X日报 · 美股 · 2026-07-16

⚡ 今日速览

TSM Q2 earnings double beat with strong margins
NVDA launches Blackwell-powered modules for robotics/AI
IBM suffers worst trading day in 115-year history
Chip/memory stocks show mixed performance amid volatility
SpaceX shares fall below IPO price for first time
PPI inflation cools to 5.5% YoY, below expectations
Investment banks GS/MS surge on strong performance
AEHR raises FY2027 sales guidance significantly

📋 今日综述

TSM台积电Q2业绩超预期，毛利率67.7%再创新高，显示全球芯片需求复苏迹象
NVDA英伟达推出Blackwell模块T2000/T3000，瞄向大众机器人和边缘AI市场
IBMIBM单日跌幅创115年历史新高，市场对其传统业务前景担忧
ASTSAST SpaceMobile发行10亿美元可转债，股价盘后跌13%
SPXCSpaceX股价首次跌破IPO价135美元，投资者关注商业化进展
PPI美国生产者物价指数降至5.5%，市场料通胀压力继续缓和

台积电Q2业绩超预期强劲

台积电(TSM)第二季度业绩显著超越市场预期，基本每股收益4.31美元 vs 预期3.77美元，营收402亿美元 vs 预期397.6亿美元。毛利率达67.7%，营业利润率60.3%，净利率55.6%，显示半导体行业盈利能力恢复。

@elonmusk 原文 ↗

TSM业绩显示台湾半导体产业链复苏，高利率下芯片需求仍然强劲

与NPC争论是没有意义的

展开原文

Arguing with NPCs is pointless

@CoreyJMahler 永远不要忘记：当你与左派或老年人争论时，你实际上是在与电视机争论——而电视听不到你，也不关心你。

Never forget: When you are arguing with a Leftist or a Boomer, you are actually arguing with the TV — and the TV cannot hear you and it does not care.

❤ 1.9w · 🔁 2.3k · 💬 1.7k · 👁 193.2w

热门回复 4

@BarryPr77845370 @elonmusk Great analogy Corey.

@ScottBieser @elonmusk 在社交媒体上可能有一些旁观者会被开悟。而且偶尔锋利一下自己的爪子也是有用的。

@elonmusk On social media there my be some on-lookers who might be enlightened. Also it's useful to sharpen one's claws from time to time.

@ItsTime589 @elonmusk 希望他们能够达到更高的觉悟并醒来 🙏

@elonmusk Hopefully they are able to reach a higher awareness and wake up 🙏

@GautPrometheus @elonmusk 不幸的是逻辑在人类身上行不通。只有计算机语言有效。

@elonmusk Unfortunately logic doesn't not work with humans. Only computer languages.

英伟达推新Blackwell模块进军机器人市场

Nvidia发布Blackwell架构T2000和T3000两款模块，目标是大众机器人和边缘AI应用。据介绍，Jetson Thor计算机已被Boston Dynamics和Amazon Robotics等采用，标志着AI芯片向垂直行业拓展。

@TrendSpider 原文 ↗

NVDA进军机器人市场释放新增长点，Blackwell模块可能成为下一代AI硬件标准

重大消息：Nvidia $NVDA 宣布推出两款新的Blackwell驱动模块T2000和T3000，公司表示这些模块将支持大规模市场机器人和边缘AI应用。Jetson Thor计算机已经被波士顿动力学和亚马逊机器人等知名机器人公司采用。

展开原文

BREAKING: Nvidia $NVDA has announced two new Blackwell-powered modules, T2000 and T3000, which the company says will "enable mass-market robotics and edge AI applications at scale."

Jetson Thor Computers have already been adopted by notable robotics names like Boston Dynamics and Amazon Robotics.

❤ 601 · 🔁 65 · 💬 22 · 👁 7.1w

热门回复 4

@TrendSpider Source: https://t.co/ipZIUYodeQ

@Bananautonomous @TrendSpider https://t.co/0KqOmWQ0fw

@ShinkaIoT @TrendSpider 英伟达已经控制了数据中心，现在正在为每个边缘机器人进行连接，在其他人获得立足点之前抢占市场。

@TrendSpider Nvidia already owns the data center, now it's wiring up every robot at the edge before anyone else gets a foothold.

