通胀短期内难以回落至目标水平，而关税和贸易冲突是“罪魁祸首”之一。　　高盛揭秘10万亿美元AI持仓版图对冲基金与共同基金有哪些不同？　　在持续火爆但波动性极高的人工智能（AI）交易中，高盛最新报告或许能让人一窥专业投资者的思路。高盛表示，对冲基金对人工智能交易的敞口仍然比共同基金更大，但两类基金在2026年第二季度都调整了人工智能股票的仓位。而且，它们对于大型科技股和半导体等个股的选择也截然不同。　　公司新闻　　英伟达财报即将登场！高盛：若不释放这三大利好股价恐仍将下行　　本周三（8月26日）美股盘后，“AI芯片霸主”英伟达将公布2027财年第二季度财报。

六 | 尽管和华尔街大多数机构一样，高盛预计英伟达第二季度业绩将表现强劲，业绩指引存在显著上修空间，但高盛分析师仍然暗示——这并不意味着公司股价能够在财报公布后上涨。　　SK海力士公布最新HBM进展称竞争焦点从内存性能转向封装技术　　人工智能数据中心使用的高带宽内存（HBM）技术正在出现重大转向。SK海力士美国公司副总裁Lee Jae-sik最新表示，未来行业不仅需要关注HBM本身，还需要关注封装技术如何影响HBM。Lee在当地时间23日出席了美国斯坦福大学举行的半导体会议Hot Chips 2026，并发表了题为“HBM的高科技封装”演讲。　　不认同阿里新股配售？美股“大空头”重大调仓：清仓阿里、押注京东！　　美东时间周日，美股知名“大空头”迈克尔·伯里公开表示，他已经清仓阿里巴巴集团的持仓，转而布局其电商竞争对手京东集团。

七 | 他表示，他并不看好阿里巴巴最新的新股配售做法，并认为其当前股价已经过高。　　AI“追新”风气悄悄结束 Anthropic顶尖模型在企业市场遇冷　　Anthropic计划在今年IPO，然而越来越多的投资者质疑该公司是否匹配其目标估值。最新消息称，该公司计划募资1000亿美元，这将使其IPO估值达到2万亿美元。据支付集团Ramp的最新数据显示，Anthropic最大、最昂贵的模型Fable 5发布两个多月后，其收益已稳定占到该公司所有模型总收入的11%左右。但这并不符合企业用户追逐最强大模型的消费路径。　　英伟达部分客户据悉被告知AI相关产品会涨价超15%　　据报道，英伟达最大客户中的一些已被告知，由于内存芯片成本飙升，搭载英伟达AI芯片的服务器很多会涨价逾15%。