@equireason @TrendSpider 英伟达不是在推出机器人技术。它是在降低制造机器人的成本。这是一个更大的市场。

@TrendSpider NVIDIA isn’t launching robotics.
It’s lowering the cost of building robots.
That’s a much bigger market.

IBM史上最糟糕交易日

IBM在7月14日经历公司115年历史上最糟糕的交易日，盘中一小时内跌25%，打破1987年黑色星期一的纪录。这一暴跌引发市场对传统科技公司转型能力的质疑。

@TrendSpider 原文 ↗

IBM单日暴跌25%创历史新高，投资者担忧其在AI时代的竞争力

IBM $IBM刚刚正式经历了公司115年历史上最糟糕的一天 🩸 你敢买这血吗？https://t.co/V9ckZnS2tf

展开原文

IBM $IBM just officially had its worst day in the company's 115 year history 🩸

Do you dare buy the blood? https://t.co/V9ckZnS2tf

@TrendSpider 重大消息：IBM $IBM股票在交易不足一小时内单日下跌25%。这是史上最糟糕的交易日吗？黑色星期一：1987年10月19日...那天股价下跌23%。我们目前正在见证IBM股票史上最糟糕的一天。https://t.co/00vYrqhfDR

BREAKING: IBM $IBM stock is now down 25% in a single day, less than 1 hour into trading.

It's worst trading day ever?
Black Monday: October 19, 1987...
Shares fell 23% that day.

We are currently watching the worst day for IBM stock EVER. https://t.co/00vYrqhfDR

❤ 363 · 🔁 30 · 💬 23 · 👁 9.7w

热门回复 4

@AshknKW @TrendSpider 我在买入低点赚了120美元，然后就止步了。用这笔钱买了日用品。$IBM

@TrendSpider I bought the dip made 120 bucks. And called it a day. Bought groceries with it. $IBM https://t.co/qTDQTRuYQT

@stockmktmike @TrendSpider 我只会在克莱默说卖出后才买入IBM。

@TrendSpider I will only buy IBM after Cramer says to sell.

@MandoTrading @TrendSpider 几乎进入季度级别了

@TrendSpider Almost in the quarterly

@FedupCitiz9n @TrendSpider IBM需要先摒除印度CEO及在公司内泛滥的印度团队。它已经不再是80年代的IBM了。现在基本上就是一家Infosys的童工工厂。

@TrendSpider IBM needs to get of it's Indian CEO and the Indian cohort that festers the building first. It's no longer the IBM of the 80s. It's basically an Infosys sweatshop these days.

@EliteOptions2 原文 ↗

IBM跌25%创115年历史新高，市场对其业务前景严重质疑

你不是为了赚钱而交易。你是为了成为一个能与不确定性共处且毫不动摇的人。一个大losses后像什么都没发生一样恢复过来的人。一个愿意等待比感觉舒适更长时间的人。一个只在不可否认的情况下才行动的人。金钱是奖励。

展开原文

You’re not trading for money.

You’re trading to become someone who sits with uncertainty and doesn’t budge.

Someone who loses big and comes back like nothing happened.

Someone who waits longer than feels comfortable.

Someone who acts only when it's undeniable.

The money is the reward.

❤ 275 · 🔁 11 · 💬 42 · 👁 2.7w

热门回复 4

@blumasgifts @EliteOptions2 https://t.co/rZwcusTQYV

@MathewContact @EliteOptions2 "只有在不可否认的时候才行动的人。"

这句话说到点子上了

@EliteOptions2 "Someone who acts only when it's undeniable."

this right here

@EdmundoFutures @EliteOptions2 经纪人更新：

他来追求财务自由..

结果意外地注册了角色发展课程

@EliteOptions2 Broker update:

He came for financial freedom..

and accidently signed up for character development.

@eltourky73 @EliteOptions2 我喜欢你的灵感 ✌️

@EliteOptions2 I like your inspiration ✌️

半导体存储股波动不定

芯片和存储股本周表现不一，Intel、Micron、SanDisk、Nvidia等多家公司股价下跌，但Applied Materials、ASML等设备股也出现回调。市场正在等待TSM、ASML等关键玩家财报确认产业前景。

@TrendSpider 原文 ↗

存储芯片股本周下跌，但市场正等待TSM、ASML财报确认产业前景

今天芯片和内存股票找到了一些 relief 👀 🟢 Intel $INTC +4.53% 🟢 Micron $MU +4.49% 🟢 SanDisk $SNDK +4.19% 🟢 Nvidia $NVDA +3.90% 🟢 Applied Materials $AMAT +3.76% 🟢 ASML $ASML +3.59% 🟢 AMD $AMD +2.32% 🟢 Seagate $STX +2.01% 🟢 Broadcom $AVGO +1.50% 🟢 Western Digital $WDC +1.02% 🟢 TSMC $TSM +0.23% 🔴 ARM $ARM -6.40%

展开原文

Chip and memory stocks found some relief today 👀

🟢 Intel $INTC +4.53%
🟢 Micron $MU +4.49%
🟢 SanDisk $SNDK +4.19%
🟢 Nvidia $NVDA +3.90%
🟢 Applied Materials $AMAT +3.76%
🟢 ASML $ASML +3.59%
🟢 AMD $AMD +2.32%
🟢 Seagate $STX +2.01%
🟢 Broadcom $AVGO +1.50%
🟢 Western Digital $WDC +1.02%
🟢 TSMC $TSM +0.23%
🔴 ARM $ARM -6.40%

@TrendSpider 今天芯片和内存股票遭受重挫 🩸 🔴 SanDisk $SNDK -14% 🔴 ARM $ARM -8% 🔴 Intel $INTC -6% 🔴 Seagate $STX -6% 🔴 Western Digital $WDC -5% 🔴 Applied Materials $AMAT -4% 🔴 AMD $AMD -4% 🔴 ASML $ASML -4% 🔴 Broadcom $AVGO -4% 🔴 Nvidia $NVDA -4% 🔴 TSMC $TSM -3% https://t.co/hzFFlkVatu

Chip and memory stocks took a beating today 🩸

🔴 SanDisk $SNDK -14%
🔴 ARM $ARM -8%
🔴 Intel $INTC -6%
🔴 Seagate $STX -6%
🔴 Western Digital $WDC -5%
🔴 Applied Materials $AMAT -4%
🔴 AMD $AMD -4%
🔴 ASML $ASML -4%
🔴 Broadcom $AVGO -4%
🔴 Nvidia $NVDA -4%
🔴 TSMC $TSM -3% https://t.co/hzFFlkVatu

❤ 211 · 🔁 28 · 💬 21 · 👁 6.0w

热门回复 4

@pranavghariwala @TrendSpider https://t.co/doqMdYwd5i

@nanu_kumar @TrendSpider 我的策略分析如下📈📈！
👇https://t.co/qYoZfmKGrl

@TrendSpider My strategy analysis !

as follows📈📈!
👇https://t.co/qYoZfmKGrl

@nanu_kumar @TrendSpider https://t.co/qYoZfmKGrl

@SwatiSh40945804 @TrendSpider $NVDA今天表现不错。我认为从战略角度来看它会继续上涨

@TrendSpider $NVDA had a great run Today. I think it will keep going from Strat POV

@TrendSpider 原文 ↗

芯片股本周表现疲软，市场正在经历半导体板块轮动

快速了解一下内存和芯片...天啊老天鹅https://t.co/UCORzIvFEx

展开原文

quick check up on memory & chips... oh dear god https://t.co/UCORzIvFEx

❤ 361 · 🔁 24 · 💬 19 · 👁 5.3w

热门回复 3

@artyom_kyan90 @TrendSpider 亲爱的赌徒们，只需耐心等待，很快就要来看历史高位了

@TrendSpider Just be patient dear gamblers, soon ATH`s are coming for a long period.

@NorthlineCo @TrendSpider 拥抱波动吧！

@TrendSpider Embrace the volatility!

@Owata0w @TrendSpider 日本正处于夏季，但内存股似乎觉得是冬天。我们只需要挺过这个寒冷😭❄️📉

@TrendSpider Japan is in the middle of summer, but memory stocks seem to think it’s winter. We just have to weather the cold😭❄️📉

SpaceX股价破IPO价

SpaceX(SPCX)股价首次跌破IPO价格135美元，这一里程碰向投资者对公司商业化进展的担忧。尽管SpaceX在商业航天领域保持领先，但估值问题成为关注焦点。

@TrendSpider 原文 ↗

SpaceX股价破IPO价引发投资者担忧，尽管商业航天业务强劲但估值承压

重大消息：SpaceX $SPCX股价首次跌破IPO价格135美元 https://t.co/6L71Y0lbEu

展开原文

BREAKING: SpaceX $SPCX shares fall below IPO price of $135 for the first time ever https://t.co/6L71Y0lbEu

❤ 627 · 🔁 63 · 💬 61 · 👁 8.1w

热门回复 4

@AliensExist0 @TrendSpider 太棒了。我在200美元买入后已经亏了一半 🙌

@TrendSpider Awesome. I have lost half my money by getting in at $200 per share 🙌

@syd_paperboy @TrendSpider 距离IPO价格下跌了50%。
60-75美元区间是好的买入点

@TrendSpider 50% below ipo price.
$60-$75 area is a good buy.

@HedgeFundFomo @TrendSpider 以这个速度，下个月我就比埃隆·马斯克还有钱

@TrendSpider At this rate I will be richer than Elon Musk by next month

@PolemicsNParody @TrendSpider 马斯克SPCX...直接变成了坦克!!!

更容易判断了吗??

Trendspider: "突发：SpaceX $SPCX股价首次跌破IPO价格135美元"

投资超级讽刺并非建议 https://t.co/kRNIrr1apM

@TrendSpider Musk SPCX ... TANKS instead !!

Easier to gauge ??

Trendspider: "BREAKING: SpaceX $SPCX shares fall below IPO price of $135 for the first time ever"

Investment Super Snark NOT Advice https://t.co/kRNIrr1apM

通胀数据低于预期

美国6月生产者物价指数(PPI)年率为5.5%，低于预期的6.2%，并环比下降0.3%。这一数据点让市场预期进一步降低9月份加息概率。

@TrendSpider 原文 ↗

PPI数据好于预期，市场料通胀压力缓和，加息预期降温

重大消息：美国6月PPI通胀率为5.5%，低于预期的6.2%，月环比下降0.3%。

展开原文

BREAKING: U.S. June PPI Inflation comes in 5.5% vs the expected 6.2%, falling 0.3% MoM.

❤ 337 · 🔁 21 · 💬 22 · 👁 6.8w

热门回复 4

@Jacob_Osiason @TrendSpider 他们现在真的在努力美化数据 https://t.co/SOcgPSujKd

@TrendSpider Man they really trying to cook the books now with all of this adding up https://t.co/SOcgPSujKd

@KyleShitposting @TrendSpider 他妈的只有5.5%，人们会庆祝因为它不是6.2%，好像这样就没问题了

@TrendSpider Shits at fuckin 5.5% and people are gonna celebrate because it wasn't 6.2% as if that makes things ok

@realkirkpatrick @TrendSpider 那是不是意味着6月份的通胀增长了5.5%而不是6.2%？

@TrendSpider That mean inflation grew by 5.5% instead of 6.2% in June?

@wutnow_wut @TrendSpider 因为在停火期间油价下跌。等到下个月再看吧

@TrendSpider Because oil prices were down during the ceasefire. Wait until next month.

@TradingThomas3 原文 ↗

PPI好于预期，投资者逐步减低对进一步加息的担忧

9月加息概率暴跌

展开原文

Rate hike odds tanking for September

@zerohedge PPI 月环比-0.3%，预期0.0% PPI核心月环比0.2%，预期0.3% PPI 同比5.5%，预期6.2% PPI核心同比4.7%，预期5.1%

PPI -0.3% MoM, Exp. 0.0%
PPI Core 0.2% MoM, Exp. 0.3%

PPI 5.5% YoY, Exp. 6.2%
PPI Core 4.7% YoY, Exp. 5.1%

❤ 152 · 🔁 6 · 💬 11 · 👁 2.3w

热门回复 4

@XavierVonZack_ @TradingThomas3 直到下个月，当它再次上涨，因为我们身处战争中，战略石油储备已经空了 🙃

@TradingThomas3 Till next month when it rises again because we’re at war and the SPR is empty. 🙃

@SmartestF00L @TradingThomas3 按这个场搭的计划...债券市场不相信这些数字。看看TLT。在最初的消息公布时它下跌了

@TradingThomas3 As planned by this rigged show.. The bond market doesn’t believe the numbers. Look at TLT. At first it dropped on the news.

@DCondy75 @TradingThomas3 但市场仍然在暴跌（又来了）

@TradingThomas3 And yet the market is still tanking (again)

@papiputs @TradingThomas3 哇，我想下个月PPI MoM会不会更高哈哈

@TradingThomas3 wow I wonder if PPI MoM will be higher next month hahaha

投行业绩强劲

高盛(Goldman Sachs)和摩根士丹利(Morgan Stanley)自2023年以来涨幅分别达289%和208%，投行业务在利率上升周期中表现强劲。

@TrendSpider 原文 ↗

投行业绩在利率上升周期中表现强劲，高盛和摩根士丹利涨幅超200%

自2023年年底以来，投行绝对在印钱 🔥 高盛 $GS +289% 摩根士丹利 $MS +208% https://t.co/JloCPX6qmV

展开原文

Investment banks have been absolutely printing since late 2023 🔥

Goldman Sachs $GS +289%
Morgan Stanley $MS +208% https://t.co/JloCPX6qmV

❤ 352 · 🔁 26 · 💬 16 · 👁 5.8w

热门回复 3

@futureman1977 @TrendSpider 已经很好的运行了，现在开始适当减仓一点 $ms $gs 你只有在卖出股票时才会赚钱

@TrendSpider It’s been a great run beginning to trim a little bit $ms $gs you only make money when you sell the stock.

@DFinanser @TrendSpider 关于资本要求的放松监管。绝对不会在市场周期后期反噬我们

@TrendSpider Deregulation on capital requirements. No way that will ever come back to bite us later in the market cycle

@AndrewAaronSkyy @TrendSpider Fantastic 💸💸💸

AEHR大幅上调业绩指引

AEHR Test Systems将FY2027销售指引从8500万美元大幅上调至1.4亿美元。这一指引大幅上调显示了公司业务前景的乐观态度。

@TrendSpider 原文 ↗

AEHR大幅上调FY2027指引，显示测试设备需求复苏

$AEHR Q4财报上帝蜡烛 🔥 Q4调整后每股收益：$0.11 vs $(0.01)预期 Q4收入：$18.8M vs $18.7M预期 https://t.co/dx8xzi71x6

展开原文

$AEHR Q4 EARNINGS GOD CANDLE 🔥

Q4 Adj. EPS: $0.11 vs $(0.01) est
Q4 REV: $18.8M vs $18.7M est https://t.co/dx8xzi71x6

@TrendSpider AEHR财报直播：AEHR测试系统结果、电话会议和反应 https://t.co/JfElp4l6fz

AEHR Earnings LIVE: AEHR Test Systems Results, Call & Reaction https://t.co/JfElp4l6fz

❤ 193 · 🔁 17 · 💬 17 · 👁 7.8w

热门回复 4

@MarketCastApp @TrendSpider 从8500万到1.4亿的指引不是升级——那是另一家公司。AEHR的SiC测试设备是下一代芯片的必需工具。这样的业绩好得应该不只是一个浏览器标签。MarketCast让您的整个关注列表显示在电视上。https://t.co/W5JKUrfumo

@TrendSpider $85M to $140M guidance isn't an upgrade — that's a different company. AEHR's SiC testers are picks-and-shovels for anything running next-gen chips. A beat like this deserves more than a browser tab. MarketCast keeps your whole watchlist on the TV. https://t.co/W5JKUrfumo

@Solopyt @TrendSpider https://t.co/jJ229TK3kW done

@Sandiproy7e @TrendSpider 看起来AEHR刚刚把那个"哎呀"变成了"哇靠"，猜猜这根蜡烛是由纯粹的收益之火点燃的 👊

@TrendSpider Looks like AEHR just turned that “oops” into “whoa”, guess the candle was lit by pure earnings fire. 👊

@gravis821 @TrendSpider @grok is this good for LPKF

PayPal收53亿美元收购要约

Stripe和私募股权公司对PayPal提出53亿美元收购要约，按每股60.50美元计算。这一消息引发市场对支付行业整合的讨论。

@TrendSpider 原文 ↗

PayPal收到53亿美元收购要约，支付行业整合趋势或将继续

据路透社报道，Stripe和一家私募股权公司已提出以530亿美元或每股60.50美元的价格收购PayPal $PYPL https://t.co/pf17vZxbdx

展开原文

Stripe and a private equity firm have offered to acquire PayPal $PYPL for $53 billion, or $60.50 per share, per Reuters https://t.co/pf17vZxbdx

❤ 369 · 🔁 47 · 💬 29 · 👁 7.9w

热门回复 4

@hobbessz @TrendSpider Someone always knows https://t.co/Cjriv7J155

@derekquick1 @TrendSpider $PYPL 只管做吧哈哈。顺便把$NKE也拿下吧哈哈

@TrendSpider $PYPL Just do it lol. Take $NKE while they are at it lol.

@TVRN20 @TrendSpider Max pain

@Steven27994098 @TrendSpider $snap is next

Lucid回升剔除破产传言

Lucid在破产传言引发-56%暴跌后，随后官方否认并恢复大部分失落市值。这一事件凸显了特斯拉系股票的波动性和投资者对公司前景的敏感性。

@TrendSpider 原文 ↗

Lucid破产传言导致股价暴跌后恢复，特斯拉系股价波动性继续

Lucid $LCID在陌生人报道公司破产后暴跌56%后，已恢复了几乎所有损失该公司现已否认破产报告股价在一小时内从5.50美元跌至2.50美元以下 🩸 https://t.co/XryARiwbqz

展开原文

Lucid $LCID has recovered nearly all of its losses after tumbling -56% on bankruptcy reports that the company has now denied

The stock price fell from $5.50 to under $2.50 within an hour 🩸 https://t.co/XryARiwbqz

@TrendSpider 重大消息：Lucid $LCID股票在破产新闻发布30分钟内暴跌30% 🩸 https://t.co/T0ynaFusxv

BREAKING: Lucid $LCID stock crashes -30% in 30 minutes on bankruptcy news 🩸 https://t.co/T0ynaFusxv

❤ 141 · 🔁 10 · 💬 17 · 👁 5.7w

热门回复 4

@weltraumer23 @TrendSpider 谁组织的这个，真是天才

@TrendSpider Whoever organized this, Genius

@mustafa_feras2 @TrendSpider 在2.8美元抓了200股。感谢假消息

@TrendSpider Snapped 200 shares at $2.8. thanks false news

@PathReadsTheMkt @TrendSpider But I haven't 😭 https://t.co/ZsJWXhZLV0

@11seahawks11 @TrendSpider 这就是一个简单的炒作和抛售。唐纳德可能又从这个炒作和抛售中获利了！

@TrendSpider This was a simple pump and dump. Donald probably capitalized on the pump and dump again!